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Everything Stocknote has published on Stock Compensation: 2 research articles covering 2 companies across 2 categories. The latest piece was published on November 3, 2026.
Palantir doubled revenue and reached 47% GAAP operating margin; U.S. commercial passed government, but adjusted margin adds back $342M of costs.
Tempus grew revenue 23% and adjusted EBITDA to $25.6M, but a $42.8M unrealized gain materially improved the GAAP loss while operating cash remained negative.
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