🐻 $900mn Burry's Short | Palantir Bullets #154

Insane Q3 numbers, but bears roar

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Editor: Emanuele Marabella

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Last week:

• Palantir reported insane results:

  • +63% YoY Revenue growth

  • +121% YoY US Commercial Revenue Growth

  • +151% YoY Total Contract Value

  • +117% YoY EBIT Adj. at 51% Margin

  • 114% Rule of 40.

• Analysts updated their target prices:

  • Bofa: $255;

  • UBS: $205;

  • Mizuho: $205

  • Goldman Sachs: $188;

  • Baird: $200;

  • Jefferies: $70;

  • RBC: $50.

• Legendary investor Michael Burry disclosed a ~$900mn short position on Palantir:

• Palantir partnered with Stagwell to launch a new AI marketing platform built on Foundry and Stagwell’s Marketing Cloud.

• Palantir partnered with Valoriza, with Spanish environmental services to transform its waste management and urban operations using Palantir’s Foundry and AIP platforms.

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Arny

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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.