

Palantir’s Valuation Question
63 snips May 6, 2025
Sanmeet Deo, an investment analyst at The Motley Fool, shares insights on Palantir’s soaring valuation and its mixed performance in international markets. He also discusses the growth trajectory of companies like Celsius and DoorDash post-COVID. Joining him is Cynthia Stewart, Executive Director of DART Collective, who reveals how AI is transforming the landscape of scams. She highlights the increasing vulnerability of younger generations and offers tips on how to recognize and protect against these evolving threats. A riveting discussion on finance and safety!
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Palantir's High Expectations
- Palantir's business shows strong growth with 40% revenue increase and 24% net income growth.
- Its valuation at 600 times trailing earnings reflects very high market expectations for future AI dominance.
Europe Slows Palantir Growth
- Palantir's international commercial revenue fell 5%, mainly in Europe due to structural AI adoption delays.
- Europe is a smaller part of Palantir's business but represents a potential growth area.
Valuation Reflects AI Growth Potential
- Palantir's valuation implies 31%+ revenue and 70%+ EPS growth years ahead.
- Its AI platform gains long-term customer retention, setting it apart from other high-valuation tech firms.