Palantir Q4 2024 Earnings: Look Beyond The Multiples And AIP
Palantir surpasses Q4 expectations, easing market concerns about AI investment ROI and showcasing strong growth for the new ...
FVE up to $90 From $79 as American Exceptionalism and AI Value Chain Justify Excitement
We view Palantir’s financial position as healthy and improving. As of December, Palantir had nearly $2 billion in cash and $3.1 billion in marketable securities (mostly US Treasury securities) and no ...
Worth the Hype: Palantir’s Ontology, Switching Costs Warrant Quadrupling of Our Fair Value Estimate
We view Palantir’s financial position as healthy and improving. As of September, Palantir had nearly $800 million in cash and $3.8 billion in marketable securities (mostly US Treasury securities) and ...