Revenue Growth and Stock Performance - Palantir's stock has surged 379% year to date as of Dec 26, driven by strong growth in government contracts and commercial business [5] - The company has delivered five consecutive quarters of accelerating revenue growth and eight consecutive quarters of expanding operating margins [2] - Revenue growth is identified as the most critical metric for Palantir's stock price growth, with a need to continue accelerating to maintain gains [1][4] Valuation and Market Expectations - Palantir's stock price has grown faster than its underlying business, leading to a sky-high price-to-sales ratio of 75 [6] - The company's lofty valuation requires sustained revenue growth at or above 30% to justify its market value [1] Strategic Developments and Partnerships - Palantir's stock received a boost from a strong Q3 earnings report and the election of Donald Trump, which increased expectations of government defense and intelligence spending [3] - The company recently partnered with defense tech start-up Anduril to form a consortium bidding on defense contracts, challenging traditional industry leaders [3] Business Leverage and Market Position - Palantir has achieved profitability on a GAAP basis and gained admission into the S&P 500, reflecting its growing leverage in the market [2] - The company has established itself as a leader in AI software, supported by its new AI platform [5]

Palantir was a big winner in 2024, but 2025 might see these two dramatically outperform.Palantir Technologies (PLTR -3.72%) was one of the best-performing stocks of 2024. A strong start to the year for the artificial intelligence (AI)-powered enterprise software company went into overdrive in September. A strong earnings report and its addition to the S&P 500 that month stoked a ton of buying for the stock. The market has continued to push the stock higher, bringing the company's market cap above $187 billi ...

Palantir Technologies (PLTR -3.72%) is currently the best-performing stock in the S&P 500 (^GSPC -1.11%) in 2024. Shares have advanced 360% year to date because of a series of increasingly stronger financial reports driven by demand for its new artificial intelligence (AI) platform.Many analysts have been bearish the whole way up, but Dan Ives at Wedbush Securities has been consistently bullish. He has touted Palantir as the next Oracle, and the best pure-play AI name. But his most surprising take is that P ...

Palantir has a strong argument for being the best AI software stock right now. However, it could easily lag a direct competitor in 2025.Palantir Technologies (PLTR -3.72%) has seemingly become the market leader in developing and deploying artificial intelligence (AI) software in the real world. After working with government agencies in its earlier years, Palantir is thriving in the commercial sector, especially after launching its AIP platform for AI applications.Its accelerating revenue growth and juicy pr ...

Two of the hottest artificial intelligence (AI) stocks heading into 2025 are Palantir Technologies (PLTR -3.72%) and SoundHound AI (SOUN -1.16%). Both stocks had a phenomenal 2024, with Palantir's stock up almost 400% and SoundHound AI's gaining nearly 900%. That's nearly unheard-of performance, and any investor would love to have returns like that. But after a significant run-up, is either of these two stocks worth buying right now?Both companies are on the cutting edge of AI deploymentWhile both companies ...

This stock's epic run reminds me of Microsoft in the late 1990s.Has any S&P 500 stock had a better year this year than Palantir Technologies (PLTR -3.72%)? The stock is up a staggering 360% since the beginning of 2024 as I write this, producing outsize investment returns for virtually any portfolio it touches.I don't want to be a pessimist, but it could be time to share a cautionary tale about stocks that behave like this. Palantir has legitimate growth tailwinds in artificial intelligence (AI), specificall ...

Palantir Technologies Inc PLTR has delivered a remarkable 395% return this year, outperforming the entire S&P 500. Despite this strong performance, concerns are growing about the stock’s lofty valuation, with a few analysts expressing caution due to potential overbought conditions. What Happened: Palantir’s shares are trading at a price nearly 172 times over its 2025 earnings, according to Benzinga Pro data. At the same time, the average forward price-to-earnings of its peers stand at 59.440 times, implying ...

Stock Performance and Market Sentiment - PLTR stock is currently trading near its 52-week high of $84 80, driven by strong buying interest and elevated trading volumes [1] - The stock has shown significant volatility, trading between $64 24 and $84 80 over the past month, but remains resilient near the top of its range [6] - Elevated trading volumes indicate strong market participation, which is a positive signal during an upward trend [6] - Key support levels for the stock are identified between $76 07 and $77 09, providing a potential safety net for investors [6] - A recent Pocket Pivot signal, indicative of institutional buying, adds to the bullish case for Palantir's medium-term prospects [6] Wall Street Analyst Opinions - Wall Street analysts are divided on PLTR stock, with UBS initiating coverage with a Neutral rating and an $80 price target [9] - UBS acknowledges Palantir as a "key AI-data winner" but expresses skepticism about the stock's ability to sustain its high valuation [9] - The average Wall Street price target of $44 85 suggests a potential downside of over 45% from current trading levels [9] - Jim Cramer's speculative $100 price target reflects investor enthusiasm but lacks rigorous analytical backing [9] Future Projections and Growth Drivers - ChatGPT-4o projects that PLTR stock could trade between $90 and $110 by the end of 2025, assuming continued growth in AI adoption and stable macroeconomic conditions [3] - Palantir's leadership in AI applications, particularly in government contracts, healthcare, and enterprise software, is a key driver of this optimistic projection [3] - The company's ability to deliver consistent earnings growth and capitalize on high-profile partnerships could drive increased revenue from its Foundry and Gotham platforms [4] Industry Positioning and AI Narrative - Palantir Technologies has been a focal point for investors in 2024 due to its strong positioning in the AI-driven growth narrative [5] - The company's expertise in AI applications and its ability to secure high-profile partnerships position it well to capitalize on the growing demand for AI solutions [4][5]

Shares of Palantir have gained almost 380% this year, and they could still rocket higher by the end of the year.Artificial intelligence (AI) once again dominated investment themes during 2024. While 2023 was all about the "Magnificent Seven" stocks such as Nvidia, Microsoft, Apple, Amazon, Alphabet, Tesla, and Meta Platforms, 2024 was influenced even more by a few new players that are vying for equal status as big tech names.In my eyes, no other upstart tech company has garnered anywhere near the attention ...

The rise of artificial intelligence (AI) has significantly boosted the stock performance of Palantir Technologies Inc. (PLTR) this year (up 386.7% YTD). The stock even outperformed the gem of AI — NVIDIA Corporation (NVDA) (up about 190% YTD) — in 2024.Retail traders poured almost $30 billion into NVIDIA shares this year on balance, according to Vanda Research, as quoted on CNBC. NVIDIA is now the second-most valuable company in the United States. This makes us wonder which stock is the better AI investment ...