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PLTR stock forecast 2025: Long-term holding growth stocks Palantir

Today we are talking about Palantir Technologies Inc.(PLTR) the long-term growth stocks.

 I have been paying attention to Palantir for a long time before the listing, but after the direct listing, the stock price fluctuated greatly, and the market's valuation faced great divergence. In addition, Palantir chose 80% of the shares to lift the ban three trading days after the financial report.  Therefore, I am also prepared to look at the market's reaction after the ban is lifted.  However, the stock price did not fall sharply due to the large-scale lifting of the ban. In this round of growth stock valuations, the decline of Palantir is not too large, at about 20%, but the valuation is more attractive than before.  From a perspective, I think Palantir is a company worth holding for a long time.

 Palantir was founded in 2003 as a big data company with founders Peter Thiel, Alex Karp, Joe Lonsdale, Stephen Cohen, and Nathan Gettings.  Among them, the third and fourth are super code farmers who graduated from the Stanford Computer Department and joined Palantir directly after graduation.  The fifth place is the super code farmer from PayPal.  Stephen Cohen once researched with Andrew Ng, the great man of Deep Learning, and worked in Clarium Capital founded by Thiel.  Joe Lonsdale has been following Thiel in Paypal and Clarium Capital.  Nathan Gettings used to follow Thiel in Paypal and was the director of risk and R&D. He was famous for developing anti-fraud systems.

 In short, these three big cows are "closely surrounded by various undertakings with Chairman Peter Thiel as the core".  But who is Peter Thiel?

 The maverick founder

 Peter Thiel, founded Paypal in 1998.  After Paypal was acquired by eBay in 2002, he turned gorgeously and became the hottest investor in Silicon Valley. The companies he invested in include Facebook, Asana, Quora, LinkedIn, Yelp, Yammer, etc.  In addition to investing, he is still establishing a company-Palantir and Founders Fund are two of them.  The former has become the most popular big data company at the moment, while the latter is a well-known venture capital fund.  In addition to the two funds Clarium Capital and Founders Fund, Thiel also established two other funds: Valar Ventures, which focuses on the early stage, and Mithril Capital Management, which focuses on the growth period.

 "Least Competent" CEO

 CEO Alex Karp has no technical background or government background.  After graduating from Haverford College in Pennsylvania, he went to Stanford, California to obtain a JD degree in law.

 After graduating, Karp returned to California to inherit a large amount of his grandfather's fortune, and began his days of investing in various start-ups, with outstanding results.  All the local tyrants in Silicon Valley have been bent down, and they have all invested money for him to manage.  So he set up a fund in London to manage this pile of money.

 Karp and Peter Thiel were roommates when they were at Stanford. Thiel and his friends eventually persuaded Karp to return to Silicon Valley and join Palantir, becoming CEO.

 Development History

 From 2004 to 2009, Palantir mainly served the CIA and other US governments, developing customized software for them to realize integrated information retrieval and extraction and analysis of key information.  Presumably, the situation is just like what we have seen in classic American dramas such as "Criminal Minds". Faced with the messy information of the whole wall, we will find the most core part in a scrabble.  In fact, until 2008, the CIA has been Palantir's only major customer.

 In 2010, Palantir ushered in its first non-government project client, JPMorgan Chase, and applied its technology to anti-fraud projects.  In April of the same year, Palantir announced a partnership with Thomson Reuters to sell PalantirMetropolis products as QA Studio.

 In 2011, the company was selected into the JPMorgan Chase Corporate Innovation Pavilion. Since then, Palantir has become an important data analysis provider on Wall Street.  Today, Palantir's business scope is extremely wide. According to the official website, Palantir has launched services in artificial intelligence, finance, medical care, insurance, law enforcement, and finance.  According to the company's 2015 revenue ratio provided by China Merchants Securities, Palantir, which originally started as a government agency service, has dropped to 25% of its revenue.

 Palantir Gotham platform and Palantir Metropolis platform, the former is mainly used in the field of national defense and security, and the latter is more focused on applications in the financial sector.  Palantir Metropolis can be used to integrate all quantitative data, generate and test ideas, and collaborate in the cloud.  Palantir Metropolis is an effective and quantitative analysis platform that can provide appropriate supporting analysis tools to meet multidisciplinary research and complex research needs.  More details about the product will be introduced in the next chapter.  By 2013, according to incomplete statistics, the number of U.S. national agencies cooperating with Palantir has reached 12, which are basically Hollywood action movies. They are familiar with: CIA, U.S. Department of Homeland Security, FBI, U.S. National Security Agency, etc.  Wait.  Especially in September 2013, Palantir won a large order of US$196 million from the US Securities and Exchange Commission (SEC).

 After 2013, Palantir began to take off. In the same year, it acquired the voice mail service company voice gem. In 2014, it acquired social testing service company pop tip and social media data analysis company propeller. In 2015, it acquired the omnichannel marketing platform Fancy That. In 2016, it acquired data visualization entrepreneurship.  Company Silk.

 Financially, Palantir's 2020 annual revenue is 1.093 billion U.S. dollars, and it is estimated that in 2021, its revenue will reach 1.394 billion U.S. dollars or more, and its annual revenue will increase by more than 30%.

 risk point:

 The problem that accompanies the era of big data is how to balance human privacy and freedom.  Palantir can be a sword to freedom in people's hands, and it can also be a prison for privacy surveillance.  After JP Morgan Chase revealed that the company used the Palantir platform to monitor employees and executives, the issue of privacy data security has been on the cusp.

 Value conversion

 For an enterprise, data collection and analysis are the first steps. The final measure is whether it can bring value to the enterprise. When the cost paid cannot bring more returns, the enterprise will reconsider the investment. March 2015  As of May 2016, Palantir had lost the top three customers of Nasdaq, Coca-Cola, and American Express.

 Looking back at the rise of Palantir, in the early stage, the founders were aware of the government’s need to establish a more efficient national security system. In the medium term, with the diversified integration of financial services, Palantir was able to provide financial institutions with anti-fraud and anti-money laundering functions.  Now, the era of big data has truly come, and various businesses in daily life are seeking online transformation, which is bound to bring unprecedented data processing problems, which also provides abundant opportunities for Palantir's business expansion.  In the long run, some of Palantir's risks are acceptable for him to have great potential.


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