Tech has been clobbered by a broad rotation taking place in 2026, and the latest sell-off in software stocks has only added to the pain. Yet, on the other end of that pain has been a $24 billion gain for short-sellers. The software rout took off this week, but some of the biggest names in tech have been struggling all year, battling both micro and macro forces that have hurt demand for high-flying AI plays.For short-sellers betting against these stocks, the last six weeks have been a windfall. A report fro ...

US stock futures turned lower on Thursday in an apparently fruitless search for a reprieve from a two-day tech sell-off as investors waited for Amazon earnings and assessed Alphabet's big AI spending plans. S&P 500 futures (ES=F) moved roughly 0.6% lower, while those on the Nasdaq 100 (NQ=F) shed 0.9%. Contracts on the Dow Jones Industrial Average futures (YM=F), which includes fewer tech names, edged about 0.3% lower. The market is in the midst of a trillion-dollar tech wipeout, as investors weigh whet ...

Palantir Technologies (PLTR) delivered what CEO Alex Karp called "indisputably the best results that I'm aware of in tech in the last decade" during a CNBC interview, but one comment buried in the presentation might matter more than the headline numbers. "If you look at our numbers very closely, what you will see is inexplicable growth in revenue, but not inexplicable growth in customers," Karp told analysts. "It's inexplicable growth in revenue because customers that are serious are putting a lot of thei ...

And let's talk Palunteer also because that's giving investors something to cheer about. The software company forecast 2026 revenue well above Wall Street expectations projecting a 61% jump in revenue to about $7.2% billion for the full year. I'm here to give us his takeaways from the results.Yahoo Finance tech editor Dan Howie. So Dan um you know it's very interesting at Palanteer because for a while it had it was mostly relying on government revenue and the the line was that it needed to get more commercia ...

Key Takeaways PLTR delivered $1.41B Q4 revenues, up 70% year over year, capping a $4.48B year with sustained acceleration.PLTR paired rapid growth with profits, generating $2.25B adjusted operating income and $2.3B free cash flow.PLTR's U.S. business drove results, with 93% Q4 growth, record contract value and strong commercial momentum.Palantir Technologies (PLTR) delivered one of the strongest quarters in its public-market history, closing the fourth quarter of 2025 with revenue of $1.41 billion, beating ...

U.S. equities are demonstrating a mixed yet generally positive performance during midday trading on Tuesday, February 3rd, 2026, as investors digest a flurry of corporate earnings, geopolitical developments, and a notable rotation in market sentiment. While major indexes saw gains on Monday, today's session highlights a nuanced picture, with tech stocks showing resilience and small-cap companies continuing their upward trajectory.Major Index Performance and Midday TrendsThe major U.S. stock indexes are show ...

Palantir Technologies Inc (NASDAQ:PLTR) reported upbeat financial results for the fourth quarter after the market close on Monday.Palantir reported fourth-quarter revenue of $1.41 billion, beating analyst estimates of $1.33 billion. The AI software company reported adjusted earnings of 25 cents per share for the fourth quarter, beating analyst estimates of 23 cents per share, according to Benzinga Pro."We are an n of 1, and these numbers prove it," said Alex Karp, co-founder and CEO of Palantir. "Palantir i ...

Core Insights - Palantir reported better-than-expected quarterly results and a positive revenue growth outlook, leading to a significant increase in its stock price [1][1] - The stock, which had been declining for about three months, saw a premarket rise of approximately 12%, nearing $165, which helps mitigate year-to-date losses [1][1] - Analysts from Citi have set a price target of $260 for Palantir, indicating nearly 80% upside potential from the previous close under $150 [1][1] Financial Performance - The quarterly financial results exceeded Wall Street expectations, contributing to a positive market reaction [1][1] - CEO Alex Karp's optimistic letter further fueled investor confidence in the company's prospects [1][1] Market Context - The strong performance of Palantir may encourage investors to reconsider selling software stocks, despite recent negativity in the sector [1][1] - Citi analysts noted that Palantir's growth momentum is notable in a software market where rapid growth stories are becoming rare [1][1] Analyst Opinions - Jefferies analysts maintain a bearish outlook with a price target of $70, suggesting a potential decline of over 50% from Monday's close, citing more attractive investment opportunities elsewhere [1][1] - The contrasting views from different analysts highlight the ongoing debate about Palantir's valuation and market position [1][1]

Key Takeaways Palantir beat Q4 earnings and revenue estimates as AI demand surged.Strong FY26 and Q1 guidance highlights sustained AI momentum. However, valuation risks remain. Palantir's earnings beat and sturdy outlook should benefit PLTR-linked ETFs such as PLTW and IGV.Palantir Technologies (PLTR) delivered a strong fourth-quarter performance, topping Wall Street estimates as demand for its artificial intelligence (AI) software rose across both government and commercial customers, as quoted on CNBC. The ...

Core Viewpoint - Wall Street analysts have become optimistic about Palantir Technologies following the company's strong earnings report for Q4 2025, driven by increased adoption of its AI software among commercial clients and U.S. government agencies [1]. Financial Performance - Palantir reported adjusted earnings of $0.25 per share, surpassing estimates of $0.23, with revenue reaching $1.41 billion, exceeding forecasts of $1.33 billion. This represents a 70% increase from $827.5 million a year prior, bringing full-year 2025 sales to $4.48 billion [2]. - Revenue from U.S. government clients rose to $570 million, while U.S. commercial revenue increased to $507 million, both exceeding expectations [2]. Future Projections - For Q1 2026, Palantir projects revenue between $1.532 billion and $1.536 billion. For the full fiscal year 2026, the forecast is $7.182 billion to $7.198 billion, significantly above consensus estimates, indicating strong ongoing demand for AI solutions [3]. Stock Performance and Analyst Ratings - Following the earnings report, Palantir shares rose approximately 5% in after-hours trading and gained over 10% to $163 in pre-market trading, up from $147 at the end of the last session [3]. - William Blair's Louie DiPalma maintained an "Outperform" rating, citing increased confidence in U.S. government agencies adopting Palantir's platforms for critical analytics [5]. - Citi analyst Tyler Radke upgraded Palantir to "Buy" from "Neutral," projecting revenue growth of 70% to 80% for the year and raising the price target to $235 from $210, indicating a more bullish outlook compared to the consensus of $189 [6]. Analyst Consensus - Overall, Wall Street analysts have a consensus "Moderate Buy" rating on Palantir, with 17 ratings showing seven buy recommendations, eight hold advisories, and two sell suggestions [8]. - The average 12-month price target is $189.27, suggesting about 28% upside from the last price of $147.76, although projections vary widely, with the most optimistic target at $235 and the lowest at $50 [10].