The pandemic bubble burst, and despite this year's strong gains (+138%), Palantir shares still trade dramatically lower than their all-time highs. However, the business keeps growing, especially as it positions itself as a leader in large and fast-growing big data analytics and generative AI markets. In this report, we analyze Palantir's business model, its market opportunity, financials, current valuation and risks, and then conclude with our strong opinion on investing.
Palantir: Big Secular AI Growth