When CNBC's Jim Cramer posted, “Look out Palantir shorts, here we go again!” on Thursday morning, the Inverse Cramer crowd immediately braced for a crash. PLTR stock is down. See the chart and price action here. In the superstitious world of retail trading, a public blessing from the Mad Money host is often viewed as a kiss of death or the Cramer Curse. However, this time, the narrative is clashing with two powerful geopolitical catalysts. The “Venezuela Validation”Palantir shares climbed this week followin ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted that he is a “big believer” in the company, as he remarked: “Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and ...

Optimism for AI stocks on Wall Street isn't universal.In the mid-1990s, the proliferation of the internet kick-started a chain of events that would positively alter the long-term growth trajectory of corporate America. For three decades, investors have been waiting (often impatiently) for the next technological leap forward to take shape. The rise of artificial intelligence (AI) looks to have answered the call.Providing software and systems with the necessary tools to make split-second decisions without hum ...

Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the best big data stocks to invest in. Following investor discussions with Palantir Technologies Inc. (NASDAQ:PLTR) executives in South Korea, BofA Securities reiterated its Buy rating and $255 price target for the company’s shares on December 15. According to BofA analyst Mariana Perez Mora, Palantir’s CFO Dave Glazer attended the discussions, as did Deployment Strategists Hind Kraytem and Austin Lee, and Investor Relations representative Cary Li. Bof ...

Shares of Palantir Technologies  (PLTR) jumped for the third consecutive day after speculation that its software may have played a role in the recent Venezuela raid. The stock, which had been trading lower since Christmas, rebounded with a 3.7% gain on Jan. 5 and climbed another 3.3% on Jan. 6. It is now up 3.4% midday on Jan. 7. Palantir has not commented on the raid. Palantir was one of the hottest AI names in 2024 and 2025, with shares rising 340% and 135%, respectively, driven by surging demand for ...

Wedbush analyst Dan Ives says Palantir Technologies will be a trillion-dollar company within a year or two.Palantir Technologies (PLTR +3.26%) stock generated triple-digit returns in 2024 and 2025. The data analytics company is currently worth $415 billion, but Wedbush analyst Dan Ives says the stock can climb 140% in the next year or two, such that the company achieves a trillion-dollar market value.That would put Palantir in rarefied air. Only 10 U.S. companies, including Nvidia and Tesla, are worth at le ...

In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Palantir Technologies (NASDAQ:PLTR) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the indu ...

The people who know Nvidia and Palantir best are speaking volumes with their actions.For only the third time in the S&P 500's existence, Wall Street's benchmark index has rallied at least 15% for three consecutive years. These outsize returns for Wall Street from 2023 through 2025 come courtesy of the artificial intelligence (AI) revolution.Empowering software and systems with the ability to make split-second decisions without the need for human oversight is a technological leap forward that can eventually ...

Core Insights - Palantir Technologies (PLTR) has shown exceptional performance in the enterprise software and AI sectors, with a stock increase of over 120% in the past year, significantly outperforming its industry peers [1][7]. Company Overview - Palantir's recent stock pullback is viewed as a healthy consolidation rather than a sign of weakening fundamentals, indicating strong underlying performance [3][6]. - The company differentiates itself by focusing on enabling organizations to deploy AI at scale in operational environments, positioning itself as a critical infrastructure provider [3][5]. Product and Technology - The core of Palantir's strategy is its Artificial Intelligence Platform, which helps organizations manage complex datasets effectively, addressing issues of fragmented data across various business functions [4]. - Palantir's platform allows AI to integrate directly with business workflows, enhancing the monetization potential as enterprises transition from AI experimentation to production-scale deployments [5]. Financial Performance - Palantir's U.S. commercial revenue surged by 121% year over year, with overall U.S. revenue increasing by 77%, showcasing strong demand for operational AI solutions [9][10]. - The company achieved a 51% adjusted operating margin and reported $6.4 billion in cash with no debt, indicating robust financial health [7][16]. - Operating income reached $393 million, and net income rose to $476 million, with earnings per share increasing over 100% year over year [15]. Growth Drivers - Foundry is identified as the primary growth engine, integrating data from various sources and enabling rapid unification of structured and unstructured data [8]. - Customer expansion is evident, with over 200 deals exceeding $1 million closed in the recent quarter, reflecting both new customer acquisitions and deeper adoption among existing clients [10]. Strategic Positioning - Gotham, Palantir's platform for mission-critical intelligence applications, provides stability and credibility, particularly in government and defense sectors, enhancing its competitive advantage [11][12]. - The dual-platform strategy of Foundry and Gotham balances high-growth commercial opportunities with stable public-sector contracts [13]. Earnings Outlook - Earnings expectations remain favorable, with a consensus estimate indicating a 64.3% year-over-year growth for the fourth quarter of 2025 [21]. - Projected earnings growth for 2025 and 2026 stands at 78% and 43%, respectively, supported by accelerating commercial adoption [21][23]. Industry Context - Palantir is positioned alongside peers like NVIDIA and C3.ai in the AI landscape, with each company playing a distinct role in the AI ecosystem [25]. - The company is well-positioned for sustained value creation, supported by a debt-free balance sheet and a focus on scalable, mission-critical AI infrastructure [26].

Core Insights - The Zacks Equity Research team has highlighted stocks including Amazon.com, Palantir Technologies, TotalEnergies, and MIND Technology in their recent analysis, focusing on their performance and market outlook [1][2]. Amazon.com, Inc. (AMZN) - Amazon's shares have outperformed the Zacks Internet - Commerce industry over the past six months, with a gain of 4.5% compared to the industry's 2.4% [4]. - The company projects Q4 2025 net sales between $206 billion and $213 billion, with operating income expected to be between $21 billion and $26 billion, indicating operational efficiency gains [5]. - AI integration is enhancing personalization and logistics, strengthening Amazon's competitive position, although substantial capital expenditures for AI infrastructure may strain financial resources [6]. Palantir Technologies Inc. (PLTR) - Palantir's shares have significantly outperformed the Zacks Internet - Software industry, gaining 32.3% compared to a decline of 6.5% in the industry over the past six months [7]. - The company has $5.4 billion in cash and no debt, providing strong liquidity and visibility, while its AI strategy is driving growth in both government and commercial sectors [8]. - Despite a 122.5% increase in share price over the past year, intense competition and rising costs present challenges, leading to a neutral rating on the stock [9]. TotalEnergies SE (TTE) - TotalEnergies' shares have outperformed the Zacks Oil and Gas - Refining and Marketing industry, with a 5.9% increase compared to the industry's 1.7% over the past six months [10]. - The company is benefiting from contributions from startups and well-spread LNG assets, with a focus on generating 15-20% of sales from low-carbon business by 2040 [11]. - However, security concerns in some production regions and acquisition-related risks pose challenges to its operations [12]. MIND Technology, Inc. (MIND) - MIND Technology's shares have gained 11.4% over the past six months, although this is below the Zacks Technology Services industry's gain of 15.4% [13]. - The company secured a $9.5 million seismic contract in December 2025, indicating improving demand, and has expanded its Huntsville facility to support higher-margin throughput [14]. - Despite recent gains, declining revenue and backlog highlight demand volatility, and rising operating expenses may pressure profitability [15].