$PLTR continues to see a soaring market cap, now valued over $224 billion, surpassing McDonald’s and Pepsi. But when you look at cash flow and strip out stock compensation, you see a different reality—Palantir is issuing more in stock comp than it makes in profits. Despite AI’s potential, this high valuation seems fueled more by hype than solid fundamentals. While it’s impressive to see 31% growth guidance for FY25, the stock’s meteoric rise may not be built on a sustainable foundation.
Stripping out stock comp from income and you have a stock trading at over 700x earnings; probably nothing
— Ross Hendricks (@Ross__Hendricks) February 3, 2025
Those calling $PLTR overvalued at $100 based on traditional metrics are the same ones who complained about its valuation at $20.
Yes, it’s expensive by conventional standards — but did you see them guide for 31% growth in FY25 when the Street expected 26%?
AI is just getting… pic.twitter.com/HNZLuyFHmO
— Shay Boloor (@StockSavvyShay) February 3, 2025
If my calculations are correct. Palantir is now about 70% the market cap of Salesforce while doing about 13% of the revenue. Impressive. pic.twitter.com/YMrOAy2s5J
— Joseph Carlson (@joecarlsonshow) February 4, 2025
Palantir $PLTR is currently the 50th largest public company in the world pic.twitter.com/68NqjL3a80
— Evan (@StockMKTNewz) February 4, 2025
$PYPL -6% off earnings in pre.
Oof.
There is no stock more frustrating, outside AMD, BABA, TLT, and a few others I shall not name but you know already, than Paypal.
STILL cannot break $100.
Meanwhile $PLTR to infinity.
Thus is life…
— Heisenberg (@Mr_Derivatives) February 4, 2025
Palantir's $PLTR market cap is currently up by more than $30B in after hours up to ~224 Billion
Palantir is now larger than companies like:
American Express – $222B (Market Cap)
McDonald's – $210B
Disney – $206B
Pepsi – $206B
Goldman Sachs – $196B
Adobe – $191B pic.twitter.com/Cpkonmj2gR— Evan (@StockMKTNewz) February 3, 2025
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