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paler stock might only be up about 5% in the past week but there is rumors that paler could be set for a huge jump in the coming weeks there is an upcoming Catalyst for paler in the coming weeks that could see the stock price rise rapidly in this video I'm going to analyze paler stock and what we can expect in the near term this is a must-watch video for paler stockholders before we get into the video if you find any value in this can I ask you to smash the like button it literally cost you nothing but it helps me out so much I'm aiming to get 400 likes on this video help me hit that goal subscribe to the channel and hit the Bell notification if you're new so you don't miss out on any new content like this I'm not a financial adviser this is not Financial advice so always do your own due diligence now there's a lot to discuss so let's get straight into it so what is paler Technologies paler is a software company that builds the world's leading platforms for data driven operations and decision making paler specializes in data analytics its software lets businesses capture and integrate data develop and manage Ai and machine learning models and build applications that incorporate those data sets and models these applications help workers make better decisions and paler develop long-term Partnerships with organizations working together to help them realize the value in their data and transform how they operate the company provides solutions for many Industries such as Automotive cyber Financial compliance law enforcement and Defense Forces among other ERS it serves various private Enterprises public institutions and nonprofit organizations paler is a fully global company and has operations in North America Europe Asia and the Middle East but paler is headquartered in the US so that's a very simple breakdown of what paler is and what they do now paler recently debuted a new product called AIP or artificial intelligence platform which brings support for large language models and generative AI to its existing software with industry analysts having praised palander for its technology developments ranking paler as a leader in the artificial intelligence and machine learning and data science Market in many reports over the past two years looking at the recent investors presentation paler reported encouraging Financial results in q1 although paler beat analyst estimates with encouraging results they failed to meet the inflated expectations that had been set us Revenue grew 40% year-over-year and total revenue grew 21% year-over-year but only 4% from the previous quarter its customer count climbed 19% from the previous quarter and 69% year-over-year with the average existing customer spending more in turn Revenue increased to $634 million and paler recorded ad justed EPS of 8 cents now importantly paler recorded their fifth consecutive quarter of Gap operating profitability in a lot of ways q1 2024 was by Fair paler best quarter to date they have increased their income they have increased their customer bases signed 87 New Deals of at least 1 million or more and have ended the quarter in a better position than before with no debt and $3.9 billion in cash and cash equivalents but paler also signed major new deals in recent months such as the deal with the US Army to deliver the Titan Next Generation deep sensing capability which is worth over $180 million or the deal with Oracle to provide secure platform and AI solutions that power businesses and governments around the world with guidance set for Q2 of between 649 and 653 million paler did also raise their full year 2024 guidance estimating 20 24 sales of between 2.66 7 billion and 2.68 n billion and they expect to report free cash flow of between $ 800 And1 billion this year providing the company with enough room to Target Acquisitions and invest heavily in organic growth paler bags $480 million deal from Pentagon to inject Battlefield AI into the entire military so this is for the maven smart system to be used across the Department of Defense by 2029 although there's not many details at this stage the the Department of Defense says that it wants paler to have the work done by 2029 now according to paler this deal is for far more than just the MSS prototypes up to 480 million will be awarded over 5 years to make licenses available across the dod so let's break this down into simple numbers for just a moment assuming that this Revenue would be split evenly across the 5 years that would amount to $96 million per year so although this is a big announcement and it is a big deal it is still quite small considering that they're expecting annual revenue of 2.6 billion this year alone but paler are signing deal after deal after deal and it does add up and paler did recently sign another deal which I'll talk about in just a moment so Maven is arguably the pentagon's highest profile artificial intelligence project and involves the use of AI models and algorithms to identify Battlefield targets from available information and surveillance visuals such as drone video footage paler said its latest contract is beginning with the $150 million order for the MSS rollout at certain combatant commands and the joint staff with plans to continue deploying it Beyond this latest contract isn't the only Maven related Project work that paler is doing for the dod right now either and it was awarded a $178 million contract earlier this year for an army vehicle called the Titan ground station now before we look at the possibility of paler becoming a$1 trillion company I'm getting so many comments about what stock to cover next so I'm thinking about doing either a Neo update or a Sofi update and then maybe one or two more videos over the weekend comment below which stock analysis you would like to see most Sofi or Neil and if you have any other suggestions drop them in the comments too so could paler stock be worth $1 trillion by 2040 paler would need to grow its annual revenue massively and unrealistically to achieve 1 trillion by 2030 however it could well be possible to achieve this by 2040 so let's look at some of the details the stock would have to increase by more than 20 fold to reach 1 trillion the company is projected to generate approximately 2.7 billion in Revenue this year hypothetically if if paler can grow its Revenue by 20% a year consistently it would generate approximately 50 billion in Revenue by 2040 if we place a 10 times multiple on that and the company would be worth about 500 billion that's an increase in value of more than 10 times but still far less than 1 trillion however if paler can accelerate its annual growth rate to 25% it would generate about 96 billion in 2040 Revenue at that point it could well become a trillion dollar stock so the question is can paler grow its annual growth rate by 25% or more for the next decade and although the answer to this is not simple we just need to look at the investors presentation and the recent Financial results to see what is being achieved to date we can see here that they grew their commercial Revenue by 27% and they grew their us commercial Revenue by 40% in the last quarter and Alex carp has been talking about the rule of 40 in his recent earnings call the rule of 40 is a common metric used to measure the performance of a software as a service company measuring the tradeoff between profitability and growth the rule of 40 asserts asserts that a successful SAS company's growth rate and profit mergin should add up to 40% or more which paler has been doing fairly consistently for the past couple of years but to keep this up for the next 15 years is a whole other level but if AI is still in its early days and paler technology becomes foundational platform for both governments and Commercial businesses then it is very possible after all Alex carp did say that he expects paler to become the biggest AI company in the world in the coming years but what is more likely and something that is very possible this year is that paler could be included in the SNP 500 the SNP 500 is an index comprised of the 500 biggest companies in the US and getting inducted into the S&P P 500 is a big milestone that represents major validation for businesses the eligibility requirements for inclusion into the index are no small feat so how does a company become included in the S&P 500 and if paler is to get into the S&P then why are insiders selling shares now but in terms of market cap in terms of trading volume and public ownership paler fits the bill but one of the most important variables revolves around profitability specifically the some of the company's trailing 12-month earnings must be positive paler recently became profitable and as we can see here palen's earnings have been positive for the past five consecutive quarters well it's highly likely that induction into the S&P 500 Index will put paler on the radar of more institutional investors as such the company's coverage from investment Banks and interest from hedge funds May begin to increase and all of this is good for investors now although palente include in the S&P 500 is not guaranteed I would be surprised if it isn't included in the upcoming rebalancing but guys nothing is for certain and I would love to hear your thoughts about this in the comments below can paler become a$1 trillion company and realistically how long do you think that that would take now that the company is finally profitable now this is just my opinion and there is a lot of variables to consider 240 is a long way away and this is not Financial advice now there is a lot of talk as always about palente on social media but always do your own due diligence remember I'm not a financial adviser but if you enjoyed this analysis then please like And subscribe I hope you make a load of money on this stock follow me on Twitter and I'll catch you in the next
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