2024-01-29 02:47:59 ET
Summary
- Palantir's stock-based compensation is under control and approaching industry standards.
- The company's investments in SPACs have provided valuable front-line R&D and outsized revenue contracts.
- Concentration risk is misunderstood. Instead, it's a safety net for Palantir, where the top 20 clients show strong retention rates.
- Palantir stock is undervalued. There is a realistic path for Palantir to retain a position as an AI industry leader and scale growth with the AI market.
Palantir Technologies ( PLTR ) offers software solutions for government and commercial organizations to help structure and operationalize their data to make better decisions. As a company at the forefront of AI, it is often under scrutiny due to its strong political stance, world view, and global impact. There is a severe mismatch between market capitalization and the influence the company has on the world stage. This has led to investors either loving the company euphorically or having deep disdain for it. Both are equally dangerous in investing; we need to be able to distance ourselves and not be led astray by emotions....
Read the full article on Seeking Alpha
For further details see:
Palantir: Still Misunderstood - Disproving Bear Arguments