Palantir Technologies Inc. (NASDAQ:PLTR) is one of Goldman Sachs’s top growth stock picks. On February 18, Palantir Technologies Inc. (NASDAQ:PLTR) named Rackspace Technology its dedicated data migration and global implementation partner for its two flagship platforms, Foundry and Artificial Intelligence Platform, or AIP. Foundry facilitates enterprise data integration and analytics, and AIP operationalizes AI in real-world business decisions. Palantir (PLTR) Balances Growth Deals with Investor Doubts Ac ...

Shares of Palantir Technologies (PLTR) are under pressure, dropping more than 38% from its 52-week high of $207.52. The decline reflects valuation concerns. Palantir's stock had been trading at a significant premium compared to its peers and large tech giants, leaving little room for disappointment. As concerns about competition and potential disruption surfaced, sentiment shifted, and the stock retreated sharply from its peak. Despite the pullback, demand for Palantir’s Artificial Intelligence Platform ...

After a blockbuster performance in 2025, shares of the analytics software provider have slumped 27% so far this year. PLTR stock has been caught up in the recent software-sector selloff and the broader deterioration in sentiment toward AI. Concerns that the company’s valuation had outpaced its fundamentals also weighed on the stock.Palantir’s key platforms include Gotham, designed for detecting patterns in large datasets for defense and intelligence agencies, and Foundry, which functions as a central operat ...

Group 1: Investment Opportunities in AI Stocks - The article highlights three AI stocks: Nebius Group, Nvidia, and Palantir Technologies, which are expected to perform well due to strong revenue growth and their roles in AI platform development [2][4]. - Nebius Group is noted for its potential, with an annualized run rate revenue of $1.25 billion in 2025, and projected revenue between $7 billion and $9 billion for the current year [5][7]. - Nvidia has a market capitalization of $4.6 trillion and reported a 62% revenue growth to $57 billion for its fiscal 2026 third quarter, with $51.2 billion coming from data center sales [8][10]. - Palantir Technologies reported a revenue of $4.475 billion in 2025, a 56% year-over-year increase, and projects revenue between $7.182 billion and $7.198 billion for 2026, indicating a 60% growth [11][13]. Group 2: Company Profiles - Nebius Group is focused on building data centers that provide full-stack AI cloud platforms, essential for developers and hyperscalers [4][5]. - Nvidia's GPUs are in high demand, contributing to its status as the largest publicly traded company, with significant investments in AI from major tech firms expected to drive further revenue growth [8][10]. - Palantir Technologies offers advanced AI software that aggregates data from various sources for real-time analysis, making it a leader in AI software solutions [11][12].

Palantir Technologies (PLTR) is a company that’s in the news a lot. From its innovative and powerful software revolutionizing businesses and government agencies to its controversial government contracts that include support of U.S. Immigration and Customs Enforcement (ICE), Palantir has a high profile. PLTR stock has been a big winner as well, up more than 460% in the last five years. Now Palantir is making news for a new reason — a sudden relocation of the company’s corporate office from Denver, Colorad ...

Core Viewpoint - Palantir Technologies Inc. (PLTR) is experiencing a price downturn despite strong earnings and operational performance, currently trading at a 34.8% discount from its all-time high, presenting a potential investment opportunity due to significant short-term price upside potential [1]. Financial Performance - Government revenues increased by 60.4% year over year to $730 million, while commercial revenues surged by 81.8% annually to $677 million, with a total customer count of 954 as of December 31 [4]. - The company is projected to achieve first-quarter revenues of $1.53 billion, indicating an 8.5% sequential growth, and expects full-year revenues of approximately $7.19 billion, reflecting a 61% year-over-year growth [12]. Business Model and Strategy - Palantir's core customer base includes large government and corporate clients seeking tailored AI/ML services, contributing to a 21.3% compound annual growth rate (CAGR) from 2020 to 2024 [5]. - The launch of the Artificial Intelligence Platform (AIP) in 2023 has accelerated growth in the commercial sector, allowing clients to analyze data effectively and adapt to business goals [6][8]. - AIP provides access to various large language models (LLMs), enabling organizations to transform data into actionable insights, reducing dependency on government contracts [7]. AI Integration and Market Position - Palantir's AI strategy integrates its Foundry and Gotham platforms, promoting AI adoption across government and commercial sectors, particularly in data-intensive industries like defense, healthcare, and finance [9][10]. - The company is involved in significant defense initiatives, such as the Department of Defense's Open DAGIR project, enhancing military operations through AI solutions [10]. Customer Acquisition and Growth - AIP boot camps have successfully engaged over 1,000 companies, showcasing the platform's capabilities and facilitating customer acquisition across various sectors [11]. - The modular sales approach allows clients to purchase specific product components, lowering entry barriers and expanding the U.S. commercial customer base [14][15]. Future Outlook - The Zacks Consensus Estimate for 2026 indicates revenues of $7.22 billion and earnings per share of $1.34, representing year-over-year increases of 61.3% and 78.7%, respectively [16]. - For 2027, revenues are expected to reach $10.11 billion, with earnings per share projected at $1.89, indicating a 40% year-over-year growth [17]. - Long-term growth potential is strong, with earnings per share growth estimated at 49.5% compared to 16.3% for the S&P 500 [18]. Price Target and Investment Thesis - The short-term average price target for PLTR suggests a potential increase of 48.2% from the last closing price of $135.24, with a maximum upside of 92.3% and a downside of 33.3% [19]. - Palantir holds a Zacks Rank 2 (Buy), indicating confidence in its ability to capitalize on the AI boom through robust execution and a leading product portfolio [20].

Core Viewpoint - Palantir Technologies is experiencing significant growth driven by its AI platform, despite Michael Burry's bearish outlook predicting a decline in stock value [3][12]. Historical Context - Burry's analysis highlights Palantir's unprofitability over the past two decades and reliance on one-off sales, questioning the sustainability of its revenue [6][7]. - He criticizes the company's heavy spending, significant losses, and accounting practices related to forward-deployed engineers and stock-based compensation [7]. Current Performance - Palantir reported fourth-quarter revenue of $1.4 billion, a 70% increase year over year and a 19% increase quarter over quarter, marking the 10th consecutive quarter of accelerating revenue growth [8]. - Revenue from the U.S. government segment rose 66% to $570 million, while the U.S. commercial segment surged 137% to $507 million [9]. - The company achieved a record total contract value (TCV) of $4.26 billion, up 138%, and a remaining performance obligation (RPO) of $4.21 billion, up 143% [11]. Valuation and Market Sentiment - Palantir's stock trades at a high valuation of 214 times earnings and 74 times next year's expected earnings, raising concerns among some investors [13]. - Despite the high valuation, 13 out of 27 analysts rate the stock a buy or strong buy, reflecting positive sentiment following the company's strong earnings report [14]. - Analysts at D.A. Davidson found no new evidence in Burry's critique to alter their neutral rating and $180 price target on Palantir [15].

While computing needs sophisticated hardware and solid infrastructure to support it, it's all just a pile of circuits and wiring without the software to make it operate. Leading software companies can be massively profitable investments, as they develop products that companies need. Two software companies working in the government space are Palantir Technologies (NASDAQ: PLTR) and BigBear.ai (NYSE: BBAI). But while Palantir has enjoyed a massive growth window, BigBear.ai is struggling to gain traction. Wh ...

Palantir Technologies (NASDAQ: PLTR) has been one of the undisputed beneficiaries of the sweeping adoption of artificial intelligence, thanks to its cutting-edge data mining capabilities. Most of the focus has been on the company's commercial business and Artificial Intelligence Platform (AIP), which has been the biggest driver of Palantir's recent growth spurt. However, its government contracts are back in the spotlight this week, as the company struck its next major deal. Reports emerged late Thursday t ...

Rackspace Surges Another 50% Higher on Palantir AI Partnership Hype - 24/7 Wall St.[S&P 5006,905.00 +0.65%][Dow Jones49,505.00 +0.28%][Nasdaq 10025,049.60 +1.07%][Russell 20002,662.73 +0.01%][FTSE 10010,708.60 +0.26%][Nikkei 22557,158.00 +0.12%][Stock Market Live February 20, 2026: S&P 500 (SPY) Sinks on US GDP Numbers][Investing]# Rackspace Surges Another 50% Higher on Palantir AI Partnership Hype### Quick ReadRackspace Technology ([RXT]) stock surged 227% after announcing a Palantir partnership. The stock ...