Сигналы
1
u/redpillsbluepills
Reddit r/wallstreetbets
Винрейт
0.0%
доходность
-36.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
20 мар
$34.91
-36.0%
PL reported its first full year of non-GAAP profitability, 26% YoY revenue growth, and a $900M backlog (up 79% YoY). Massive RPOs ($852M) and inclusion in major defense contracts (like the $151B SHIELD IDIQ) lock in future revenue, while Google/NVIDIA AI partnerships offer massive upside. PL is a strong buy as it accelerates growth and solidifies its moat in defense and orbital AI infrastructure. GAAP net losses remain, revenue from government contracts can be lumpy, and the stock just popped 31% in one day.
PL reported its first full year of non-GAAP profitability, 26% YoY revenue growth, and a $900M backlog (up 79% YoY). Massive RPOs ($852M) and inclusion in major defense contracts (like the $151B SHIELD IDIQ) lock in future revenue, while Google/NVIDIA AI partnerships offer massive upside. PL is a strong buy as it accelerates growth and solidifies its moat in defense and orbital AI infrastructure. GAAP net losses remain, revenue from government contracts can be lumpy, and the stock just popped 31% in one day.
Космос
Показано 1 из 1 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/redpillsbluepills на Buzzberg отслеживается 1 торговых идей по 1 тикерам с марта 2026. Чаще всего покрывает: PL.
