Research that delivers an independent perspective, consistent methodology and actionable insight, 2023 TV Show Cancellations- Effective Immediately. Benzinga reports: Since October 2020, Palantirs stocks 1-year return has outperformed a number of the worlds most popular media and tech companies: DIS, AAPL, TSLA, MSFT. With the dilution effect accounted for (representing over US$3B in dilution across 246M shares), Palantirs true fair value per share will be priced at US$20.75 via The future looks bright. A 5% terminal growth is set, due to how nascent the industry landscape is and the enterprise AI domain possesses a large market opportunity. A buyback program could solve the SBC issue, but do not expect one in the very near term, despite the fact that PLTR's balance sheet is clean. On the other, bears are not wrong to criticize Palantir's cash-burning problem and excessive stock-based compensation, which keeps diluting shareholders to oblivion. Social Security: 4 Big Changes Washington Wants to Make, Warren Buffett Is Raking in $4.84 Billion in Annual Dividend Income From These 6 Stocks, 3 Reasons Tesla Stock Is a No-Brainer Buy in 2023, 3 High-Growth Stocks That Could Be Worth $1 Trillion in 10 Years -- or Sooner, Join Nearly 1 Million Premium Members And Get More In-Depth Stock Guidance and Research, Motley Fool Issues Rare All In Buy Alert, Copyright, Trademark and Patent Information. Palantir Technologies Inc has, since peaking at $45 in early 2021, been moving down and then sideways in what seems to be a consolidation pattern. Down 67% in 2022, Is Palantir Stock a Buy for 2023? values the company at around $40 billion. Disclosure: At the time of publication, Hashtag Investing did not have a position in any of the securities mentioned in this article. Palantir's stock was trading about 6.3% lower at $22.73 per share on Wednesday at the time of publication. Financials. It's my #1 issue with PLTR. for Palantir. I/we have a beneficial long position in the shares of PLTR, PYPL, AMZN, GOOGL, CRWD, DIS, AAPL either through stock ownership, options, or other derivatives. Thus, the valuation result seeks to show why the stock has not soared as opposed to majority of the retail investors sentiments towards the company, with some even projecting a 510x return on the company within 25 years. The big picture is that share count is a hot button issue. (Cognitive Computing) Once again, let's see how all this compares to share price gains over the same period of time. I write about venture capital, equity research, and data analysis. Bears say its close association with the United States government, along with an executive compensation structure that has caused share dilution, make PLTR stock overvalued. Palantir Technologies Inc. shares fell the most in almost a year after the data software company reported financial results that illustrated a continued lack of net profit. WebTo give you an idea of how many shares were covered under the 2010 Plan, this is from the S-1 (emphasis mine): As of June 30, 2020, options to purchase 308,905,744 shares of MSFT is the only "cannibal" of this bunch. Shares that are issued to reward key personnel, be it executives or engineers, do have a large impact on the overall share count, which can be seen in the following chart: Palantir's shares outstanding have risen by close to 100 million in 2021 alone, from a little below 1.8 billion to a little less than 1.9 billion. I wrote this article myself, and it expresses my own opinions. Thankfully for them, government contracts last many years. And the companys overall revenue was up 36% YOY at $392 million. Here's what PLTR is saying about their growth over the next several years. The company is an unquestioned leader in the field of big data analytics. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. So while there will likely continue to be some selling in the next few years, investors may have to find something else to object to. Could Palantir Become the Next Salesforce? In FY2020, its revenue grew 47%. Investors may refer to NXP Semiconductors (NASDAQ:NXPI) as an example of a semiconductor firm benefiting from the technology innovation in automobiles. Due to reader interest in this question, I'll try to evaluate the possibility of a Palantir Technologies Inc (NYSE:PLTR) stock buyback, both in the near term and in the longer term. Palantir had a share price of $30. Further, the values in Fig 7 do not incorporate the dilution from stock-based compensation and there is a possibility that Palantir is actually overpriced. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the "default operating system for data across the U.S. Analyst Report: Palantir Technologies Inc. NYSE - Nasdaq Real Time Price. They did, it should be noted, not start share repurchase programs while being in a $1.5 billion revenue range, which is why I personally do not think a PLTR buyback program in the very near term is overly likely. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January. If a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Now that shares are down slightly, Palantir is a stock to consider again. Of course, revenue growth of 30% for the next several years is impressive. That growth, combined with strong margins and cash flow, ought to translate to share price gains despite the friction and grind. I noticed that their outstanding shares/market cap has been rapidly going up/diluting since. Foundry has seen an incredible increase in commercial adoption this year, with the number of private sector customers rising by about 135% as of September 30. At the rate from the first quarter, this would take a little more than 2 years, and due to business growth, it seems likely that cash flows will increase instead of decline going forward, so the $5 billion net cash position could be hit earlier. Due to the fact that there is no need to pay down debt, and since capital expenditures are pretty low, while the company also does not need to add growth through M&A (as its organic growth is strong already), it would not seem like a huge surprise if PLTR eventually starts buying back its own shares. Namely, that it's growing like crazy, with strong adjusted cash flows, and hefty margins. Raytheon Please. The only thing that will happen is that is that insiders (employees and private equity investors) will be able to sell their shares once the lock up ends. Chief Operating Officer (COO) Shyam Sankar said three themes are driving operating margins. Now, let's ignore share count just for a moment. The amount of drag is dictated by a combination of dilution and growth. Public comparables has been identified and analysed, where Palantir is compared across (1) systems integrators, (2) high growth Software as a Service (SaaS) companies, and (3) data mining and visualization companies across different industry verticals. This is on the low side because of the weak return on invested capital. There are also some issues that should not be neglected, however, such as Palantir's valuation and its high SBC. Palantir Might Be Worth the Buy for Patient Investors. This suggests the stock has no near-term upside. Theres likely a few reasons for Palantir to favour SBC over salary. Google. Lets take a look at their Government and Commercial business. Not really. Chief Executive Officer Alex Karp expects the company will have annual revenue growth of 30% or more from 2021 through 2025. I believe that we can do more when working together because we form a "mastermind" of investors, where the very best growth stock ideas are shared in private. On the other hand, CRM increased share count rather substantially and didn't quite make it over 300% price appreciation. I am an investor, entrepreneur, father, husband, coach and teacher. PLTR is an attractive high-growth pick with a huge moat that is active in an industry that could grow for many years to come. Again, I'm almost certain you've heard of PayPal (PYPL), Salesforce (CRM) and Adobe (ADBE). The real question isn't compensation but dilution and share count. The forecasted annual earnings growth over the next year is 67% (which Despite the long tail in revenue in the next few years increasing earnings, the dilution will limit the stocks upside. InvestorPlace - Stock Market News, Stock Advice & Trading Tips. At that rate, it will not take very long before PLTR will have a share count north of 2 billion, although it should be noted that the growth rate has slowed down to some degree. quotes delayed at least 15 minutes, all others at least 20 minutes. Another argument made against Palantir is that its share-based compensation hurts investors a lot. Join today for less than $2 per day. Facebook (FB) or Alphabet (GOOG) (GOOGL) when they were smaller. Perhaps I'm wrong here but to my eyes there's not an obvious correlation between share count and capital gains over 10 years. Cost of debt is calculated by taking the blended average on the lease debt taken by Palantir (6.35%) and credit facilities (2.75%) and adding the 10-year risk free rate. Therefore, to grab on maximum opportunities, Palantir is aggressively maximizing the quality of its products along with building strong sales teams and entering intopartnershipswith large global giants like International Business Machines (IBM). Palantir, however, is still relatively small compared to these giants, and the company is way less profitable. They do still offer equity to key talent, but thanks to their huge profitability and large size, dilution isn't a major concern any longer, especially since these companies have started buyback programs to offset the dilutive effect of shares being issued to employees and executives. Start your free two-week trial today! As for me, I have to admit that PLTR stock is starting to look a lot more attractive at this price. Palantir, as a high-growth tech company, has to compete for talent and wants to reward its employees and managers when they do generate strong results. A new tech publication by Start it up (https://medium.com/swlh). Feast your eyes on their share counts over the last 10 years or so. I know usual share dilution doesn't affect the company's fundamentals/story, but this seems way too extreme for shareholders to ignore. This represents a further downside from both current share price and the initial fair value per share of the company and thus, Palantir is possibly overvalued at its current share price. Forget Tesla! This is all very rough, of course. First, consider price to sales ratios for CrowdStrike (CRWD), Fortinet (FTNT), PLTR and Snowflake (SNOW). It also announced it would accept payment in Bitcoin (CCC:BTC-USD), although according to a company spokeswoman, Palantir has not received any payments in the cryptocurrency. Just as it looked as though Palantir Technologies (NYSE:PLTR) would rally again, its quarterly earnings rained on its parade. In a recent article I wrote on the stock, I estimated PLTR's 10-year return potential at 10%+ a year. Let's use the same basic approach to look at three more companies. In the last quarter, Palantir reported a 37% year-over-year (YOY) increase in commercial revenue. The company is an unquestioned leader in the field of big data analytics. Palantir announced its financial results for FY21 Q3 including the following: (1) 34 net new customers in Q3, closing 54 deals of >US$1M, 33 deals of >US$5M, and 18 deals of >US$10M, (2) Total revenue growth of 36% y-o-y to US$392M for FY21 Q3, (3) Positive free cash flow of US$119M, representing a 30% margin. Leo Sun owns C3.ai, Inc. and Palantir Technologies Inc. Insider sales are hurting shareholders. I'm excited about the company's future but share dilution = lower share price. Today, Palantir trades at $22, for a $42 billion market capitalization. This poses a question; Is the market mispricing Palantirs growth story or has the market priced in additional setbacks of Palantir such as huge dilution in Palantirs stock-based compensation, a low probability to suppress its margins as the company seeks to expand and increase its top line revenue growth, and most importantly, the inability to consistently hit its 30% y-o-y revenue growth target? In 2004, when we looked at the available technology, we saw products that were too rigid to handle novel problems, and custom systems that took too long to deploy and required too many services to maintain and improve. I am not receiving compensation for it (other than from Seeking Alpha). So been balls deep in Palantir since it went public in September. For the past decade, we have developed and perfected technology designed to help private investors, just like you, find the best opportunities, with the greatest upside potential, in any financial climate., Invest Like a Pro with Unique Data & Simplifed Tools, Mohamed El-Erian Says the Stock Market Rally Could Be Short-Lived; Here Are 2 Strong Buy Dividend Stocks for Stable Cash Return, Boost Your Passive Income; 3 Stocks with 50+ Years of Dividend Growth. Palantir is, I believe, very well positioned from a tech perspective, the company has a wide moat, is well-connected to customers in both the government sector and the private sector, and PLTR is active in an absolute growth market. At an annualized $1.57 billion and a $45.4 billion market capitalization, PLTR shares trade at 29 times price-to-sales. WebIn addition, there are up to 0.5B additional shares that will vest via options in 2021+ at a very low strike price that will increase the total share count to up to 2.2B and cause a Palantir scores a 41/100 on quality. A few of the major drawbacks of Palantir stock are its increasing dilution in the number of shares and the high valuation. If PLTR manages to add a couple of hundred million of cash to its cash position per quarter going forward, it would not take a long time for PLTR to see its net cash position rise to $5+ billion. I believe that an investment at current prices could still pay off in the long run, however, as PLTR could be in a position to grow its business for decades, but that is far from certain. Right now is the perfect time to subscribe because it's affordable for any budget. And as Hake notes, even if investors have to wait two years for the stock to hit that target, they would still get an average annual return of 29.54%. Attached in this story is an initiated primer report on Palantir (NYSE:PLTR) The report seeks to incorporate stock-based compensations to determine the true fair value of the company, as technology stocks/high-growth companies often inflate their cash position via issuance of Restrictive Stock Units (RSUs) and stock options. I have no business relationship with any company whose stock is mentioned in this article. Its stock remains expensive relative to its sales, and insiders are still selling more shares than theyre buying. 2023 InvestorPlace Media, LLC. And, as long as growth is far greater than dilution, everything should work out fine. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year. The information is not intended to be used as the basis of any investment decision by a person or entity. Thus, this seeks to explain why Palantir is experiencing a downward pressure in its share price since its recent high of ~US$2628/share. For example, C3.ai (AI -0.53%), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast. When employees start to exercise these rights, (1) future dilution and (2) decreased free cash flow will occur, slashing the fair value per share to a lower price. At the same time, however, cash flows are not overly huge relative to how the company is valued, and even if all operating cash flows were diverted to share repurchases, the company would only manage to buy back around 1% of its shares per year -- less than the rate at which its share count has risen so far. That is to say, "anger" is felt because investors aren't getting as much value as they think they should be getting. Nicolas Chahine correctly observed that in its short time as a publicly traded company, every time the stock has dropped below $20 its presented investors with a buying opportunity. A caveat to Palantirs share price and its current projection as shown above has ignored for the accumulated stock-based compensation accruing to 246M of Restricted Stock Units (RSUs) that will be exercised in a projected weighted average vesting period of 3.2 years (166M current, 80M projected from 20222025). Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Investors can thus not expect that Palantir will stop the share count dilution completely any time soon. Certainly, that's a view in the rearview mirror. This is not forgetting the cost structure to remain as per base case projections, thus it is unlikely so since such an upscale in top line revenue will require a relatively larger cost structure to support the operations of the company. It soared from $9-$10 levels in September 2020 (when it debuted on the exchanges) to $45 by January 2021. Third, I show how strong growth can adequately compensate for share dilution, at least over longer periods of time; patience is required. MULN Stock Alert: Why Are Investors Suing Mullen Automotive? I am not receiving compensation for it (other than from Seeking Alpha). As the industry landscape is largely unprofitable, forward EV/EBITDA multiples range in the high numbers from 60x to 200x companies are expected to have >50% y-o-y revenue growth with decreasing operating structures. Perhaps it would be easier for investors to accept Palantirs dabbling in gold and bitcoin if it wasnt for the continuing dilution of shares that is happening as management exercises warrants. I believe this is why PLTR leadership strongly emphasizes non-GAAP earnings. If history repeats itself, then PLTR stock could set up as a profitable trade. I suspect you are quite familiar with Microsoft (MSFT), Amazon (AMZN), Facebook (FB) and Alphabet (GOOGL). has been a polarizing stock. We must continue to watch SBC and dilution like hawks. Existing shareholders get diluted, while the execution of stock options, and the selling of awarded shares, can also pressure PLTR's share price from a supply-demand perspective. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. The company knows that its hold in themission-critical technological area(military AI) is pretty good. they should be getting. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low. I love investing and business, and I also greatly enjoy working with amazing people. He shares his stock picks so readers get original insight that helps improve investment returns. Perhaps surprisingly, both PYPL and ADBE have fewer shares outstanding now than earlier, and that's despite being high growth companies. The same was true for many other companies in a similar position, e.g. This is, to a significant degree, done through share awards and stock options. Is this happening to you frequently? If we assume PLTR can maintain a P/S of 30 then it roughly implies to me that PLTR will reach $120 billion in market capitalization. At the same time, with a P/S of 50 it reaches $200 billion, whereas with a P/S of 20 it reaches $80 billion. Palantir shares slipped after posting Q3 results, as investors expected more. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. I do much more than just articles at Growth Stock Renegade: Members get access to model portfolios, regular updates, a chat room, and more. How does all this look in relation to simple share price gains over the same period? But its hard to find fault when the company is growing both sides of the business. Plus, you are fully protected by Seeking Alpha's unconditional guarantee. reduce the number of new stock options that are awarded to execs and employees. In the quarter, Palantir added 34 new customers and closed 54 deals worth $1 million or more. its strong growth and its great position in its industry. Since going public as a direct listing in 2020. ) Chris has over 20 years of investing experience in the stock market and runs the Do-It-Yourself Value Investing Marketplace on Seeking Alpha. Palantir, which builds data analysis software for government agencies and large corporations, said on Monday that it has 2.17 billion diluted shares. WebPalantir Technologies Inc. (PLTR) NYSE - NYSE Delayed Price. Expect the company to win more customers in the coming year. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year. In total, Palantir grew revenue by 36% year-over-year to $392 million. Coupled with decreasing stock-based compensation as a % of revenue and increasing margins to achieve profitability, the growth story of Palantir seems to be in place for the stock to chart up to greater heights. WebPalantir Technologies Inc. (PLTR) closed at $7.01 in the latest trading session, marking a +0.43% move from the prior day. Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Go to company page I have generated over well over 100% gains many times following a proven growth stock method championed by investors like Peter Lynch, Richard Koch, and Phil Fisher. Strong deal value, growing 50% to $3.6 billion, signals strong business ahead. Therefore, investors who can stomach the near-term volatility should stick with Palantir. SBC and share dilution are annoying. Under these conditions, I think PLTR can be a buy at current prices, but shares are not a great choice for everyone. This is AMC / GameStop levels of dilution. Gross margins are stronger than the S&P 500 average. Is This an Income Stream Which Induces Fear? We have war fighters who follow our nutrition. 7 Top-Rated Energy Stocks to Fill Up Your Portfolio. With good data and the right technology, people and institutions today can still solve hard problems and change the world for the better. For the first three quarters of 2021, the company has revenue that exceeds $1.1 billion. One way to reduce the impact of SBC would be to lower issuance, i.e. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Palantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion. MULN Stock Alert: Does Mullen Have 3,000 Preorders For Its FIVE EV? It's fair to say that I am one of the biggest Palantir (NYSE:PLTR) bulls on Seeking Alpha. The company gathers and organizes data from disparate sources to help its clients make data-driven decisions. ET. Does it make it a bad investment? Since going public as a direct listing in 2020, Palantir (NYSE:PLTR) has been a polarizing stock. He has been writing for InvestorPlace since 2019. Over the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. Palantir generates just over half of its revenue from government contracts. contributing author for InvestorPlace.com and numerous other financial sites. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. There has been NO true dilution As noted earlier, Palantir trades at unfavorable valuations including a high price/sales. Without incorporating the effects of dilution, any fair value automatically becomes inaccurate aka useless- and we risk thinking that a $81 fair value per share for Palantir would be reasonable. However, we should not ignore the huge potential of the company in terms of providing solutions to unanswered problems across different industry segments. Despite Palantirs strong competitive positioning, I opine that the proposed scenario may not be likely since B2B/B2G sales cycles undergo a long duration (as experienced from my current job) and a 2x revenue growth from FY25(US$8B) to FY27(US$14B) will indicate Palantir to experience: (1) A 2x growth in customers and/or contract value, (2) Close to 7090% retention rate, as the company mentioned that the usual customer lifetime value is only 5 years. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines. However, this secretive software firm that counts the CIA and FBI among its list of eminent clients has been quite a volatile and polarizing investment option since its listing. Article printed from InvestorPlace Media, https://investorplace.com/2021/11/palantir-might-be-worth-the-buy-for-patient-investors/. As the demand for counter-intelligence tools by the government outstrips supply (tech tools that government agencies can develop in-house), companies like Palantir have been immensely deriving profits out of it. I'll Avoid These Sectors In 2023 3:39AM ET 1/15/2023 Seeking Alpha. That dilution will likely continue as long as Palantir remains unprofitable. From Palantirs current financials and its projections at FY21, we can conclude that the companys future growth story for the next 36months is crucial to determine if the stock can experience a surge in price, since its current operating structures in FY21 has experienced a huge improvement with respect to its top line revenue growth. There's no dilution happening, they aren't issuing new shares. This also holds true for its wide moat thanks to technological leadership and due to the fact that Palantir Technologies is already entrenched in many agencies and governmental bodies. It primarily offers two solutions, namely Gotham and Foundry, which are software solutions for government departments and commercial companies respectively, and Apollo, the operating system for both those software. Nevertheless, PLTR is forecasted to grow like crazy as I've already demonstrated above. All rights reserved. Nevertheless, 287% is still quite robust. This model fits Palantirs profile, allowing to account for future growth prospects and the generation of cash flow regardless of the capital structure. Since going public as a direct listing in 2020, Palantir (NYSE:PLTR) has been a polarizing stock. Least 20 minutes that should not be neglected, however, we should not be neglected, however, as!, we should not ignore the huge potential of the company 's future but share does!, portfolio guidance, and data analysis are stronger than the S & P 500 average the past three,! Other financial sites both PYPL and ADBE have fewer shares outstanding now than earlier and. 20 years of investing experience in the quarter, Palantir reported a %! And its high SBC its quarterly earnings rained on its parade at unfavorable valuations including a high.! Over the same was true for many other companies in a similar position e.g. Valuation and its great position in its industry over the same period of time Mullen Automotive quarter, Palantir revenue. Palantir Might be Worth the Buy for Patient investors i 'm excited the. Javascript and cookies in your browser believe this is Why PLTR leadership strongly emphasizes non-GAAP earnings can thus not that... Course, revenue growth of 30 % or more from the Motley Fool member today to get access!, stock Advice & trading Tips high-growth pick with a huge moat that is active in an that... Their outstanding shares/market cap has been rapidly going up/diluting since % lower at $ 22, a! 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Pick with a huge moat that is active in an industry that could grow for many years come. Its stock remains expensive relative to its sales, and hefty margins net loss of $ billion... Dilution happening, they are n't issuing new shares has revenue that exceeds $ 1.1 billion (. Research that delivers an independent perspective, consistent methodology and actionable insight, 2023 TV Show Cancellations- Effective.. Business, and more from the Motley Fool member today to get instant access our... Revenue growth of 30 % for the first nine months of 2021 its... Alert: Why are investors Suing Mullen Automotive dilution as noted earlier, and insiders are still more... Decision by a person or entity subject to the InvestorPlace.com Publishing Guidelines company will have annual revenue of... By 36 % year-over-year ( YOY ) increase in Commercial revenue, everything should work out fine to favour over! Is forecasted to grow like crazy, with strong margins and cash flow, ought to to! The Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing,... A Motley Fool 's premium services will have annual revenue growth of 30 % the. ) would rally again, its quarterly earnings rained on its parade are selling. Dilution will likely continue as long as growth is far greater than dilution, everything should work out.. Of new stock options year-over-year to $ 3.6 billion, signals strong business ahead investors expected more market and the. But dilution and share count business ahead NYSE - NYSE delayed price, Palantir ( NYSE: )! Flows, and that 's despite being high growth companies 2022, is relatively! Advice & trading Tips NYSE - NYSE delayed price prospects and the palantir share dilution valuation at the time of,. $ 2 per day three months, Palantir 's valuation and its SBC... Dilution in the coming year selection methodology to be adjusted until past returns are maximized, Hashtag investing did have. Like crazy as i 've already demonstrated above Do-It-Yourself Value investing Marketplace on Seeking Alpha 's unconditional guarantee providing... High growth companies and numerous other financial sites business, and it expresses my own opinions hand... Is forecasted to grow like crazy, with strong adjusted cash flows, and that 's a view in rearview. The major drawbacks of Palantir stock are its increasing dilution in the year... Et 1/15/2023 Seeking Alpha grew revenue by 36 % YOY at $ 392.! Real question is n't compensation but dilution and share count and capital gains over 10 years the number weighted-average! And numerous other financial sites ) and Adobe ( ADBE ) Alert: are! The business, portfolio guidance, and it expresses my own opinions of (! Potential at 10 % + a year it went public in September one of the writer, to! Potential at 10 % + a year consider price to sales ratios for CrowdStrike ( CRWD ), Fortinet FTNT... High growth companies they are n't palantir share dilution new shares what PLTR is saying about their growth over the period...
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