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lizette chapman

T3 · host / generalist

Bloomberg reporter covering Palantir and enterprise software, tracks commercial vs government revenue mix and valuation.

2 calls·1 name·0% bull·last heard 8 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$PLTRPalantir

Palantir commercial growth to exceed government for first time as stock de-rates

Palantir's commercial segment is expected to surpass government growth for the first time ever, driven by AI software adoption across enterprises, but the stock has de-rated from 240x to 67x earnings and remains one of the most expensive in the S&P 500, leaving investors questioning the valuation disconnect.

Bloomberg Tech2026-08→

most discussed · click a bar to filter

2 total
$PLTR
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Palantir
MEDlizette chapman·Bloomberg Tech·8 days ago
Palantir commercial growth to exceed government for first time as stock de-rates
Palantir's commercial segment is expected to surpass government growth for the first time ever, driven by AI software adoption across enterprises, but the stock has de-rated from 240x to 67x earnings and remains one of the most expensive in the S&P 500, leaving investors questioning the valuation disconnect.
"NEXT QUARTER FOR THE FIRST TIME EVER IN ITS HISTORY, ANALYSTS EXPECT THEM TO HAVE COMMERCIAL GROWTH EXCEEDED GOVERNMENT GROWTH AND WHAT THEY WILL BE LOOKING FOR IS CONTINUING THAT…"
15:15
$PLTR
···
Palantir
MEDlizette chapman·Bloomberg Tech·8 days ago
Palantir commercial growth to exceed government first time, stock at 67x earnings
Commercial revenue becoming primary growth driver for first time in history, but stock remains among most expensive in S&P at 67x earnings (down from 240x), investors questioning valuation disconnect.
"NEXT QUARTER FOR THE FIRST TIME EVER IN ITS HISTORY, ANALYSTS EXPECT THEM TO HAVE COMMERCIAL GROWTH EXCEEDED GOVERNMENT GROWTH AND WHAT THEY WILL BE LOOKING FOR IS CONTINUING THAT…"
15:15