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Is Palantir a house of cards?
Posted on 2/3/25 at 10:56 pm
Posted on 2/3/25 at 10:56 pm
8
Posted on 2/4/25 at 4:05 am to saintforlife1
I always thought Alex Karp was a shady fella..
Posted on 2/4/25 at 8:00 am to saintforlife1
I bought at 25 thinking i had overpaid . 
Posted on 2/4/25 at 11:16 am to FLObserver
It’s the next Tesla. There will be a giant pullback and a lot of folks like the guy in OP will issue their I told you sos. Then it will launch again to $300
Posted on 2/4/25 at 11:25 am to saintforlife1
I was talking about this stock at the IPO and was told then it would never do anything. The boomer investment crowd cannot conceptualize paradigm shifts like Palantir. Never change MB!
Posted on 2/4/25 at 11:35 am to Hmanhunt
They've done a great job growing their customer base and it's a healthy business but pretty much all of the increase in share price has come from multiple expansion.
P/S has increased 14x from the bottom while the share price has increased 14.6x.
What's a reasonable P/S? Probably 10-15 in an average market as opposed to the 70 currently. So it was likely undervalued at the bottom but the massive expansion really makes no sense other than AI hype and meme status.
I'm using P/S because the profitability ratios are really insane.
P/S has increased 14x from the bottom while the share price has increased 14.6x.
What's a reasonable P/S? Probably 10-15 in an average market as opposed to the 70 currently. So it was likely undervalued at the bottom but the massive expansion really makes no sense other than AI hype and meme status.
I'm using P/S because the profitability ratios are really insane.
Posted on 2/4/25 at 1:34 pm to saintforlife1
That dude is a dumbass. Especially appreciate that he trying to call out people who can't read financial statements.
The number he's pointing out and trying to make a point with is non-cash stock comp. Non-cash being the key word.
The number he's pointing out and trying to make a point with is non-cash stock comp. Non-cash being the key word.
Posted on 2/4/25 at 2:58 pm to ApexHunterNetcode
quote:
The number he's pointing out and trying to make a point with is non-cash stock comp. Non-cash being the key word.
There are no free lunches in finance.
Posted on 2/4/25 at 3:03 pm to Diseasefreeforall
Damn, I remember following this stock for a bit after its IPO. Had no idea it skyrocketed like that over the past year. Its market cap is ridiculously high.
Posted on 2/4/25 at 5:03 pm to spaghettioeauxs
Rule of 40 and PLTR scored an 81%
Posted on 2/4/25 at 6:00 pm to ApexHunterNetcode
They’re effectively diluting their shareholders by 10% a year.
As long as the stock keeps moving up nobody will care. But when it drops it’s a problem, and was all people talked about when the stock dropped down to $10/share and they went into overdrive with the options to compensate.
They’ve gone from 500m shares to 2.5bil in 5 years.
As long as the stock keeps moving up nobody will care. But when it drops it’s a problem, and was all people talked about when the stock dropped down to $10/share and they went into overdrive with the options to compensate.
They’ve gone from 500m shares to 2.5bil in 5 years.
Posted on 2/4/25 at 6:21 pm to lsuconnman
quote:
They’ve gone from 500m shares to 2.5bil in 5 years.
That's ugly. Talk about dilution.
Posted on 2/4/25 at 8:14 pm to Drizzt
quote:
was talking about this stock at the IPO and was told then it would never do anything. The boomer investment crowd cannot conceptualize paradigm shifts like Palantir. Never change MB!
Over 2 years from IPO PLTR fell 40%. Congrats?
ETA- Palantir has gotten meme/TSLA treatment, and while it may continue to grow, it’s very difficult to argue for it for fundamentally. That being said, it’s been the truth for like 200% returns imo, so does it really matter?
ETA- average street price target is like $58, for whatever that’s worth…
This post was edited on 2/4/25 at 8:22 pm
Posted on 2/4/25 at 11:52 pm to slackster
Like I said, never change!
Posted on 2/5/25 at 6:52 am to Drizzt
You’re paying 172x forward earnings, 90x trailing revenue, for a company growing at 30% revenue YoY.
NVDA is 31x forward earnings, 25x trailing revenue, and growing at 96% YoY.
Don’t act like there is some paradigm shift that boomers can’t see
NVDA is 31x forward earnings, 25x trailing revenue, and growing at 96% YoY.
Don’t act like there is some paradigm shift that boomers can’t see
This post was edited on 2/5/25 at 6:58 am
Posted on 2/5/25 at 12:14 pm to saintforlife1
Maybe but it is one of the best stocks in my portfolio.
I got in at $13.60/share in early 2022. This was based on some things they were doing in the GovCon space (my industry) that seemed exciting. At the time, it looked like the government would prop them up because a lot of the R&D and analysis was relying on some of their platforms basically making it a required system for contractors. Who knows where all of that is going with DOGE.
I took my initial investment plus 100% in profits a couple of months ago and letting the rest ride. We will see where it goes.
I got in at $13.60/share in early 2022. This was based on some things they were doing in the GovCon space (my industry) that seemed exciting. At the time, it looked like the government would prop them up because a lot of the R&D and analysis was relying on some of their platforms basically making it a required system for contractors. Who knows where all of that is going with DOGE.
I took my initial investment plus 100% in profits a couple of months ago and letting the rest ride. We will see where it goes.
Posted on 2/5/25 at 12:44 pm to slackster
quote:
ETA- Palantir has gotten meme/TSLA treatment, and while it may continue to grow, it’s very difficult to argue for it for fundamentally.
It was meme stock from the IPO. Only difference is unlike the rest of them they were getting government contracts while still trading like a shite stock.
But yes its grossly overvalued.
This post was edited on 2/5/25 at 12:46 pm
Posted on 2/6/25 at 9:41 am to slackster
So boomers jumped on NVDA early? I don’t think so.
Posted on 2/6/25 at 6:01 pm to Drizzt
quote:
So boomers jumped on NVDA early? I don’t think so.
You’re missing the point - you’re arguing that if only boomers could wrap their head around this “paradigm shift” they’d have made incredible profits in PLTR without acknowledging that an actual paradigm shift like NVDA trades at a fraction of the value of Palantir.
The paradigm shift in Palantir is the cult-like following, not the actual company performance, profits, revenue, etc.
Posted on 2/7/25 at 12:49 pm to saintforlife1
I don’t know but I have a stop loss at $95
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