Palantir Is Positioned For Continued Growth


  • Palantir’s shares declined by -15% after an earnings beat-and-raise, opening up an opportunity for investors to build a position in their high-quality business.
  • I expect that the company’s high-touch AIP boot-camp strategy will drive higher growth and margin expansion than Wall Street estimates.
  • Palantir far outpaced the Rule of 40 in their Q1’24 earnings release with the stat reaching 56%. Free cash flow experienced a y/y decline due to changes in working capital.
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Palantir (NYSE:PLTR) reported a major beat-and-raise in their Q1’24 earnings release on May 6, 2024, and was met with a surprising -15% decline in their share price immediately following. Despite the near-term price action, I remain adamant in Palantir’s growth story and believe that with

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