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AI optimism boosts Palantir as analyst upgrades to Buy
market-news8 days ago

AI optimism boosts Palantir as analyst upgrades to Buy

Freedom Capital Markets analyst Almas Almaganbetov upgraded Palantir (PLTR) from Sell to Buy after strong Q4FY25 results and upbeat guidance, saying AI agents pose no long-term risk to Palantir and setting a $170 price target (about 29% upside). The company topped EPS and revenue expectations driven by its AI Platform (AIP), while estimates for 2026–27 were raised; the move contrasted with mixed views from other analysts, and PLTR climbed about 1.7% after the upgrade.

via TipRanks|
#ai#ai-platform-aip#market-news
AI-driven revenue worries spark tech stock selloff
investing21 days ago

AI-driven revenue worries spark tech stock selloff

Investors dumped tech shares after traders realized AI could erode revenues across enterprise software and SaaS, triggering a broad selloff that wiped hundreds of billions in market value. The downturn hit names like Microsoft, SAP, Salesforce, and ServiceNow, with analysts warning AI-enabled tools could compress migration timelines and reduce application‑services revenues, potentially reshaping profitability for IT and software firms in the near term.

via Fortune|
#ai#anthropic#erp
AI Ecosystem Boost Lifts Nvidia as Palantir and Teradyne Impress
business22 days ago

AI Ecosystem Boost Lifts Nvidia as Palantir and Teradyne Impress

Nvidia’s dominance in AI chips gets a boost as Palantir and Teradyne post strong Q4 results that beat expectations, underscoring robust demand for AI-related products and signaling a favorable outlook for Nvidia ahead of its own Feb. 25 earnings report. Palantir’s revenue surged 70% YoY with solid growth in commercial and government sectors, while Teradyne saw 44% revenue growth driven by AI-related chip testing demand, helping lift Nvidia’s stock alongside the broader AI rally.

via The Motley Fool|
#ai-chips#business#nvidia
Palantir rides AI momentum to another record quarter
business23 days ago

Palantir rides AI momentum to another record quarter

Palantir reported Q4 2025 revenue of $1.41B, up 70% YoY, with net income of $609M and adjusted EPS of $0.25, beating estimates. U.S. commercial revenue surged 137% to $507M and government revenue rose 66% to $570M, helped by a Navy ShipOS contract and Palantir’s AI Platform linking LLMs to private data. Full-year 2026 revenue guidance is $7.18–$7.20B (about 61% growth); Q1 2026 revenue guidance is $1.53–$1.54B. Palantir stock rose ~7% after hours as CEO Alex Karp highlighted AI demand and criticized rivals investing in undifferentiated large language models.

via MarketWatch|
#artificial-intelligence#business#earnings
Palantir’s AI Rally Could Deflate: Valuations Run Too Hot for 2026
business23 days ago

Palantir’s AI Rally Could Deflate: Valuations Run Too Hot for 2026

Palantir is 27% off its Nov. 2025 high, yet the article argues the stock faces a sharper decline as its sky-high P/S ratio (around 100) signals an unsustainable valuation amid AI optimism. Despite Gotham and Foundry providing a moat and a cash-rich, debt-free balance sheet, the piece warns that a lasting AI bubble burst and uncertain defense-spending tailwinds could push shares lower in 2026, making a longer downside move more likely than a rebound.

via The Motley Fool|
#artificial-intelligence#business#palantir-technologies
Top U.S. Government-Backed AI Stocks to Watch in 2025
business6 months ago

Top U.S. Government-Backed AI Stocks to Watch in 2025

The U.S. government is heavily investing in AI software, benefiting companies like Palantir Technologies and BigBear.ai, with Palantir securing multibillion-dollar defense contracts and expanding its government footprint, while BigBear.ai focuses on niche applications. Despite Palantir's strong position, its high valuation suggests investors should wait for a more reasonable entry point.

via The Motley Fool|
#ai-software#ai-stocks#bigbearai
Palantir's Meteoric Rise: Analysts Advise Caution Amid Record Gains
finance1 year ago

Palantir's Meteoric Rise: Analysts Advise Caution Amid Record Gains

Palantir Technologies has been added to the Nasdaq-100 index following its significant stock surge of 1,090% since early last year, driven by its expertise in artificial intelligence. The company's AI solutions have attracted a wide range of customers, including military and enterprise clients, leading to its recent financial success. Despite concerns over its high valuation, a Wall Street analyst suggests that Palantir remains a strong buy heading into 2025.

via Yahoo Finance|
#artificial-intelligence#finance#nasdaq-100
Palantir's Meteoric Rise: Analysts Weigh In on Future Prospects
finance1 year ago

Palantir's Meteoric Rise: Analysts Weigh In on Future Prospects

Palantir Technologies has been added to the Nasdaq-100 index following a 1,090% surge in its stock price since early last year, driven by its advancements in artificial intelligence (AI). Despite concerns over its high valuation, some analysts remain optimistic about its future growth potential, citing its strong AI platform and increasing demand. Palantir's recent financial performance shows significant revenue growth, particularly in its U.S. commercial segment, and a growing backlog of deals. While some investors are cautious, others see Palantir as a high-risk, high-reward opportunity.

via The Motley Fool|
#artificial-intelligence#finance#investment