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Nutty55
2024-11-08
[Happy]
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","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368656727507168","repostId":"2481189882","repostType":2,"repost":{"id":"2481189882","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731043192,"share":"https://ttm.financial/m/news/2481189882?lang=&edition=fundamental","pubTime":"2024-11-08 13:19","market":"us","language":"en","title":"Palantir’s Stock Racks up New Bearish Call on Its \"Unsustainable\" Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2481189882","media":"Dow Jones","summary":"A Jefferies analyst thinks Palantir’s large base of retail-investor support ‘is a double-edged sword’Palantir reported upbeat earnings earlier this week.Palantir Technologies Inc.’s stock has drawn a ","content":"<html><head></head><body><p>A Jefferies analyst thinks Palantir’s large base of retail-investor support ‘is a double-edged sword’</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/952ec7afd161c5f80ddf5ae02fae36b3\" alt=\"Palantir reported upbeat earnings earlier this week.\" title=\"Palantir reported upbeat earnings earlier this week.\" tg-width=\"923\" tg-height=\"614\"/><span>Palantir reported upbeat earnings earlier this week.</span></p><p>Palantir Technologies Inc.’s stock has drawn a number of downgrades this year, with skeptics arguing that the enterprise-software name carries an expensive valuation.</p><p style=\"text-align: start;\">So far, that concern hasn’t dampened Palantir’s stock momentum, however, with shares closing at a fresh record Wednesday, up 234% on the year to rank second in the S&P 500 for the year.</p><p>But Jefferies analyst Brent Thill is the latest analyst to weigh in with a fresh bearish view, downgrading the stock to underperform from hold on what he deems an “unsustainable valuation.”</p><p>Palantir is the most expensive stock in software, Thill wrote, with its valuation multiple more than double that of the No. 2 name, CrowdStrike Holdings Inc. That’s with Palantir shares valued at 38 times revenue for calendar 2025.</p><p>“We believe fundamentals are alive, but [Palantir] would have to [accelerate] growth to 40% for four years straight,” and trade at a multiple of 12 times estimated 2028 revenue, “just to hold its stock price, which seems unlikely,” Thill added.</p><p style=\"text-align: start;\">He sees other risks as well, including that the stock has a fervent base of retail support, with perhaps half of shares owned by retail investors.</p><p style=\"text-align: start;\">“This shareholder structure is a double-edged sword in that while a bigger retail base could further fuel multiple expansion on no news/change to fundamentals, these dynamics could also cause very quick and significant multiple compression should the stock go out of favor,” he wrote.</p><p style=\"text-align: start;\">Indeed, Palantir’s stock is bucking the downgrade, up about 0.6% on Thursday.</p><p style=\"text-align: start;\">Thill also sees Palantir executives and other insiders ramping their share sales through trading plans.</p><p>He said he and his team “give credit where credit is due” in the wake of Palantir’s multiquarter stretch of accelerating growth. “We underestimated the momentum that [Palantir] was able to garner after the launch of Artificial Intelligence Platform (AIP) boot camps,” he wrote.</p><p>At the same time, he worries about tougher comparisons going forward, which could make future growth acceleration more difficult.</p><p style=\"text-align: start;\">Of the 22 analysts tracked by FactSet who follow Palantir’s stock, seven now have sell-equivalent ratings, while five have buy ratings and 10 have hold ratings.</p><p style=\"text-align: start;\">Analysts at Mizuho and Monness, Crespi, Hardt & Co. also downgraded Palantir’s stock earlier this year on valuation fears.</p></body></html>","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’s Stock Racks up New Bearish Call on Its \"Unsustainable\" Valuation</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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’s Stock Racks up New Bearish Call on Its \"Unsustainable\" Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-08 13:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A Jefferies analyst thinks Palantir’s large base of retail-investor support ‘is a double-edged sword’</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/952ec7afd161c5f80ddf5ae02fae36b3\" alt=\"Palantir reported upbeat earnings earlier this week.\" title=\"Palantir reported upbeat earnings earlier this week.\" tg-width=\"923\" tg-height=\"614\"/><span>Palantir reported upbeat earnings earlier this week.</span></p><p>Palantir Technologies Inc.’s stock has drawn a number of downgrades this year, with skeptics arguing that the enterprise-software name carries an expensive valuation.</p><p style=\"text-align: start;\">So far, that concern hasn’t dampened Palantir’s stock momentum, however, with shares closing at a fresh record Wednesday, up 234% on the year to rank second in the S&P 500 for the year.</p><p>But Jefferies analyst Brent Thill is the latest analyst to weigh in with a fresh bearish view, downgrading the stock to underperform from hold on what he deems an “unsustainable valuation.”</p><p>Palantir is the most expensive stock in software, Thill wrote, with its valuation multiple more than double that of the No. 2 name, CrowdStrike Holdings Inc. That’s with Palantir shares valued at 38 times revenue for calendar 2025.</p><p>“We believe fundamentals are alive, but [Palantir] would have to [accelerate] growth to 40% for four years straight,” and trade at a multiple of 12 times estimated 2028 revenue, “just to hold its stock price, which seems unlikely,” Thill added.</p><p style=\"text-align: start;\">He sees other risks as well, including that the stock has a fervent base of retail support, with perhaps half of shares owned by retail investors.</p><p style=\"text-align: start;\">“This shareholder structure is a double-edged sword in that while a bigger retail base could further fuel multiple expansion on no news/change to fundamentals, these dynamics could also cause very quick and significant multiple compression should the stock go out of favor,” he wrote.</p><p style=\"text-align: start;\">Indeed, Palantir’s stock is bucking the downgrade, up about 0.6% on Thursday.</p><p style=\"text-align: start;\">Thill also sees Palantir executives and other insiders ramping their share sales through trading plans.</p><p>He said he and his team “give credit where credit is due” in the wake of Palantir’s multiquarter stretch of accelerating growth. “We underestimated the momentum that [Palantir] was able to garner after the launch of Artificial Intelligence Platform (AIP) boot camps,” he wrote.</p><p>At the same time, he worries about tougher comparisons going forward, which could make future growth acceleration more difficult.</p><p style=\"text-align: start;\">Of the 22 analysts tracked by FactSet who follow Palantir’s stock, seven now have sell-equivalent ratings, while five have buy ratings and 10 have hold ratings.</p><p style=\"text-align: start;\">Analysts at Mizuho and Monness, Crespi, Hardt & Co. also downgraded Palantir’s stock earlier this year on valuation fears.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4543":"AI","BK4588":"碎股","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","BK4551":"寇图资本持仓","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4097":"系统软件","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4547":"WSB热门概念","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4560":"网络安全概念","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4528":"SaaS概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481189882","content_text":"A Jefferies analyst thinks Palantir’s large base of retail-investor support ‘is a double-edged sword’Palantir reported upbeat earnings earlier this week.Palantir Technologies Inc.’s stock has drawn a number of downgrades this year, with skeptics arguing that the enterprise-software name carries an expensive valuation.So far, that concern hasn’t dampened Palantir’s stock momentum, however, with shares closing at a fresh record Wednesday, up 234% on the year to rank second in the S&P 500 for the year.But Jefferies analyst Brent Thill is the latest analyst to weigh in with a fresh bearish view, downgrading the stock to underperform from hold on what he deems an “unsustainable valuation.”Palantir is the most expensive stock in software, Thill wrote, with its valuation multiple more than double that of the No. 2 name, CrowdStrike Holdings Inc. That’s with Palantir shares valued at 38 times revenue for calendar 2025.“We believe fundamentals are alive, but [Palantir] would have to [accelerate] growth to 40% for four years straight,” and trade at a multiple of 12 times estimated 2028 revenue, “just to hold its stock price, which seems unlikely,” Thill added.He sees other risks as well, including that the stock has a fervent base of retail support, with perhaps half of shares owned by retail investors.“This shareholder structure is a double-edged sword in that while a bigger retail base could further fuel multiple expansion on no news/change to fundamentals, these dynamics could also cause very quick and significant multiple compression should the stock go out of favor,” he wrote.Indeed, Palantir’s stock is bucking the downgrade, up about 0.6% on Thursday.Thill also sees Palantir executives and other insiders ramping their share sales through trading plans.He said he and his team “give credit where credit is due” in the wake of Palantir’s multiquarter stretch of accelerating growth. “We underestimated the momentum that [Palantir] was able to garner after the launch of Artificial Intelligence Platform (AIP) boot camps,” he wrote.At the same time, he worries about tougher comparisons going forward, which could make future growth acceleration more difficult.Of the 22 analysts tracked by FactSet who follow Palantir’s stock, seven now have sell-equivalent ratings, while five have buy ratings and 10 have hold ratings.Analysts at Mizuho and Monness, Crespi, Hardt & Co. also downgraded Palantir’s stock earlier this year on valuation fears.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
