Schwab Network on $PLTR (Nov 3, 2026)

Palantir delivered impressive figures. They had a strong quarter in which they exceeded expectations and raised their guidance. They exceeded sales expectations by 6%, achieving sales growth of 96%.

As you said, commercial contracts have surpassed their governmental counterparts for the first time. They also excelled in their profits. Earnings reached 44 cents, representing a 7% increase, and they raised their overall sales guidance , but the stock fell this morning.

I think it's close to 8%. As you know, their forecast for the fourth quarter, if I have to criticize the report, was slightly weaker than expected . Sales grew by 96% this quarter, but are expected to slow to 89%, and the market simply cannot tolerate any signs of weakness or slowdown in sales, especially in the technology sector and specifically in the field of artificial intelligence.

Does this affect a company like Palantir, or does it present an opportunity? both of them. And " Balantir" is the most prominent example of this. But for us, this creates opportunities.

We truly believe that Palantir is a unique company . We do not believe that their earnings report reflects the performance of other companies. What they do is very different and unique.

Their approach to using artificial intelligence is very distinctive. They are able to take a business conglomerate that has acquired a lot of business over decades and has systems from the 1970s, 1980s and 1990s in addition to modern devices, extract real-time information from all of that, and give management an instant view of their business for the first time, allowing them to make informed decisions in a way that was not available to them before.

No other company comes close to their level, so we continue to have a high degree of confidence in Palantir, and for us, this sale represents an opportunity to add to it.

It's amazing how we both discussed the commercial contracts, which have increased by 148%. This is a large part of their work now. It's true, and Alex Karp actually says: "Once you deal with Palantir, you never back down."

She stated that they achieved these exceptional figures, and that they are offering something unique.

Exactly, yes, their “rule of forty,” which combines sales growth and operating margin, hit a record high this year in the technology sector. Any number exceeding forty is considered exceptional.

They achieved 158%. To my knowledge, in the last twenty years, only one company has surpassed that, and that is Nvidia.

So, I will also point out that their retention rate is 165%, which simply means that even with the loss of some customers, a customer who was spending $100 a year ago is now spending $165.

This illustrates the value of the Palantir platform. As I mentioned, this explains how difficult it is for customers to abandon the platform once they have used it and lost that newfound ability to see their data in its entirety across all their systems in real time.

This is of great value to organizations. It was used by the government, which of course has very isolated systems, but now these large institutions are also benefiting from it .

Interestingly, you've noticed that clients see so much value in their partnerships with Palantir that they are willing to pay more. There's also talk of sovereign artificial intelligence, is n't there?

Governments. This is commercial. This is the business story. Sovereign artificial intelligence could give Palantir a strong boost in the future. You know, governments use this, right ?

Therefore, Palantir can give them that unique vision they need to operate efficiently and with capabilities they did not have before. Yes, and you know, sovereign artificial intelligence , and I mean the adoption of artificial intelligence which of course gives them a huge boost.

Defense is another big story for this company. But overall, look, are they priced based on perfection? The stock has fallen here by 3.7% despite some really impressive numbers and upbeat future expectations.

But in 3 or 5 years, will the price be higher than it is now? I mean, do you think this is a long- term investment?

I think so. I think Palantir is definitely a long-term buy. I see it as a good buying opportunity on a low price for investors who are patient and who can adopt a three- or five-year vision.

We are adopting a five-year vision. Therefore, we believe they will continue to exceed expectations. They will be able to reduce their staff. They will be able to increase their operating profit margin over time and continue to grow their loyal customer base .

Therefore, we see nothing hindering them. It will take them some time here to prove that everything they say they are doing, they will continue to implement and deliver to shareholders.