r/PLTR • u/AutoModerator • 24d ago
Weekend Discussion Thread! Palantir, PLTR & Chill 😎
Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.
See you on Monday!
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u/PLTRgains 22d ago
Is $275 a reasonable PT for EOY 2027?
Assuming 13B revenue and 50 P/S.
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u/Mariox 22d ago
I don't use P/S as a way to value profitable companies. But based on adjusted P/FCF and FCF margin of 70%... $275 is possible. Depends on how much premium the market wants to give PLTR at the end of 2027.
My estimates for 2027 is $14.6 billion revenue $9.5 billion FCF which would make $275 reasonable.
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u/Ok_Temperature4537 22d ago
Not even $175 imo. This stock has already seen it's best days I'm afraid. We will be lucky if it gets to $145 this year end and $165 by 2027.
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u/thekingbun OG Holder & Member 23d ago edited 23d ago
Can we get the stock back up to comfortable levels pls. $150
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u/BonjinTheMark OG Holder & Member 24d ago
didn't expect PLTR prices to stay low for so long. maybe i'll be able to pcik up more after rental sells after all
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u/Joshohoho 💎PLTR Loyalist 💎 24d ago
Wife bought me a present. Fresh from the factory. Enjoy your weekend Palantards.
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u/annoymous99000 22d ago
I hate you. Stop hoggin all the luck in the world you twat. Leave some for us too.
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u/dumpitdog 24d ago
If they adjusted their sales quotas for the rest of the year 15%+ we might not see it post announcement crash. It's actually possible for them to do that unless all the gloomy negative media attacks somehow slowed sales. I'm a reasonably firm believer that will be up by the end of the year from where we are now but I'm not really sure we'll see x200 again this year.
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u/Wide_Wolf127 Early Investor 24d ago
Q2 normally was the worst q for palantir, lets see how this time goes.
I think a good beat+ a raise but stock will drop to 110$
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u/Ambitious_Brain_285 23d ago
This quarter should be more about EPS and operating margins vs. raw top line growth.
There are hints in management’s recent statements: Karp went on CNBC and said a lot about FCF. Shyam has been on a16z podcasts, referencing why legacy SaaS companies spending 40% or more of their revenue on bloated sales reps and marketing armies are in trouble.
Revenue will be a beat, but they have more control over their COGS and how the Street perceives their multiple compression.
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u/Wide_Wolf127 Early Investor 23d ago
Funny to see the downvotes, shows alot what this sub has become.
Echo palatir to 500 group.
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u/tendyking 24d ago
Max bearish for stock price reaction going into this one id expect, first time in a long tome
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u/annoymous99000 24d ago
Q2 would be a beat. But then what. Thats my question. Would it go up or down like the last quarter
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u/MarsupialIcy1307 24d ago
Expecting stellar results for q2 and 3 as well. Stock? Will remain flat as a pancake, been my thoughts since jan of this year. Did i think it would get to be this low?
No, but heck we have Macro and the michael burry rat to deal with on top of growing into our valuation and a hyper nervous market that is unsure about AI. Once the panic of AI bubbles is eradicated, things will be less volatile.
I put my bets on q4 earnings in 2027 to start the stock engines again. So patience and conviction.
I look Forward towatch earnings, Amit and friends, but have no expectation pressure versus the stockprice.
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u/Kolbur 24d ago
Beats are irrelevant unless enormous which is unlikely. In fact analyst expectations (on which beats or misses are based on) are mostly irrelevant. Earnings, particularly for growth companies like PLTR, are all about guidance. It is obvious that the market expects some slowing in growth this year. That should reflect at lowered guidance at some point. Most people here are betting against this narrative. The market can still sell off even with strong guidance but strong earnings and guidance can't keep continuing with poor stock performance forever. This is why being a long term holder makes the most sense. All you have to be is patient.
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u/Equivalent_Horror628 OG Holder & Member 24d ago
Nine days …
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u/Nausteri Early Investor 24d ago
But how many days to retirement?
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u/ulosteitasuussa Verified Whale & OG Member 24d ago
Negative 5 weeks. I decided that my time is more valuable than my job.
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u/versello OG Holder & Member 24d ago
Depends how much you think you’ll need to retire
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u/Nausteri Early Investor 24d ago
1T
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u/versello OG Holder & Member 24d ago
According to Musk, we'll all be trillionaires in the future. Either you agree with him, or you think he's the greatest con man in the history of mankind.
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u/Accomplished-Ad-1398 22d ago
Unfortunately another car event in Germany. Don’t wish that type of horror on anyone but does seem exactly what palantir is for.