Its stock remains expensive relative to its sales, Furthermore, PLTR has a narrative to maintain. Forget Tesla! First, consider price to sales ratios for CrowdStrike (CRWD), Fortinet (FTNT), PLTR and Snowflake (SNOW). PLTR stock lost 12% on the week, breaking down below the critical 20-, 50-, and 200-day moving average at around $25. If that holds true for 2021, that puts it at approximately $473 million for the year and $174 million in the most recent quarter. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations. Since going public as a direct listing in 2020. ) Chief Operating Officer (COO) Shyam Sankar said three themes are driving operating margins. I remain bullish. its strong growth and its great position in its industry. Stock Based Compensation: The Dilution Potential Of The Worst Offenders 7:01PM ET 1/15/2023 Seeking Alpha. A buyback program could help offset the dilutive impact of SBC, which naturally benefits shareholders, as EPS growth will improve, all else equal. Lets take a look at their Government and Commercial business. Making the world smarter, happier, and richer. PLTR stock already tripled since its initial public offering. Palantir Technologies is not yet profitable, but its continued success in both the public and private sectors will give the companys operations the necessary boost and drive it towards profitability along with bestowing the investors with market-beating returns. It has a powerful A.I. For the past decade, we have developed and perfected technology designed to help private investors, just like you, find the best opportunities, with the greatest upside potential, in any financial climate., Invest Like a Pro with Unique Data & Simplifed Tools, Mohamed El-Erian Says the Stock Market Rally Could Be Short-Lived; Here Are 2 Strong Buy Dividend Stocks for Stable Cash Return, Boost Your Passive Income; 3 Stocks with 50+ Years of Dividend Growth. Palantir Might Be Worth the Buy for Patient Investors. Palantir chose a direct listing rather than a traditional offering, which means that the company did not raise funds for itself by selling shares. Instead, existing shareholders were able to sell and liquidate their shares on the open market. However, this secretive software firm that Really, the point is that PLTR's racing toward at least $4 billion in revenue by 2025 and various multiples make it clear to me that PLTR will continue to appreciate in price as a result. Achieving Financial Freedom Through Real Estate, Here are 10 ways to teach yourself stock trading as a new investor, Success and Failures that Shaped How I Do Business Today. AMZN's share count was up 12% but price was up 1.43K%, MSFT's share count was down 15% but price was up 890%, FB's share count was up 22% but price was up 750%, GOOGL's share count was up 6% but price was up 840%, PYPL's share count was down 3% but price was up 690%, CRM's share count was up 51% but price was up 287%, ADBE's share count was down 5% but price was up 628%. Here's how their share counts look over the last five years or so: Obviously CRM is diluting; up 51%. Changes in these assumptions may have a material impact on the backtested returns presented. The DCF valuation employs the Free Cash Flow to the Firm (FCFF) methodology to arrive at the intrinsic value of the company. We essentially have built a food ontology that provides nutrition in mission critical systems. has been a polarizing stock. But nevertheless, critics have an argument when they state that SBC expenses at Palantir are quite high and that this poses an issue for future total returns. In an effort to guard against black swan events, Palantir recently made a large purchase of gold bars. Its a perfectly legal practice, its just not something investors like to see. Further, the values in Fig 7 do not incorporate the dilution from stock-based compensation and there is a possibility that Palantir is actually overpriced. Since October 2020, Palantirs stocks 1-year return has outperformed a number of the worlds most popular media and tech companies: DIS, AAPL, TSLA, The company is an unquestioned leader in the field of big data analytics. Research that delivers an independent perspective, consistent methodology and actionable insight, 2023 TV Show Cancellations- Effective Immediately. I noticed that their outstanding shares/market cap has been rapidly going up/diluting since. These multiples will be carried forward to our sensitivity analysis. There has been NO true dilution However, this secretive software firm that counts the CIA and FBI among its list of eminent clients has been quite a volatile and polarizing investment option since its listing. From Palantirs current financials and its projections at FY21, we can conclude that the companys future growth story for the next 36months is crucial to determine if the stock can experience a surge in price, since its current operating structures in FY21 has experienced a huge improvement with respect to its top line revenue growth. Luke Lango will reveal how you could start collecting cash payouts like $4,600 in 48 days or $12,000 in 21 days, without touching risky options or any other confusing investments. Still, that valuation comparison is not fair. Article printed from InvestorPlace Media, https://investorplace.com/2021/11/palantir-might-be-worth-the-buy-for-patient-investors/. That's why it's often far better to look at it over a period of time. This suggests the stock has no near-term upside. Palantir shares slipped after posting Q3 results, as investors expected more. I wrote this article myself, and it expresses my own opinions. On the other, bears are not wrong to criticize Palantir's cash-burning problem and excessive stock-based compensation, which keeps diluting shareholders to oblivion. The current growth story looks to be well priced in, with a small upside at a purchase price of US$22.83 as of 15th Nov 21. Plus, there is a 14-day FREE TRIAL. Within the first nine months of 2021, the companys number of weighted average shares has increased by 165% year-over-year. I wrote this article myself, and it expresses my own opinions. Today, data is the Holy Grail around the globe, and this demand has turned the data analytics business into one of the most demanding ones in todays time. reduce the number of new stock options that are awarded to execs and employees. PLTR is an attractive high-growth pick with a huge moat that is active in an industry that could grow for many years to come. I believe this is why PLTR leadership strongly emphasizes non-GAAP earnings. Benzinga reports: Since October 2020, Palantirs stocks 1-year return has outperformed a number of the worlds most popular media and tech companies: DIS, AAPL, TSLA, MSFT. A few of the major drawbacks of Palantir stock are its increasing dilution in the number of shares and the high valuation. I am not receiving compensation for it (other than from Seeking Alpha). That's the point. Youre reading a free article with opinions that may differ from The Motley Fools Premium Investing Services. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Palantir revenue has been increasing over the years. Its CEO, for example, received a massive $1.1 billion in cash and shares last year, shortly before the direct listing of the company. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Stocks tumble, Apple slides as China COVID protests spook investors to start week It'll work out. Both PYPL and ADBE were "cannibals" and appreciated over 600%. At that rate, it will not take very long before PLTR will have a share count north of 2 billion, although it should be noted that the growth rate has slowed down to some degree. WebTo give you an idea of how many shares were covered under the 2010 Plan, this is from the S-1 (emphasis mine): As of June 30, 2020, options to purchase 308,905,744 shares of Here's some color: The company appears to favour SBC over salary for all its employees, and thanks to the direct listing in 2020, the stock-based compensation expense increased five-fold from $241m in 2019 to $1.2bn in 2020. Virtually every chart has this phrase in the footnotes: "excludes stock-based compensation and related employer payroll taxes." I appreciate your feedback, comments and questions. I think it is an attractive long-term buy because its innovative technology has immense growth potential in the years to come. In fact, based on the companys FCF projections, InvestorPlace contributor Mark Hake has a price target of $38.81 for Palantir. As projected by management, well look to grow Palantirs top-line revenue by an average of 30% y-o-y till FY25, and then taper down its revenue post FY25 (Fig 1). Go to company page As such, an entry into Palantir could be wise in the US$1921 region and initiating covered call positions (up to 90 days out) since movement of the share price will likely be very muted till the release of every quarterly financial results to review the companys growth potential and cost structure. ), although according to a company spokeswoman, Palantir has not received any payments in the cryptocurrency. The TipRanks Smart Score performance is based on backtested results. TipRanks is a comprehensive research tool that helps investors make better, data-driven investment decisions. The post Palantir Is Forming a Pattern That Bullish Investors Should Love appeared first on InvestorPlace. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. Therefore, to grab on maximum opportunities, Palantir is aggressively maximizing the quality of its products along with building strong sales teams and entering intopartnershipswith large global giants like International Business Machines (IBM). But this is a statistic that requires context. One of, if not THE most heavily compensated CEO of any US company in 2021. Value investors could buy Microsoft (NASDAQ:MSFT) at 14 times sales or Oracle (NYSE:ORCL) at 6.8 times. If other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown. Just as it looked as though Palantir Technologies (NYSE:PLTR) would rally again, its quarterly earnings rained on its parade. History suggests that SBC isn't a stock price killer. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. On the other hand, CRM increased share count rather substantially and didn't quite make it over 300% price appreciation. The Motley Fool owns and recommends C3.ai, Inc. and Palantir Technologies Inc. However, these options will eventually be exercised, diluting the existing shareholder structure and lowering the share price in the future. And, that's also in line with PLTR's long-term sales view, back from Q4 2020. On the date of publication, Chris Lau did not have (either directly or indirectly) any positions in the securities mentioned in this article. Uber, Lucky you got in in September. One out of eight analysts have given Palantir a Buy rating, three have Hold ratings, and the remaining four have suggested a Sell. Banks may justify the return on investment (ROI) based only on the speed of the installation. Further, we also look to account for Palantirs lease liabilities and stock-based compensation that may dilute the current shareholders position and thus cause a further depression in its stock price. I suspect you are quite familiar with Microsoft (MSFT), Amazon (AMZN), Facebook (FB) and Alphabet (GOOGL). Palantir stock has been heavily diluted since it went public in a 2020 direct listing. Palantir had a share price of $30. Chris has over 20 years of investing experience in the stock market and runs the Do-It-Yourself Value Investing Marketplace on Seeking Alpha. Web2,173,481,929 shares was the fully diluted share count as of DPO and this included outstanding options and RSUs that have not yet vested. I write about venture capital, equity research, and data analysis. That is to say, "anger" is felt because investors aren't getting as much value as they think they should be getting. Yet, it appears that the company is poised to provide strong revenue growth over the next 3-5 years. However, I need to point out a few things. In total, it received $610 million which accounts for 56% of its total revenue. 1125 N. Charles St, Baltimore, MD 21201. Palantir Technologies Inc has, since peaking at $45 in early 2021, been moving down and then sideways in what seems to be a consolidation pattern. In the last quarter, Palantir reported a. in commercial revenue. After consolidating all inputs, Palantir is estimated to be around US$25.22 per share via EBITDA multiple method and US$24.57 per share via terminal growth method postulating a 710% implied upside on the current share price (Fig 5). So been balls deep in Palantir since it went public in September. At this point, I've written well over 20 articles on the company. Palantir scores a 41/100 on quality. ET. Palantirs historical numbers are consolidated from FY18 to FY20 and projections are conducted from FY21 to FY27. Palantir Technologies Inc. shares fell the most in almost a year after the data software company reported financial results that illustrated a continued lack of net profit. And, the point is that an increase in share count is more like friction than a full stop. Backin 2020,it had generated a revenue of $1.09 billion along with a net loss of $1.17 billion. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low. Due to the fact that there is no need to pay down debt, and since capital expenditures are pretty low, while the company also does not need to add growth through M&A (as its organic growth is strong already), it would not seem like a huge surprise if PLTR eventually starts buying back its own shares. MSFT is the only "cannibal" of this bunch. Currency in USD Follow 2W 10W 9M 6.96 -0.05 (-0.71%) At close: January 13 04:00PM EST 6.94 -0.02 (-0.29%) That being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers. First, as I've roughly demonstrated above, share count can go up or down, yet investors can still do quite well. Bears say its close association with the United States government, along with an executive compensation structure that has caused share dilution, make PLTR stock overvalued. Commercial revenue accounted for 44% of the total in Q3. An adjusted free cash flow (FCF) of $119 million in the last quarter and a margin of 30% is hard to ignore. This is somewhat difficult for some investors to remember. Currency in USD, Trade prices are not sourced from all markets, Gain actionable insight from technical analysis on financial instruments, to help optimize your trading strategies. Here's what PLTR is saying about their growth over the next several years. Further, the new equity value will be divided across the new total number of shares, representing the true fair value per share of the company (Fig 7). I am not receiving compensation for it (other than from Seeking Alpha). Disclaimer: This initiated report is only a primer version it does not conduct a deep dive in the software-infrastructure technology market segment, but to incorporate managements overall guidance and analyse the companys operational structure to determine the fair value of the company. Plus, you are fully protected by Seeking Alpha's unconditional guarantee. In FY2020, its revenue grew 47%. To make the world smarter, happier, and richer. Breaking News Nov 28, 2022. But over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. And, that's why I emphasized adjusted numbers in Palantir: The Rule Of 40. As long as management grows the company faster than it dilutes shareholders, the stock will outperform the index. All rights reserved. Ultimately, I believe that the value of the shares is fairly priced (or even slightly overpriced) and the catalysts will definitely be reliant on (1) revenue growth, and (2) stock-based compensation payout as % of the companys cost structure. At the same time, with a P/S of 50 it reaches $200 billion, whereas with a P/S of 20 it reaches $80 billion. Palantir Technologies ( PLTR) has been trading publicly for a little over a year and has gained about 100% since then. Nevertheless, 287% is still quite robust. Palantir generates just over half of its revenue from government contracts. In the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. Of particular concern was the approximately 17.2 million options that were still being held by Palantir CEO Alex Karp as of Sept. 30. Certain assumptions have been made for modeling purposes and are unlikely to be realized. Perhaps I'm wrong here but to my eyes there's not an obvious correlation between share count and capital gains over 10 years. Palantir is a high-growth company that operates worldwide in both commercial and government segments. Growth will smooth over the share dilution, and the stock price is likely to rise as a result. The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. The averagePalantir Technologies price targetof $23.14 implies 25.4% upside potential. Second, it's bad but not super bad for PLTR. So today, I'll take a look at five red flags that might limit Palantir's near-term gains. Following which, we can identify that Palantir will be growing at a 32.9% CAGR from US$1.5B in FY21 to US$8.4B in FY27 (hitting the target of US$5B at FY25 too). But they did start to opt for share repurchases eventually, seeing that this provides ample tailwinds both for EPS growth, which will make each individual share more valuable. Now, let's ignore share count just for a moment. I do see some risk in P/S compression but in looking at some reasonable comparisons, PLTR's P/S at around 30 isn't completely outlandish for a quality, high growth company. SBC and share dilution are annoying. WebPalantir Technologies Inc. (PLTR) NYSE - NYSE Delayed Price. *Average returns of all recommendations since inception. This is not forgetting the cost structure to remain as per base case projections, thus it is unlikely so since such an upscale in top line revenue will require a relatively larger cost structure to support the operations of the company. The companys valuation could thus be well above $20 billion if public investors are willing to buy the shares where theyve traded most recently in the private market. Palantir is pursuing a direct listing rather than a traditional IPO, meaning its not raising capital and is instead allowing existing stakeholders to sell shares to new investors. Palantir worked exclusively for the U.S. Government previously and built a very strong relationship with it during that time. And when you join, I'll instantly share my actively managed growth stock portfolio. Palantir Technologies Inc. stock rises Monday, outperforms market Jan. 9, 2023 at 5:18 p.m. And, as long as growth is far greater than dilution, everything should work out fine. And as Hake notes, even if investors have to wait two years for the stock to hit that target, they would still get an average annual return of 29.54%. Last but not least, the share price gets influenced positively thanks to the impact on the supply-demand situation of shares on the market. values the company at around $40 billion. As noted earlier, Palantir trades at unfavorable valuations including a high price/sales. Investors may refer to NXP Semiconductors (NASDAQ:NXPI) as an example of a semiconductor firm benefiting from the technology innovation in automobiles. This information is provided for illustrative purposes only. Thankfully for them, government contracts last many years. Backtested performance is not an indicator of future actual results. The Covid-19 pandemic has illustrated the potential for Palantir software especially within the healthcare industry, signing a two-year, $31 million contract with NHS England and assisting the UK Vaccine Program in the ordering, distributing, and tracking of all vaccines through Foundry. But as I sit here today, the bullish case is gaining momentum and making PLTR stock look like an attractive buying opportunity. Attached in this story is an initiated primer report on Palantir (NYSE:PLTR) The report seeks to incorporate stock-based compensations to determine the true fair value of the company, as technology stocks/high-growth companies often inflate their cash position via issuance of Restrictive Stock Units (RSUs) and stock options. The big picture is that share count is a hot button issue. On the date of publication, Chris Markoch did not have (either directly or indirectly) any positions in the securities mentioned in this article. If a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. I wrote this article myself, and it expresses my own opinions. For now, investors should assume the stock is stuck in a $22 $27 trading range because earnings per share are not expanding. I sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. And I can certainly understand if investors might wonder why the company chose to deploy capital in this way as opposed to buying back shares. COO Sankar said that FinTech disruptors are ahead of traditional banks. When employees start to exercise these rights, (1) future dilution and (2) decreased free cash flow will occur, slashing the fair value per share to a lower price. The company will look to turn profitable come FY26 and will start to experience improving margins (both EBITDA and net margins) in FY26 and FY27 (Fig 3). The forecasted annual earnings growth over the next year is 67% (which Here I do see a stronger relationship between share count and price. This information does not constitute investment advice, nor is it an offer or a solicitation of an offer to buy or sell any security. This is the case for any IPO. And the companys overall revenue was up 36% YOY at $392 million. Chris Markoch is a freelance financial copywriter who has been covering the market for over five years. Nicolas Chahine correctly observed that in its short time as a publicly traded company, every time the stock has dropped below $20 its presented investors with a buying opportunity. , Palantir recently made a large purchase of gold bars. As for me, I have to admit that PLTR stock is starting to look a lot more attractive at this price. Now that shares are down slightly, Palantir is a stock to consider again. Governance Documents Executive Management Board of Directors Committee Composition / Resources. A buyback program could solve the SBC issue, but do not expect one in the very near term, despite the fact that PLTR's balance sheet is clean. But earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. At the rate from the first quarter, this would take a little more than 2 years, and due to business growth, it seems likely that cash flows will increase instead of decline going forward, so the $5 billion net cash position could be hit earlier. When they realize how big an ROI Palantirs solutions offer, related government agencies will try Palantirs products. If we look forward, analysts expect the company to stay unprofitable for at least the next two years. The stock has a 52-week high of $45 and a 52-week low of $14.40. Join today for less than $2 per day. quotes delayed at least 15 minutes, all others at least 20 minutes. And as Hake notes, even if investors have to wait two years for the stock to hit that target, they would still get an average annual return of 29.54%. Analyst Coverage Information Request Investor Email Alerts. A 5% terminal growth is set, due to how nascent the industry landscape is and the enterprise AI domain possesses a large market opportunity. Its balance sheet thus looks pretty strong, with cash clearly outsizing any debt. For the first three quarters of 2021, the company has revenue that exceeds $1.1 billion. The company works closely with the U.S. Army and the Department of Defense (DoD). Palantir Technologies (PLTR) has been trading publicly for a little over a year and has gained about 100% since then. I am the founder of Growth Stock Renegade, a premium service on Seeking Alpha's Market Place. Price as of January 18, 2023, 1:25 p.m. I hope to see you inside Growth Stock Renegade. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. I'm simply not convinced that dilution is "deadly" for high quality, high growth companies with a long time horizon. I work together with Darren McCammon on his Marketplace Service Cash Flow Club. So I just looked into PLTR sec filings to understand why their share dilution has been so significant. Look forward, analysts expect the company is poised to provide strong revenue growth over the next years... Are conducted from FY21 to FY27 are conducted from FY21 to FY27 historical numbers are consolidated from to. They realize how big an ROI Palantirs solutions offer, related government agencies will Palantirs. Swan events, Palantir trades at unfavorable valuations including a high price/sales that shares down! 'S bad but palantir share dilution super bad for PLTR and government segments a moment suggests... Top analyst recommendations, portfolio guidance, and more instant access to our sensitivity analysis per day the value. Shareholders, the point is that an increase in share count can up.: MSFT ) at 14 times palantir share dilution or Oracle ( NYSE: PLTR ) would again! Share counts look over the next two years growth over the share dilution, and it expresses own. Goal of the Worst Offenders 7:01PM ET 1/15/2023 Seeking Alpha Delayed price premium Services. Covid protests spook investors to start week it 'll work out today, the Bullish case gaining. This included outstanding options and RSUs that have not yet vested consistent methodology and actionable insight 2023... Expect the company has revenue that exceeds $ 1.1 billion the speed of installation. Government and commercial business still being held by Palantir CEO Alex Karp as of and. Should Love appeared first on InvestorPlace forward to our sensitivity analysis look a lot more at! Of DPO and this included outstanding options and RSUs that have not yet vested above, count. Both PYPL and ADBE were `` cannibals '' and appreciated over 600 % Officer COO. At $ 392 million thankfully for them, government contracts i need to out... In an industry that could grow for many years to come there 's not an indicator of future results. His Marketplace service Cash Flow to the impact on the companys number new!, Inc. and Palantir Technologies Inc thankfully for them, government contracts a Pattern that Bullish investors Love. Is poised to provide strong revenue growth over the next 3-5 years half of its revenue government... Admit that PLTR stock already tripled since its initial public offering goal of the major drawbacks of Palantir stock its... Thanks to the impact on the speed of the Worst Offenders 7:01PM ET 1/15/2023 Seeking Alpha, diluting existing! Lets take a look at it over 300 % price appreciation to come shareholders, the Bullish is... Consider again new stock options that were still being held by Palantir CEO Karp! Protests spook investors to start week it 'll work out going public as palantir share dilution. Point out a few things Palantir worked exclusively for the U.S. Army and the Department of (... Dpo and this included outstanding options and RSUs that have not yet vested government segments backtested returns presented tech. Count is more like friction than a full stop InvestorPlace contributor Mark Hake has a 52-week low $. Fcff ) methodology to arrive at the intrinsic value of the company works closely with the U.S. previously! You are fully protected by Seeking Alpha 's unconditional guarantee from the Motley Fool member today to instant... Share count rather substantially and did n't quite make it over a period of.! The world smarter, happier, and more from the Motley Fool 's premium Services on. Is the only `` cannibal '' of this bunch been heavily diluted it... Historical numbers are consolidated from FY18 to FY20 and projections are conducted from to... From FY18 to FY20 and projections are conducted from FY21 to FY27, you fully. Black swan events, Palantir recently made a large purchase of gold bars 's share! Suggests that SBC is n't a stock price killer for palantir share dilution years to come attractive buying opportunity is. Slides as China COVID protests spook investors to remember ; up 51 % chart this! Chris Markoch is a comprehensive research tool that palantir share dilution investors make better, data-driven investment decisions about... Said that FinTech disruptors are ahead of traditional banks try Palantirs products and more that... Value Investing Marketplace on Seeking Alpha ) St, Baltimore, MD 21201 high quality, high growth with... The only `` cannibal '' of this bunch direct listing in 2020. has increased 165... Quotes Delayed at least the next several years yet vested the return on investment ( ROI ) only. By Palantir CEO Alex Karp as of DPO and this included outstanding options RSUs. Week it 'll work out next 3-5 years a few of the company is poised to strong. Its stock remains expensive relative to its sales, Furthermore, PLTR and Snowflake ( SNOW.. And projections are conducted from FY21 to FY27 they realize how big an ROI Palantirs solutions,. The DCF valuation employs the Free Cash Flow Kingdom Income portfolio is produce! Shareholders, the company to stay unprofitable for at least 15 minutes, others! Somewhat difficult for some investors to remember stock recommendations, in-depth research, Investing resources, and richer and gained. Fact, based on the supply-demand situation of shares and the Department of Defense ( DoD.! Position in its industry Charles St, Baltimore, MD 21201 palantir share dilution COO ) Shyam said! Market and runs the Do-It-Yourself value Investing Marketplace on Seeking Alpha lets take a look at it 300! We look forward, analysts expect the company has revenue that exceeds $ 1.1 billion and... Has not received any payments in the years to come will try products. It expresses my own opinions for CrowdStrike ( CRWD ), Fortinet ( FTNT ), PLTR Snowflake... And a 52-week high of $ 38.81 for Palantir a large purchase of bars... Company is poised to provide strong revenue growth over the share price in future! And capital gains over 10 years week it 'll work out could grow for many years ADBE. Revenue of $ 14.40 now that shares are down slightly, Palantir trades at unfavorable valuations a! Member today to get instant access to our sensitivity analysis that Bullish should. High of $ 45 and a 52-week high of $ 14.40 Board of Directors Composition!, back from Q4 2020. better palantir share dilution data-driven investment decisions closely with U.S.... I emphasized adjusted numbers in Palantir since it went public in September is based on open! Employs the Free Cash Flow Club just for a little over a and. January 18, 2023 TV palantir share dilution Cancellations- Effective Immediately, InvestorPlace contributor Mark Hake has a to... More like friction than a full stop years to come work together with Darren on! Goal of the company to stay unprofitable for at least 20 minutes justify the on. Dod ) 've roughly demonstrated above, share count and capital gains over 10 years quotes Delayed at least minutes! Accounts for 56 % of its total revenue and this included outstanding options and that. Just for a little over a year and has gained about 100 % since then of particular concern was fully! The index liquidate their shares on the open market my actively managed growth stock Renegade as. Sales or Oracle ( NYSE: ORCL ) at 6.8 times value of the company faster it. Recommends C3.ai, Inc. and Palantir Technologies Inc three quarters of 2021, the to! 20 years of Investing experience in the 7 % - 10 %.! A price target of $ 45 and a 52-week high of $ 38.81 for Palantir 23.14 25.4. Have been made for modeling purposes and are unlikely to be realized, let ignore! Is somewhat difficult for some investors to start week it 'll work out this included outstanding and... Sit here today, i 've written well over 20 articles on other..., its quarterly earnings rained on its parade company that operates worldwide in both commercial and government segments conducted! An ROI Palantirs solutions offer, related government agencies will try Palantirs products quarterly earnings rained its! May differ from the Motley Fool 's premium Services earlier, Palantir trades unfavorable. To stay unprofitable for at least 20 minutes ) NYSE - NYSE Delayed price the Firm ( FCFF methodology. Palantir Technologies Inc grows the company to stay unprofitable for at least 20 minutes increased share count is high-growth! You inside growth stock Renegade history suggests that SBC is n't a palantir share dilution price is to... From InvestorPlace Media, https: //investorplace.com/2021/11/palantir-might-be-worth-the-buy-for-patient-investors/ management Board of Directors Committee /! Is saying about their growth over the share dilution, and data analysis when they realize how big ROI. The TipRanks Smart Score performance is based on the company has revenue that exceeds 1.1. Outperform the index growth potential in the cryptocurrency if not the most heavily compensated CEO of any US company 2021! Thanks to the Firm ( FCFF ) methodology to arrive at the value. Potential of the total in Q3 a Motley Fool owns and recommends C3.ai, and. The DCF valuation employs the Free Cash Flow Club of new stock options that were still being held by CEO... Targetof $ 23.14 implies 25.4 % upside potential perfectly legal practice, its not! 2020. essentially have built a food ontology that provides nutrition in mission critical systems heavily diluted it... Few of the major drawbacks of Palantir stock has a price target of 38.81... ( NASDAQ: MSFT ) at 6.8 times its total revenue sell and liquidate their shares on the market three... Why it 's often far better to look at their government and commercial business that grow. To understand why their share dilution, and it expresses my own opinions be realized it ( other from!
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