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Palantir

$PLTR Palantir Displays Importance To The Public. 20% Spike ProjNov. 03, 2020 2:03 PM ET Palantir software considered for U.K. COVID Contact Tracing pProgram According to Financial Times sources, the U.K. government has talked with Palantir (NYSE:PLTR) about using its Foundry software to manage track and trace data related to the coronavirus pandemic. seekingalpha.com Previous reports have shown that the United States Government has also chose Palantir to track COVID-19 Vaccines... The use for Palantir's multiple software programs continues to show just how important this company is the Western World.... both Military and Industrial.
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by AlexCutler247
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$PLTR Palantir in the Early Stages for 20% SpikeNYSE:PLTR Palantir has reoriented to showing a more Bullish upward trend since its major breakout from previous analysis. When the Presidential Election is finally over I expect the Overall Market to return to normalcy. Allowing stocks to grow naturally based off of true fundamentals. The Partnerships and Contracts for this company are too strong not to allow this company to surge/spike soon. Government and Industrial I highly suggest you pay attention to that Squeeze Zone... We could see a major spike of 20%+ in the coming month!
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by AlexCutler247
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PLTR BOTTOM OUT? Buy & Hold LONGPalantir Stock Looks Attractive At $9, But There Are Two Key Concerns Palantir’s Increasing Exposure To Government While Palantir’s Revenues expanded by about 24% in 2019, growth is likely to pick-up to levels of over 40% in 2020 as Covid-19 related disruptions increased demand for the company’s services. Much of this growth will likely come from the Government space. Over H1 2020, Government Revenue expanded about 76% year-over-year, while its Commercial Revenue grew by just 26%. The higher government exposure – particularly in areas related to surveillance and national security – comes with transparency and perception issues – which could put off software investors. That said, Palantir still has a lot of scope to grow in the Commercial space, with its total addressable market standing at about $56 billion. Investors could re-think Palantir’s valuation if they see more proof points indicating progress in the commercial sector, via high profile deals or stronger Revenue growth. Palantir Can’t Scale As Seamlessly As SaaS Stocks Investors aren’t treating Palantir like a Software as a Service (SaaS) stock. SaaS companies incur upfront costs to develop and maintain their products, but they can scale-up seamlessly to a large number of users and have low customer acquisition costs. Palantir’s software, on the other hand, requires a lot of customization by Palantir engineers to adapt to the unique needs of customers. Its user base is also concentrated (125 users as of 2019, with 20 of them accounting for two-thirds of Revenue). This adds significantly to the company’s costs. For instance, Sales and Marketing Expenses stood at 61% of total Revenue in 2019, with General & Administrative costs standing at over 43% of Revenue. This significantly impacts the company’s bottom line, with Net Margins standing at -78% in 2019. In comparison, Datadog, a SaaS player that provides solutions to monitor cloud applications, had Net Margins of -5% during its most recent fiscal year. However, with Revenues likely to pick up this year, Palantir’s Net Margins should also rise. Over H1 2020, Net Margins stood at -34%. (this info was outsourced) DotcomJack | Going Long On PLTR
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by DotcomJack
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