Palanter (Nasdaq: Pltr)) was undoubtedly a successful story of AI. Actions have jumped 416% in the last 12 months, and even in the difficult environment of 2025, the title has trendy with 46% gains.
Yes, part of this overvoltage climbs on the IA brain wave, but Palant has also supported it with constantly strong income. Its data -based platforms and fed by AI clearly find an increasing audience. However, despite the delivery of another impressive performance of beat beats on Monday, the title took an unexpected turn – lowering 12%.
This reaction contrasts with the strength of numbers. Total turnover has reached $ 883.9 million, up 39% in annual shift and before Wall Street forecasts of $ 862.2 million. The American commercial segment, a key growth engine, has reached an annual execution rate of $ 1 billion, reflecting growth of 71% in Y / Y and accelerating compared to 64% of last year. AIP’s demand remains a major rear wind, the American commercial TCV jumping from 183% to 810 million dollars. Meanwhile, the remaining value of agreements in the United States reached $ 2.32 billion, up 127% compared to a year ago and 30% sequentially, while US clients continue to adopt flagship products.
Meanwhile, the company has also increased its prospects for the year. For the 2010 financial year, revenues should now land between $ 3.890 billion and $ 3.902 billion, an increase compared to the previous 3.740 billion dollars to $ 3.740 billion dollars, and well above the street estimate of $ 3.750 billion. American commercial income is expected to increase by 68% in Y / Y, against previous forecasts by 54%, while the adoption of the AIP continues to accelerate with more companies expanding their use of AI.
So why did the stock drop?
An explanation is due to the beating is not as large as they have been in the last quarters. There are also concerns about international market growth. The International Commercial of Palant, which provides software to companies abroad, experienced a drop in revenues of 5% in Y / Y during the quarter, generating $ 142 million, while failing forecasts of $ 160 million in Wall Street. The contribution of Europe in total of income also dropped, from 16% to T1 2024 to only 10% in the last quarter. Add to that a very high assessment and the case of the bear emerges.
However, for Wedbush analyst Daniel Ives, there is nothing to do.
“Palant has posted its Fy1q25 results with robust beats at all levels while increasing the directives of the 2010 financial year while the company continues to capitalize on the AA request wave with its AIP Moat product winning traction in the future,” said Ives.
In fact, Ives is even more confident than before, because the company is gaining ground in the landscapes of companies and federals with its “unrivaled AIP product”.
While some in the street pumping the brakes on Palantant due to overvaluation problems, Ives doubles, noting: “We consider palanting as a generational technology name that we consider as a market capitalization in the next three years, PLTT being a basic name in the theme of the AI revolution in the years to come.”
Significantly his bullish thesis, Ives Rate Pltr shares an outperformance (that is to say to buy), while passing his price of lessons from $ 120 to a top of the street $ 140. This suggests that actions still have room to climb almost 27% compared to current levels. (To look at the background of inevitables, click here)
It is the taking of the bull, but not much buy it among the colleagues of Ives at Wall Street. The title claims only a retention consensus rating (that is to say neutral), on the basis of a mixture of 11 sockets, 4 sells and only 3 purchases. By going through the average price target of $ 98.25, the shares will be slipped by 11% in the coming months. (See Stock PLTR forecasts))
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Warning: The opinions expressed in this article are only those of the featured analyst. Content is intended to be used for information only. It is very important to do your own analysis before investing.
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