Core Viewpoint - Innodata Inc. has announced a new engagement to provide artificial intelligence data services to Palantir Technologies, leading to a significant increase in its stock price [1][2]. Company Summary - Innodata has been selected to support Palantir with specialized data training and engineering for AI-powered rodeo analytics, supplying curated training datasets and advanced data engineering [2]. - The company will annotate thousands of hours of rodeo footage for computer vision model development, enabling AI systems to identify animals, riders, and joint movements across various rodeo disciplines [3]. - Innodata will provide annotation, multimodal data engineering, and generative-AI workflow support for select Palantir programs, operating directly within Palantir's development environments [4]. Industry Commentary - Palantir is recognized for developing sophisticated AI capabilities, and Innodata's high-quality training data and expertise are seen as essential for scaling these capabilities [5]. - The engagement reflects a growing demand for precision data services as AI adoption expands in high-stakes environments, emphasizing the importance of secure and scalable data engineering [6]. Stock Performance - Following the announcement, Innodata shares increased by 12.64%, reaching a price of $62.97 [6].

Core Insights - Innodata Inc. shares increased following the announcement of a new artificial intelligence data services engagement with Palantir Technologies Inc. [1][2] Company Summary - Innodata has been selected to provide specialized data training and engineering for Palantir's AI-powered rodeo analytics, supplying curated training datasets and advanced data engineering [2][4] - The engagement involves annotating thousands of hours of rodeo footage to develop computer vision models that can identify animals, riders, and joint movements across various rodeo disciplines [3][4] - Innodata's work will support Palantir's efforts to deliver automated performance insights from large-scale video analysis for rodeo operators [2][6] Industry Commentary - Palantir's head of machine learning emphasized the importance of Innodata's high-quality training data and data engineering expertise in scaling sophisticated AI capabilities [5] - The engagement reflects a growing demand for precision data services as AI adoption increases in high-stakes environments, highlighting the critical nature of secure and scalable data engineering [6]

Core Viewpoint - Palantir (PLTR) is set to release its fourth-quarter financial results on February 2, with recent stock performance reflecting investor caution amid concerns over high valuation and potential AI bubble [1][2]. Group 1: Stock Performance - PLTR shares have declined over 24% in the past three months and are down more than 27% from their recent high, underperforming the broader market [1]. - Despite the recent pullback, PLTR stock is still up over 88% year-over-year, indicating strong initial enthusiasm [3]. - The stock's 14-day Relative Strength Index (RSI) is currently at 31.7, suggesting it may be approaching oversold territory [4]. Group 2: Earnings Expectations - For Q4, Palantir anticipates revenue of $1.329 billion, representing a 13% increase from the previous quarter and 61% growth compared to the same period last year [7]. - Management indicated that Q4 could show the strongest sequential revenue growth [7]. Group 3: Market Sentiment and Volatility - Options traders are preparing for a post-earnings move of approximately 9.1%, which is lower than Palantir's average earnings reaction of about 13% over the last four quarters [5]. - The most recent earnings report in Q3 resulted in an 8% decline in stock price [5]. Group 4: Growth Drivers - Palantir's revenue growth and widening profit margins are driven by increasing demand for its Artificial Intelligence Platform (AIP), which is expected to be reflected in Q4 financials [6].

Key Takeaways Palantir will report Q4 results Feb. 2, with consensus indicating 62.8% revenue growth and 64.3% EPS growth.PLTR's government and commercial segments are set to grow 55.4% and 73.5%, driven by strong customer demand.Palantir shares remain expensive, trading at 147X forward earnings and 543X EV/EBITDA.Palantir Technologies Inc. (PLTR) will report its fourth-quarter 2025 results on Feb. 2, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 23 cents, ...

Core Viewpoint - Palantir Technologies Inc is experiencing significant technical challenges as it approaches its fourth quarter earnings, with its stock showing signs of structural risk for the first time in nearly three years [1]. Group 1: Technical Indicators - The stock closed at $157.35, falling below its 200-day moving average of approximately $158.7, marking a critical long-term trend break [1]. - Momentum indicators show that the stock is below its eight-day, 20-day, and 50-day simple moving averages, with the MACD indicator indicating accelerating downside momentum [2]. - The daily RSI has dropped to around 31.7, the lowest since April 2024, suggesting a significant trend transition rather than a routine pullback [3]. Group 2: Key Support Levels - A head-and-shoulders pattern is forming, with the neckline near $150; a decisive break below this level would confirm the pattern and lead to a deeper technical unwind [4]. - The $150 level is identified as a critical support and trigger point for potential further declines [4]. Group 3: Earnings Impact - Palantir's fourth quarter earnings report is imminent, and it is crucial for the stock to reclaim the 200-day moving average and push back above the $165–$170 range to stabilize the situation [5]. - The current technical landscape indicates that Palantir is no longer in a clean momentum uptrend, with the upcoming earnings acting as a potential catalyst for significant market movement [5].

Core Insights - Palantir Technologies has experienced a remarkable 1,600% stock gain since its IPO in 2020, although this increase was not immediate and included periods of stagnation [1][2] - The recent surge in interest for Palantir's stock is attributed to strong earnings momentum, particularly due to the launch of its Artificial Intelligence Platform (AIP) in 2023, which has significantly boosted revenue and customer demand [2][4] - The company is approaching a pivotal moment with its upcoming earnings report on February 2, which could influence stock performance [3][8] Company Performance - Palantir's software systems help customers aggregate data for decision-making, with AIP being a key product amid the current AI boom [4][5] - The company has seen double-digit revenue growth in both its government and commercial sectors, with the commercial business emerging as a new growth driver [6] - Palantir has expanded its commercial customer base from 14 U.S. customers five years ago to hundreds, achieving over $1 billion in contract value, including a recent total contract value of $1.3 billion [6][7] Earnings Report Insights - Palantir is set to release its fourth-quarter and full-year earnings on February 2, which may act as a catalyst for stock performance [8][9] - Historical data shows that after the last seven earnings reports, the stock advanced five times and fell twice, with notable gains following several reports [10] - Despite some losses not being linked to negative company news, historical trends suggest that Palantir's stock often rises after earnings reports, indicating potential for growth post-February 2 [12][13]

Palantir Technologies (NASDAQ: PLTR) has delivered triple-digit gains for shareholders in three consecutive years, but it remains one of the most polarizing stocks on Wall Street. On one hand, Palantir is growing rapidly and its software has become the standard in enterprise artificial intelligence. On the other hand, Palantir is one of the most expensive software stocks in history. Reconciling those facts is challenging. Where to invest $1,000 right now? Our analyst team just revealed what they believe a ...

Core Viewpoint - Some investors are avoiding Palantir due to its high valuation, which may be a costly mistake as the company shows strong growth potential and market demand for its services [1] Company Performance - Palantir's stock has increased by 2,190% over the past three years, despite experiencing significant volatility, including a drop of over 80% between early 2021 and early 2023 [2] - The stock currently trades at 388 times earnings and 116 times next year's expected earnings, indicating a lofty valuation [3] Analyst Insights - Citi analyst Tyler Radke maintains a buy rating for Palantir, raising the price target to $235, suggesting a potential gain of 42% from the current price [4] - Radke believes Palantir has "broken" traditional valuation models, citing strong growth acceleration and margin expansion as key factors [5] Revenue Growth - In Q3, Palantir's revenue grew by 63% year over year, with the U.S. commercial segment, including the AI Platform (AIP), surging by 121% year over year [6] - The company's remaining performance obligation increased by 65% to $2.6 billion, indicating a solid foundation for future revenue growth [8] Future Projections - Management has raised its full-year revenue forecast to grow by 53% to approximately $4.4 billion, with U.S. commercial revenue expected to grow at least 104% to $1.43 billion [9] - The defense segment is projected to grow by 51%, contributing to total revenue growth of 70% to 80% by 2026 [5]

Group 1: Market Performance - Nvidia ranked first in trading volume, closing up 1.58% with a transaction volume of $27.873 billion, amid a general rise in the semiconductor sector [1][9] - Tesla ranked second, closing down 0.10% with a transaction volume of $21.42 billion, reporting Q4 earnings per share of $0.24, down from $0.66 year-over-year, and a revenue of $24.9 billion, a 3.1% decrease year-over-year [1][9] - Micron ranked third, closing up 6.10% with a transaction volume of $17.715 billion, as the storage sector saw a general increase [1][9] Group 2: Company-Specific Developments - Apple closed down 0.71% with a transaction volume of $10.176 billion; only 6% of surveyed iPhone buyers chose the iPhone Air, significantly lower than the iPhone 17 series [2][10] - Intel closed up 11.04% with a transaction volume of $9.673 billion, as it announced a new initiative to match federal funds for employees' children [2][10] - Carvana saw a significant drop of 14.17%, closing at $8.062 billion, with allegations of artificially inflating profits by $1 billion, while its reported net profit for 2023-2024 was approximately $550 million [4][13] Group 3: Financial Results and Forecasts - Tesla's Q4 adjusted earnings per share were $0.50, exceeding the estimate of $0.45, while its free cash flow decreased by 30% year-over-year [1][9] - Seagate Technology's Q2 results exceeded expectations, with a 19.14% increase in stock price and a transaction volume of $6.379 billion, providing a positive outlook for the future [6][14] - Amphenol reported a sales figure of $6.43 billion for Q4 2025, a 49% year-over-year increase, surpassing market expectations [6][15]

Palantir Technologies Inc. ( PLTR ) is at a critical time in its growth story as the “all-in AI investment theme” appears to be fading. With Q4 ’25 earnings coming up on February 2, 2026, I believeMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G ...