Group 1 - Palantir Technologies Inc. (NASDAQ:PLTR) is viewed positively by Jim Cramer, who believes it is a great opportunity to buy the stock despite its current trading cohort with ServiceNow and Salesforce [1][3] - The company develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, which assist organizations in integrating, analyzing, and acting on complex data [3] - Cramer emphasizes the consistent positive feedback about Palantir's performance, indicating that the company's momentum is not diminishing and it remains a strong investment choice [3] Group 2 - There is a belief that while Palantir has potential, other AI stocks may offer greater upside potential and carry less downside risk [4]

Palantir (PLTR) shares have been in a massive downtrend ahead of the company’s Q4 earnings, but options traders seem to believe they’ll rebound after the release on Feb. 2 after the bell. Analysts expect the artificial intelligence (AI) data analytics firm to report earnings of $0.17 a share for its fourth quarter — up more than 20% on a year-over-year basis. At the time of writing, Palantir stock is down more than 25% versus its November high. More News from Barchart www.barchart.com Where Options Da ...

Palantir (PLTR) fans certainly have something to think about as a shocking U.S. Department of Homeland Security (DHS) AI document emerges near a high-stakes earnings point for the company. Immigration and Customs Enforcement (ICE) is reportedly getting a helping hand from Palantir, according to a newly released DHS AI inventory, Wired reports. By sorting and summarizing enforcement tips, Palantir’s generative AI tools are helping the agency address the messy immigration issues gripping the country. The go ...

Joining us now though for some insight into some of the expectations for these numbers, I'd like to welcome in Scott Kesler, TMT sector analyst at Third Bridge. Scott, thanks so much for joining us ahead of this pretty big report, I can imagine. So, does the fact that shares have repriced a bit to the downside from those those highs seen earlier in 2025, does this give you any encouragement or do you think this is more reflective of some of the the market's appetite for these big spenders and big players in ...

Palantir Technologies (PLTR) is set to report its fourth-quarter earnings report on Monday, Feb. 2. The data analytics and enterprise AI software company has recently faced a notable pullback, with shares down more than 11% over the past month. Much of this decline reflects growing concern about a potential AI-driven market bubble, which has pressured sentiment across the sector. Another factor weighing on PLTR stock has been its extremely high valuation. As PLTR stock trades at a significant premium to ...

[music] We're back here on Morning Trade Live. William Blair has upgraded Palanteer [music] to outperform ahead of this afternoon's earnings report. The analyst sites valuation for the upgrade following Palanteer's 30% sell off from November's all-time [music] high.The firm expects the shares to return to greater than $200 over the next 12 months. [music] Currently, we are trading 2.6% higher at 150 and change. So, let's go inside out on this [music] name ahead of earnings.Joining us now is Achilles Laura J ...

Core Insights - Palantir Technologies Inc. is a significant player in the data analytics industry, recognized for its AI-integrated software platforms, and has shown strong revenue growth and stock performance since its IPO in 2020 [1] - Recent analyst sentiment presents a mixed outlook for Palantir's future performance despite its robust growth [1] Price Target Trends - Over the past year, Palantir's consensus price target has increased from $158.43 to $215.50, indicating a growing bullish sentiment among analysts [4][6] - The average price target rose from $205.22 three months ago, reflecting increased optimism attributed to strategic initiatives and partnerships [3] Revenue Growth - Palantir is expected to achieve a 62.8% year-over-year revenue increase, driven by demand for AI solutions in both government and commercial sectors [2][6] - The company's strategic partnerships, such as the collaboration with Innodata, may enhance its federal contracts pipeline, tapping into over $13 billion in opportunities [3] Earnings Expectations - As Palantir approaches its fourth-quarter 2025 earnings release, Wall Street anticipates significant increases in U.S. sales and strong profitability [5] - The stock is currently viewed as richly valued, which sets high expectations for the company's financial performance [5]

One analyst sees a path to $200, as Palantir's new government contracts and expanding margins could help the stock rebound. ...

Core Viewpoint - The article summarizes key analyst rating adjustments that are closely watched by Wall Street and can influence market trends, highlighting significant upgrades, downgrades, and new coverage ratings for various companies [1][5]. Upgraded Ratings - Aritet Investment upgraded Shopify (SHOP) from Neutral to Buy, raising the target price from $166 to $175, citing attractive valuation after recent weakness [6]. - William Blair upgraded Palantir (PLTR) from Market Perform to Outperform ahead of its earnings report, emphasizing valuation advantages as the core reason for the upgrade [6]. - BTIG raised McDonald's (MCD) rating from Neutral to Buy with a target price of $360, noting that research on franchisees indicates effective promotional strategies are driving customer traffic growth [6]. - JPMorgan upgraded Autodesk (ADSK) from Neutral to Overweight, maintaining a target price of $319, due to differentiated fundamentals in the vertical software as a service sector [6]. - JPMorgan raised Church & Dwight (CHD) from Underweight to Neutral, increasing the target price from $92 to $100, believing that business adjustments will lead to better sales growth [6]. Downgraded Ratings - JPMorgan downgraded Best Buy (BBY) from Overweight to Neutral, significantly lowering the target price from $99 to $76, anticipating an "unfavorable" earnings report for Q4 [6]. - Leith Wheeler downgraded BioNTech (BNTX) from Outperform to Market Perform, slightly raising the target price from $112 to $113, while expressing long-term optimism about the company's differentiated R&D potential [6]. - Canadian Imperial Bank downgraded Fortinet (FTNT) from Outperform to Sector Perform, maintaining a target price of $85, expressing caution about the stock's performance in 2026 [6]. - HSBC downgraded Chevron (CVX) from Buy to Hold, raising the target price from $169 to $180, citing valuation factors as the main reason for the downgrade [6]. - Morgan Stanley downgraded Humana (HUM) from Equal Weight to Underweight, significantly lowering the target price from $262 to $174, citing risks related to bidding strategies and policies affecting profit margin recovery [6]. New Coverage Ratings - Jefferies initiated coverage on Micron Technology (MU) with a Buy rating and a target price of $500, believing that the company's fourth-generation high-bandwidth memory (HBM4) will capture market share post Q2 [6]. - Morgan Stanley initiated coverage on Circle Network (CRCL) with an Equal Weight rating and a target price of $66, indicating that higher valuations are unlikely until stablecoin technology becomes more widely adopted [6]. - Citizens Bank initiated coverage on Stewart Information (STC) with an Outperform rating and a target price of $80, citing significant attractiveness at current valuation levels [6]. - Wells Fargo initiated coverage on Praxis Precision Medicines (PRAX) with an Equal Weight rating and a target price of $282, noting uncertainty regarding the approval prospects of the drug ulixacaltamide [6]. - Craig-Hallum initiated coverage on Simon Group (THR) with a Buy rating and a target price of $60, highlighting the company's improved business conditions and diversification benefiting from data center cooling technology trends [6].

Palantir (PLTR) stock jumped 12% during premarket hours on Tuesday after posting fourth quarter earnings and revenue above Wall Street’s expectations on Monday, bolstered by sales to the Trump administration and US businesses. The company’s revenue surged 70% from the year-earlier period to $1.4 billion, ahead of the $1.3 billion expected by Wall Street analysts tracked by Bloomberg. Its adjusted earnings per share rose to $0.25 from $0.14 during the previous year, above the projected $0.23. Palantir’s f ...