Everything on Software Valuation

Palantir’s 96% revenue growth and 50% net margins demonstrate that high-growth software can maintain exceptional profitability. The valuation risk lies in the sustainability of this growth rate.

Impact: The stock’s performance will depend on whether AIP platform adoption continues to drive double-digit growth without margin compression.

— from Marvell-Lumentum Deal, Palantir Valuation, and Hotel Sector Resilience · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Nov 03, 2026