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For patient investors, Palantir Technologies will be worth the wait
For patient investors, Palantir Technologies will be worth the wait
$Palantir Technologies(PLTR.US)$ is known for secrecy and its long list of government clients. Its shares haven't moved much in the past 6 months. PLTR stock was trading at $23 in April and is trading at the same level today.
The company went public through a direct listing and since then, it has been criticized for focusing solely on government clients. However, this is no longer the case. It is consistently building a solid portfolio of commercial clients and is at the top of its game.Despite signing new contracts and moving in the right direction, the company's shares are not surging. This is puzzling, as PLTR stock has long-term potential and the ability to generate solid returns for investors. With that in mind, let's take a look at my investment case for PLTR stock.
A U.S. Army Contract Bodes Well for PLTR Stock
Palantir was selected for an $823 million U.S. Army Intelligence program contract. Per the terms of the agreement, the company will provide its Gotham platform to the military branch to support users around the world.
The company stated that this is one of the many projects it is working on for Army Intelligence. In addition to these ventures, Palantir also has a $111 million contract with U.S. Special Operations Command.
A major part of the company's revenue comes from the military, and this contract is proof that the U.S. government trusts Palantir and its software. It is no small feat for a company to bag contracts from the defense industry.
Palantir also has the skills and expertise to capture revenue through its software. The National Institute of Health has awarded the company a contract to continue providing a cloud-based data enclave for the centralization of Covid-19 data. The two-year, $59.5 million contract has an initial task order for $7.9 million in the first five months.
Palantir's Strong Revenue and Cash Flow
These government contracts can give a revenue boost to the company in the short term, which will take PLTR stock higher.
Palantir has solid free cash flow (FCF) and minimal debt. It has significantly improved its cash flow and generated $201 million at the end of the second quarter.
The company incurs heavy expenses towards research and development in addition to building custom solutions for clients. It is also investing a huge amount in acquiring new customers. However, I do not think Palantir will run out of cash for several years.
At the end of the second quarter, management increased its guidance for FCF. Initially, they expected free cash flow of $150 million at the end of the year. Now, the company expects to see at least $300 million in FCF.
Management will only increase guidance when it is confident the company can meet the updated expectations. The rise in forecasted cash flow proves the company is doing something right and the business is turning profitable.
If You're Willing to Wait, Buy PLTR Stock
It hasn't moved much in the past year, but PLTR stock has strong growth potential for patient investors. Do not expect the stock to double in the next few months. Buy PLTR shares only if you are ready to hold them for the long term.
Investors can expect a large chunk of its revenue to continue coming from government contracts. And as long as the company is profiting, there's nothing wrong with that. But for those who remain unconvinced, Palantir is also increasing the number of commercial clients it serves.
While I do not think PLTR stock will soar to new all-time highs, I do believe its recent contracts will give a push to the stock and its shares will see an upside.
On the date of publication, Vandita Jadeja did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
Vandita Jadeja is a CPA and a freelance financial copywriter who loves to read and write about stocks. She believes in buying and holding for long term gains. Her knowledge of words and numbers helps her write clear stock analysis.
$Palantir Technologies(PLTR.US)$ is known for secrecy and its long list of government clients. Its shares haven't moved much in the past 6 months. PLTR stock was trading at $23 in April and is trading at the same level today.
$Palantir Technologies(PLTR.US)$以保密和長長的政府客户名單而聞名。在過去的6個月裏,它的股價沒有太大變動。PLTR的股票在4月份的交易價格為23美元,今天的交易價格與之前持平。
Despite signing new contracts and moving in the right direction, the company's shares are not surging. This is puzzling, as PLTR stock has long-term potential and the ability to generate solid returns for investors. With that in mind, let's take a look at my investment case for PLTR stock.
儘管簽署了新的合同,並朝着正確的方向前進,但該公司的股價並沒有飆升。這令人費解,因為PLTR股票具有長期潛力,並有能力為投資者帶來穩健的回報。考慮到這一點,讓我們來看看我對PLTR股票的投資案例。
A U.S. Army Contract Bodes Well for PLTR Stock
美國陸軍合同對PLTR股票來説是個好兆頭
Palantir was selected for an $823 million U.S. Army Intelligence program contract. Per the terms of the agreement, the company will provide its Gotham platform to the military branch to support users around the world.
Palantir被選中參加價值8.23億美元的美國陸軍情報項目合同。根據協議條款,該公司將向軍事部門提供其Gotham平台,以支持世界各地的用户。
The company stated that this is one of the many projects it is working on for Army Intelligence. In addition to these ventures, Palantir also has a $111 million contract with U.S. Special Operations Command.
該公司表示,這是它正在為陸軍情報部門工作的眾多項目之一。除了這些合資企業,Palantir還與美國特種作戰司令部簽訂了一份價值1.11億美元的合同。
A major part of the company's revenue comes from the military, and this contract is proof that the U.S. government trusts Palantir and its software. It is no small feat for a company to bag contracts from the defense industry.
該公司的主要收入來自軍方,這份合同證明了美國政府對Palantir及其軟件的信任。對於一家公司來説,從國防工業獲得合同是一項不小的壯舉。
Palantir also has the skills and expertise to capture revenue through its software. The National Institute of Health has awarded the company a contract to continue providing a cloud-based data enclave for the centralization of Covid-19 data. The two-year, $59.5 million contract has an initial task order for $7.9 million in the first five months.
Palantir還擁有通過其軟件獲取收入的技能和專業知識。國家衞生研究院授予該公司一份合同,繼續為新冠肺炎數據集中提供基於雲的數據飛地。這份為期兩年、價值5950萬美元的合同在前五個月的初步任務訂單為790萬美元。
Palantir's Strong Revenue and Cash Flow
Palantir強勁的收入和現金流
These government contracts can give a revenue boost to the company in the short term, which will take PLTR stock higher.
這些政府合同可以在短期內給公司帶來收入提振,這將推動PLTR股價走高。
Palantir has solid free cash flow (FCF) and minimal debt. It has significantly improved its cash flow and generated $201 million at the end of the second quarter.
Palantir擁有堅實的自由現金流(FCF)和最低限度的債務。它已經顯著改善了現金流,在第二季度末創造了2.01億美元的收入。
The company incurs heavy expenses towards research and development in addition to building custom solutions for clients. It is also investing a huge amount in acquiring new customers. However, I do not think Palantir will run out of cash for several years.
除了為客户定製解決方案外,該公司的研發費用也很高。它還在投入巨資獲取新客户。然而,我不認為Palantir會在幾年內耗盡現金。
At the end of the second quarter, management increased its guidance for FCF. Initially, they expected free cash flow of $150 million at the end of the year. Now, the company expects to see at least $300 million in FCF.
第二季度末,管理層增加了對FCF的指導。最初,他們預計年底的自由現金流為1.5億美元。現在,該公司預計FCF至少將達到3億美元。
Management will only increase guidance when it is confident the company can meet the updated expectations. The rise in forecasted cash flow proves the company is doing something right and the business is turning profitable.
只有當管理層有信心公司能夠達到最新的預期時,才會增加指導。預測現金流的增長證明了該公司正在做一些正確的事情,業務正在扭虧為盈。
If You're Willing to Wait, Buy PLTR Stock
如果你願意等待,買入PLTR股票
It hasn't moved much in the past year, but PLTR stock has strong growth potential for patient investors. Do not expect the stock to double in the next few months. Buy PLTR shares only if you are ready to hold them for the long term.
過去一年,PLTR的股價變動不大,但對於有耐心的投資者來説,PLTR的股票具有很強的增長潛力。不要指望該股在未來幾個月內翻一番。只有當你準備長期持有PLTR股票時才買入。
Investors can expect a large chunk of its revenue to continue coming from government contracts. And as long as the company is profiting, there's nothing wrong with that. But for those who remain unconvinced, Palantir is also increasing the number of commercial clients it serves.
投資者可以預計,該公司收入的很大一部分將繼續來自政府合同。只要公司還在盈利,這沒有什麼錯。但對於那些仍然不信服的人來説,Palantir也在增加其服務的商業客户數量。
While I do not think PLTR stock will soar to new all-time highs, I do believe its recent contracts will give a push to the stock and its shares will see an upside.
雖然我認為PLTR的股價不會飆升至歷史新高,但我相信它最近的合約將推動該股上漲,其股價將看到上行空間。
On the date of publication, Vandita Jadeja did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在出版之日,Vandita Jadeja沒有(直接或間接)持有本文所述證券的任何頭寸。本文中表達的觀點是作者的觀點,受InvestorPlace.com發佈指南的約束。
Vandita Jadeja is a CPA and a freelance financial copywriter who loves to read and write about stocks. She believes in buying and holding for long term gains. Her knowledge of words and numbers helps her write clear stock analysis.
Vandita Jadeja是一名註冊會計師,也是一名自由財經文案,她喜歡閲讀和撰寫關於股票的文章。她相信買入並持有可以獲得長期收益。她的文字和數字知識幫助她寫出清晰的股票分析。
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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