What if the market is pricing Palantir to win a race that Europe has already stopped running?
$PLTR grew revenue 93% last quarter and trades near $198, worth about $475 billion.
Yet France and Spain are moving away from it. Before Monday’s earnings, here’s what bulls and 🧵
cnbc.com/2026/10/29/jpm…
#PLTR #Palantir #AI #Earnings
$PLTR grew revenue 93% last quarter and trades near $198, worth about $475 billion.
Yet France and Spain are moving away from it. Before Monday’s earnings, here’s what bulls and 🧵
cnbc.com/2026/10/29/jpm…
#PLTR #Palantir #AI #Earnings
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677
The Risks That Matter for the Palantir Stock Price
Valuation: about 77 times sales leaves no room for a slowdown.
Rates: the Fed may hike again in December. Sovereignty: France and Spain have moved away, and the UK contract faces review.
Execution: Q3 spending could squeeze margins. Competition: AI labs and open-source tools could take enterprise demand. Governance: the founders control the vote.
My view: the business risk is low. The valuation risk is high.
commonslibrary.parliament.uk/research-brief…
#PLTR #RiskManagement #AI #Investing
Valuation: about 77 times sales leaves no room for a slowdown.
Rates: the Fed may hike again in December. Sovereignty: France and Spain have moved away, and the UK contract faces review.
Execution: Q3 spending could squeeze margins. Competition: AI labs and open-source tools could take enterprise demand. Governance: the founders control the vote.
My view: the business risk is low. The valuation risk is high.
commonslibrary.parliament.uk/research-brief…
#PLTR #RiskManagement #AI #Investing
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Closing Thoughts
Palantir has turned AI demand into real revenue faster than almost any software peer. Growth hit 93%, margins expanded, and Maven became budgeted defense infrastructure.
But sovereign AI is a political market, not just a technical one. Its own defense chief warns that AI is now central to the US-China rivalry. That’s exactly why some allies want their own tools.
My view: $PLTR CAN dominate AI for the US and close allies. Owning global sovereign AI looks far less certain, and the stock leaves little room for that gap.
taipeitimes.com/News/taiwan/ar…
#PLTR #Palantir #AI #Geopolitics #Taiwan
Palantir has turned AI demand into real revenue faster than almost any software peer. Growth hit 93%, margins expanded, and Maven became budgeted defense infrastructure.
But sovereign AI is a political market, not just a technical one. Its own defense chief warns that AI is now central to the US-China rivalry. That’s exactly why some allies want their own tools.
My view: $PLTR CAN dominate AI for the US and close allies. Owning global sovereign AI looks far less certain, and the stock leaves little room for that gap.
taipeitimes.com/News/taiwan/ar…
#PLTR #Palantir #AI #Geopolitics #Taiwan
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23
Pfizer is up 21% this year. But roughly $16B in annualized revenue faces patent risk.
Is Wall Street underestimating what comes next?
$PFE is up about 21% this year, but its three biggest exposed drugs face generic competition by 2028. Investors are paying more for a company ts best sellers. Here’s what they’re betting on before November 3. 🧵
biospace.com/business/5-pha…
#PFE #Pfizer #Pharma #Biotech #Earnings
Is Wall Street underestimating what comes next?
$PFE is up about 21% this year, but its three biggest exposed drugs face generic competition by 2028. Investors are paying more for a company ts best sellers. Here’s what they’re betting on before November 3. 🧵
biospace.com/business/5-pha…
#PFE #Pfizer #Pharma #Biotech #Earnings
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399
The Risks That Matter for the Pfizer Stock Price
Eliquis, Ibrance, and Xtandi face generics in 2027 and 2028. Medicare price cuts are already hitting Eliquis.
One failed lung cancer trial cost $3.8 billion in write-downs. In obesity, $NVO and $LLY already have approved drugs on the market.
Debt sits near $63 billion. And the stock trades above the average analyst target.
My view: the dividend gets investors paid to wait. The real risk is that the pipeline arrives too late.
sec.gov/Archives/edgar…
#PFE #RiskManagement #Patents #Pharma
Eliquis, Ibrance, and Xtandi face generics in 2027 and 2028. Medicare price cuts are already hitting Eliquis.
One failed lung cancer trial cost $3.8 billion in write-downs. In obesity, $NVO and $LLY already have approved drugs on the market.
Debt sits near $63 billion. And the stock trades above the average analyst target.
My view: the dividend gets investors paid to wait. The real risk is that the pipeline arrives too late.
sec.gov/Archives/edgar…
#PFE #RiskManagement #Patents #Pharma
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116
Closing Thoughts
Pfizer has rebuilt its growth engine faster than many expected. New products grew 18%, Elrexfio won a key trial, and Tukysa won a new approval.
But the patent cliff is the bigger force. About $16 billion of yearly sales faces generics by 2028, and price controls arrive first.
My view: the dividend looks safe through the cliff, supported by cost cuts. Growth after 2028 depends on late-stage trials that haven’t reported yet.
ajmc.com/view/fda-appro…
#PFE #Pfizer #Pharma #Earnings #Biotech
Pfizer has rebuilt its growth engine faster than many expected. New products grew 18%, Elrexfio won a key trial, and Tukysa won a new approval.
But the patent cliff is the bigger force. About $16 billion of yearly sales faces generics by 2028, and price controls arrive first.
My view: the dividend looks safe through the cliff, supported by cost cuts. Growth after 2028 depends on late-stage trials that haven’t reported yet.
ajmc.com/view/fda-appro…
#PFE #Pfizer #Pharma #Earnings #Biotech
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