2025 Q4 -tulosraportti
22 päivää sitten
‧47 min
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
132,04VWAP
Alin
127,39VaihtoMäärä
6 820,5 52 512 157
VWAP
Ylin
132,04Alin
127,39VaihtoMäärä
6 820,5 52 512 157
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 11.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 2.2. | ||
2025 Q3 -tulosraportti 3.11.2025 | ||
2025 Q2 -tulosraportti 4.8.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 | ||
2025 Q1 -tulosraportti 5.5.2025 |
Asiakkaat katsoivat myös
Shareville
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Kirjaudu
·8 t sittenMichel Burry's latest criticism of Palantir is all the accounts receivable that indicate the company sells on credit. The accounts receivable are growing faster than revenues. "Burry, who has disclosed he’s shorting the stock, called it “a persistent pattern generally attached to nefarious tricks such as channel stuffing, aggressive revenue recognition, or extended payment terms used as sales concessions.”
7 t sitten7 t sittenOk, so? What do you want us to do with that?5 t sitten5 t sittenBraves AI on the topic… “Palantir (PLTR) has experienced periods where its accounts receivable (AR) grew faster than revenue, particularly in recent quarters. According to analysis by investor Michael Burry, in 9 of the last 12 quarters, AR increased at a faster rate than revenue, which he interprets as a potential red flag for aggressive revenue recognition or "nefarious tricks" such as channel stuffing or extended payment terms. However, this trend may not solely reflect poor collection practices. Real-world accounting scenarios—such as gross vs. net revenue recognition, where a portion of collected cash is owed to third parties and not recognized as revenue—can cause AR to grow faster than revenue. For example, if a contract includes pass-through payments, the full amount is recorded as AR, but only the net amount is recognized as revenue. Despite the AR growth concerns, Palantir’s receivables turnover ratio improved to 5.06 in Q2 2025, down from 5.35 in Q1 2025, indicating a slight improvement in collection efficiency. The average collection period decreased to 72 days (from 77 days in Q1), suggesting customers are paying more promptly, which contradicts the idea of deteriorating collections. In summary, while AR has grown faster than revenue in multiple recent quarters, this may stem from complex revenue recognition practices rather than weak collections. The trend is a point of contention, with critics like Burry raising concerns, but it is not universally indicative of financial weakness.”
·1 päivä sitten · Muokattuthe recent 70% growth has given me a taste for seeing what a realistic price in 5 years could be. Chat-GPT can easily figure that out. I have the following scenario: Year 1: +100 % Year 2: +70 % Year 3: +50 % Year 4: +30 % Year 5: +15 % Thereafter stable 15% growth with PE=35. We start with EPS = 0.63 Calculation Year 1: 0.63 × 2 = 1.26 Year 2: 1.26 × 1.7 = 2.14 Year 3: 2.14 × 1.5 = 3.21 Year 4: 3.21 × 1.3 = 4.17 Year 5: 4.17 × 1.15 = 4.79 USD Price at P/E 35 4.79 × 35 = 168 USD That gives a price increase of 5% annually from here. For 5 years. One must therefore have a very, very aggressive expectation for growth in the next couple of years. Even at this price. And I think most people envision significantly larger increases. Otherwise, the downside risk is FAR too great. I can see it happening, but we are far outside normal scales here. That is, in my scenario.
·2 päivää sitten3x billion $ deals in February: «1. U.S. Department of Homeland Security (DHS) BPA: Up to $1 billion over 5 years for AI/data analytics platforms, licenses, maintenance, and services across agencies like CBP and ICE. This was formalized around February 12 and reported widely starting February 19. It’s a framework deal streamlining purchases, not a lump sum, but it opens the door for massive spending. 2. Airbus Contract Renewal/Extension: Approximately $1 billion over 10 years to power the Skywise aviation data platform, enhancing AI-driven operations for airlines, fleet management, and sovereign cloud compliance. Announced February 10, building on their long-term partnership. This solidifies Palantir’s commercial aerospace footprint. 3. the DOE Office of Procurement Operations BPA screenshot, ~$1B over 5 years, dated Feb 12»
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
22 päivää sitten
‧47 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenMichel Burry's latest criticism of Palantir is all the accounts receivable that indicate the company sells on credit. The accounts receivable are growing faster than revenues. "Burry, who has disclosed he’s shorting the stock, called it “a persistent pattern generally attached to nefarious tricks such as channel stuffing, aggressive revenue recognition, or extended payment terms used as sales concessions.”7 t sitten7 t sittenOk, so? What do you want us to do with that?5 t sitten5 t sittenBraves AI on the topic… “Palantir (PLTR) has experienced periods where its accounts receivable (AR) grew faster than revenue, particularly in recent quarters. According to analysis by investor Michael Burry, in 9 of the last 12 quarters, AR increased at a faster rate than revenue, which he interprets as a potential red flag for aggressive revenue recognition or "nefarious tricks" such as channel stuffing or extended payment terms. However, this trend may not solely reflect poor collection practices. Real-world accounting scenarios—such as gross vs. net revenue recognition, where a portion of collected cash is owed to third parties and not recognized as revenue—can cause AR to grow faster than revenue. For example, if a contract includes pass-through payments, the full amount is recorded as AR, but only the net amount is recognized as revenue. Despite the AR growth concerns, Palantir’s receivables turnover ratio improved to 5.06 in Q2 2025, down from 5.35 in Q1 2025, indicating a slight improvement in collection efficiency. The average collection period decreased to 72 days (from 77 days in Q1), suggesting customers are paying more promptly, which contradicts the idea of deteriorating collections. In summary, while AR has grown faster than revenue in multiple recent quarters, this may stem from complex revenue recognition practices rather than weak collections. The trend is a point of contention, with critics like Burry raising concerns, but it is not universally indicative of financial weakness.”
- ·1 päivä sitten · Muokattuthe recent 70% growth has given me a taste for seeing what a realistic price in 5 years could be. Chat-GPT can easily figure that out. I have the following scenario: Year 1: +100 % Year 2: +70 % Year 3: +50 % Year 4: +30 % Year 5: +15 % Thereafter stable 15% growth with PE=35. We start with EPS = 0.63 Calculation Year 1: 0.63 × 2 = 1.26 Year 2: 1.26 × 1.7 = 2.14 Year 3: 2.14 × 1.5 = 3.21 Year 4: 3.21 × 1.3 = 4.17 Year 5: 4.17 × 1.15 = 4.79 USD Price at P/E 35 4.79 × 35 = 168 USD That gives a price increase of 5% annually from here. For 5 years. One must therefore have a very, very aggressive expectation for growth in the next couple of years. Even at this price. And I think most people envision significantly larger increases. Otherwise, the downside risk is FAR too great. I can see it happening, but we are far outside normal scales here. That is, in my scenario.
- ·2 päivää sitten3x billion $ deals in February: «1. U.S. Department of Homeland Security (DHS) BPA: Up to $1 billion over 5 years for AI/data analytics platforms, licenses, maintenance, and services across agencies like CBP and ICE. This was formalized around February 12 and reported widely starting February 19. It’s a framework deal streamlining purchases, not a lump sum, but it opens the door for massive spending. 2. Airbus Contract Renewal/Extension: Approximately $1 billion over 10 years to power the Skywise aviation data platform, enhancing AI-driven operations for airlines, fleet management, and sovereign cloud compliance. Announced February 10, building on their long-term partnership. This solidifies Palantir’s commercial aerospace footprint. 3. the DOE Office of Procurement Operations BPA screenshot, ~$1B over 5 years, dated Feb 12»
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
132,04VWAP
Alin
127,39VaihtoMäärä
6 820,5 52 512 157
VWAP
Ylin
132,04Alin
127,39VaihtoMäärä
6 820,5 52 512 157
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 11.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 2.2. | ||
2025 Q3 -tulosraportti 3.11.2025 | ||
2025 Q2 -tulosraportti 4.8.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 | ||
2025 Q1 -tulosraportti 5.5.2025 |
2025 Q4 -tulosraportti
22 päivää sitten
‧47 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 11.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 2.2. | ||
2025 Q3 -tulosraportti 3.11.2025 | ||
2025 Q2 -tulosraportti 4.8.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 | ||
2025 Q1 -tulosraportti 5.5.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenMichel Burry's latest criticism of Palantir is all the accounts receivable that indicate the company sells on credit. The accounts receivable are growing faster than revenues. "Burry, who has disclosed he’s shorting the stock, called it “a persistent pattern generally attached to nefarious tricks such as channel stuffing, aggressive revenue recognition, or extended payment terms used as sales concessions.”7 t sitten7 t sittenOk, so? What do you want us to do with that?5 t sitten5 t sittenBraves AI on the topic… “Palantir (PLTR) has experienced periods where its accounts receivable (AR) grew faster than revenue, particularly in recent quarters. According to analysis by investor Michael Burry, in 9 of the last 12 quarters, AR increased at a faster rate than revenue, which he interprets as a potential red flag for aggressive revenue recognition or "nefarious tricks" such as channel stuffing or extended payment terms. However, this trend may not solely reflect poor collection practices. Real-world accounting scenarios—such as gross vs. net revenue recognition, where a portion of collected cash is owed to third parties and not recognized as revenue—can cause AR to grow faster than revenue. For example, if a contract includes pass-through payments, the full amount is recorded as AR, but only the net amount is recognized as revenue. Despite the AR growth concerns, Palantir’s receivables turnover ratio improved to 5.06 in Q2 2025, down from 5.35 in Q1 2025, indicating a slight improvement in collection efficiency. The average collection period decreased to 72 days (from 77 days in Q1), suggesting customers are paying more promptly, which contradicts the idea of deteriorating collections. In summary, while AR has grown faster than revenue in multiple recent quarters, this may stem from complex revenue recognition practices rather than weak collections. The trend is a point of contention, with critics like Burry raising concerns, but it is not universally indicative of financial weakness.”
- ·1 päivä sitten · Muokattuthe recent 70% growth has given me a taste for seeing what a realistic price in 5 years could be. Chat-GPT can easily figure that out. I have the following scenario: Year 1: +100 % Year 2: +70 % Year 3: +50 % Year 4: +30 % Year 5: +15 % Thereafter stable 15% growth with PE=35. We start with EPS = 0.63 Calculation Year 1: 0.63 × 2 = 1.26 Year 2: 1.26 × 1.7 = 2.14 Year 3: 2.14 × 1.5 = 3.21 Year 4: 3.21 × 1.3 = 4.17 Year 5: 4.17 × 1.15 = 4.79 USD Price at P/E 35 4.79 × 35 = 168 USD That gives a price increase of 5% annually from here. For 5 years. One must therefore have a very, very aggressive expectation for growth in the next couple of years. Even at this price. And I think most people envision significantly larger increases. Otherwise, the downside risk is FAR too great. I can see it happening, but we are far outside normal scales here. That is, in my scenario.
- ·2 päivää sitten3x billion $ deals in February: «1. U.S. Department of Homeland Security (DHS) BPA: Up to $1 billion over 5 years for AI/data analytics platforms, licenses, maintenance, and services across agencies like CBP and ICE. This was formalized around February 12 and reported widely starting February 19. It’s a framework deal streamlining purchases, not a lump sum, but it opens the door for massive spending. 2. Airbus Contract Renewal/Extension: Approximately $1 billion over 10 years to power the Skywise aviation data platform, enhancing AI-driven operations for airlines, fleet management, and sovereign cloud compliance. Announced February 10, building on their long-term partnership. This solidifies Palantir’s commercial aerospace footprint. 3. the DOE Office of Procurement Operations BPA screenshot, ~$1B over 5 years, dated Feb 12»
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
132,04VWAP
Alin
127,39VaihtoMäärä
6 820,5 52 512 157
VWAP
Ylin
132,04Alin
127,39VaihtoMäärä
6 820,5 52 512 157
Välittäjätilasto
Dataa ei löytynyt