Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Deutsche Bank expects Palantir’s third-quarter revenue to exceed the midpoint of company guidance by 3% to 5%, with both commercial and government businesses supporting growth. But against a higher year-earlier base, even strong growth could appear as a slowdown in the year-over-year rate.
Deutsche Bank ·
Goldman Sachs expects Palantir’s growth to slow over the coming year, but believes growth that remains above peers and upward revisions to earnings expectations can still support the stock. The key questions are whether deployment experience can be turned into software and whether customer budgets can expand as AI becomes more deeply embedded in business processes.
Goldman Sachs ·
