Group 1: Palantir Technologies - Palantir provides analytics software to commercial enterprises and government agencies, with core products including Gotham and Foundry, which integrate data and machine learning models into a decision-making framework [3] - The company reported strong third-quarter financial results, with revenue increasing 63% to $1.1 billion and non-GAAP net income rising 110% to $0.21 per diluted share, leading management to raise its full-year guidance for a projected 53% revenue increase in 2025 [5] - Despite its strong growth prospects, Palantir trades at a high valuation of 96 times sales, making it the most expensive stock in the S&P 500, which raises concerns about its sustainability [6][7] Group 2: Robinhood Markets - Robinhood operates an online trading platform aimed at younger investors, boasting 19 million funded accounts, which positions it well to benefit from the anticipated $120 trillion wealth transfer from baby boomers to millennials and Gen Z [9][10] - The company reported strong third-quarter financial results, with revenue doubling to $1.2 billion and GAAP net income more than tripling to $0.61 per diluted share, driven by record highs in funded accounts and platform assets [12] - Robinhood is enhancing its platform with AI features like Cortex, a conversational assistant that provides personalized insights, which is expected to further engage younger users and help the company gain market share in brokerage services [11][13]

PresentationGood morning, and welcome, everyone. Thank you for joining us today for our full year results briefing. I'm joined by Andy Beach, our CFO. Andy, how's it going?Timo LehneCEO & Executive Director Excellent. Thank you. So together, we will be walking you through the full year numbers, our strategic progress and discussing the outlook. This year, SThree celebrates its 40th anniversary, a significant milestone that speaks to our heritage, our resilience and the deep expertise we have built across o ...

-- Here's How Much Traders Expect Palantir Stock to Move After Earnings Monday [Stocks Slide as Investors Digest Flurry of Earnings][Trump Taps Kevin Warsh for Fed Chair][Gold and Silver Prices Plunge from Record Highs][Trump Wants Lower Mortgage Rates, Not Cheaper Houses]- Top StoriesPalantir shares are down nearly 30% from their last record high set in Nov. 2025.Laurent Hou / Hans Lucas / AFP / Getty ImagesClose### Key Takeaways- Revenue is expected to keep growing to record highs, but that wasn't enough ...

The AI IPO race is officially on and it's approaching zero hour. Open AAI reportedly targeting a Wall Street debut for the fourth quarter of this year. The Wall Street Journal says the valuation of the AI startup Phenom could hit $830 billion.The timing of OpenAI's IPO plans may have been fast-tracked because its rival Anthropic is also planning an endofear IPO. The Amazon and Google backed AI company founded by former Open AI leaders projects it will break even by 2028. That would be two years ahead of ope ...

Palantir (NASDAQ: PLTR), the AI-powered data analytics company named after the all-seeing orbs from The Lord of the Rings, went public via a direct listing on Sept. 30, 2020. Its stock started trading at $10, but it's worth nearly $150 today. It also joined the S&P 500 in September 2024. Palantir attracted a stampede of bulls with its accelerating growth, soaring profits, and exposure to the booming AI market, but can it maintain that momentum over the next five years? Image source: Getty Images. Where to ...

Palantir logo overlays a glowing global data network above a city skyline. Key Points Palantir is fading into earnings as valuation, macro uncertainty, and federal-contract risk cool expectations. Commercial AIP growth remains the key upside driver, but big-tech competition is raising the bar. Technicals still argue for caution after a broken support level; earnings may set the next trend. Interested in Palantir Technologies Inc.? Here are five stocks we like better. At the close of trading on Jan. ...

Core Insights - Palantir Technologies Inc. (PLTR) is scheduled to report its fourth-quarter 2025 results on February 2, with a strong earnings surprise history, surpassing the Zacks Consensus Estimate in three of the last four quarters and matching once, averaging a 16.3% earnings surprise [1] Revenue Expectations - The Zacks Consensus Estimate for PLTR's revenues in the upcoming quarter is $1.4 billion, reflecting a year-over-year increase of 62.8%, driven by rising demand for AI technologies in both Government and Commercial segments [2] - Government revenues are estimated at $707.2 million, indicating a 55.4% year-over-year increase, while Commercial revenues are expected to reach $646.2 million, implying a 73.5% year-over-year growth [3] Growth Drivers - The strong revenue growth is attributed to the trust placed by the U.S. government and private commercial organizations in PLTR's AI Platforms (AIP), which facilitate the processing of large datasets and real-time insights, particularly in sectors like defense, healthcare, finance, and intelligence [4] - The recent launch of AI Hivemind, an AIP tool designed for complex problem-solving and idea generation, has gained traction among commercial organizations, further enhancing demand for PLTR's offerings [5] Earnings Expectations - The consensus estimate for earnings is set at 23 cents per share, indicating a year-over-year growth of 64.3%, supported by increasing operating income [6] Earnings Prediction Model - The current model does not predict a definitive earnings beat for PLTR, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold), which does not favor an earnings surprise [7]

Core Viewpoint - Palantir's stock price has entered a technical bear market, declining from a high of $208 in November to $150, indicating potential further downside as the company approaches its earnings report [1] Group 1: Stock Price Analysis - The stock has formed a bearish head-and-shoulders pattern and is currently near its neckline at $147 [1] - It has fallen below both the 50-day and 200-day Exponential Moving Averages (EMA), suggesting a possible death cross pattern [1] - The stock is expected to drop further, potentially reaching the psychological level of $100 in the near term [1] Group 2: Earnings and Valuation Concerns - Palantir faces significant headwinds ahead of its earnings, including concerns about its relationship with the Department of Homeland Security and ICE, although this may not impact its business significantly [1] - The company's forward price-to-earnings (P/E) ratio stands at 217, significantly higher than the sector median of 24 and its five-year average of 135 [1] - Comparatively, NVIDIA, which has a faster growth trajectory and higher margins, has a forward P/E ratio of 40 [1] Group 3: Revenue Growth Projections - Palantir's revenue increased from $1 billion in 2020 to $2.8 billion in 2024, with a profit exceeding $1 billion in the trailing twelve months [1] - Analysts project revenue of $4.4 billion for 2025 and $6.2 billion for 2026, with expectations that annual revenue will surpass $10 billion by 2029 [1] - The company's current market capitalization is $361 billion, resulting in a forward price-to-sales multiple of 58, indicating high valuation [1]

Amazon Stock, Alphabet, Palantir Headline Another Busy Earnings Calendar | Investor's Business DailyBREAKING: [Trump Names Warsh New Fed Chairman]---After an earnings sell-off for Microsoft (MSFT) and strong reports from Apple (AAPL) and Meta Platforms (META), attention turns to quarterly results from Alphabet (GOOGL), Amazon.com (AMZN) and Palantir Technologies (PLTR) in the coming week. Amazon stock came close to clearing a buy point Wednesday but reversed lower in higher volume, hurt by a stalling sessio ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...