2025 Q4 -tulosraportti
22 päivää sitten
‧47 min
Tarjoustasot
Määrä
Osto
30
Myynti
Määrä
15
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
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
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·15 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.”
3 t sitten · Muokattu3 t sitten · MuokattuHe didn’t short it, he bought put options (as people keep correcting me) and they say it was most likely in August so that was around 170. But that doesn’t matter, what matters is that everything he has criticised turns out to be quite normal in the tech industry or he’s over blown it seemingly to cause panic. He even went as far as to show a head and shoulders on a 5 year graph, if you don’t know statistically the head and shoulders has played out 52% in favour of the downside. The 4% difference was put down to that fact that when people saw it, they would think it and therefore acted accordingly or in other words a self fulfilling prophecy. It’s fine to note the issues but they shouldn’t be exaggerated and made to seem like the death of PLTR. You have to understand that there is a constant barrage of negative comments that show up here on the down days and it’s hard to separate those that want to share information and have a chat to those that are here to cause issues.
·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
- ·15 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.”3 t sitten · Muokattu3 t sitten · MuokattuHe didn’t short it, he bought put options (as people keep correcting me) and they say it was most likely in August so that was around 170. But that doesn’t matter, what matters is that everything he has criticised turns out to be quite normal in the tech industry or he’s over blown it seemingly to cause panic. He even went as far as to show a head and shoulders on a 5 year graph, if you don’t know statistically the head and shoulders has played out 52% in favour of the downside. The 4% difference was put down to that fact that when people saw it, they would think it and therefore acted accordingly or in other words a self fulfilling prophecy. It’s fine to note the issues but they shouldn’t be exaggerated and made to seem like the death of PLTR. You have to understand that there is a constant barrage of negative comments that show up here on the down days and it’s hard to separate those that want to share information and have a chat to those that are here to cause issues.
- ·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
30
Myynti
Määrä
15
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
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
- ·15 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.”3 t sitten · Muokattu3 t sitten · MuokattuHe didn’t short it, he bought put options (as people keep correcting me) and they say it was most likely in August so that was around 170. But that doesn’t matter, what matters is that everything he has criticised turns out to be quite normal in the tech industry or he’s over blown it seemingly to cause panic. He even went as far as to show a head and shoulders on a 5 year graph, if you don’t know statistically the head and shoulders has played out 52% in favour of the downside. The 4% difference was put down to that fact that when people saw it, they would think it and therefore acted accordingly or in other words a self fulfilling prophecy. It’s fine to note the issues but they shouldn’t be exaggerated and made to seem like the death of PLTR. You have to understand that there is a constant barrage of negative comments that show up here on the down days and it’s hard to separate those that want to share information and have a chat to those that are here to cause issues.
- ·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
30
Myynti
Määrä
15
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt