Group 1 - Palantir has received an upgrade from Mizuho Securities, moving from "Underperform" to "Neutral" due to strong revenue growth that exceeded expectations [1] - Mizuho analyst Gregg Moskowitz highlighted Palantir's impressive business execution and growth momentum, with expectations of accelerated revenue growth for the fifth consecutive quarter [1] - The company is set to release its Q2 fiscal year 2025 earnings report on August 4, with market expectations for adjusted earnings per share of $0.14 and revenue of $939.29 million [1] Group 2 - Palantir's current high valuation multiples are concerning, as they significantly exceed those of other software companies, although its uniqueness justifies a premium [2] - Mizuho has raised Palantir's target price from $116 to $135, noting that the stock has doubled since the beginning of 2025, while the iShares Tech Software ETF has only increased by 9% during the same period [2]