2 Palantir Tales: The Business and the Stock

From Nasdaq

May 12, 2025 12:53:00 PM:

In a podcast, Motley Fool analysts discussed Palantir’s business results and valuation, Celsius’ quarter performance, and DoorDash’s growth post-COVID peak. Later, Cynthia Stewart from DART Collective joined to talk about AI in scams and protection strategies.

Palantir reported a 40% revenue increase with 24% net income growth, mainly from the US. International commercial revenue declined by 5%, raising concerns. Despite the high valuation, the company shows strong fundamentals and potential for growth in AI and government contracts.

Celsius faced challenges with a decline in revenues and earnings per share, attributing it to discounts and the ongoing Pepsi distribution issue. The company is hopeful for tailwinds in the future, including new products and easier comps, but investors remain cautious.

DoorDash reported a net income profit and a 20% increase in orders and revenues. The company made two acquisitions totaling $5 billion – Deliveroo and SevenRooms – expanding its reach and diversifying its services. The convenience and reliability of DoorDash have kept it strong post-COVID, with acquisitions aiming to compete with Uber Eats and others.

Read more at Nasdaq: 2 Palantir Tales: The Business and the Stock