Palantir: Everything Screams 'Buy' - Here's Why It's Still Early (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

• My “Buy” stance on Palantir Technologies Inc. before earnings has benefited from a stellar Q4 FY24 quarter that led to a 23% after-market surge in the stock.
• Palantir delivered significant all-round beats vs. consensus estimates, proving that the market is still underestimating the company.
• No matter how one cuts it, Palantir's revenue quality metrics are seeing consistent improvement and growing strongly. A 63% increase in total contract value indicates longevity of continued business expansion.
• Profitability is also increasingly driven by operating leverage effects across the company, as Palantir scores excellently in the growth-margin optimization equation.
• Palantir is not at overhyped valuations, as the stock is still seeing earnings growth upgrades. It has the potential to become as big as Oracle or Microsoft. Technically, PLTR vs. S&P 500 is also shooting up like a rocket.

Read the full article here.