As Palantir Makes a Big Bet on AI-Powered Weather, Is PLTR Stock a Buy, Sell, or Hold?

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As Palantir Makes a Big Bet on AI Powered Weather Is.jpeg

Palantir by RBLFMR via Shutterstock

Palantir (PLTR) recently announced that it is cooperating with a leader in tomorrow’s weather.

At first glance, connecting a company known to track the militants with something like a cloud covering seems strange. But keep in mind that weather data is of increasing importance to satellite control and drones, as well as drone stroke tasks. He also wins another client of Palantir, who tries to publish her claws as possible as possible as possible government agencies and commercial institutions.

The United States has achieved $ 183 billion of weather damage in 2024, so there is a great incentive to benefit from weather data in new ways.

Most of the predictors still do not have their own constellation of small satellites designed specifically to monitor in the atmosphere. Balnateer tries to solve this not only, but also building the Amnesty International Phalal that re -implements and gives accurate expectations separately.

The deal also includes onboarding tomorow.io on the Palantir’s Fedstart program. It is an accelerator that allows sellers to run inside a pre -federal cloud and is compatible with FedramP so that they can sell to federal agencies without the adoption of the typical security. Tomorow.io can now sell in the federal workforce, and Palantir adds another high -order data flow to its ecosystem.

Climate effect is about 38 trillion dollars annually worldwide. It makes sense to expect that it can get billions of dollars in the long run if the weather products wing is good enough to insure court, construction, drilling abroad, and most importantly, military -related customers. However, it remains to see how important tomorrow is.

The navy and air force can provide a lot of money with the all -in -the -we weather platform. Most of them will be surprised by the knowledge that the Air Force has several weather swarms. Usaf and USN are unlikely to ignore a product if it gives them a greater advantage.

The weather deal alone will not turn a model when rating Palantir, but the implementation must be considered unabated from the administration to win more work. The growth in the manner was outside the plans, and the company was constantly hitting and raising every quarter.

Wall Street no longer cares for the profitability of the prices here. Instead, most analysts view the horizon and cash flow. It is a good idea to start doing the same so as not to fail to knee.

Here is how I see PLTR stock now.

The cash flow margin of free Palantir for 12 months is 42.3 %, which is better than 97.19 % of companies in the software industry. Free cash flow guidelines were given between $ 1.6 billion and $ 1.8 billion at 3.89 billion dollars to $ 3.9 billion of revenue for 2025. In all possibilities, this is low guidelines for the ball due to a tendency to win to win.

But if we take a FCF number of $ 1.8 billion, you pay 199 times FCF. Analysts expect the FCF margin to carry about 40 % in the coming years.

Now, if we look at a year in the coming, analysts see $ 5 billion in 2026 revenues for the full year. Again, it is likely to be higher if we take the current momentum in mind. Regardless, I expect FCF to be about $ 2.2 billion in 2025 if we take a higher range of revenue estimates.

This is 162 times 2026 profits. Thus for the coming years …

If the Wall Street keeps the current FCF complications, the PLTR shares may be released after 200 dollars next year.

However, I still give it a “comment” classification due to the risk of the negative side once the market cycle turns. This can happen before 2026 revolves around it.

Analysts agree and have a “comment” on the consensus on stocks.

On the date of publication, Omor IBNE EHSAN did not have positions (either directly or indirectly) in any of the securities mentioned in this article. All information and data in this article are only for media purposes. This article was originally published on Barchart.com

2025-07-17 17:36:00

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