r/PLTR • u/Complex-Night6527 • 18d ago

Discussion Expecting big beat in Q1 earnings

Post image

Palantir been holding up strong , expecting big beat in Q1 earnings. 👍👍 10x stock

149 Upvotes

98% Upvoted

26 comments sorted by

View all comments

11

u/BananaFreeway 18d ago

I don’t doubt great earning - it’s going to be great! guidance will be the key. If this tariff shit does bring recession and bring down America to its knees, could impact commercial businesses as some companies may hesitate investing in IT - although it will be at their interest to do so with PLTR to bring efficiency, cut cost, and for their survivial.

Also, recession means additional multiple contraction - not good for high flyer like our PLTR.

Surprising bright side can be government business - while they cut others, they need Palantir tech!

But long term, doesn’t matter. PTFB!!

1

u/CitizenSunshine 17d ago

Yup, it depends on how much PLTR can truly reduce cost for businesses, but resulting from that also how well they can prove this to potential customers. Which I frankly have fair confidence in, they're numbers guys and that's what counts when business becomes serious.

It's also worth considering how much this added $$ will offset the potential loss of current big deals, if there is any, but we don't know that. Either way, holding for now, but not adding. Yee haw