Reply To: US Defense Budget Cuts Spark 10% Drop In Palantir Stock

#197510
Jorje P

    It’s down but is it still a BUY? Palantir has had eight or nine quarters on the trot of adjusted margin expansion. It was mostly just govts interested in its tech early days but now private orgs want it too, especially its AI platform. It’s generating revenue and profit.

    That all said, personally I don’t see it as a good trade compared to value stocks where there’s more growth opps but it might appeal to some long term investors.