The Investor Edge

EP#011 PLTR 2025 Q4 Analysis


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🚨 $PLTR Deep Dive

Palantir just reported a quarter so massive it broke standard valuation models with 70% revenue growth. But is the "Global AI Leader" narrative cracking as international growth stalls at just 8%?


📊 WHAT WE COVER:✅ Rule of 40 score of 127%—nearly unheard of in software ✅ Massive "green flag": Stock-Based Compensation dropped to 14% of revenue 🚩 The "Two-Speed" business: U-S commercial (137% growth) vs. International (8% growth) 🚩 Valuation risk: Trading at 140x forward earnings with zero margin for error 📈 Technical setup: RSI at 27.35 suggesting an "oversold" bounce


📊 KEY DATA:• Revenue: $1.407 billion (70% growth) • GAAP EPS: $0.24 • Free Cash Flow: $791 million quarterly • Cash Position: $7.2 billion (Zero debt) • 2026 Revenue Guidance: $7.1 billion+


⚠️ DISCLAIMER:Educational content only. Not financial advice. Consult a licensed financial advisor before investing.


📧 Contact: [email protected]


#PLTR #Palantir #StockAnalysis #Investing #EarningsAnalysis #AI #Software #BigData #TechStocks #InvestorEdge

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The Investor EdgeBy Opal Financial LLC