Tag: Stock Analysis
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Palantir (PLTR) Q2 Earnings Announcement: Revenue Surges 931 TP3T · U.S. Commercial 1,491 TP3T, FY2026 Guidance Raised
Detailed analysis of Palantir (PLTR) Q2 2026 earnings. The company outperformed the consensus with revenue of $1.935 billion (+931 TP3T YoY), U.S. commercial revenue (+1,491 TP3T), and Rule of 40 (+1,551 TP3T), and raised its FY2026 guidance to $8.15 billion. This report summarizes the valuation (forward P/S of approximately 42x) following an after-hours surge of +14.91 TP3T, as well as 12-month target price scenarios. Base exchange rate: 1 USD = 1,430 KRW (2026-08-03).
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McCom's (MTSI) Consensus Target Price of $400 vs. Current Price of $251, Valuation Gap Analysis
McCom Technology (MTSI) 12-month baseline target price of $315 (approx. 455,000 KRW) · Investment opinion: Buy in Splits. We analyze that the stock is currently in a phase where 601 TP3T growth guidance for the data center segment coexists with a forward P/E premium of approximately 36x, and that the 401 TP3T correction from the May high is a valuation retracement rather than earnings impairment. Base exchange rate: 1 USD = 1,443 KRW (2026-07-31).