Schwab Network on $PLTR (Nov 3, 2026)

So that is the big picture and we did see a little bit of pressure on both Apple and Palunteer

let's talk about Palunteer now also gave some good numbers in fact uh beyond what we have the US government numbers uh that was Interesting little tidbit, but let's talk about Palanteer because it is pulling back also even though it had a beat.

Yeah, the Palunteer's down 6% mainly on a valuation basis, but the numbers they put up were spectacular. Uh Nicole, here here they are. Revenue 96% growth to 2.31 billion. First time they're ever over $2 billion.

GAP net income 1.13 billion. uh strong adjusted operating 62% free cash flow up or 53% margins solid numbers across the board. Fully year revenue guidance beat and raise 8.53 billion to 8.534 billion alongside Q4 expectations of 2.653 billion.

So like I said these numbers that they put up were spectacular. Now, US commercial revenue growth 148%. That is just incredible numbers. Remember, this used to be just a government company.

And when they started getting into small and medium-sized companies, namely the US commercial, that's what really took took this stock up. So, I think that that growth is excellent.

The valuation is what investors are worried about. Let's see how that stock trades throughout the day. It's down about 6% pre-market, Nicole. But, uh, their numbers spectacular, the growth spectacular.

Looks like investors worried a little bit about, uh, valuation here.

And, you know, it's interesting. Uh, yesterday Dan Ives was speaking and he was talking about what names to own for the next five years and that the tech selloff was a bit of a gut check.

And he had both of these names that we just discussed, Apple and Palunteer. It's two names that he liked for the next five years.