Palantir's Stock Price Seesaws Between Bulls and Bears Due to Revenue Risks and Growth Potential
• Palantir's stock price has seen high volatility due to divergent opinions between bulls and bears • Bull case Sticky revenue, ability to expand within existing customers, strong tailwinds for data analytics and AI • Bear case High concentration of revenue in public sector and top customers, lofty valuation based on optimism around AI • Risk of key customers not renewing contracts poses threat, despite high switching costs • Unless comfortable with significant risks, high valuation may not justify purchase at current levels