Palantir skeptic turns buyer on larger TAM and durable model

MarketWatch · 3 hours ago
  • A longtime Palantir skeptic has turned positive on the stock and now recommends buying it.
  • The analyst points to a much bigger total addressable market for Palantir.
  • The analyst argues Palantir’s business model sustains its lead against competitors.

Quotes

“Palantir’s total addressable market could get a lot bigger, while its business model should sustain its lead against competitors, an analyst says”— MarketWatch

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