📊 Palantir just beat AND raised, and the stock is still down ~8%.
$PLTR Q3: revenue $2.31B (+96% YoY) vs $2.18B est., adj. EPS $0.44 vs $0.41. Q4 guide $2.65B vs $2.46B est., FY26 raised to ~$8.53B. US commercial revenue +148% and now bigger than government.
🟢 Bull case: hypergrowth at scale, guidance crushing consensus, profits and FCF ($4.8–5.0B FY guide) rising fast.
🔴 Bear case: total contract value grew just 6%. If new bookings slow, today's growth is hard to repeat, and the valuation leaves no room for error in a Nasdaq correction.
Is this dip a gift or a warning? 👇
$PLTR $SPX500 $NSDQ100 $NVDA $TSLA $AAPL $MSFT $AMZN $META $GOOG $BTC
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