저자: 미상 · 외국인
요약 보기
결론: 팔란티어(PLTR)는 Jim Cramer 등 과거 비관론자들의 입장 변화와 AIP 성장에 힘입어 긍정적으로 전망되며, 1년 내 주가 20~25달러 가능성을 제시한다. [Jim Cramer 발언] - Cramer는 팔란티어가 '훌륭한 분기(dynamite quarter)'였다며 과거 싫어했지만 이제 '팀 PLTR'이라고 발언했다. - 진행자는 Cramer가 분석가로서 훌륭해서가 아니라 큰 플랫폼 덕에 관심을 끌 수 있다고 평가했다. - Cramer는 SoFi, 우라늄에너지, 블랙스톤, BP, Copart 등에도 긍정적 언급을 했다. [주가 전망] - 팔란티어 주가는 연초 대비 약 194% 상승, 당시 약 18.49달러. - 분석가 Daniel Ives는 2024년 25달러까지 상승 가능성을 제시했다. - 진행자는 현재 높은 프리미엄 거래를 경계하며, 평균 매입단가 13달러 이하면 장기 보유가 괜찮다고 봤다. [펀더멘털] - 3분기 매출은 전년 대비 177% 증가한 5억 5,800만 달러. - 4분기 매출 가이던스 중간값 6억 100만 달러(전년 대비 약 18% 성장)를 제시. - 진행자는 상업 부문 매출이 정부 부문을 추월할 것이라는 기존 예측을 재확인했다. - AIP 사용자 수가 전 분기 대비 거의 3배 증가, 약 300개 이상 기관이 AIP 사용. - AIP 부트캠프에는 약 140개 기관이 참여 중. [밸류에이션 및 리스크] - 주가매출비율(PS) 약 20배, 선행 PER 약 69배로 고평가 상태. - 3년간 매출 성장률이 밸류에이션 배수보다 빨라 고평가를 일부 정당화한다고 봤다. - 1년 내 $20~25 도달 전 큰 조정(pullback)이 있을 수 있다고 언급. - 2024년 매출 약 26.3억 달러 이상 성장 시 높은 주가 정당성 강화. - S&P 500 편입 가능성이 주가 상승과 변동성 완화에 도움이 될 수 있다고 언급. [과거 비관론자 발언] - 과거 비관적이던 분석가가 등급을 B로 상향하며 2023년 내 20달러, 2024년 더 높은 상승 가능성을 제시했다. - 진행자는 이에 동의하며 투자자·언론·유명인의 입장 변화가 주가를 밀어올릴 수 있다고 주장. [CEO 발언] - Alex Karp는 기업들이 최신 대형언어모델 활용 소프트웨어를 찾고 있으며 팔란티어가 이를 제공할 수 있다고 강조했다. - 문의가 전례 없이 많아 향후 수요 회복을 낙관한다고 밝혔다.
다듬은 글
hey welcome back to YT finance and this is the channel where I went to business school so you didn't need to and today we are talking about paler Technologies pltr stock in this video we will be analyzing three articles to where the first one is titled Jim Kramer who once trashed paler says company had a dynamite quarter he says and I quote I disliked these guys for a long time not anymore so we're going to be going over why Jim Kramer has doubled down on paler Technologies why I actually agree with him and where their future share price could be headed which is exactly what we're going to be discussing in our next article which is titled where will paler Technology stock be in one year so we're going to be going over their latest price targets and price predictions by professionals where I think this company is headed and we even have a very bearish negative author who used to be a Critic of this company who I have responded to many times saying that he is wrong and it seems that he has changed his mind to where he believes paler stock could be worth around $20 before the year is over which is phenomenal news so it's great to see a lot of bearish investors and financial reporters changing their mind about paler Technologies including Jim Kramer so with that being said don't forget to go and annihilate that like button for more videos on paler Technologies subscribe if you are new please comment down below your price target for paler stock and how high you think the share price will go for the remainder of this year also don't forget to become a member of this channel for as little as 99 cents per month because that's what keeps me here on YouTube that little bit literally supports me and it keeps my content here on YouTube for you to watch with all of that being said let's Dive Right into today's stories starting off talking about Jim Kramer and if you didn't know paler Technologies is a big data and analytics company which serves both commercial Enterprises and government clients and this company also specializes in artificial intelligence as well as machine learning recently in a lightning round Jim Kramer who is a celebrity investor showed us his new found appreciation for paler Technologies where he said and I quote that was a dynamite quarter we got an upgrade today I disliked these guys for a long time not anymore I am on the paler team end quote so this is absolutely huge not because Jim Kramer is a good analyst or financial reporter because I don't think he is however he does have a very large platform and an extensive audience so this is going to bring not only more publicity to paler Technologies but this could also convince other investors to buy into paler Technologies which is very good he also expressed positivity toward a lot of other companies including Sofi Technologies uranium energy Corp Blackstone Group and a few others including BP as well as Copart so it seems that he's just spreading the love across all of these different companies and two of these companies we report on quite often which would be paler Technologies as well as Sofi techn te Oles which I am making another video on right now as more and more investor celebrities like Jim Kramer and Kathy Wood and professional analysts such as Daniel IES and even bearish negative critics like the gentleman we're going to talk about in our last article the more these people start to talk positively about paler Technologies the higher the share price is going to go based on investor psychology because it's going to increase the chances of them buying into the overall stock which will increase the share price speaking about their increasing share price let's talk about where paler Technology stock could over the next year paler Technology stock has already been raging year-to dat and it's clear that this company's growth potential has accelerated past expectations which is phenomenal news and this company is significantly expanding their revenue opportunity even right now so that's why we're going to check if paler stock which has already gained approximately 194% year-to date in 2023 can sustain this terrific growth momentum over the next year currently pent your trades at $18.49 although very bullish analysts such as a five-star analyst named Daniel IES believes this company could surge up to $25 during the year of 2024 and I think this is very plausible even though I would be hesitant of this I do think the company is trading at a huge premium right now and as long as you have your average cost basis below $13 for this company then you should be fine for a long-term holding opportunity let's quickly address the overall foundation for our paler investment and that would be their fundamentals for instance paler solid growth is here to stay according to this article to where they brought in quarter three revenues that increased by 177% year-over-year up to $558 million and for the quarter after it during the fourth quarter they're anticipating and projecting that that $558 million for the previous quarter will be beat by them bringing in $601 million as the midpoint estimate for their fourth quarter which would equate to an 18% jump year-over-year and this would indicate that they are anticipated to grow their revenue cagr by 1% from 17% up to 18% which is actually amazing news there's also a good chance that they could deliver and beat these estimates due to their fast growing adoption of their artificial intelligence platform known as AIP which has been positively impacting the company's Commercial Business and if you know my long outstanding prediction is that their commercial business will eventually outpa the amount of Revenue that they are bringing in for their government segment and once this happens we will achieve large profits for this overall company on top of that artificial intelligence seems to be playing a very large role regarding paler impressive Revenue growth and other metrics including their earnings and this was evident on the recent earnings call where their management noted that paler quote almost tripled their number of AIP users last quarter and nearly 300 100 distinct organizations have used AIP since our launch just 5 months ago end quote so this clearly indicates that there is huge demand for their artificial intelligence platform and this could lead to more contracts pertaining to their commercial segment going forward which would validate my overall prediction about their commercial segment outpacing the amount of Revenue that they are bringing in for their government segment currently paler is looking to build upon their current momentum to boost their overall AIP demand through their AIP boot camp which already has approximately 140 organizations and this is where paler trains these organizations onto how to properly use their artificial intelligence platform but with all of those fantastic fundamentals let's talk about the hard numbers how much upside can investors anticipate over the next year from paler Technologies well to quote straight from the article paler Technology stock is trading at almost 20 times sales following its terrific surge in 2023 its forward earnings multiple of 69 is also on the expensive side however it is worth noting that the top line has increased at a faster Pace than the sales multiple over the past 3 years indicating that the company has been able to justify its expensive valuation and quote but this also indicates that we could experience a very large pullback in paler overall pltr share price before we reach metrics such as $20 or $25 over the next year however if paler sales growth continues to accelerate over the next year up to $ 2.63 billion this could give more Credence to a higher share price and that's what we want to focus on but don't be surprised if the AI stock ends up delivering stronger than anticipated revenue and earnings growth which exceed expectations because they have beat their forecasts and estimates consecutively quarter over quarter for quite some time now and with the potential inclusion for paler to join the S&P 500 that will increase their overall share price and add stability to this very volatile stock NOW lastly let's talk about a bearish critical naysayer who has been a Critic of this company who now seems to be changing their mind about paler to where they now believe that paler could surge up to $20 for the remainder or during the remainder of 2023 and he says this we suggested that paler technology ticker symbol pltr may be an appropriate investment opportunity for investors seeking exposure to artificial intelligence software and I 100% agree with him on that paler techn tees is one of the best artificial intelligence companies that you can buy right now as well as companies like Google Microsoft Nvidia AMD microcomputer and many others we also know that the CEO of paler Technologies who is named Alex karp emphasized the company's ability to cater to the needs of AI hungry clients and this would be commercial clients and even government clients who want more artificial intelligence capabilities and he says and I quote companies across Industries in the United states are scrambling to deploy software platforms that will allow them to Leverage The Power of the latest large language models and we have built what they need so Alex KP saw a need and then he built the solution to that need to sell paler artificial intelligence platform to these consumers he goes on to say we are seeing unprecedented levels of inquiries for our products and we are optimistic that will break in our Direction sometime in the near future which is abs absolutely phenomenal so essentially he's saying that the demand for paler artificial intelligence platform is just getting started which is why this former bearish negative critic of this company now believes paler stock could reach $20 per share before 2024 however to me we're just going to have to wait and see but it is very plausible and here's the evidence that he gives for this price Target he says that the market is overlooking paler Technologies however some of the Bulls are overlooking some of the challenges that that they face which should not go unnoticed by investors and the challenges that they face is their very high PS multiple and PE multiple as well as high stock based compensation however informed investors should acknowledge paler strength and their very resilient fundamentals and their ability to secure commercial Revenue which will outpace their government revenue which is what I've been predicting for almost two years now we're probably around 2 years now therefore this author now believes that paler stock could surge up to 20 in 2023 before 2024 to where the company could surge even higher during the year of 2024 which is why he gives this company a B rating which is a huge improvement from his previous very bearish negative articles so I would say Well done I agree with him on this and it's great to see how investors Financial reporters and investment celebrities are changing their mind on paler or doubling down on their paler predictions so i' would love to hear your thoughts down below about their future share price what do you think this company will be worth for the remainder of 2023 or 2024 I would love to hear your thoughts down below go ahead and annihilate that like button for more videos just like this one don't forget to subscribe to this Channel and if you want please become a member for as little as 99 Cents because that's what keeps me here on YouTube with all of that being said I wish you the best of luck and happy investing
Comments 0