Join Darntons Premium today, to get access to all of the following benefits: Exclusive Wall Street Investment Notes Premium Articles & Research Behind The Scenes Footage Private Podcasts & Videos Weekly Palantir Institutional Level Newsletter Discord Access Insight Into Christin’s 6 FIGURE Stock Market Portfolio Valuation Models As global geopolitical tensions persists and macro uncertainty remains, we believe companies, like PLTR that are indexed (56% of sales) to non-cyclical government budgets sit on an advantageous perch that drives more stability in its results. We see past contract performance, technical capabilities, and culture aligned with western government’s as uniquely positioned to grow their government business from $1 to $2 B in ~3 years irrespective of macro conditions. This would also fuel positive estimate revisions across the Street which has generally underestimated the government opportunity. With positive cash flow, the pivot to profitability, expectations that appear reasonable, and ~16% of the market cap in cash we are reiterating our Strong Buy rating and price target of $15. https://youtu.be/tG53NfdQUsA...
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