Key Takeaways PLTR delivered $1.41B Q4 revenues, up 70% year over year, capping a $4.48B year with sustained acceleration.PLTR paired rapid growth with profits, generating $2.25B adjusted operating income and $2.3B free cash flow.PLTR's U.S. business drove results, with 93% Q4 growth, record contract value and strong commercial momentum.Palantir Technologies (PLTR) delivered one of the strongest quarters in its public-market history, closing the fourth quarter of 2025 with revenue of $1.41 billion, beating ...

Core Insights - Palantir Technologies' stock price is experiencing an increase following the announcement of better-than-expected Q4 2025 earnings [1] Financial Performance - For Q4 2025, Palantir reported revenue of $1.41 billion, reflecting a 70% year-over-year growth [1] - U.S. government revenue for the quarter was $570 million, indicating a 66% year-over-year growth in that segment [1] - U.S. commercial revenue reached $507 million, showcasing a significant 137% year-over-year growth [1] Market Expectations - Analysts had anticipated Palantir to generate $1.33 billion in revenue for the quarter, but the company exceeded this estimate by approximately $80 million [1] - The expected earnings per share (EPS) was 23 cents, while Palantir reported an actual EPS of 25 cents [1]

We picked NVDA at $8.78 in 2020, making almost 1300% in that single trade. With a 4.9-star average rating and a proven, transparent approach, you have nothing to lose and everything to gain. Sign up hereA subscription to The Data Driven Investor helps you uncover alpha in the AI revolution, while protecting your portfolio from downside risk in a volatile tech landscape. Our Long Term Growth Portfolio is up nearly 194% since 2018, driven by disciplined strategy and risk-aware execution, not hype.Palantir Tec ...

Core Insights - Innodata Inc. (INOD) is strategically positioning itself in the Agentic AI sector, which involves autonomous agents performing complex tasks with minimal human input, translating into commercial opportunities for the company [1][5] Group 1: Agentic AI Development - Agentic AI introduces complexities beyond basic model training, requiring agents to be tested for task success, behavioral consistency, and decision logic [2] - Innodata has developed specialized "judge" frameworks to assist tech companies in evaluating and refining autonomous agents, which are increasingly integrated into reinforcement learning processes [2] - The revenue potential in Agentic AI lies in continuous engagement with clients, as these systems require ongoing iteration and monitoring, enhancing customer lifetime value [3] Group 2: Recent Achievements - Innodata's recent selection by Palantir for advanced AI deployments demonstrates its capability in handling complex multimodal data, showcasing its role in high-stakes environments [4] Group 3: Financial Outlook - Innodata is entering this phase with strong financials, including expanding margins and robust cash generation, with expectations of over 45% revenue growth in 2025 [5][10] - The company is positioned to benefit from the transition of enterprises from pilot projects to full-scale production in Agentic AI, potentially leading to sustained revenue growth [5] Group 4: Competitive Landscape - In the Agentic AI space, competitors such as Upstart Holdings and C3.ai are also being monitored, each taking unique approaches to AI that intersect with Innodata's offerings [6] - Upstart focuses on AI-driven credit decisioning, which parallels Innodata's evaluation systems, while C3.ai provides a comprehensive enterprise AI platform that includes model deployment and monitoring [7][8] Group 5: Stock Performance and Valuation - Innodata's shares have increased by 23.1% over the past six months, significantly outperforming the Zacks Technology Services industry's growth of 3.9% [9] - The company currently has a forward price-to-earnings ratio of 45.86, which is considerably higher than the industry average of 23.64 [16]

Key Takeaways Palantir again delivered rock-solid earnings results, showing huge sales growth. FY26 sales guidance bullishly reflects an acceleration.The stock remains one of the best AI plays out there for those seeking exposure.A key player in the broader AI frenzy, Palantir (PLTR) , delivered its 2025 Q4 results this week, kicking off a mighty busy earnings docket overall. Shares have been red-hot over the past year overall, gaining nearly 90% on the back of red-hot demand. Though shares have cooled off ...

U.S. equities are demonstrating a mixed yet generally positive performance during midday trading on Tuesday, February 3rd, 2026, as investors digest a flurry of corporate earnings, geopolitical developments, and a notable rotation in market sentiment. While major indexes saw gains on Monday, today's session highlights a nuanced picture, with tech stocks showing resilience and small-cap companies continuing their upward trajectory.Major Index Performance and Midday TrendsThe major U.S. stock indexes are show ...

Group 1: SpaceX and XAI Merger - SpaceX is merging with Elon Musk's AI startup XAI, creating a combined entity valued at $1.25 trillion [7][8]. - The merger aims to develop a space-based communications platform, requiring the launch of a million satellites into orbit [7]. - The integration of SpaceX and XAI is expected to enhance operational efficiency, particularly in building data centers in space [10][13]. Group 2: IPO Outlook - There is a high probability (72%) that SpaceX will go public before OpenAI, with expectations for a potential IPO by June [18][19]. - The IPO market is anticipated to be robust this year, driven by favorable economic conditions and a pro-business administration [87][90]. - Companies are increasingly willing to take risks on IPOs, reflecting a shift in market sentiment towards a more stable environment [91][96]. Group 3: Palantir's Performance - Palantir's stock has seen significant growth, with a recent increase in revenue growth rates from 50% to 70% [33][34]. - The company is capitalizing on opportunities in the U.S. commercial sector, which grew by 137% [35]. - Palantir's unique capabilities in data organization and deployment are contributing to its success in the AI era [37][42]. Group 4: PayPal's Leadership Change - PayPal's shares fell sharply after announcing a leadership change, with Enrique Lores taking over as CEO [57][58]. - The company reported a decline in branded checkout growth, which dropped to 1% from 6% year-over-year [58]. - PayPal's total payment volume for the quarter was $475 billion, indicating its scale in the fintech sector [62]. Group 5: Market Trends and Analyst Insights - Analysts are observing a mixed performance in large-cap technology stocks, with Nvidia and Microsoft facing pressure [4][5]. - Walmart has joined the trillion-dollar market cap club, reflecting strong performance under new leadership [5][6]. - The software sector is expected to continue growing, with good companies likely to outperform in the AI-driven market [40][45].

Core Insights - Palantir Technologies Inc reported a 70% year-over-year revenue increase to $1.41 billion, significantly altering the risk profile of the stock with a Rule of 40 score of 127% [1][2] - The company experienced a 137% growth in U.S. commercial revenue, indicating strong demand for its analytics services [2] - Revenue guidance for 2026 is set at $7.2 billion, suggesting a shift from potential to momentum in the company's growth narrative [3] Technical Analysis - Prior to earnings, Palantir's stock was under pressure, trading at $146.59 and below the 50-day moving average, but post-earnings, the stock surged 7-9% in pre-market trading, reclaiming the $150 resistance level [3][4] - The Relative Strength Index (RSI) improved from the low 30s, and the MACD indicator turned positive, indicating a shift from distribution to accumulation [4] - The trading volume was approximately double the average, suggesting institutional re-pricing rather than retail speculation [5] Investor Sentiment - The recent performance indicates a regime change for Palantir, combining strong fundamentals with a repaired technical chart and significant institutional interest, which could negatively impact short positions [6]

Palantir Technologies Inc (NASDAQ:PLTR) reported upbeat financial results for the fourth quarter after the market close on Monday.Palantir reported fourth-quarter revenue of $1.41 billion, beating analyst estimates of $1.33 billion. The AI software company reported adjusted earnings of 25 cents per share for the fourth quarter, beating analyst estimates of 23 cents per share, according to Benzinga Pro."We are an n of 1, and these numbers prove it," said Alex Karp, co-founder and CEO of Palantir. "Palantir i ...

Core Viewpoint - Palantir Technologies reported strong quarterly financial results, alleviating concerns about a slowdown in AI, leading to a significant increase in stock price [1][3]. Financial Performance - For the fourth quarter, Palantir achieved record revenue of $1.4 billion, marking a 70% year-over-year increase and a 19% quarter-over-quarter increase, representing the 10th consecutive quarter of accelerating growth [3]. - Adjusted earnings per share (EPS) reached $0.25, surpassing analysts' expectations of $0.23, while revenue expectations were also exceeded [3]. Revenue Breakdown - U.S. government revenue increased by 66% to $570 million, while U.S. commercial revenue, which includes the Artificial Intelligence Platform (AIP), surged by 137% to $507 million [4]. - The growth trajectory suggests that U.S. commercial revenue may soon surpass government contracts as the primary growth driver for the company [4]. Profitability Metrics - Palantir's gross profit margin improved to 84.6%, up from 78.9% in the previous year, and the net profit margin rose to 43.4%, up from 9.2%, indicating effective scaling of operations [5]. Future Guidance - Management provided preliminary guidance for 2026, forecasting full-year revenue of $7.19 billion, which represents a 61% growth at the midpoint and is nearly $1 billion above analysts' consensus estimates [6]. Market Reaction - Following the impressive performance, Wall Street analysts updated their models, resulting in multiple upgrades and increases in price targets for Palantir's stock [6]. Valuation Considerations - Despite the strong growth, Palantir's stock is considered expensive, trading at 366 times earnings and 111 times next year's expected earnings, although continued growth could justify the current valuation [7].