PLTR - Palantir Technologies Inc.
Palantir's latest quarter left analysts scrambling to justify a valuation that looks either wildly overpriced or strangely reasonable depending on one number that keeps accelerating beyond every model built to contain it.
The man behind "The Big Short" is now short Nvidia, Micron, and Palantir.
Anthropic is asking shareholders to approve a new corporate structure that would award CEO Dario Amodei and his six cofounders a special class of shares giving them collective voting control in most corporate matters, The Information reported on Thursday.
Sovereign AI is the ability of an organization to build and govern its AI without vulnerabilities to external platforms. Sovereign AI could become a $600 billion market as the AI infrastructure build-out accelerates.
Palantir Technologies NASDAQ: PLTR recently received two fresh $250 price targets. It also has one famous short seller who thinks the stock is worth less than $1.
Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs to answer before buying.
Palantir stock is in a strong bull run and is slowly nearing its all-time high as the momentum that started in July gains steam. PLTR jumped to $191, its highest level since December 29, and 80% above its lowest level in July.
Palantir is growing faster than the generative AI software market. The company can easily outperform consensus earnings expectations over the next couple of years.
Palantir's commercial sales grew at a breathtaking pace. The company's stock is very expensive right now.
Palantir Technologies remains a 'Buy' as its recovery rally is just beginning, with significant upside potential over the next 12-24 months. PLTR's Q2 2026 saw revenue up 94% YoY and adjusted EPS up 156% YoY, with both commercial and government segments delivering robust growth. Commercial momentum is accelerating, driven by AIP adoption, strategic partnerships, and a net dollar retention rate of ~157%, positioning PLTR for further expansion.
Following Palantir's latest AIPCon event, UBS analyst Karl Keirstead highlights how the company is enabling AI-driven growth for its customers. Palantir is finally generating faster growth from its commercial segment compared to its legacy government business.
Palantir's last earnings report reignited investor enthusiasm, and now the company is basking in the glow of a real-world AI boom.
Palantir Technologies (PLTR), the defense and enterprise AI software company, put AI liability in the spotlight as CEO Alex Karp questioned whether frontier AI
Palantir Technologies (PLTR) shares rose more than 4% Wednesday as fresh applications of its software highlighted the company's push across government and comme
Palantir Technologies Inc. (NASDAQ:PLTR) shares are rising Wednesday, following through on the breakout setup flagged earlier this week after the stock cleared its prior $188 resistance level.
Cybersecurity stocks are rallying in Wednesday morning trading as broader large-cap technology names slide. The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 1% for the session.
Palantir Technologies (PLTR) stock gained 3% on Wednesday as Rosenblatt Securities reiterated its Buy rating and $225 price target, citing the Federal Aviation Administration's rollout of an artificial intelligence-powered system using the company's technology. The FAA launched its SMART (Strategic Management of Airspace, Routes, and Trajectories) system on Monday to manage flights at three major Washington-area airports.
Rosenblatt reiterated its buy rating and $225 price target on Palantir stock this morning. Rosenblatt cited a new FAA SMART contract as its basis for optimism -- but Palantir lost that contract.
Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor markets. Burry disclosed his strategy in a Tuesday post on his Substack, saying he had added to the positions “in some size” as he questions the durability of the current semiconductor and AI boom.
Monetizing AI matters for many reasons, including recapturing hundreds of billions in infrastructure spending, advancing technology, and, of course, profits. The problem is that AI monetization is a tightrope walk between upfront costs, the need for research, and adoption, and adoption may be the greatest risk of all.