"Palantir trades at a price-to-earnings ratio of 191, a price-to-book of 42, and a price-to-free-cash-flow multiple near 148. At those numbers, the math requires flawless execution every quarter, in every product line, in every geography, for the next ten years."
"The fundamentals are real. Q4 2025 revenue grew 70% to $1.41 billion, and management is guiding FY2026 revenue between $7.18 billion and $7.20 billion. The price is the issue, not the business. The stock is already down 23.9% year to date, with sentiment swinging from bearish scores of 35 to bullish 88 inside a single week."
"Risk flags in the filing, including $684 million in stock-based comp, contracts terminable at customer convenience, and customer concentration, get ignored at this multiple. They will not stay ignored forever. Retirement investors need cash flow. Here are the two stocks generating it."
"Alphabet ( NASDAQ:GOOG) just delivered one of the cleanest AI quarters on record. Q1 2026 EPS of $5.11 crushed the $2.63 consensus, a 94.1% beat, on revenue of $109.90 billion, up 21.8% year over year. Three things matter for the long-term investor."
Palantir trades at very high valuation multiples, including a price-to-earnings ratio of 191, a price-to-book of 42, and a price-to-free-cash-flow multiple near 148. Those levels imply flawless execution across quarters, products, and geographies for the next decade. Revenue growth is strong, with Q4 2025 revenue rising 70% to $1.41 billion and FY2026 guidance of $7.18 billion to $7.20 billion. The stock’s price appears to be the main risk, with year-to-date weakness and rapidly shifting retail sentiment. Risk factors include stock-based compensation, contracts terminable at customer convenience, and customer concentration. Alphabet is presented as generating cleaner AI cash flow, with a large EPS beat and strong Google Cloud growth and backlog.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]