Group 1: Palantir Technologies - Palantir's stock has more than tripled since the start of last year but has recently declined by 24% from its peak two months ago [3] - The company projects a 22% growth in the current quarter, up from a 21% increase in the previous quarter, with full-year revenue growth expected to exceed 20% [4] - Palantir has established itself as a leader in AI, data science, and machine learning, integrating AI with enterprise data [5] - The company has reported profitability for six consecutive quarters and is expanding its appeal to private businesses, with commercial revenue growing faster than public sector work [6] - Despite being considered overpriced at 64 times this year's projected earnings, the recent correction may present a buying opportunity [7] Group 2: Norwegian Cruise Line - Norwegian Cruise Line's stock is down 20% this year, despite the cruise industry achieving record bookings and customer deposits [8][9] - The company recently improved its adjusted earnings-per-share guidance from $1.23 to $1.42, indicating a positive outlook [10] - Norwegian's stock is currently trading at a multiple of 11.3 times the projected earnings of $1.42, down from 15.4 times the previous guidance [11] - The company is forecasted to achieve $1.80 per share next year and has set a 2026 profit target of $2.45 per share, suggesting a low valuation at 6.5 times the 2026 target [12]
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