Palantir Technologies Inc PLTR stock has soared nearly 500% over the past year driven by its positioning in the AI space. One analyst believes the stock has a lot more runway ahead with the AI revolution still in its early stages.What To Know: Wedbush’s Dan Ives famously calls Palantir the “Messi of AI” because he expects the company to be one of the biggest beneficiaries of the AI boom. He’s been right so far, and he’s not pulling back on his bullish stance in the slightest.Wednesday on CNBC’s “Squawk On T ...

In this article Andreas Rentz | Getty Images Fannie Mae and Freddie Mac are government-sponsored enterprises that have been under the conservatorship of the Federal Housing Financing Agency since 2008. The official names of the two enterprises are the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation, respectively. FHFA director William Pulte said Wednesday the Palantir program could be expanded to Freddie Mac in the future and that the agency is also talking to Elon Musk' ...

Palantir ( PLTR ) has been one of the best investments over the past year as its shares are up more than 500%, which has made the premiums in the options market very lucrative for those who can manage aI am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend i ...

Core Viewpoint - Fannie Mae has launched an AI-powered Crime Detection Unit in partnership with Palantir to enhance fraud detection in the U.S. mortgage market, aiming to save millions in future fraud losses [1][4]. Group 1: Partnership and Technology - The partnership with Palantir will expand Fannie Mae's fraud detection capabilities using advanced AI and data science technology [1][2]. - The Crime Detection Unit will utilize AI to analyze millions of datasets to identify previously undetectable patterns of mortgage fraud [4]. Group 2: Impact on the Housing Market - Fannie Mae's Crime Detection Unit is expected to significantly increase safety and soundness in the housing market by identifying and eliminating fraudulent activities [3][5]. - Fannie Mae holds over $4.3 trillion in assets and is a key player in the U.S. housing market, owning or guaranteeing approximately 25% of single-family mortgages and 20% of multifamily mortgages [4].

Both Palantir Technologies Inc. (PLTR) and Coherent Corp. (COHR) are major players in the AI and data infrastructure space.Palantir is a leading provider of enterprise-level artificial intelligence software, specializing in data integration, large-scale analytics, machine learning operations, and decision-making platforms. Its core platforms — Palantir Gotham, Foundry and Artificial Intelligence Platform (AIP) — are specifically built to empower organizations in both government and commercial sectors to har ...

Core AI Technology and Market Impact - Artificial intelligence (AI) is projected to transform 40% of global jobs and increase global GDP by at least $7 trillion by 2033 according to the International Monetary Fund and Goldman Sachs [1][2] Company Spotlight: CoreWeave - CoreWeave's stock has surged over 209% since its IPO on March 28, 2025, with projected revenue of $5.1 billion in 2025 [4] - The company has appointed Carl Holshouser as Vice President of Government Affairs to strengthen government relationships amid increasing AI regulation [5] - CoreWeave focuses on cloud infrastructure for generative AI, contrasting with Qualcomm's focus on Edge AI [6] Financial Performance and Challenges - CoreWeave reported an adjusted non-GAAP net loss of $150 million last quarter, compared to a $24 million loss the previous year, influenced by higher interest expenses [8] - The adjusted EBITDA for Q1 2025 was $606 million, marking a nearly sixfold increase from Q1 2024, highlighting the capital intensity of building GPU data centers [9] - CoreWeave does not pay dividends, positioning it as a growth stock with significant upside potential and associated risks [10] Other Notable Companies - BigBear.ai's stock recently increased by 23.3% amid rising interest in performance analytics, although it remains speculative due to leadership instability and modest revenue growth projections of $160–$180 million [13][14] - Analysts have mixed opinions on BigBear.ai, with a 12-month price target averaging $4.83, while some data suggests a potential drop of -9.91% [15]

Core Viewpoint - Palantir Technologies Inc. has demonstrated exceptional stock market performance, driven by increased demand for its AI-powered platforms in both government and commercial sectors, with shares rising 63% year-to-date and over 400% in the past year [1][2] Growth - Palantir's revenue growth is notable, with a 36% year-over-year increase in Q4 2024, reaching $828 million, and projected full-year 2025 revenues between $3.74 billion and $3.76 billion [1] - The company has expanded its top line at an average annual rate of 23% over the last three years, with a 28.8% increase in revenues over the past twelve months, from $2.2 billion to $2.9 billion [4] Profitability - Operating income for the past four quarters was $310 million, reflecting a 10.8% margin, while net income reached $462 million, resulting in a 16.1% net income margin [5] - The company generated $1.2 billion in operating cash flow, leading to a 40.3% operating cash flow margin, indicating strong cash generation capabilities [5] Financial Stability - Palantir has a robust balance sheet with only $239 million in debt and a market cap of $273 billion, resulting in a debt-to-equity ratio of 0.1% [6] - The company holds $5.2 billion in cash and equivalents, which is 82.5% of its total $6.3 billion in assets, providing significant liquidity and strategic flexibility [6] Valuation Concerns - Palantir's price-to-sales (P/S) ratio stands at 101.5, significantly higher than the S&P 500's average of 2.8, indicating a valuation premium that may be unsustainable [3] - Despite strong fundamentals, the high valuation metrics raise concerns for value-driven investors, as the stock may be considered expensive at current prices [8] Market Performance Comparison - Compared to peers, Palantir's performance is superior, with a 63% year-to-date gain, while competitors like Tyler Technologies and Verint Systems have seen modest gains or declines [2] - The stock's nearly parabolic rise reflects market optimism regarding its AI potential, but also raises questions about sustainability [2] Economic Downturn Resilience - Palantir has a concerning history of underperformance during economic downturns, with significant stock declines during the 2022 inflation crisis and the COVID-19 pandemic [7] - Although the stock has rebounded and exceeded previous highs, its past performance indicates vulnerability to macroeconomic challenges [7]

Palantir Technologies TodayPLTRPalantir Technologies$121.08 -2.23 (-1.81%) 52-Week Range$20.64▼$133.49P/E Ratio652.93Price Target$83.95Add to WatchlistPalantir Technologies Inc. NASDAQ: PLTR continues to stack up wins. One of the company’s latest announcements was a $795 million contract with the U.S. Army regarding its Maven Smart System. The significance of this contract is that it’s an extension to Palantir’s prior $480 million contracts signed in 2024. That means that Palantir has its first $1 billion ...

Recently, we closed our short position in Palantir (NASDAQ: PLTR ) after its stock rallied by around 40% since early April when our last article about it went live. We closed the position at a loss after theBears of Wall Street is a community of asset managers and traders who take a pragmatic approach to valuing companies. Bears of Wall Street provide unique research with a bearish sentiment on overvalued or weak companies with declining businesses and poor growth perspectives - companies whose likely depre ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In a previous report, I outlined the Golden Dome missile defense opportunity for Lockheed Martin ( LMT ) marking it a must-win for the company. However, some readers highlighted Palantir Technologies (NASDAQ: PLTR ) – along with some otherDhierin r ...