PLTR — 7 entries on this page, 0 of them a change of direction.
Faster than they'll have a bigger rule of 40 than Palanteer once again. Yeah, I actually think Palanteers is is more exciting because the other ones are benefiting off large bottlenecks, but Palunteers may not even slow down. It's the craziest part.
All right, now let's move on to the fourth stock that I want to talk about. And this one is Palunteer because Palanteer, I think, had the best earnings report of the entire season, at least from what I saw.
So, let's take a look at the highlights. This screenshot shows us that Palunteer had 115% US revenue growth and it grew 23% quarter-over-arter. US commercial revenue grew 149% and US government revenue grew 90% year-over-year.
Total revenue grew 93% which means that Palunteer's business nearly doubled on a year-over-year basis which is just insane. And operating in free cash flow came in at about 1.22 billion with a 63% free cash flow margin.
So Palunteer's business is highly profitable while nearly doubling its revenue again on a year-over-year basis. That is truly impressive.
Uh you've got Palantir is also about a 1% cash flow yield.
Like, do we think Palantir is going to grow even more beyond just sort of like this government uh exposure that they had, you know, years ago, like 5 years ago, right? Oh, are they going to expand to commercial?
The answer was absolutely yes. They keep expanding, you know, commercial revenues are going to exceed government exposure.
Look at this. Getting a little bit of a discount here on Palunteer. Palanteer's had one heck of a run now down about 4%. Uh given a little bit of a give back here. We do have a support line at 164 we'll be paying attention to.
Uh we uh we do have a price target uh on the cues for this next week here. And uh let's just put it this way. This in our course member live streams which of course you could be a part of over at me.com.
Uh the um the price target is lower than where we sit right now. But uh but we actually are uh chalking this up to an opportunity. We expect a lot of volatility this week. We've been talking about this for a while uh since we hit 735 on the cues.
Like look, we've got a price target and it's down from here. And so far we are down 29 points uh since our unfortunately short-term bearish price target on the cues. And that wasn't to be a bear.
It's we actually see it as a buy the dip opportunity.
We could talk about Parent here which is a company we cover on the show uh next Wednesday. So stay tuned for that because I feel like especially a comp company like Microsoft might get into some problems there eventually.
Just one comment, we have it, we don't have it today on the list, but Palanteer would be B today and 10 years B execution of the CEO is quite impressive.
Let's take throw throw guesses in the comments right now on what their stockbased comp is. One the five billion of topline revenue. And I haven't looked at this. We've got corporate expenses 580 million.
Throw me a guess in the comments for what you think stockbased comp is and we'll take a look. I'm guessing it's a I'm guessing 80 million and I don't know. I haven't looked at could be totally wrong. We'll see.
Palanteer just dropped another monster quarter just like I told you it would. And just like I told you back in 2022 when this stock was $6. We still have a long runway to go with this company. This is far from the end.
Look at the actual numbers and you will find out in today's video line by line, data by data, why these earnings prove Palanteer is not just a $1 trillion company. It might actually be a lot bigger than that.
I might have actually undersshot the true potential of this business.
