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Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
Today’s editorial pick for you
Palantir’s Pullback Could Be an Opportunity for Long-Term Investors
Posted On May 06, 2026 by Ian Cooper
Palantir Technologies (NASDAQ: PLTR) had a blowout quarter. But that’s not surprising to investors who have owned PLTR stock in the past few years.
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Over the past 11 quarters, Palantir has impressed the Street with strong revenue growth while raising guidance. It’s part of the reason PLTR stock has soared more than 1,800% over the last three years.
In its Q1 2026 earnings report, the company’s EPS of 33 cents beat by five cents. Revenue of $1.63 billion, up 84.4% year over year, beat by $90 million. Analysts were looking for adjusted EPS of $0.28 on $1.54 billion in revenue.
U.S. revenue jumped 104% year over year. U.S. commercial revenue was up 133% year over year. U.S. government revenue jumped 84% year over year.
“Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK Hynix. Momentum surged as we grew 85% last quarter—our highest-ever year-over-year growth rate—by more than doubling our U.S. business, and now we are raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter, driven by our confidence in an accelerating U.S. market.”
Guidance Suggests Palantir’s Growth Story Isn’t Slowing Yet
A key concern about Palantir is that its growth will start to slow. However, if that’s going to happen, the company’s impressive guidance is saying “not this year.”
Palantir said it expects revenue to be between $1.797 billion and $1.801 billion, above the $1.68 billion estimate. For the full year, Palantir said it expects revenue to be between $7.65 billion and $7.662B, above the consensus estimate of $7.24 billion. The company also raised its U.S. commercial revenue guidance, now expecting sales in the segment to exceed $3.224B, up at least 120% year-over-year.
Why PLTR Stock Dropped Despite Strong Results
However, those results weren’t good enough for some analysts. Shares of Palantir slipped about $10 a share the day after it released earnings. One reason is slightly slower growth.
For example, new contracts picked up in the quarter, and were up 61% year over year. But the growth was slower quarter over quarter, and could be a sign of slower growth moving forward.
Analysts at Jefferies were quick to point out weak spots. According to the firm, there was a slight miss in the U.S. commercial segment. It was also the first deterioration the firm had seen from Palantir in the last two years, adding that U.S. commercial sales missed expectations of $605 million.
Also, as noted by Morgan Stanley (NYSE: MS), “the reaction suggests that ‘shares need to grow into [their] current valuation to get rewarded,’” as noted by MarketWatch.com. “Shares recently traded at about 34 times estimated sales for 2027 and about 56 times estimates for free cash flow in that period, ‘with peak growth likely approaching or having already materialized.’”
DA Davidson analysts lowered their price target on PLTR to $165 from $180, noting that the stock trades at a significant premium to peers.
But not all analysts are turning bearish on PLTR. Wedbush’s Dan Ives said this was another “validation moment” for PLTR. Ives has an outperform rating on the stock with a $230 price target. He says demand for Palantir’s AI products is still very strong, especially from commercial customers.
Loop Capital is just as bullish. The firm has a buy rating on the stock with a $220 price target, noting that while valuation is a concern, it’s tough to ignore the company’s strong momentum.
Palantir Stock Pullback May Be a Long-Term Buying Opportunity
In short, the company is clearly firing on multiple cylinders, with accelerating demand for its AI-driven platforms and strong momentum in its core U.S. business.
At the same time, valuation concerns and even minor signs of slowing growth can be enough to shake investor confidence in the short term. That push-and-pull is likely to remain a defining feature of the stock.
For long-term investors, though, the bigger picture hasn’t changed much. If Palantir can continue to execute and capitalize on the expanding AI market, periods of volatility like this may end up looking more like noise than a warning sign.
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