James_159

$Palantir Tech(PLTR.US)reports after the bell TODAY. The setup is intense!

The stock’s down ~12% this month, but the street expects $1.34B revenue (up 62% YoY) & EPS of $0.23. They’ve beaten estimates every quarter for 2 years. The real debate? Whether the crazy commercial growth (especially from AIP) can keep up, or if it’s slowing down like the bears say.

📌 The big divides:

- Commercial vs. Government: Gov biz is stable, but can commercial customer growth accelerate?

- AI Hype vs. Reality: Any concrete numbers on AIP adoption?

- Cash Use: Huge cash pile—any hints on buybacks to make shareholders happy?

- Analysts are literally worlds apart: Citi Bull target $235 vs. RBC Bear target $50.

Guidance for 2026 will matter more than the Q4 print. Strap in!

So… What’s your actual play and why?

$Palantir Tech(PLTR.US)reports after the bell TODAY. The setup is intense!

The stock’s down ~12% this month, but the street expects $1.34B revenue (up 62% YoY) & EPS of $0.23. They’ve beaten estimates every quarter for 2 years. The real debate? Whether the crazy commercial growth (especially from AIP) can keep up, or if it’s slowing down like the bears say.

📌 The big divides:

- Commercial vs. Government: Gov biz is stable, but can commercial customer growth accelerate?

- AI Hype vs. Reality: Any concrete numbers on AIP adoption?

- Cash Use: Huge cash pile—any hints on buybacks to make shareholders happy?

- Analysts are literally worlds apart: Citi Bull target $235 vs. RBC Bear target $50.

Guidance for 2026 will matter more than the Q4 print. Strap in!

So… What’s your actual play and why?