Palantir Technologies(PLTR)
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Palantir has analysts bullish on growth trajectory, expanding margins
Proactiveinvestors NA· 2026-02-03 20:44
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Why Palantir’s Ridiculous Valuation Is Starting to Make Sense
Barrons· 2026-02-03 20:09
Palantir Stock Is the Market's Most Expensive, and It Just Might Make Sense - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Why Palantir's Ridiculous Valuation Is Starting to Make SenseBy [Martin Baccardax]ShareResize---ReprintsIn this arti ...
After Strong Q4 Earnings, Is Palantir Stock Headed to $255 in 2026?
Yahoo Finance· 2026-02-03 19:43
Core Insights - Palantir's fourth-quarter earnings report indicates a potential turning point for the stock, with stronger-than-expected financial results and an optimistic outlook boosting investor confidence, leading to an 11.5% surge in pre-market trading [1] Financial Performance - The company experienced a significant acceleration in revenue growth, posting the largest quarterly revenue increase since going public, driven by strong demand across its business [2] - In the fourth quarter, Palantir's overall revenue surged 70% year-over-year (YoY), with the U.S. operations accounting for 77% of total revenue, which expanded 93% YoY and 22% sequentially, surpassing $1 billion in quarterly U.S. revenue for the first time [7] Profitability - Palantir demonstrated strong profitability alongside rapid expansion, indicating that improving margins are keeping pace with revenue growth [2] Growth Catalysts - The heightened demand for Palantir's Artificial Intelligence Platform (AIP) is a key growth catalyst, driving existing customer expansions and aiding in the acquisition of new customers, positioning the company for solid growth in 2026 [3][6] - The U.S. commercial business grew impressively by 137% YoY in the fourth quarter, with sequential growth of 28%, while the U.S. government business posted 66% YoY growth and a 17% sequential increase [8] Market Outlook - A Wall Street analyst projects that PLTR stock could reach $255 by 2026, representing an upside potential of about 73% from its recent closing price of $147.76 [4]
Palantir Earnings Are 'A Warning to Peers' as Software Stocks Slump
Investopedia· 2026-02-03 19:36
-- Palantir Earnings Are 'A Warning to Peers' as Software Stocks Slump [Major Indexes Slide as Tech Stocks Tumble][Palantir Stock Soars on Strong Earnings, Outlook][Data Blackout Returns As Shutdown Delays Jobs Report][Where Are Gold and Silver Prices Headed Next?]- Top StoriesPalantir easily topped earnings estimates, sending shares sharply higher on Tuesday.Laurent Hou / Hans Lucas / AFP via Getty ImagesClose### Key Takeaways- Software stocks have slumped this year amid concerns that AI will enable compan ...
Palantir Just Delivered Another Blowout Earnings Report. Should You Still Worry About Valuation?
The Motley Fool· 2026-02-03 18:35
Core Viewpoint - Palantir Technologies has experienced significant revenue and profit growth, driven by high demand for its AI-driven software, despite concerns over its surging valuation [2][3][4]. Company Background - Palantir has been in operation for over 20 years, initially focusing on government clients before launching its IPO a few years ago. The stock faced stagnation after an initial rise post-IPO [5]. Financial Performance - In the latest quarter, U.S. commercial revenue surged 137% to $507 million, while U.S. government revenue increased by 66% to $570 million, resulting in a record profit of $609 million [8]. - The company has a market capitalization of $333 billion, with a gross margin of 82.37% [7]. Product Development - Palantir launched its Artificial Intelligence Platform (AIP), which has gained popularity among both government and commercial customers, significantly contributing to earnings growth [7][9]. - The number of U.S. commercial customers has grown from 14 to 571 over the past five years, indicating substantial growth potential [10]. Valuation Considerations - Despite traditional valuation measures indicating a high stock price, the stock has dropped from its peak, and growth investors may find potential in Palantir's strong earnings trends [11][13]. - Long-term investors may benefit from holding Palantir shares, as the company's momentum appears to be strong [14].
Stocks Fall, Gold Rallies On Best Day Since 2008: What's Moving Markets Tuesday?
Benzinga· 2026-02-03 18:18
Wall Street extended losses into midday trading Tuesday as geopolitical tensions in the Middle East resurfaced, while gold staged a violent rebound after two days of historic selling. • SPDR Gold Shares stock is charging ahead with explosive momentum. Why is GLD stock up today?Gold — as tracked by the SPDR Gold Shares (NYSE:GLD) — surged more than 6%, vaulting past $4,950 per ounce and putting the metal on track for its strongest session since November 2008.The rebound comes after a brutal sell-off sparked ...
After Stellar Earnings, Should Investors Buy, Hold, or Sell Palantir?
ZACKS· 2026-02-03 18:10
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 ...
Palantir's stock price is back on the rise. This 1 factor may determine if shares keep going up
Fastcompany· 2026-02-03 18:07
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]
Palantir: The AI Operating System Continues To Destroy Expectations
Seeking Alpha· 2026-02-03 17:46
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 ...
Innodata Bets on Agentic AI: Is it the Next Revenue Wave?
ZACKS· 2026-02-03 17:30
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]