Palantir Technologies is currently worth $269 billion. But these Wall Street analysts think Intuitive Surgical (ISRG 2.29%) and ServiceNow (NOW 2.00%) can top that figure in 2026:Patrick Wood at Morgan Stanley has set Intuitive Surgical with a bull-case target price of $850 per share. That implies 64% upside from its current share price of $517. It also implies a market value of $304 billion.Patrick Walravens at JMP Securities has set ServiceNow at a target price of $1,300 per share. That implies 36% upside ...

Group 1 - The article expresses a bullish sentiment on Palantir Technologies (PLTR), indicating a strong buy recommendation since June 2024 [1] - The author has covered the stock multiple times, reinforcing the positive outlook in the most recent analysis [1] Group 2 - The author identifies as a registered investment advisor and has a beneficial long position in PLTR shares, indicating personal investment interest [2] - The article emphasizes that the author's opinions are independent and not influenced by external compensation [2]

Palantir Technologies Inc. (PLTR) will report its first-quarter 2025 results on May 5, after the bell.We expect a significant year-over-year improvement in the company’s top line in the to-be-reported quarter, driven by healthy business from existing, as well as new customers, strengthening both Government and Commercial segments. The current Zacks Consensus Estimate for total revenues stands at $862.9 million, indicating 36% growth from the year-ago reported quarter.Going by segments, the consensus estimat ...

Shares of Palantir (PLTR 6.29%) are rising on Friday. The company's stock gained 5.8% as of 12:14 p.m. ET but gained as much as 6.9% earlier in the day. The leg up came as the S&P 500 gained 1.3% and the Nasdaq Composite lost 1.6% on the day.Shares of the artificial intelligence or AI-powered analytics company received a boost today after the latest jobs numbers were released. The report painted a better-than-expected picture, easing fears of a recession.The job market appears steadyThe Bureau of Labor Stat ...

"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind generative AI systems as a result of first-hand experience with machine learning algorithms, model training, and model deployment.I am currently in the process of obtaining more advanced AWS machine learnin ...

The first 100 days of President Donald Trump's second term in office concluded on April 29, and it's been an incredibly volatile stretch for the stock market. The S&P 500 index fell roughly 7% across the stretch. Meanwhile, the Nasdaq Composite fell 11% in the period. While trade war dynamics, concerns about the growth outlook for artificial intelligence (AI) leaders, and other factors have prompted substantial valuation pullbacks for the broader markets, there have been some standout winners early in the s ...

Core Viewpoint - Palantir Technologies Inc. is set to report earnings on May 5, which is highly anticipated by both bullish and bearish investors, each seeking validation for their perspectives [1] Group 1: Bullish Perspective - Bullish investors expect Palantir to continue exceeding revenue and earnings expectations while providing aggressive guidance, with the company announcing new deals frequently [2] - The revenue split between government and commercial customers is approaching a 50/50 ratio, indicating a balanced growth strategy [3] Group 2: Bearish Perspective - Bearish investors believe the stock is overvalued, with a fair price estimated at around $48 per share, significantly lower than the current price near an all-time high [6] - Concerns exist that if the company fails to meet high expectations during the earnings call, the stock could decline sharply, as seen earlier in 2025 when it dropped over 20% due to fears of government spending cuts [7][8] Group 3: Analyst Sentiment - Despite valuation concerns, analysts remain bullish, with price targets being raised; Dan Ives from Wedbush has a target of $125, while Chris Versace from TheStreet Pro has set a target of $105, citing anticipated increases in defense spending [12] - Institutional investors have been driving the stock's growth, particularly over the last six months, as retail investors have been consistently buying since the company's direct listing in 2020 [13] Group 4: Market Position - Palantir Technologies currently holds a "Reduce" rating among analysts, indicating that some top-rated analysts believe there are better investment opportunities available [14]

作者 | Danil Sereda 随着时间的推移，我们可以看到Palantir的业务确实正在好转——新的收入来源和不断增长的人工智能 需求带来了强大的协同效应，打破了看跌者的论点（包括我自己的论点）。我在2023年12月对PLTR的 评级变为中性，并在股价不断创下新高期间一直保持中性： | Analysis | Rating: | All Ratings | ব | Filtered By: | PLTR (22) × | | --- | --- | --- | --- | --- | --- | | Analyst's Rating History on PLTR | | | · Strong Buy · Buy | | · Hold · Sell · Strong Sell | | | | | | | 150 | | | | | | | 100 | | | | | | | 50 | | Jul 24 | Oct '24 | | Jan 25 | | Apr '25 | 由于最近美国股市波动加剧，Palantir 的反弹相当平静：在今年 2 月底从每股 125 美元的历史高点回调 至 4 月初每股 65. ...

Core Insights - Renaissance Technologies is recognized as one of the world's most successful hedge funds, primarily due to its Medallion Fund, which achieved an annualized return of 39% after fees from 1988 to 2021 [1] - The firm has notable long equity holdings, including significant positions in Novo Nordisk, United Therapeutics, and Palantir Technologies, reflecting its investment strategies and market outlook [2][14] Group 1: Novo Nordisk - At the end of 2024, Renaissance's third-largest long equity holding was Novo Nordisk, with a stake valued at $715 million, indicating strong conviction in the company [3][5] - Novo Nordisk's stock generated a total return of approximately 480% from the end of 2017 to its peak in June 2024, but has since declined by 56% as of April 29 [4] - Renaissance reduced its holdings in Novo by around 9% from Q2 2024 to Q4 2024, while the stock is currently trading at levels similar to the end of 2022 [5] Group 2: United Therapeutics - Renaissance maintained a significant position in United Therapeutics, valued at around $737 million at the end of 2024, with a total return of approximately 285% since Q2 2019 [7][8] - The company has six FDA-approved medications, with its leading product, Tyvaso, generating over $1.6 billion in sales in 2024, reflecting a 31% growth from 2023 [9] - The continued large position in United Therapeutics suggests confidence in the company's ability to grow sales and develop new treatments for rare conditions [9] Group 3: Palantir Technologies - As of Q4 2024, Palantir Technologies became Renaissance's largest holding, with a position valued at over $1.7 billion, having increased by over 1,700% since the end of 2022 [11] - Renaissance reduced its stake in Palantir by over 40% from Q3 2024, which may have been a strategic move given the stock's significant rise of over 200% since that time [12] - Analysts have expressed concerns about Palantir's high forward price-to-earnings multiple, indicating potential downside risks [13]

作者 | Danil Sereda 随着时间的推移，我们可以看到Palantir的业务确实正在好转——新的收入来源和不断增长的人工智 能需求带来了强大的协同效应，打破了看跌者的论点（包括我自己的论点）。我在2023年12月对 PLTR的评级变为中性，并在股价不断创下新高期间一直保持中性： 由于最近美国股市波动加剧，Palantir 的反弹相当平静：在今年 2 月底从每股 125 美元的历史高点回调至 4 月初每股 65.38 美元的局部低点后，PLTR 目前正试图再次稳定在每股 120 美元以上，似乎计划在 5 月份再 创历史新高。 尽管 PLTR 的实力显而易见，但我现在还是要谨慎。众所周知，PLTR 是一只"持续高估"的股票，但除此之 外，今年（以及 2026 年）美国公司资本支出可能下降，这可能会损害其 AIP 和整个美国商业部门的目标增 长率。由于这些是过去的主要增长动力，而且市场预期被过度夸大，在我看来，在 Palantir 2025 财年第一季 度业绩公布前买入其股票风险过高。 标 题 但上述等式的第一部分——营收增长——很大程度上应该伴随着非常强劲的美国经济。虽然在新冠疫情爆发 后的过去几年里情 ...