Palantir relies heavily on adjusted numbers Palantir Technologies (PLTR -0.01%) has been an unstoppable stock to own in recent years. So far in 2025, it's trading up more than 62% as of this writing. It continually hits new heights as investors remain bullish on its performance. The data analytics company has been growing its revenue at a fast pace thanks to its artificial intelligence (AI) platform. With AI, its platform has unlocked more ways for businesses to benefit from greater efficiency and automatio ...

Snowflake Inc. signage on the floor of the New York Stock Exchange in New York, US, on Jan. 2, 2025.Snowflake shares jumped 12% on Thursday, climbing to their highest level since early last year after the data analytics company reported better-than-expected quarterly results.Revenue in the fiscal first quarter of 2026 jumped 26% to $1.04 billion from $828.7 million a year earlier, and topped the $1.01 billion average LSEG estimate. It's the first time the company, which went public in 2020, has recorded mor ...

Group 1 - Verisk has elected Christopher J. Perry and Sabra R. Purtill to its Board of Directors, effective immediately [1][2] - Perry is the president of Broadridge Financial Solutions, while Purtill is an experienced executive in insurance and financial services, currently advising at American International Group [1][2] - The addition of Perry and Purtill is expected to enhance Verisk's strategic direction in data analytics and technology for the global insurance industry [2] Group 2 - Verisk is recognized as a leading strategic data analytics and technology partner for the global insurance industry, focusing on improving operational efficiency and underwriting outcomes [3] - The company utilizes advanced data analytics, software, and scientific research to address global risks, including climate change and sustainability [3] - Verisk operates in over 20 countries and promotes an inclusive culture, consistently earning certification as a Great Place to Work [3]

Core Insights - Cathie Wood's investment strategy focuses on disruptive technology stocks, particularly through her firm Ark Invest, which manages multiple ETFs [1] - The Ark Innovation ETF has underperformed the S&P 500 over the past five years, remaining flat while the index increased by 106% [2] - Wood is currently increasing her investment in Shopify while reducing her stake in Palantir Technologies, indicating a strategic shift [2] Shopify - Shopify is a leading e-commerce platform that generates revenue through service subscriptions and payment processing rather than direct product sales [4] - In Q1, Shopify reported a 27% year-over-year revenue increase, with operating income more than doubling and free cash flow rising by 56% [5] - The company is expanding its offerings to cater to a diverse client base and is increasing its international presence, with only 30% of revenue coming from abroad [6][7] - Despite being down 36% from its pandemic high, Shopify's valuation is considered high with a price-to-free-cash-flow ratio of 80 and a forward P/E ratio of 60 [7] Palantir Technologies - Palantir is experiencing rapid growth and strong profitability, driven by its data analytics capabilities and the rise of generative AI [9] - The company offers two platforms: Gotham for government and defense, and Foundry for commercial industries, both focused on data organization and analysis [10] - In Q1, Palantir's revenue grew by 39% year-over-year, with significant growth in the U.S. commercial segment, which increased by 71% [11] - The total contract value for Palantir increased by 182% to $810 million, indicating strong demand for its services [11] - Palantir's operating margin was 20% in Q1, with an adjusted operating margin of 44%, showcasing its strong profitability [12] - However, the stock is considered highly valued, with a forward P/E ratio of 175 and a price-to-free-cash-flow ratio of 241, raising concerns about sustainability [12][13]

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth S ...

Company Overview - Verisk Analytics is a leading data analytics provider serving customers in various sectors including insurance, energy, and financial services, utilizing advanced technologies for data collection and analysis [11] - The company operates in 30 countries and offers predictive analytics and decision support solutions across multiple fields such as underwriting, claims, and economic forecasting [11] Investment Insights - Verisk Analytics holds a Zacks Rank of 3 (Hold) with a VGM Score of B, indicating a stable investment position [12] - The company has a Momentum Style Score of B, with shares increasing by 3.1% over the past four weeks, suggesting positive momentum [12] - Recent analyst activity shows three analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.01 to $7.05 per share [12] - Verisk Analytics has an average earnings surprise of 3.8%, indicating a history of exceeding earnings expectations [12] Conclusion - With a solid Zacks Rank and favorable Momentum and VGM Style Scores, Verisk Analytics is positioned as a noteworthy option for investors [13]

Core Insights - Equifax has launched B2bConnect, a cloud-based platform designed to enhance the efficiency of B2B marketing efforts by providing near real-time access to commercial marketing data [1][2] - The platform allows marketers to query over 67 million U.S.-based business records, facilitating the identification and targeting of top prospects [2] - B2bConnect offers a user-friendly interface for filtering and segmenting small business targets, enabling marketers to optimize their limited resources [3] Data Accessibility and Compliance - The platform provides comprehensive data including demographics, business contacts, firmographics, and industry codes, ensuring accurate lead generation [4] - Equifax emphasizes compliance with evolving regulations, offering high-quality data that adheres to data use rights and marketability flags [6] User Features and Integration - Users can sort and filter data, export selected fields, and save templates for future use, allowing seamless integration with existing CRM or marketing automation platforms [5] - The data can be exported in various formats such as Excel, CSV, Pipe Delimited, or Tab Delimited, enhancing usability for marketing teams [5]

Core Viewpoint - Palantir Technologies reported strong earnings with a record quarterly sales of $884 million and a year-over-year growth rate of 39%, but the stock price fell post-earnings due to high market expectations and inflated valuation [1][4][6]. Group 1: Earnings Performance - Palantir's first-quarter earnings for 2025 showed strong growth, with quarterly sales reaching $884 million, marking a significant achievement for the company [4]. - The company met Wall Street's expectations for adjusted earnings per share at $0.13, but only slightly exceeded revenue expectations of $863 million [4]. - The growth rate of 39% is the fastest the company has experienced since 2021, indicating a positive trend in business performance [4]. Group 2: Market Reaction - Despite the strong earnings report, Palantir's stock price declined, suggesting that the market had set high expectations that were not fully met [2][6]. - The stock's performance reflects concerns over its inflated valuation, with a price-to-earnings ratio of 512, leading some analysts to label it as a meme stock [7][11]. - Investor hesitance may have been exacerbated by a troubling market start and the perception that Palantir's earnings were not as spectacular as in previous quarters [10]. Group 3: Valuation Concerns - Palantir's market capitalization is nearly $280 billion, significantly higher than many established companies, raising questions about its valuation sustainability [11]. - The company's price-to-earnings ratio has been at or above 200 since October 2024, indicating a massive premium that investors are paying for its growth potential [9][11]. - Analysts suggest that while Palantir's business fundamentals are strong, the stock's valuation may be overdue for a correction, making it a speculative investment [11].

BigBear.ai (BBAI 9.23%) is a volatile stock to own. In each of the previous two years, its shares more than doubled. But the start to 2025 has been bumpy, to say the least. Shares of BigBear.ai are falling and the stock is down more than 15%. The business is still growing and has some promising potential as companies invest heavily into artificial intelligence (AI). But there is also some risk, given its persistent losses. Is this an AI stock that you should consider buying today, or is more of a decline li ...

Core Viewpoint - Palantir Technologies' stock is experiencing a significant surge due to reports of a new U.S.-Saudi deal that may open up substantial business opportunities in the Middle East for the company [2][3]. Group 1: Stock Performance - Palantir's stock gained 9.2% as of 1:21 p.m. ET, with an earlier increase of up to 9.6% [1]. - This surge occurred alongside a 0.8% gain in the S&P 500 and a 1.7% rise in the Nasdaq Composite [1]. Group 2: Business Opportunities - Reports indicate that the U.S. and Saudi Arabian governments have reached a deal that could create significant new business opportunities for Palantir in the Middle East [2]. - The deal is expected to grant Saudi Arabia increased access to advanced semiconductors from American chip companies, which may indirectly benefit Palantir [3]. - The Trump administration's willingness to allow Middle Eastern countries access to sensitive goods and services suggests potential opportunities for Palantir [4]. Group 3: Security Provisions - The deal will include security provisions that align with Palantir's expertise, as the U.S. government aims to control access and monitor data centers using American chips [5]. Group 4: Valuation Concerns - Despite the positive developments, Palantir's price-to-earnings ratio exceeds 500, indicating a valuation that may not be sustainable long-term [7]. - The high valuation necessitates a level of operational perfection that may be challenging to maintain [8].