"Palantir Stock Faces New Risk Amid Paradigm Shift"
Originally Published 1 year ago — by Seeking Alpha
Palantir Technologies' Q4 2023 financial results indicate a paradigm shift for the company, with the launch of their Artificial Intelligence Platform (AIP) and new onboarding method showing signs of scalability and operational efficiency. While the intrinsic value has increased, the stock price has reached fair value, leading to a rating downgrade to hold until more clarity on the revenue impacts of AIP is available. The company's customer acquisition costs are trending down, customer count growth is re-accelerating, and free cash flow margins are increasing, pointing towards a more profitable future.