In the week ahead, Palantir (PLTR), a software firm will post results. Historically, the company diluted
shareholders with generous stock-based compensation. Investors are betting that Palantir will post
improved revenue growth and higher operating income.
PLTR stock bottomed at $6.45 and closed at $11.45. It did not trade above $10 since May 2022.
Markets view Roblox (RBLX) as a metaverse gaming firm. The mobile gaming company previously
reported weaker active user growth. After peaking at over $140, the stock bottomed in the low $20s
before closing at $49.24. Markets reversed their negative sentiment in the last month. They are
forgiving companies like Cloudflare (NET), Carvana (CVNA), and Beyond Meat (BYND) for posting weak
results.
Disney (DIS) risks disappointing investors. Content stocks like AMC Networks (AMCX), Paramount
(PARA), and Warner Bros. Discovery (WBD) posted mediocre results. Investors sold those stocks last
week. Disney+ needs strong subscription growth and lower expenses. It must post strong revenue
growth from its theme parks.
Your Takeaway
All three stocks are compelling considerations. Markets are not concerned about Palantir’s valuation.
Similarly, Roblox will sustain its premium. And Disney may beat investor expectations with streaming
subscription growth and higher theme park attendance.
