Palantir Technologies Inc.

PLTRNASDAQ

167.23+0.8%

Market cap401.9BAutoFwd P/E71.9Auto52-week range106.37 - 207.52Auto

This range +6.4%

1D 1W 1M 6M 1Y 5Y

HITMISSNEAROpen call

Stoa coverage of PLTR

How much of Stoa is on this name, and how its closed calls turned out.

Open calls

Analysts covering

57%

Hit rate · 7 resolved

Publications on this name

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NOTEVideo

Palantir: the AI modules are selling into the installed base at full price

Upsell into the installed base carries no acquisition cost. At this attach rate the contribution margin on the increment is close to the gross margin.

Elior ShaniAUG 20

Free

CALLLongVideo · Call

Palantir: the capex drag just stopped being a drag

The spend is finally producing more than it costs to carry. Every quarter past the crossover compounds in the opposite direction to the last two years.