1. Palantir's significant revenue growth is overshadowed by high equity dilution; 2. Stock-based compensation inflates cash flows but dilutes shareholder equity; 3. The author recommends a sell rating due to excessive equity dilution and unrealistic market assumptions.
Related Articles
- Credo: Wiring The AI Infrastructure Of Hyperscalers Leads To Rapid Growthabout 4 hours ago
- Meta's Valuation Doesn't Add Up2 months ago
- Lululemon Q4 2024 Earnings Update2 months ago
- Palantir: It's Like Nvidia In 2022 (Rating Upgrade)2 months ago
- Nvidia Is About To Explode: Buy The Dip Or Regret It Forever2 months ago
- Grab: A Great International Diversification Play (Rating Upgrade)2 months ago
- Micron Q2: Anticipating More HBM Shipment In H23 months ago
- Nvidia: Why I Am Buying The Meltdown3 months ago
- Top Ten Chip Vendors 20243 months ago
- Why Nebius Is A High-Conviction Play3 months ago