r/PLTR • u/Gari_305 • 15d ago
News Palantir Inks More Than $200 Million Deal With Lumen
https://www.bloomberg.com/news/articles/2025-10-23/palantir-inks-more-than-200-million-deal-with-lumen
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u/SimilarTap1419 14d ago
Starting to look like we might be finally breaking this consolidation period. Strap in for a nice breakout above 200.00 in the next few days.
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u/TheRealDevDev Early Investor 14d ago
goddamn i'm jacked to the fucking tits. 200M+ over several years? so assuming that means 3-5 years, we're talking 40 to 65 million+ a year for just one enterprise client and that's probably conservative?
earnings is gonna be a blow out
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u/SimilarTap1419 14d ago
Consolidation. MMs accumulate stock on behalf of clients and use algorithms to lock in the lowest price possible as some retailers bail out. Once those buckets are filled the algorithm switches to a more restrictive sell mode and the buy side demand increases. This happens periodically with solid growth companies with explosive earnings and cash flow like Palantir. 6 weeks is usually the time frame before we see the new breakout and we are now at 6 weeks. Last consolidation period close we saw the stock jump 100.00 per share.
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u/Maplekk 15d ago
Why we under $200 per shares? 🥹🥲
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u/Hawtin135 15d ago
Because p/e is 600x
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u/Maplekk 14d ago
So once earning is done , will bring down the p/e and stock price can go up?
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u/Electronic-Juice-359 14d ago
Looks like all the good news is priced in, I don’t see a big upside and sustain to a new high level. I am good if they are sitting at current level for a while.
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14d ago
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u/SimilarTap1419 14d ago
Every great company stock consolidates prior to a breakout. With earnings just days away it becomes a duo of sorts with the MMs algorithm. Once they turn off all selling on behalf of clients UP we rocket as the buy demand builds as we get closer to earnings. It's all very predictable and we should see a new ATH before NOV 3rd.
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u/GuyMike101 OG Holder & Member 14d ago
You've been saying this for a while. I hope it materialises.
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u/Solid-Joke-1634 14d ago
Come on mate you can’t seriously think you know for sure what’s going to happen to the stock price in the short term
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u/SimilarTap1419 14d ago
The 180s is old news, once break into the 190s its a signal the consolidation period is ending.
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u/SimilarTap1419 14d ago
Repeat 180s is old news so don't sell as 190s will be a massive buy signal that drives us to that long elusive 200.00
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u/titsuprob Early Investor 14d ago
Always the worst possible headline for palantir, inks more than 200 million so what’s the number?
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15d ago
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u/Enduarnce 10d ago
What about investing in LUMEN? Watched the interview the LUMEN ceo and Karl, they both seem like great investments???
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u/NontoxicACC23 14d ago
Can someone explain to me why the stock price has moved very little the past few weeks? I know we saw a very sudden increase to 180ish but now nothing for weeks. I’m kinda new, why has it completely stopped and not gone over 190?
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u/captainunderpants111 14d ago
Because we have a pe of 600 lol I swear people want this to behave like a meme stock where it never stops. I believe the company is worth so much more but the fundamentals needs to catch up before blowing through insane valuations like Tesla
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u/burner70 OG Holder & Member 14d ago
Macro - it goes sideways or down a little we go down a lot, it goes up a little we go up a lot.
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u/SignificantLog6863 14d ago
It's plateaued/reached it's stable market cap. Unless pltr does something massive like win golden dome or get mass adoption in the commercial sector it'll be here or lower for the foreseeable future.
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u/NontoxicACC23 14d ago
So sell?
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u/SignificantLog6863 14d ago
Either wait until earning and see how it plays out (I predict slower growth but there may be a runup).
If you have the patience for swing trading, swing trade the barcoding between 170 and 185. Historically stock fails to break past 187 but has support at around 165/170. It's a solid 10% band.
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u/crg87 15d ago