Palantir Technologies Inc. (NASDAQ:PLTR) is back in focus after this I/O Fund analyst highlighted its soaring valuation alongside an impressive 93% year-over-year growth in its U.S. commercial business. Here’s a fresh perspective on the stock after the software company reported its first-ever quarter surpassing $1 billion in revenue, in August. PLTR Is Well Beyond Perfect 10, It’s A ‘Perfect 100’The central challenge is the company’s demanding valuation. Lead Tech Analyst at I/O Fund, Beth Kindig, notes Pal ...

The seemingly unstoppable AI stock could begin to feel the weight of its success.Palantir Technologies (PLTR 0.79%) has been one of Wall Street's biggest winners over the past few years.The stock has agonized potential investors who have tried to wait for pullbacks to buy in. It is up 2,600% since the start of 2023. While shares have experienced a few periods of decline (usually 15% to 30%) during that stretch, they have often been short-lived.Currently, the stock is down 7% from its high after a report of ...

Fiduciary Alliance Sells 23,667 PLTR Shares Worth $3.8 MillionOn Oct. 8, 2025, Fiduciary Alliance LLC disclosed the sale of 23,667 shares of Palantir Technologies (PLTR 0.79%), an estimated $3.8 million trade based on average pricing for the quarter ended Sept. 30, 2025.What happenedAccording to a filing with the Securities and Exchange Commission dated Oct. 8, 2025, Fiduciary Alliance LLC reduced its position in Palantir by 23,667 shares in Q3. The shares sold were valued at an estimated $3.8 million. The ...

This is why investors looking at Oracle might want to consider a couple of alternatives instead. There are two companies, in particular, that have performance potential that could help them grow faster than Oracle and even surpass Oracle's $801 billion market capitalization by 2030.Oracle's excessive dependence on a few massive contracts, such as its $300 billion deal with OpenAI, also exposes it to a high degree of counterparty risk. If OpenAI changes architectures or pivots away from Oracle Cloud, it coul ...

Core Viewpoint - Palantir Technologies is at a critical juncture as it approaches its Q3 earnings report, with concerns about its high valuation and potential impacts from the federal government shutdown [1][9]. Company Overview - Palantir is a unique data-mining company that leverages artificial intelligence to analyze information from diverse sources, providing insights for military and intelligence agencies [2][3]. - The company has a long-standing relationship with the U.S. government, notably contributing to intelligence efforts that led to the killing of Osama bin Laden [4]. Product and Growth - In 2022, Palantir launched its Artificial Intelligence Platform (AIP), enabling clients to utilize large language models for data interaction and operational guidance [5]. - The company employs "boot camps" to demonstrate its platform's capabilities, resulting in significant deal closures: 157 deals over $1 million, 66 over $5 million, and 42 over $10 million in Q2 [6]. Financial Performance - In Q2, Palantir generated $306 million from its U.S. commercial segment, a 93% increase year-over-year, while U.S. government revenue rose 53% to $426 million [6]. - Expectations for Q3 revenue are set at $1.08 billion, reflecting a 50% year-over-year increase but only an 8% sequential increase, which may not be sufficient to maintain stock momentum [9][10]. Valuation Concerns - Palantir's current valuations are extremely high, with a price-to-earnings ratio of 623 and a forward P/E of 217, indicating that the stock is driven more by momentum and expectations than by current fundamentals [8]. - A report from Citron Research criticized Palantir's valuation as "detached from fundamentals," suggesting a price target of $40 per share, approximately 73% lower than its current price [12]. Future Outlook - The upcoming Q3 earnings report is crucial for Palantir to either meet or exceed high growth expectations to sustain its stock performance [7][13]. - Management's guidance for full-year revenue is between $4.142 billion and $4.150 billion, representing a 44% increase from 2024, but it remains uncertain if this will satisfy institutional investors' expectations [10].

Palantir (PLTR) stock has encountered significant turbulence following a U.S. Army memo raising concerns about security issues in a battle communications prototype. The company’s swift denial of any vulnerabilities in its platform did little to calm investor nerves, with shares still down more than 7% on Friday, Oct. 3. More News from Barchart That said, Palantir shares are still up a whopping 130% versus the start of this year. www.barchart.com Palantir Stock’s Fundamentals Remain Strong Despite the ...

Core Insights - Palantir Technologies has transformed from a government contractor to a leader in artificial intelligence (AI) over the past five years since its IPO, with a stock increase of 1,700% [4][9] - The launch of its Artificial Intelligence Platform (AIP) in 2023 marked a significant pivot, focusing on making AI more usable at the workflow level rather than developing its own large language model [5] - Palantir's AIP is being utilized across various industries, helping companies solve diverse problems, from optimizing infrastructure to improving healthcare monitoring [6] Company Transformation - Initially founded to combat terrorism using data analytics, Palantir's first product, Gotham, became essential for U.S. intelligence agencies [3] - The company remains connected to the U.S. government but has expanded its market reach significantly beyond defense [4][6] - The introduction of AI agents that can autonomously take actions within customer guidelines represents a potential new growth avenue for the company [7] Financial Performance - Prior to the launch of AIP, Palantir experienced slowing growth, with a revenue increase of only 13% in Q2 2023 [8]

These stocks have seen earnings soar by providing essential AI infrastructure.Palantir Technologies (PLTR 1.04%) is a great representative of the AI stock boom.The company saw rapid adoption of its software over the past few years, especially among enterprise customers using its Artificial Intelligence Platform (AIP) to increase its accessibility and use cases. That resulted in strong revenue growth and even stronger profits thanks to its expanding operating margin as it scales. Enthusiastic investors rewar ...

These stocks have plenty of growth opportunities ahead.Growth stocks have been leading the market higher, and there is no reason at this point to think that may stop. Let's look at three tech growth stocks that have been growing their revenue by 25% or more to consider buying this year. 1. Palantir TechnologiesPalantir Technologies (PLTR 1.39%) has pulled off one of the most impressive two-year stretches you'll see. The stock is up more than 135% in 2025 through Sept. 29, after surging 340% last year. While ...

If Palantir's growth starts to show signs of slowing down, that could lead to a considerable correction for this highly priced stock.Palantir Technologies (PLTR 0.67%) has been an unstoppable stock to own in recent years. It is a trusted partner for the U.S. government and it has also been growing its commercial business at a fast pace, thanks in large part to the success of its Artificial Intelligence Platform (AIP). In the past 12 months, Palantir's stock has risen an astounding 380%.But there may be trou ...