Published: 2024-08-05
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Palantir is predicted to continue earning 4-5% on treasuries for the next 12-18 months, even if the Fed lowers rates.
"even when the FED does start lowering rates they're still going to likely be commanding four to 5% treasuries for a while as in for at least probably the next 12 to 18 months"
Pending
Palantir's US commercial revenue is predicted to uptrend in the short term and catch up with its commercial customer count growth.
"don't be surprised if that that commercial Revenue number continues to uptrend here in the short term and plays a little bit of catchup to kind of where customer count commercial customer count is at"
Pending
Palantir's GAAP net income is predicted to continue increasing and not reverse its uptrend.
"I don't see that Trend reversing anytime soon that Gap net income should just continue to increase and increase and increase and increase"
Pending
Palantir's international commercial growth is predicted to boom and take off like a rocket ship in the next 2-3 years, potentially offsetting a slowdown in US commercial growth.
"let's say us commercial growth slows down in a year 2 years from now I wouldn't be surprised if at that time International growth is booming booming for the company and taking off like a rocket ship right keep that in mind over the next several years it's not something that's playing out right now but it's going to be something that plays out over this next 2 or 3 years watch okay watch it"
Pending
Palantir is predicted to exceed its raised revenue guidance for the upcoming quarter (projected $697M-$701M) and achieve revenue between $705M-$715M, beating analyst estimates of $680M.
"they might be sandbagging these numbers a little bit they might come in with a 705 a 710 a 715 number next quarter and then beat they're already raised guidance... they could probably still come in and beat that"
Pending
If Palantir's net dollar retention exceeds 120%, its stock price is predicted to increase significantly.
"I'm telling you if they take that net dollar retention over 120 you haven't seen anything in regards to stock price yet"
Pending
Palantir's forward P/E is predicted to be lower than current analyst estimates (e.g., forward P/E 60-58 instead of 72, two-year forward P/E 45-50 instead of 58) because analysts are expected to raise their EPS numbers due to Palantir consistently beating estimates.
"analysts are going to have to bring their EPS numbers up well that means peners actually not nearly as expensive as it looks on Face Value the reality is a Ford piece probably not 72 right now it might be 60 might be 58 the two Ford piece probably not 58 it's probably 50 it's it's probably 45 something like that right because these analysts are wrong with their projections and they're probably going to continue to be wrong they're going to have to bring up their numbers"
Pending
A sustained market downturn (S&P 500 down 20-30%) is not expected to occur soon because the earnings of top market companies (Nvidia, Apple, Microsoft, Meta, Amazon) are not predicted to tank.
"in order to get a sustained Market down sell you know like like down move S&P 500 down 20 25 30% something like that you have to have earnings really deteriorate for companies and when I say companies I'm not just talking about all companies I'm talking about the top of the market so obviously the top of the markets Nvidia Apple Microsoft meta Amazon these sorts of companies right are we going to see their earnings completely tank anytime soon I'm not convinced of that"
Pending
Palantir will continue to earn 4-5% on its treasury holdings for the next 12 to 18 months, even if the Fed lowers rates.
"they're still going to likely be commanding four to 5% treasuries for a while as in for at least probably the next 12 to 18 months"
Pending
Palantir's GAAP net income is predicted to continue increasing.
"that Gap net income should just continue to increase and increase and increase and increase"
Pending
Palantir's operating income is predicted to continue to grow.
"and will continue to grow bigger and bigger"
Pending
Palantir's international growth is predicted to boom and accelerate within the next 2 to 3 years.
"I wouldn't be surprised if at that time International growth is booming booming for the company and taking off like a rocket ship right keep that in mind over the next several years it's not something that's playing out right now but it's going to be something that plays out over this next 2 or 3 years watch okay watch it"
Pending
Palantir's total revenue growth rate could potentially reach 30%.
"you got to start to think is 30% on the table could we get back to Alex karp's old number of 30% it's something you have to at least consider"
Pending
Palantir is predicted to achieve $705-$715 million in revenue next quarter, beating its own raised guidance.
"my opinion is they might be sandbagging these numbers a little bit they might come in with a 705 a 710 a 715 number next quarter and then beat they're already raised guidance"
Pending
If Palantir's net dollar retention exceeds 120%, its stock price is predicted to see significant upside.
"I'm telling you if they take that net dollar retention over 120 you haven't seen anything in regards to stock price yet"
Pending
Analysts are predicted to raise Palantir's EPS estimates, which will consequently lower its 1-year forward P/E to 58-60 and its 2-year forward P/E to 45-50.
"analysts are going to have to bring their EPS numbers up... a Ford piece probably not 72 right now it might be 60 might be 58 the two Ford piece probably not 58 it's probably 50 it's it's probably 45 something like that right because these analysts are wrong with their projections and they're probably going to continue to be wrong they're going to have to bring up their numbers"
Pending
The earnings of major tech companies (Nvidia, Apple, Microsoft, Meta, Amazon) are not expected to "completely tank" anytime soon, thereby preventing a sustained 20-30% S&P 500 market downturn.
"are we going to see their earnings completely tank anytime soon I'm not convinced of that"
Pending
Author predicted Palantir would beat EPS and revenue estimates in Q2 2024, leading to a stock price increase.
"I took everybody through exactly what was going to play out here and that they were going to come in with EPS beats that they were going in with Revenue beats what the stock price is going to do I laid out the whole plan"
Pending
Palantir will likely continue to earn 4-5% on its treasury holdings for the next 12 to 18 months, even if the Fed lowers interest rates.
"even when the FED does start lowering rates they're still going to likely be commanding four to 5% treasuries for a while as in for at least probably the next 12 to 18 months"
Pending
Palantir's international growth will experience a boom and take off 'like a rocket ship' in the next 2-3 years, potentially offsetting any slowdown in US commercial growth.
"I wouldn't be surprised if at that time International growth is booming booming for the company and taking off like a rocket ship right keep that in mind over the next several years it's not something that's playing out right now but it's going to be something that plays out over this next 2 or 3 years watch okay watch it"
Pending
Palantir's revenue growth rate could potentially return to Alex Karp's previous target of 30%.
"you got to start to think is 30% on the table could we get back to Alex karp's old number of 30% it's something you have to at least consider you have to at least consider it is certainly no guarantee but I mean we're not that far away... could 30 be on the table it's a possibility"
Pending
Palantir will likely report next quarter's (Q3 2024) revenue between $705 million and $715 million, beating its own raised guidance and analyst estimates.
"my opinion is they might be sandbagging these numbers a little bit they might come in with a 705 a 710 a 715 number next quarter and then beat they're already raised guidance... they're likely going to continue to beat those analys estimates"
Pending
If Palantir's net dollar retention surpasses 120%, its stock price will see significant appreciation.
"if they can take that over 120% they become a special company okay I'm telling you if they take that net dollar retention over 120 you haven't seen anything in regards to stock price yet"
Pending
A sustained major market sell-off (S&P 500 down 20-30%) is unlikely in the near future because the earnings of top tech companies like Nvidia, Apple, Microsoft, Meta, and Amazon are not expected to tank.
"in order to get a sustained Market down sell you know like like down move S&P 500 down 20 25 30% something like that you have to have earnings really deteriorate for companies and when I say companies I'm not just talking about all companies I'm talking about the top of the market so obviously the top of the markets Nvidia Apple Microsoft meta Amazon these sorts of companies right are we going to see their earnings completely tank anytime soon I'm not convinced of that"
Pending