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Yandaoxiang
2021-08-13

Definitely a buy

Palantir Crushes Earnings -- Is $PLTR Still a Buy Now?<blockquote>Palantir 盈利大幅下滑——$PLTR 现在还值得买入吗？</blockquote>

Palantir(NYSE:PLTR)reported earnings this morning, and it delivered strong numbers and surprise beat

Palantir Crushes Earnings -- Is $PLTR Still a Buy Now?<blockquote>Palantir 盈利大幅下滑——$PLTR 现在还值得买入吗？</blockquote>

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The stock has been controversial since its direct listing in October 2020. I purchased this stock in the $9 range, and it ripped to $45 before plummeting back to the low $20s. I recently did awriteup and videoon Palantir and said I thought the stock was an opportunity in the low $20s and a no-brainer below $20. Unfortunately, the stock did not fall below $20, and earnings has the stock up over 14% as I'm writing this.<blockquote>帕兰蒂尔（纽约证券交易所股票代码：PLTR）今天上午公布了财报，公布了强劲的数据和令人惊讶的业绩。该股自2020年10月直接上市以来一直备受争议。我在 9 美元区间购买了这只股票，它飙升至 45 美元，然后暴跌至 20 美元左右的低点。我最近写了 Palantir 的文章和视频，并表示我认为该股在 20 美元左右的低点是一个机会，低于 20 美元是显而易见的。不幸的是，该股并未跌破 20 美元，而在我写这篇文章时，盈利使该股上涨了 14% 以上。</blockquote> Palantir has a cult following, and it reminds me somewhat ofTesla(NASDAQ:TSLA). Alex Karp, Palantir's CEO, is a quirky and intelligent guy, much like Tesla's Elon Musk. This is not necessarily a reason to buy the stock, but it is an important consideration for potential shareholders. Stocks like Tesla and Palantir often trade at unique valuations and carry more volatility. I expect this trend to continue, but if retail investors continue to own shares in their long-term investment portfolios, it could accelerate the share price over time, much as with Tesla. A premium is often paid for these \"cult stocks.\" I am long Palantir, but I do understand the risks.<blockquote>Palantir 拥有一批狂热的追随者，这让我想起了特斯拉（纳斯达克股票代码：TSLA）Palantir 的首席执行官亚历克斯·卡普 (Alex Karp) 是一个古怪而聪明的人，很像特斯拉的埃隆·马斯克 (Elon Musk)。这不一定是购买股票的理由，但对于潜在股东来说是一个重要的考虑因素。特斯拉和 Palantir 等股票通常以独特的估值进行交易，并且波动性更大。我预计这一趋势将持续下去，但如果散户投资者继续在其长期投资组合中持有股票，随着时间的推移，股价可能会加速上涨，就像特斯拉一样。这些“邪教股票”通常需要支付溢价。我做多Palantir，但我确实了解其中的风险。</blockquote> Another thing I think is interesting about Palantir is its hybrid crossover into cybersecurity. Of course, the company is not typically thrown into the cybersecurity stock bucket. After all, Palantir is a big data analytics software company that helps government agencies and companies manage and analyze data. However, with the increased hacks and high-profile security breaches, businesses are faced with complex challenges that require sophisticated solutions. Palantir offers highly secure data compared to most competitors. It started as a company laser-focused on government-related clients, so its solutions were built with security as the backbone. Commercial-focused vendors cannot say the same, and this provides a competitive advantage for Palantir. In my opinion, commercial clients are the key to Palantir's long-term growth, so this is an important fact to consider when you're evaluating the stock as a potential investment.<blockquote>我认为 Palantir 的另一件有趣的事情是它与网络安全的混合交叉。当然，该公司通常不会被扔进网络安全股票桶。毕竟，Palantir是一家帮助政府机构和公司管理和分析数据的大数据分析软件公司。然而，随着黑客攻击和高调安全漏洞的增加，企业面临着复杂的挑战，需要复杂的解决方案。与大多数竞争对手相比，Palantir提供高度安全的数据。它最初是一家专注于政府相关客户的公司，因此其解决方案是以安全为支柱构建的。注重商业的供应商不能这么说，这为Palantir提供了竞争优势。在我看来，商业客户是 Palantir 长期增长的关键，因此在评估该股票作为潜在投资时，这是一个需要考虑的重要事实。</blockquote> Here are the <a href=\"https://laohu8.com/S/QTWO\">Q2</a> 2021 earnings highlights from Palantir's press release:<blockquote>这是<a href=\"https://laohu8.com/S/QTWO\">第二季度</a>Palantir 新闻稿中的 2021 年盈利亮点：</blockquote> <ul> <li><a href=\"https://laohu8.com/S/TSS\">Total</a> revenue grew 49% year over year to $376 million</li> <li>US commercial revenue grew 90% year over year</li> <li>Palantir closed 62 deals of $1 million or more, of which:</li> <ul> <li>30 deals are $5 million or more</li> <li>21 deals are $10 million or more</li> </ul> <li>20 net new customers were added in Q2 2021, total customers were up 13% quarter over quarter</li> <li>Commercial customer count increased 32% quarter over quarter</li> <li>Cash flow from operations of $23 million, representing a 6% margin</li> <li>Adjusted free cash flow of $50 million, representing a 13% margin</li> <li>GAAPnet loss per share, diluted, of -$0.07</li> <li>Adjusted earnings per share, diluted, of $0.04</li> </ul> In the below video, I break down Palantir's earnings report and offer my opinions on the company and its stock.<blockquote><ul><li><a href=\"https://laohu8.com/S/TSS\">总的</a>收入同比增长 49%，达到 3.76 亿美元</li><li>美国商业收入同比增长90%</li><li>Palantir 完成了 62 笔价值 100 万美元或以上的交易，其中：</li><ul><li>30 笔交易金额为 500 万美元或以上</li><li>21 笔交易价值 1000 万美元或以上</li></ul><li>2021年Q2净增客户20家，客户总数环比增长13%</li><li>商业客户数量环比增长 32%</li><li>经营现金流为 2300 万美元，利润率为 6%</li><li>调整后自由现金流为 5000 万美元，利润率为 13%</li><li>GAAP稀释后每股净亏损为-0.07美元</li><li>调整后稀释每股收益为 0.04 美元</li></ul>在下面的视频中，我分析了 Palantir 的收益报告，并提供了我对该公司及其股票的看法。</blockquote> *Stock prices used in the below video were during premarket trading of August 12, 2021. The video was published on August 12, 2021.<blockquote>*以下视频中使用的股票价格是2021年8月12日盘前交易期间的价格。该视频于2021年8月12日发布。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Crushes Earnings -- Is $PLTR Still a Buy Now?<blockquote>Palantir 盈利大幅下滑——$PLTR 现在还值得买入吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Crushes Earnings -- Is $PLTR Still a Buy Now?<blockquote>Palantir 盈利大幅下滑——$PLTR 现在还值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe motley fool2021-08-13 10:29\n\n</h4>\n</header>\n<article>\nPalantir(NYSE:PLTR)reported earnings this morning, and it delivered strong numbers and surprise beats across the board. The stock has been controversial since its direct listing in October 2020. I purchased this stock in the $9 range, and it ripped to $45 before plummeting back to the low $20s. I recently did awriteup and videoon Palantir and said I thought the stock was an opportunity in the low $20s and a no-brainer below $20. Unfortunately, the stock did not fall below $20, and earnings has the stock up over 14% as I'm writing this.<blockquote>帕兰蒂尔（纽约证券交易所股票代码：PLTR）今天上午公布了财报，公布了强劲的数据和令人惊讶的业绩。该股自2020年10月直接上市以来一直备受争议。我在 9 美元区间购买了这只股票，它飙升至 45 美元，然后暴跌至 20 美元左右的低点。我最近写了 Palantir 的文章和视频，并表示我认为该股在 20 美元左右的低点是一个机会，低于 20 美元是显而易见的。不幸的是，该股并未跌破 20 美元，而在我写这篇文章时，盈利使该股上涨了 14% 以上。</blockquote> Palantir has a cult following, and it reminds me somewhat ofTesla(NASDAQ:TSLA). Alex Karp, Palantir's CEO, is a quirky and intelligent guy, much like Tesla's Elon Musk. This is not necessarily a reason to buy the stock, but it is an important consideration for potential shareholders. Stocks like Tesla and Palantir often trade at unique valuations and carry more volatility. I expect this trend to continue, but if retail investors continue to own shares in their long-term investment portfolios, it could accelerate the share price over time, much as with Tesla. A premium is often paid for these \"cult stocks.\" I am long Palantir, but I do understand the risks.<blockquote>Palantir 拥有一批狂热的追随者，这让我想起了特斯拉（纳斯达克股票代码：TSLA）Palantir 的首席执行官亚历克斯·卡普 (Alex Karp) 是一个古怪而聪明的人，很像特斯拉的埃隆·马斯克 (Elon Musk)。这不一定是购买股票的理由，但对于潜在股东来说是一个重要的考虑因素。特斯拉和 Palantir 等股票通常以独特的估值进行交易，并且波动性更大。我预计这一趋势将持续下去，但如果散户投资者继续在其长期投资组合中持有股票，随着时间的推移，股价可能会加速上涨，就像特斯拉一样。这些“邪教股票”通常需要支付溢价。我做多Palantir，但我确实了解其中的风险。</blockquote> Another thing I think is interesting about Palantir is its hybrid crossover into cybersecurity. Of course, the company is not typically thrown into the cybersecurity stock bucket. After all, Palantir is a big data analytics software company that helps government agencies and companies manage and analyze data. However, with the increased hacks and high-profile security breaches, businesses are faced with complex challenges that require sophisticated solutions. Palantir offers highly secure data compared to most competitors. It started as a company laser-focused on government-related clients, so its solutions were built with security as the backbone. Commercial-focused vendors cannot say the same, and this provides a competitive advantage for Palantir. In my opinion, commercial clients are the key to Palantir's long-term growth, so this is an important fact to consider when you're evaluating the stock as a potential investment.<blockquote>我认为 Palantir 的另一件有趣的事情是它与网络安全的混合交叉。当然，该公司通常不会被扔进网络安全股票桶。毕竟，Palantir是一家帮助政府机构和公司管理和分析数据的大数据分析软件公司。然而，随着黑客攻击和高调安全漏洞的增加，企业面临着复杂的挑战，需要复杂的解决方案。与大多数竞争对手相比，Palantir提供高度安全的数据。它最初是一家专注于政府相关客户的公司，因此其解决方案是以安全为支柱构建的。注重商业的供应商不能这么说，这为Palantir提供了竞争优势。在我看来，商业客户是 Palantir 长期增长的关键，因此在评估该股票作为潜在投资时，这是一个需要考虑的重要事实。</blockquote> Here are the <a href=\"https://laohu8.com/S/QTWO\">Q2</a> 2021 earnings highlights from Palantir's press release:<blockquote>这是<a href=\"https://laohu8.com/S/QTWO\">第二季度</a>Palantir 新闻稿中的 2021 年盈利亮点：</blockquote> <ul> <li><a href=\"https://laohu8.com/S/TSS\">Total</a> revenue grew 49% year over year to $376 million</li> <li>US commercial revenue grew 90% year over year</li> <li>Palantir closed 62 deals of $1 million or more, of which:</li> <ul> <li>30 deals are $5 million or more</li> <li>21 deals are $10 million or more</li> </ul> <li>20 net new customers were added in Q2 2021, total customers were up 13% quarter over quarter</li> <li>Commercial customer count increased 32% quarter over quarter</li> <li>Cash flow from operations of $23 million, representing a 6% margin</li> <li>Adjusted free cash flow of $50 million, representing a 13% margin</li> <li>GAAPnet loss per share, diluted, of -$0.07</li> <li>Adjusted earnings per share, diluted, of $0.04</li> </ul> In the below video, I break down Palantir's earnings report and offer my opinions on the company and its stock.<blockquote><ul><li><a href=\"https://laohu8.com/S/TSS\">总的</a>收入同比增长 49%，达到 3.76 亿美元</li><li>美国商业收入同比增长90%</li><li>Palantir 完成了 62 笔价值 100 万美元或以上的交易，其中：</li><ul><li>30 笔交易金额为 500 万美元或以上</li><li>21 笔交易价值 1000 万美元或以上</li></ul><li>2021年Q2净增客户20家，客户总数环比增长13%</li><li>商业客户数量环比增长 32%</li><li>经营现金流为 2300 万美元，利润率为 6%</li><li>调整后自由现金流为 5000 万美元，利润率为 13%</li><li>GAAP稀释后每股净亏损为-0.07美元</li><li>调整后稀释每股收益为 0.04 美元</li></ul>在下面的视频中，我分析了 Palantir 的收益报告，并提供了我对该公司及其股票的看法。</blockquote> *Stock prices used in the below video were during premarket trading of August 12, 2021. The video was published on August 12, 2021.<blockquote>*以下视频中使用的股票价格是2021年8月12日盘前交易期间的价格。该视频于2021年8月12日发布。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/08/12/palantir-crushes-earnings-is-pltr-still-a-buy-now/\">The motley fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/08/12/palantir-crushes-earnings-is-pltr-still-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132364234","content_text":"Palantir(NYSE:PLTR)reported earnings this morning, and it delivered strong numbers and surprise beats across the board. The stock has been controversial since its direct listing in October 2020. I purchased this stock in the $9 range, and it ripped to $45 before plummeting back to the low $20s. I recently did awriteup and videoon Palantir and said I thought the stock was an opportunity in the low $20s and a no-brainer below $20. Unfortunately, the stock did not fall below $20, and earnings has the stock up over 14% as I'm writing this.\nPalantir has a cult following, and it reminds me somewhat ofTesla(NASDAQ:TSLA). Alex Karp, Palantir's CEO, is a quirky and intelligent guy, much like Tesla's Elon Musk. This is not necessarily a reason to buy the stock, but it is an important consideration for potential shareholders. Stocks like Tesla and Palantir often trade at unique valuations and carry more volatility. I expect this trend to continue, but if retail investors continue to own shares in their long-term investment portfolios, it could accelerate the share price over time, much as with Tesla. A premium is often paid for these \"cult stocks.\" I am long Palantir, but I do understand the risks.\nAnother thing I think is interesting about Palantir is its hybrid crossover into cybersecurity. Of course, the company is not typically thrown into the cybersecurity stock bucket. After all, Palantir is a big data analytics software company that helps government agencies and companies manage and analyze data. However, with the increased hacks and high-profile security breaches, businesses are faced with complex challenges that require sophisticated solutions. Palantir offers highly secure data compared to most competitors. It started as a company laser-focused on government-related clients, so its solutions were built with security as the backbone. Commercial-focused vendors cannot say the same, and this provides a competitive advantage for Palantir. In my opinion, commercial clients are the key to Palantir's long-term growth, so this is an important fact to consider when you're evaluating the stock as a potential investment.\nHere are the Q2 2021 earnings highlights from Palantir's press release:\n\nTotal revenue grew 49% year over year to $376 million\nUS commercial revenue grew 90% year over year\nPalantir closed 62 deals of $1 million or more, of which:\n\n30 deals are $5 million or more\n21 deals are $10 million or more\n\n20 net new customers were added in Q2 2021, total customers were up 13% quarter over quarter\nCommercial customer count increased 32% quarter over quarter\nCash flow from operations of $23 million, representing a 6% margin\nAdjusted free cash flow of $50 million, representing a 13% margin\nGAAPnet loss per share, diluted, of -$0.07\nAdjusted earnings per share, diluted, of $0.04\n\nIn the below video, I break down Palantir's earnings report and offer my opinions on the company and its stock.\n*Stock prices used in the below video were during premarket trading of August 12, 2021. The video was published on August 12, 2021.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2632,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Palantir Crushes Earnings -- Is $PLTR Still a Buy Now?<blockquote>Palantir 盈利大幅下滑——$PLTR 现在还值得买入吗？</blockquote>

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