Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the best big data stocks to invest in. Following investor discussions with Palantir Technologies Inc. (NASDAQ:PLTR) executives in South Korea, BofA Securities reiterated its Buy rating and $255 price target for the company’s shares on December 15. According to BofA analyst Mariana Perez Mora, Palantir’s CFO Dave Glazer attended the discussions, as did Deployment Strategists Hind Kraytem and Austin Lee, and Investor Relations representative Cary Li. Bof ...

Shares of Palantir Technologies  (PLTR) jumped for the third consecutive day after speculation that its software may have played a role in the recent Venezuela raid. The stock, which had been trading lower since Christmas, rebounded with a 3.7% gain on Jan. 5 and climbed another 3.3% on Jan. 6. It is now up 3.4% midday on Jan. 7. Palantir has not commented on the raid. Palantir was one of the hottest AI names in 2024 and 2025, with shares rising 340% and 135%, respectively, driven by surging demand for ...

Shares of Palantir Technologies Inc. (NASDAQ:PLTR) rallied 3.68% on Monday, as speculations continued to swirl regarding the company’s possible role in the U.S. operation that led to the capture of Venezuelan President Nicolás Maduro over the weekend. Did Palantir Aid ‘Seamless’ US Operation In Venezuela? On Monday, in a post on X, The Kobeissi Letter asked, “Was Palantir Involved?” while pointing to the stock’s 5% overnight rally, which it attributed to the “initial reaction to this weekend's events in ...

Core Viewpoint - BigBear.ai (NYSE: BBAI) is positioned as a promising investment opportunity for 2026, leveraging its focus on artificial intelligence and government contracts, which could lead to significant growth potential [1] Company Overview - BigBear.ai develops custom AI solutions primarily for government clients, with some applications in civilian sectors like airport passenger processing [4] - The company’s business model involves creating tailored platforms for each client, which negatively impacts profit margins compared to standard subscription software models [4] Financial Performance - BigBear.ai's gross margins are consistently between 25% and 30%, significantly lower than the typical 70% to 90% margins seen in subscription software companies [5] - In contrast, Palantir Technologies, a comparable company, reported a net income margin of 40%, highlighting a major concern for BigBear.ai's current profitability structure [5] Recent Developments - BigBear.ai acquired Ask Sage for $250 million, which had an annual recurring revenue of $25 million in 2025, indicating a purchase price of around 10 times sales, considered a reasonable valuation given the expected growth [6] - Ask Sage is a generative AI platform targeting defense and national security sectors, which could represent a significant market opportunity and may evolve into BigBear.ai's primary offering [8]

Key Points Palantir needs to show it can scale enterprise adoption without the need to deploy a lot of additional resources. Operating leverage will be a key metric to track. As Palantir becomes a core AI infrastructure player, trust, governance, and durability across cycles will matter as much as growth. 10 stocks we like better than Palantir Technologies › After a defining 2025, Palantir Technologies (NASDAQ: PLTR) enters 2026 in a very different position than it occupied just a few years ago. ...

Intuit (NASDAQ:INTU) posted 41% revenue growth year over year, the highest among profitable software companies in this analysis. The financial software leader expanded earnings per share from $2.64 in fiscal 2015 to $16.97 in fiscal 2024, representing 543% growth over nine years. The most recent quarter delivered $3.34 EPS, beating estimates by 8.1%. Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water ...

The Nasdaq-100 has consistently outperformed other indexes like the S&P 500 because of its high concentration of technology stocks.More than 3,500 companies have chosen to go public by listing their shares on the Nasdaq (NDAQ +2.29%) stock exchange. It's typically the destination of choice for early-stage technology companies, because it offers lower fees and fewer barriers compared to alternatives like the New York Stock Exchange.The Nasdaq-100 is an index featuring 100 of the largest nonfinancial companie ...

Wedbush analyst Dan Ives says Palantir Technologies will be a trillion-dollar company within a year or two.Palantir Technologies (PLTR +3.26%) stock generated triple-digit returns in 2024 and 2025. The data analytics company is currently worth $415 billion, but Wedbush analyst Dan Ives says the stock can climb 140% in the next year or two, such that the company achieves a trillion-dollar market value.That would put Palantir in rarefied air. Only 10 U.S. companies, including Nvidia and Tesla, are worth at le ...

智通财经APP获悉，尽管Palantir(PLTR.US)的估值处于较高水平，但Truist证券在首次启动对这家分析和 数据驱动型软件公司的研究时，依旧给予其"买入"评级，目标价为223美元。 Truist 分析师团队在周二发布的投资者报告中表示："我们承认 Palantir的估值溢价显著，但鉴于其在推 动政府和企业采用通用人工智能(GenAI)方面拥有巨大机遇，我们仍维持对其的'买入'评级。" 据了解，114 规则指公司的收入增长率加上运营利润率。例如，如果一家公司的收入增长率为60%，运 营利润率为54%，那么它的"Rule of 114"就是60% + 54% = 114。 尽管 Palantir 的大部分增长都发生在美国，但其在海外获取更多商业和政府合同的潜力仍是长期的增长 动力。 拉姆纳尼补充道："该公司提供了一个领先的软件平台，将大型组织的专有数据与其运营和安全整合起 来，以改善决策。这使得 Palantir 能够凭借其 AIP 抢占生成式人工智能的实施先机，因为各组织都在竞 相利用该技术获取洞察力和提高效率。" 报告指出，Palantir 的发展势头因 AIP 的发布而显著增强，其收入同比增长率 ...

Core Insights - Palantir Technologies experienced significant growth in 2025, with shares increasing by 135% due to the rise of generative AI and the company's extensive experience in the field [1][2] Group 1: Company Performance - Palantir has over 20 years of experience developing AI systems for government and law enforcement, which it leveraged to create its artificial intelligence platform (AIP) for business solutions [2] - The introduction of AIP has been a turning point for Palantir, driving accelerating revenue growth and increasing profits throughout 2025 [4] - In Q3 2025, Palantir's revenue reached $1.18 billion, a 63% year-over-year increase and an 18% quarter-over-quarter increase, with earnings per share (EPS) soaring 110% to $0.21 [5] Group 2: Revenue Segmentation - The U.S. commercial segment, which includes AIP, grew 121% year-over-year and 29% sequentially to $397 million, now accounting for 34% of total revenue [5] - Palantir's remaining performance obligation (RPO) stands at $2.6 billion, which is over $1 billion and 60% higher than the previous year [7] Group 3: Financial Metrics - The company's Rule of 40 score is 114%, indicating a strong financial position, as any score above 40% is considered healthy [7] - Palantir's net dollar retention rate is 134%, indicating that existing customers are spending 34% more compared to the same quarter last year [7] Group 4: Valuation Concerns - Palantir's stock is currently trading at a high valuation of 420 times earnings, which poses risks of volatility [8] - Historical context is provided by comparing Palantir's valuation to Amazon's past P/E ratio of over 3,500, suggesting that high multiples can be characteristic of successful companies [8]