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Palantir could be the most overvalued company that ever existed

(247wallst.com)
164 points Anon84 | 3 comments | 08 Dec 25 04:45 UTC | HN request time: 0s | source
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Jean-Papoulos ◴[08 Dec 25 07:33 UTC] No.46189463[source]▶
>Palantir would need to grow its revenues roughly 15-fold (yes, 1,500%) over the next quarter century, implying sustained annual revenue growth in the 35% range over this time frame.

That's actually a pretty reasonnable ask for a tech company, if you believe Palantir can grow to the level of FAANG.

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1. terminalshort ◴[08 Dec 25 10:09 UTC] No.46190547[source]▶
Dumb analysis. Assumes that profit margin stays the same as revenue grows, which is particularly untrue for software.
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2. cmiles8 ◴[08 Dec 25 10:17 UTC] No.46190605[source]▶
One of the concerns with the company though is are they really “software.” Many cite experiences with the where they deploy armies of people doing things to clean up data and other hands on labor for the “software” to work just “software” where you buy a license and off you go.
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3. terminalshort ◴[08 Dec 25 16:32 UTC] No.46194306[source]▶
Is this a one time onboarding thing or is it ongoing human involvement?