These three stocks have home run potential. Artificial intelligence (AI) is a once-in-a-generation technological shift that should help create some huge winners over the long haul. While it will take time to sort out the winners, let's look at three AI stocks that have potential to make millionaires out of investors. 2. Advanced Micro Devices Advanced Micro Devices (AMD 2.07%) has always played second fiddle to Nvidia (NASDAQ: NVDA), but a shift in the market could help it become a huge long-term winner. Th ...

Stock prices used were the market prices of July 28, 2025. The video was published on July 29, 2025. Palantir's stock has more than doubled in 2025 -- here's why the upcoming earnings could decide whether it soars even higher or hits turbulence. Palantir (PLTR -1.15%) will soon report Q2 earnings, and they could be what sparks its next major breakout -- or a harsh correction. With explosive growth in U.S. commercial revenue, an ambitious artificial intelligence push, and sky-high valuations, the company cou ...

Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up ...

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Core Viewpoint - Palantir Technologies is experiencing significant stock performance, trading at a record high ahead of its earnings report, driven by institutional buying despite a history of stock declines post-earnings [1][2]. Group 1: Stock Performance and Valuation - Palantir's stock has increased over 110% in 2025, with a current price of $157.88 and a P/E ratio of 686.43, indicating a high valuation that raises concerns among investors [2][10]. - Analysts have set a price target of $95.30 for Palantir, suggesting a potential downside of 39.64% from the current price [9]. - The stock is trading at more than 10 times the earnings multiple, indicating expectations for substantial growth that may take years to materialize [10]. Group 2: Government Contracts and Defense Sector Role - Over 50% of Palantir's revenue is derived from government contracts, particularly with the U.S. Department of Defense (DoD), highlighting its critical role in national security [4]. - The company has established itself as the AI backbone for several major DoD programs, with its platforms processing vast amounts of data for real-time intelligence [5][6]. - Palantir is actively expanding its capabilities in the defense sector, including hiring cleared engineers and opening a new classified development facility to support its AI initiatives [8]. Group 3: Future Expectations and Market Sentiment - Investors should anticipate volatility in Palantir's stock leading up to earnings, as its high valuation may deter some investors [9][13]. - While short-term fluctuations may occur, long-term investors are likely to see positive outcomes if they hold the stock for an extended period [13]. - Despite its current hold rating among analysts, there are indications that other stocks may be viewed as better investment opportunities at this time [14].

Core Insights - Palantir, co-founded by Alex Karp, emphasizes a strong American identity and aims to be a leading force in global technology, particularly in defense and data analysis [3][4][8] - The company has secured significant government contracts, including a $373 million deal from the US government in Q1, marking a 45% increase from the previous year [5][8] - Palantir's tools are utilized in military operations, notably in Ukraine, to analyze real-time data for target evaluation [4][5] Government Contracts - In addition to military contracts, Palantir received a $30 million contract from ICE for a platform to track deportations and visa overstays [6] - The company secured nearly $800 million from the US military, including a $480 million contract for the Pentagon's "Project Maven" [7][8] - This billion-dollar contract positions Palantir alongside major government contractors like Microsoft and Amazon [8] Company Philosophy and Culture - Palantir's leadership expresses pride in its defense work, contrasting with traditional Silicon Valley companies that often keep military projects discreet [11][12] - The company has faced internal dissent, with former employees criticizing its alignment with the Trump administration and its military contracts [12][13] - Despite controversies, Palantir's capabilities are seen as indispensable by potential clients, even if they are uncomfortable with the company's rhetoric [16]

Core Viewpoint - Palantir Technologies has significantly outperformed Alibaba Group Holding in stock price since its IPO, but future growth potential raises questions about which AI stock is the better investment going forward [1][2]. Financials - Palantir's return on equity stands at 12.36%, slightly higher than Alibaba's 11.44% [4]. - Alibaba generated over $996 billion in revenue with earnings of approximately $129.5 billion in the last 12 months, while Palantir reported revenue of $3.12 billion and earnings of nearly $571 million [5]. - Palantir has a higher profit margin of 18.3% compared to Alibaba's 13.1% [5]. - Alibaba's cash position is $428 billion, significantly larger than Palantir's $5.4 billion, but Alibaba also carries more debt at $248 billion compared to Palantir's $244.6 million [6]. - Palantir's debt-to-equity ratio is 4.4%, more favorable than Alibaba's 22.8% [6]. Growth - Alibaba's revenue grew by 7% year over year to nearly $32.6 billion, with adjusted earnings increasing 22% to $4.1 billion [7]. - Palantir's revenue surged 39% year over year in Q1 2025 to $883.9 million, with GAAP earnings more than doubling to $217.7 million [8]. - Alibaba's AI-related product revenue has seen triple-digit growth for seven consecutive quarters, indicating strong long-term growth prospects [9]. - Palantir continues to secure new contracts in both government and private sectors, driven by the demand for large language models [10]. Valuation - Palantir's forward price-to-earnings ratio is nearly 278, while Alibaba's is much lower at 14 [10]. - Analysts suggest that Palantir's price-to-earnings-to-growth (PEG) ratio is 4.9, compared to Alibaba's 1.09, indicating that Alibaba may be more attractive based on growth expectations [11]. - Alibaba's price-to-sales ratio is 2.08, significantly lower than Palantir's 126.9, and its enterprise-value-to-EBITDA is 9.02 compared to Palantir's 848.9 [12]. Market Outlook - A Wedbush analyst predicts Palantir's market cap could reach $1 trillion within two to three years, currently hovering around $370 billion [13]. - Concerns exist regarding whether Palantir's growth can justify its premium valuation, as current growth rates may not be sufficient [14]. - Alibaba remains a dominant player in the Chinese cloud services and e-commerce markets, with plans to launch AI glasses, positioning it as a potentially better investment compared to Palantir [15].

Duquesne Family Office's billionaire investor was a seller of tech stocks during the March-ended quarter... with one big exception. With regard to AI-data-mining specialist Palantir, its shares have climbed by an almost unfathomable 2,370% since the start of 2023. Most megacap stocks don't tack on $360 billion in market value in such a short time frame. Palantir's parabolic ascent gave Druckenmiller every reason to cash in his chips. But there's probably more behind this selling activity than just a desire ...

Is now a good time to invest in Palantir stock? Read on to find out. What should investors expect from Palantir's Q2 report? During the company's first-quarter report back in May, Palantir's management provided investors with financial guidance for Q2 as well as the full year. Palantir is scheduled to report second-quarter earnings in the next week, and expectations are sky high. Palantir Technologies (PLTR -0.59%) has been one of the biggest beneficiaries of artificial intelligence (AI) tailwinds. The comp ...