Core Viewpoint - Palantir's Q3 earnings were exceptionally strong, but there are concerns regarding its high valuation and how much growth is already reflected in the stock price [1][2][15]. Financial Performance - Palantir reported a year-over-year growth of 121% in its US commercial business, with an operating margin expanding to over 50% from 34% a year ago [12]. - Government revenue growth slightly decelerated from 53% to 52% quarter-on-quarter, which may be impacted by the ongoing government shutdown [4]. Valuation Concerns - The stock is currently trading at an extreme valuation of 83 times 2026 sales and over 200 times earnings, which raises questions about its sustainability [2][6]. - Analysts express that Palantir trades at about five times higher than other companies in the infrastructure software sector, indicating a potential overvaluation [2]. Market Reactions - Despite strong earnings, Palantir's shares have been a drag on the S&P, suggesting that market sentiment is heavily influenced by valuation concerns rather than fundamentals [5]. - The stock reached an all-time high of 207, but there are predictions it could fall to around 150-160, reflecting the volatility and uncertainty surrounding its valuation [8]. Competitive Landscape - Palantir's execution in the AI space is highly regarded, with many investors recognizing its strong performance and product adoption [15][16]. - The debate among investors centers on how much growth has already been priced into the stock, with some expressing confidence in the company's fundamentals despite valuation concerns [15][19].

It's time for the big three. We've got three stocks, three charts, and three trades. We'll take you through.Rick Dat will walk us through the charts as always. And here to take us through the trades today is Charles Moon, the stock strategist at Prosper Trading Academy. Great to have you both with us.Charles, can we just start with a big picture thought from you on on the market and the performance that we've seen so far in the month of November. >> Yeah, you know, things have been shaky since last Wednesda ...

Core Viewpoint - Palantir Technologies Inc is experiencing accelerating growth through customer upselling and new wins, while many peers are not seeing measurable returns from AI [1][2] Group 1: Company Performance - The total customer count for Palantir grew by 45% year over year, with U.S. Commercial customer count increasing by 65% [3] - Contract sizes for new deals have significantly increased, with contracts over $10 million up 3 times and those over $5 million up 2.5 times year over year [3] - The company reported earnings per share of 21 cents, exceeding the estimate of 17 cents by 25%, with a year-over-year EPS growth of 110% [4] Group 2: Financial Results - Revenue reached $1.18 billion, surpassing the forecast of $1.09 billion by 8.2%, representing a 62.8% increase from the prior year [4] - Palantir is achieving significant margin expansion alongside revenue growth [3]

Core Insights - Palantir Technologies Inc. achieved a record 63% revenue growth, signaling its strong market position and a challenge to competitors in Silicon Valley [1] - The company emphasizes the importance of solving real problems rather than merely selling software, distinguishing itself from rivals who focus on appearances [3][5] Group 1: Company Strategy - Palantir's Chief Technology Officer, Shyam Sankar, criticized competitors for imitating job titles like Forward Deployed Engineers without understanding their significance, highlighting a lack of substance in their approaches [2] - The company focuses on building effective software solutions, which it claims is a key factor in its ability to scale its AI capabilities more rapidly than competitors [3][4] Group 2: Company Philosophy - Palantir's mission is centered around creating value for customers, with a foundational ontology and an "AI hive mind" architecture that address critical enterprise needs [4] - The company positions itself as an outsider, emphasizing the necessity of being involved in solving the most valuable problems to ensure ongoing relevance and profitability [5]

Core Insights - Palantir Technologies Inc. reported strong quarterly results, exceeding expectations in both revenue and earnings per share (EPS) [1] - The company has raised its guidance for the full year, indicating positive future performance [1] - The U.S. commercial business is experiencing significant acceleration, building on already high growth levels [1]

Core Insights - Palantir Technologies Inc (NASDAQ: PLTR) is currently in the spotlight following comments made by CEO Alex Karp regarding investor Michael Burry, labeling him as "bats—crazy" [1] Company Summary - The remarks from Alex Karp highlight the ongoing tensions and differing perspectives within the investment community, particularly regarding the valuation and future prospects of Palantir [1] - Michael Burry is recognized for his successful predictions in the market, which adds weight to the discourse surrounding Palantir's performance and strategy [1]

And then Palunteer falling despite a solid report. Earnings and revenue coming in better. The company raising its current quarter and fullear revenue guidance.For more on Palunteer's move now down about 7 and a half%. Let's bring in Sema Modi. Sema and the CEO had something to say about it as well.>> He he sure did. Sarah Palunt CEO Alex Karp joining CNBC in the last hour and address the stock reaction despite a very upbeat fourth quarter outlook. And he also had a strong message for short sellers, calling ...

Palantir Technologies Inc. (PLTR) reported $1.18 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 62.8%. EPS of $0.21 for the same period compares to $0.10 a year ago.The reported revenue represents a surprise of +8.06% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $0.17, the EPS surprise was +23.53%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...

Core Insights - Michael Burry's hedge fund holds put options on 1 million Nvidia shares valued at $186.58 million and 5 million Palantir shares valued at $912.1 million [1] - Nvidia stock has increased over 1,300% in the past five years, approaching $200 [1] - Palantir shares have risen 1,700% during the same period [1]

Core Insights - Palantir Technologies Inc reported adjusted fiscal fourth-quarter earnings of 21 cents per share on $1.18 billion in revenue, exceeding forecasts, but the stock fell 7.3% to $192.09 due to Wall Street's high expectations and valuation concerns [1] - Despite the recent decline, Palantir's stock is still up 153% in 2025 and reached a record high of $207.52 [3] Financial Performance - The company raised its full-year guidance, indicating positive future expectations [1] - The consensus 12-month price target for Palantir is $177.48, representing a 7.2% discount to its current price [2] Analyst Activity - Eight analysts have increased their price targets for Palantir, with the highest target set at $225 by Piper Sandler [2] - Of the 21 brokerages covering Palantir, 17 maintain "hold" or worse ratings [2] Options Market Activity - The put/call volume ratio for Palantir is 1.66, ranking in the 94th annual percentile, indicating a strong interest in options trading [3] - Over 448,000 call contracts have been traded, which is three times the average intraday volume, with the 200-strike call for November 7 being the most popular [4]