The share price of Palantir fell as much as 25% Friday.

 On Tuesday night, Palantir in a regulatory filing disclosed that Karp’s new plan will allow him to sell nearly 10 million shares of company stock in the next six months.

Palantir has been issued Stock-based compensation award to their employees which is around $8 back in 2022. The 2022 EPS is 0.06 vs 0.41 in 2024 EPS. Karp selling his 10 million shares in the next 6 months to take some profit is a good signal that he is slowly taking profit as the business is growing. 

https://www.fool.com/investing/2022/05/25/what-palantirs-stock-based-compensation-means-for/

Palantir is a IT solution helps to save costs and bring efficiency to company/ US defense agency. I don’t think is going affect Palantir because they may focus on commercial area to less reliance on the government. There is increasing income from commercial

 


Based on their 2024 commercial customer count, there was 73% increased from 2023 to 2024. There are high demand in AI solutions space. Palantir can provide Ontology and AIP to their customers but their rivals are not able to copy these services.


And they are expecting increase 54% grow in commercial.


We may see palantir growing from narrow moat to wide moat in the future while the AI software is still in the early stage yet.


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