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Palantir Upcoming Earnings: Skepticism vs Momentum

Kavout

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This episode provides an overview of Wall Street's perspective on Palantir's upcoming Q3 earnings, characterized by cautious optimism mixed with deep skepticism regarding its valuation. Although analysts expect revenue growth to accelerate and generally agree on earnings forecasts, the stock's current price is significantly above the average price target set by analysts, many of whom recommend "Hold" ratings. The primary concern is Palantir's extremely high valuation metrics, such as its price-to-sales ratio of 136, which suggests the stock has little margin for error. Conversely, optimistic views cite strong commercial momentum, especially in US commercial revenue and AI platform adoption, and the company's track record of consistently beating expectations as key drivers.

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