PALANTIR EARNINGS: Time To LOAD UP On Palantir!?🔥

All right, Palanteer. Let's talk about it, guys. Stocks crushing it. Earnings are out. They crush the earnings. What a beautiful site to see. Well, maybe not so beautiful. If you shorted the stock, if you're a bear, yeah, not so good for you. But man, us longs were loving this stock closed at $125 and now we're over $140. In the aftermarket, we actually hit 143 at one point. We were up over 13% at one point. Now we're up almost 12%. We have to break down obviously the earnings, where my head's at, the charts, what I'm doing now. So guys, hit the like button, make sure to subscribe, follow along for more content, and let's dive into it. So again, earnings are are fresh off the press and the stock is going nuts. We're going to dive deeper into it in this video. First of all, let's take a look at the headline numbers. Adjusted EPS for Q2 came in at 41 cents which beat the 35 cents expected as sales came in at 1.58 or 57 billion which actually missed the 1.8 billion estimate but we'll talk more about revenue here in a second and why the stock is positively reacting here. Right. It has a lot to do with US commercial revenue guidance which they raised it for full year 26 in excess of $3.42 billion. And they raised their adjusted income from operations guidance to between 4.889 to $4.9 billion. And they raised their full year 26 adjusted free cash flow guidance to between 4.5 to $4.7 billion. And you guys have to realize stocks are forward-looking vehicles, right? Yeah. Palunteer slightly missed on revenue, but in the grand scheme of things, they raised their guidance for free cash flow, right? Adjusted income from operations for full year 26 on both of those. And they raised their um you know revenue guidance. They now expect 2026 revenue to be in the range of 8.15 to 8.16 billion versus 7.73 billion. So all these things that came out regarding guidance, you know, that's causing investors to overlook the miss which happened in the past, right? They're looking forward and that's what's causing the stock to go up partly, right? The guidance here. So, with that being said, let's actually dive into the investor relations page. And by the way, we'll we'll break down the chart more here in a couple minutes. It's it's now breaking out to a multi-week high. We're well above these moving averages, but we're still under the critical 150 to 60 um range of resistance. That point needs to break. We're not there yet, but who knows? We might be testing it pretty soon here as software sentiment, like we mentioned in this morning's video, software sentiment is stabilizing. It's actually turning a bit bullish and Palunteer really hasn't done much over the last couple of weeks. Um, this is why I'm not surprised we're getting this spike in the aftermarket. Didn't we actually call it out in the previous video? Right. So, Palunteer, let me dive deeper into it so we can see um some of these numbers, guys. Uh let me actually bring my um head down here a little bit. There we go. So, what we see here is Palunteer's US commercial revenue. Uh we might as well just dive right into that. It came in at 149% um year-over-year growth. Insane. and 23 or 28% quarterover growth to $764 million. And what did we say in this morning's video? I was talking to you guys about watch out for US commercial revenue growth. I think we mentioned the 135% number um is what analysts were looking at. They crushed that and US government revenue grew 90% year-over-year and 18% quarteron quarter to $89 million. And revenue overall grew 93% year-over-year and 19% quarter-over-arter to $ 1.93 billion. Right? So, they crushed it overall. And wait a second, revenue. Did I read the wrong number on Thinker Swim? Wait a second. Did they Did they make the or did they put the wrong number here? Sometimes they do screw that up. Wait a second. Wait a second. I think I read it wrong. Yeah, they corrected it. Oh my goodness. So, okay. So, that voids everything I said before. They did not miss on revenue. They did not miss on revenue. Um, they actually beat revenue. They Thinkorswim does this a lot. They put the wrong number. I get it. I guess whatever I don't know. Are they using AI? They is a human doing this? I don't know. But sales actually beat 1.93 billion. I said 1.58 before. I don't know where I saw that. It said they missed. Yeah, they they put the wrong number here. Either way, so they actually beat revenue and they got it up. So there there's really nothing in this report based on those headline numbers that looks negative right off the bat, you know. So they crushed revenue. They didn't miss, they crushed it and they upped their guidance for free cash flow revenue for the full year. You name it, right? And US government revenue grew 90%. That's above the estimate. Same with the commercial revenue. Overall revenue grew 93% and if you guys saw my previous video, um we talked about 81% revenue growth being the estimate uh the expectation. So, they crushed they crushed. And now that I think about it, if they actually missed revenue that bad, um yeah, the stock probably would have went down a little bit even with the guidance. Uh but yeah, the fact that they actually beat revenue, right? Thank god that was uh you know, a mistake on Thicker Swim's part. If they beat, you know, the fact that they beat revenue, very good report, guys. And they closed 220 deals of at least a million, 98 deals of at least $5 million, and 73 deals of at least $10 million. And they closed total contract value of 3.37 billion, up 49% year-over-year. And they closed a record setting $2.13 billion of US commercial TCV, up over 150% year-onear as US commercial remaining deal value came in at 6.23. 23 billion up 124% year-over-year and 27% quarterover. GAP net income or yeah gap income from operations rather came in at 912 million representing a 47% margin. Adjusted income from operations of 1.19 billion representing a 62% margin. Rule of 40 score of 155% gap net income 1.06 06 billion, 55% margin. Cash from operations, 1.21 billion, 63% margin on that. Same with adjusted free cash flow of 1.22 billion. That's a 63% margin. And the list goes on here, guys. Very good quarter out of Palunteer. And look, the stock is not the the the chart isn't pointing to a complete breakout here, but the fact that it was so suppressed heading into earnings and I noticed in the option chain earlier, guys, um it was skewing more bullish and sentiments changing. This is not surprising the fact that we're seeing this type of spike um in the aftermarket. And for the full year, we can see uh we kind of already mentioned this, but they raised their revenue guidance. They raised their US commercial revenue guidance to excess to excess of $3.42 billion, representing a growth rate of at least 134%. And they raised their adjusted income from operations guidance, their adjusted free cash flow guidance, and they continue to expect gap operating income and net income in each quarter of this year. And for Q3, they're projecting revenue of 2.16 to 2.164 billion. Adjusted income from operations of between 1.292 to $1.296 billion. So very good guidance out of Palunteer for full year for Q3. And let's see what carp had to say here. We can see demand for AI sovereignty has now been unleashed, right? And Palanteer is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models. This quarter was otherworldly. Our US commercial revenue, which we covered, I'll say it again, grew 149% year-over-year. Our overall revenue grew 93% year-over-year and our rule of 40 score climbed to 155% and the sovereign AI revolution makes us very optimistic about the future and I'm excited too man being a shareholder here and I believe in Alex Cart man and these numbers they blew the streets estimates out the water um and and I think they'll continue to do that for the time being 93% overall revenue growth There was a time where Palanteer's revenue slowed a couple years ago. You guys remember that? It got down to what, 30%, 40%. I mean, that's still great. But for where it was before that, it slowed down. I forget the exact figures, but oh boy, has it accelerated. It's back. It's back. We're now growing close to 100% yearonear. Unbelievable quarter. And the stock now is again trading at 140. We're trying to break through this trend line. We're starting to um and I think overall although it is overbought RSI screaming red I think okay we might get a little pullback whatever but overall this is setting us up for a move back to the 15060 range and I think this gap here could fill if I show you guys this take a look there I think this gap right here um could fill which it has time and time again over the past couple of months we've gotten down to 125 back up to 5560 down to 12530 back up to 15560. I think it happens. Um again here especially as again sentiment's getting better in the software sector. Palunteer just gave us their numbers there. We're good. Cats out of the bag. Um so yeah, it might settle down. You know, might it might cool off a little bit, but ultimately the trajectory is back towards the mid hundreds for now. That's what I'm seeing. What do you guys think? So I don't want to go on and on in this video. Quick snappy earnings update. We did it. Make sure you guys subscribe, hit the like button, let me know your thoughts in the comments and check out the Patreon, guys. Linked in the bio in the description. Check out the link in the comments. That's where I post all my trades, my portfolio breakdowns, which I posted a very in-depth institutional grade almost portfolio update earlier today. There's a private Discord. All that is on Patreon. again, link down below, pinned in the comments, in the bio, in the description box, stasherfest.com/patreon. You can't miss it. I'll see you guys in there. And with that being said, have a great rest of your day. Go Palunteer.