Palantir Q1 Preview: Expecting Another Beat And Raise Quarter (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

• Palantir Technologies Inc. continues to defy bearish expectations even when other tech stocks have been selling off. I am still bullish ahead of Q1 FY25 earnings.
• I think concerns about budget cuts and spending slowdowns are overblown as deal flow seems to still be robust.
• A key Palantir partner organization is aggressively hiring more recruiters. I view this as a clear signal that Palantir's ecosystem is still growing rapidly.
• Palantir has top-tier talent, better than even trillion dollar tech companies such as Google and Meta. I view this as a sign that PLTR can reach a similar scale.
• I expect a beat and raise in the Q1 quarter for PLTR as it progresses toward the longer-term potential of being 10x bigger, rivaling Microsoft's scale.

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