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✅ Palantir Q3: power unlocked | Bullets #50

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✅ Palantir Q3: power unlocked | Bullets #50

Palantir developments and the crowned “Tweet of the Week”

Arny Trezzi
and
Emanuele Marabella
Nov 7, 2023
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✅ Palantir Q3: power unlocked | Bullets #50

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Editor: Emanuele Marabella

Hi, I’m Arny. Thank you for joining 3.181 investors who receive Palantir’s deepest research. Please hit the ❤️ button if you enjoy today’s article.

Bullets #50 live stream with Vince is Bullish. I highly encourage you to subscribe to him on X and YouTube!


Last week:

  • Palantir released its Q3 results, which showed Revenue above Guidance growing at +17% and a surprisingly high 29% EBIT Adjusted Margin. The stock reacted with a +20% pop. I discussed the key elements of the reports on Palantir Weekly, hosted by

    Amit Kukreja
    .

I went even more in detail with

Couch Investor
on his channel!

  • HSBC upgrades Palantir to BUY with a $21 price target (from $16) appreciating the business acceleration.

    link
  • Bank of America Analyst Mariana Perez raised her target price to $21 (from $18). Last year I shared why I believed Bank of America’s team was the one that best understood Palantir:

    Valuation

    PLTR: Data is the new bullet, but nobody cares

    Arny Trezzi and Emanuele Marabella
    ·
    October 27, 2022
    PLTR: Data is the new bullet, but nobody cares

    Editor: @Emanuele20x Hi, I’m Arny 😊 Join more than 630+ fellow Palantir investors spotting asymmetries with the subscribe button below. Research articles are free. You could support my work with a paid sub.

    Read full story
link
  • Palantir stock benefitted from a series of rating upgrades also from other analysts, apart from Tyler Radke, Citi, who reiterated his $10 target. To summarise:

    • Wolfe Research: $11 target from $8;

    • DA Davidson: $18 target from $15;

    • Goldman Sachs: $12 target from $11;

    • CFRA: $20 target from “Sell”.

link
  • RBC confirmed its $5 price target due to a “skinny beat and weak leading indicators.” It is preferable that I do not comment here.

link
  • Palantir’s Co-Founder

    Joe Lonsdale
    participated on Fox Business discussing AI and Israel:

“One of my proudest moments is when Isreal started working with Palantir” - Joe Lonsdale, Palantir Co-Founder and 8VC Managing Partner

link
  • Palantir’s Head of Commercial, Ted Mabrey, showed confidence in the $10bn Revenue path:

“The path to $10bn looks much less daunting than the path to $1bn did.” - Ted Mabrey, Palantir’s Head of Commercial

link
  • Palantir uploaded a video on how it is helping Cleveland Clinic unlock value:

“By connecting these two pieces of information (patient flow & staffing), we have managed to reduce time spent calculating bed capacity by 75%”. - Amy Teleron, MD at Cleveland Clinic

  • The NHS deal award has been delayed again, to mid-November. A true, never-ending saga!

link

☕️ Would you like to discuss Palantir and other companies with me and other investors passionate about spotting market asymmetries?

Join the Arny Investment Club!

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Tweet of the week

The community honors Bank of America’s Analyst Mariana:

link

Yours,
Arny

You can also reach me at:

  • Twitter X: @arny_trezzi

  • YouTube: arny_trezzi

  • Private Discord: arnytrezzi

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.

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✅ Palantir Q3: power unlocked | Bullets #50

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✅ Palantir Q3: power unlocked | Bullets #50

www.palantirbullets.com
Maverick Equity Research
Writes Maverick Equity Research
Nov 7Liked by Arny Trezzi

thank you, great coverage ... epic tweet of the week hehe. cheers!

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