Palantir's AIP Platform Drives Sustainable Growth as Profits Rise
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Palantir's new AIP platform is gaining traction rapidly, with over 300 organizations trying it in just 5 months. This could accelerate revenue growth.
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Palantir is consistently profitable under GAAP, while C3.ai lacks profits. Palantir's growth seems more sustainable.
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Palantir trades at a forward P/E of 73, but expected 72% earnings growth makes the PEG ratio only around 1, suggesting potential undervaluation.
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If AIP is as successful as early signs suggest, Palantir could be worth much more in 5-10 years even from today's prices.
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Compared to C3.ai, which has risen on AI hype, Palantir seems to have an actual earnings growth story that justifies its stock rise.