Two of the market's most talked-about AI plays sit on very different footings this summer.

247wallst.com - 2026-07-15 13:44:54

Palantir generated 85% revenue growth while operating expenses rose only 32%, driving 60% adjusted operating margins and 57% free cash flow margins. Stable stock-based compensation alongside rapidly growing revenue is allowing earnings and free cash flow to compound much faster than sales. Remaining performance obligations surged 134% to $4.5 billion, while 150% net dollar retention highlights expanding customer spending after deployment.

seekingalpha.com - 2026-07-15 10:47:31

Palantir Technologies Inc. (NASDAQ:PLTR) has been in the spotlight over the past few weeks after a string of strategic partnership announcements and a wave of analyst activity.

benzinga.com - 2026-07-15 08:20:23

Palantir's exceptional business results justify a premium over most stocks. The stock's not cheap at 64 times sales, but it has cooled considerably since last year.

fool.com - 2026-07-14 17:00:00

Palantir Technologies (PLTR) Chief Executive Alex Karp said artificial intelligence may improve living standards for many people but could also concentrate fina

gurufocus.com - 2026-07-14 13:32:00

A high market cap doesn't mean a stock is overpriced. Nvidia's valuation is high, but its strong earnings suggest it's not that expensive.

fool.com - 2026-07-14 12:38:13

Palantir stock is having a rough year as investors rotate out of software names and into memory plays like Sandisk and Micron. PLTR has fallen 36% from its all-time high last year, but despite the pullback, the company still has notable catalysts that should support stronger performance over the long term.

invezz.com - 2026-07-14 12:14:36

PLTR's Ontology platform is helping deepen enterprise AI adoption by embedding operational workflows beyond standalone AI models.

zacks.com - 2026-07-14 11:36:11

Palantir will report Q2 earnings on Aug. 3. Analysts expect 80% sales growth -- and profits to double.

fool.com - 2026-07-14 11:33:00

Investors can find opportunities in stocks where declining share prices are pushing valuations below their historical average.

cnbc.com - 2026-07-14 10:19:34

Meta Platforms (NASDAQ: META | META Price Prediction) and Palantir Technologies (NASDAQ: PLTR) both posted Q1 2026 results that widened an already yawning valuation gap.

247wallst.com - 2026-07-14 10:10:02

Palantir (NASDAQ:PLTR | PLTR Price Prediction) CEO Alex Karp has been making headlines for his heated rant on CNBC, critiquing OpenAI and Anthropic for how they're selling AI.

247wallst.com - 2026-07-14 10:00:07

MIAMI--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR) announced today that results for its second quarter ended June 30, 2026 will be released on Monday, August 3, 2026, following the close of U.S. markets. Palantir will host a webcast to discuss its results at 5:00 PM ET.A live webcast and replay will be available at investors.palantir.com, and participants can pre-register here. In addition, shareholders can submit and vote on questions by visiting https://app.saytechnologies.com/p.

businesswire.com - 2026-07-13 16:05:00

AI is fueling a new era of venture investing. Joe Lonsdale, managing partner at 8VC and co-founder of Palantir, discusses the firm's record $1.5 billion fund, why startup rounds are getting bigger, and where he's placing his bets on the next generation of defense tech and AI companies.

youtube.com - 2026-07-13 14:42:51

Palantir (NASDAQ:PLTR | PLTR Price Prediction) and Snowflake (NYSE:SNOW) both delivered blockbuster earnings reports this spring, and the results tell two very different AI stories.

247wallst.com - 2026-07-13 13:30:41

Palantir is back on every screen this month, up 14.55% in a single week as retail traders pile back into the AI infrastructure trade that briefly wobbled in June.

247wallst.com - 2026-07-13 13:18:11

Microsoft (NASDAQ:MSFT | MSFT Price Prediction) CEO Satya Nadella published an X essay titled “The Reverse Information Paradox” that has become one of the most-discussed pieces of AI strategy writing of the year.

247wallst.com - 2026-07-13 12:57:40

The AI trade in 2026 has splintered into four very different tapes. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is grinding higher.

247wallst.com - 2026-07-13 11:54:02

Palantir Technologies stock may be expensive right now, but its growing share of the AI software platforms market points toward substantial upside.

fool.com - 2026-07-13 09:58:00

Jim Cramer walked onto CNBC's Mad Dash last week on Wednesday morning and turned on a company he has championed for years.

247wallst.com - 2026-07-13 09:40:45

Zeta Global NYSE: ZETA executives said the company is moving beyond its core marketing technology positioning and toward what they described as an AI infrastructure and business intelligence platform, supported by recently announced partnerships with Palantir, OpenAI and Snowflake.

marketbeat.com - 2026-07-12 21:02:55

An expanding AI platform makes the $400 billion market cap case compelling, but Palantir investors still need to watch the risks.

fool.com - 2026-07-12 11:45:00

Palantir is rated a buy, driven by accelerating growth, expanding margins, and a misunderstood business model with a durable moat. PLTR delivered 85% YoY revenue growth, a 60% adjusted operating margin, and a Rule of 40 score of 145, outpacing software peers. Valuation is at the low end of the historical range, with PLTR trading at 81.4x P/E NTM but offering superior growth and profitability versus winners like DDOG and SNOW.

seekingalpha.com - 2026-07-11 06:14:22

Alex Karp called out OpenAI and Anthropic by name on live television, sent Palantir stock surging 8%, and argued that enterprises are done paying for tokens. The question is whether his numbers back up the swagger or just paper over a valuation that has Michael Burry betting against it.

247wallst.com - 2026-07-10 21:29:37

PLTR's U.S. business is expanding at an exceptional pace, making domestic revenue growth one of the company's most important performance indicators.

zacks.com - 2026-07-10 14:06:06

Investors with an interest in Internet - Software stocks have likely encountered both Paycom Software (PAYC) and Palantir Technologies Inc. (PLTR). But which of these two stocks offers value investors a better bang for their buck right now?

zacks.com - 2026-07-10 12:41:04

Palantir Technologies remains a Buy as its mission-critical AI and ontology offerings drive robust operational growth amid sector headwinds. PLTR's Q1 2026 saw U.S. revenue up 104% YoY, 60% adjusted EBIT margin, and net retention rate expanding to 150%, underscoring resilient demand. Strategic partnerships with Nvidia and Google reinforce PLTR's moat and expand its AI ecosystem integration, supporting long-term growth prospects.

seekingalpha.com - 2026-07-10 09:12:43

AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.

zacks.com - 2026-07-10 08:56:09

Despite Palantir Technologies Inc. (NASDAQ:PLTR) rebounding nearly 23% to about $130 following a sharp 40% drawdown from its 2025 peak, financial research firm Rebound Capital is warning investors to avoid the stock.

benzinga.com - 2026-07-10 08:35:03

Palantir has fallen about 36% from its high, dragged down by a broad AI sell-off. Revenue grew 85% year over year in the first quarter -- its fastest ever.

fool.com - 2026-07-10 06:05:00

Palantir (PLTR 2.47%) is one of the most impressive AI companies in the market, but Wall Street's valuation spread shows how difficult it is to price the stock. The bullish case depends on growth, margins, and AI demand staying strong, while the risk comes from expectations that may already be extremely high.

fool.com - 2026-07-09 18:00:00

Palantir Technologies Inc. is positioned for long-term growth, driven by catalysts unveiled at AIPCon 10. PLTR's recent share price correction, when combined with updated EPS estimates, compressed its FWD P/E to ~90x "only." Further, PLTR's true valuation can be lower than the headline P/E as both free cash flow and owner's earnings exceed accounting EPS considerably.

seekingalpha.com - 2026-07-09 14:49:36

Shares of Palantir sold off with the broader software sector earlier this year. The company continues to produce excellent financial results, and its software isn't easily replicated.

fool.com - 2026-07-09 14:17:00

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle.

247wallst.com - 2026-07-09 14:00:10

AI hardware and optical-communication gains helped steady major U.S. indexes after war-driven swings, today, July 9, 2026.

fool.com - 2026-07-09 12:52:31

In this video, I will cover why I stepped away from Palantir (NASDAQ:PLTR) stock over a year ago and what has changed to bring me back as a buyer today. Watch the short video to learn more, consider subscribing, and click the special offer link below.

fool.com - 2026-07-09 11:30:00

If XTEND could partner with just one company tomorrow, CEO Aviv Shapira wouldn't pick Nvidia Corp (NASDAQ:NVDA), OpenAI or even Space Exploration Technologies Corp. (NASDAQ:SPCX). His choice is Palantir Technologies Inc. (NASDAQ:PLTR).

benzinga.com - 2026-07-09 08:14:51

Palantir and Rackspace execute a definitive agreement establishing operating framework to deploy Palantir Foundry and AIP in mid-market, regulated and sovereign environments, naming Rackspace a preferred partner Palantir and Rackspace execute a definitive agreement establishing operating framework to deploy Palantir Foundry and AIP in mid-market, regulated and sovereign environments, naming Rackspace a preferred partner

globenewswire.com - 2026-07-09 07:30:00

Palantir Technologies remains a buy, supported by elite growth prospects in AI-driven defense and enterprise software, despite recent share price weakness. PLTR's US-centric revenue base and strong commercial growth are offset by risks from customer concentration, ethical concerns, and strained US-EU relations limiting international expansion. AI infrastructure stocks currently attract more investor capital, but PLTR's robust margins, accelerating earnings, and expanding cash generation justify a premium valuation.

seekingalpha.com - 2026-07-09 06:00:00

Palantir has been caught up in a broader AI sell-off, but its results continue to accelerate. The company's Artificial Intelligence Platform (AIP) continues to attract new users.

fool.com - 2026-07-09 02:55:00

Analyst Gil Luria of DA Davidson recently upgraded his rating and price target on Palantir stock. The stock is pricey, but the company's revenue growth has been extraordinary.

fool.com - 2026-07-08 14:01:00

Rumors that Michael Burry may be shorting Palantir caused a sell-off today. The rumors have not been confirmed.

fool.com - 2026-07-08 13:35:43

Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) now carries a market capitalization of a little more than $300 billion as of July 3, 2026, which has taken many investors on a nice ride, given the company's the software-with-a-defense-flavor story.

247wallst.com - 2026-07-08 13:02:36

Palantir Technologies Inc. (NASDAQ:PLTR) stock slid by more than 3% on Wednesday as risk appetite cools across growth-leaning tech names and traders lean defensive.

benzinga.com - 2026-07-08 12:34:48

Palantir Technologies stock slid Wednesday after a Financial Times report raised concerns about the company's political standing, while shares also ran into technical resistance following a sharp rebound.

barrons.com - 2026-07-08 11:59:00

Palantir Technologies Inc. has seen a 37.5% price decline from its all-time high, despite record revenue and profitability growth. PLTR delivered Q1 2026 revenue growth of 85% and net income margin of 53%, with US commercial revenue up 133% year-over-year. Management raised 2026 revenue guidance to $7.65-7.66B, implying 71% annual growth and strong visibility from a $4.9B backlog.

seekingalpha.com - 2026-07-08 09:30:00

STAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--Enterprises are adopting Palantir platforms and working with Palantir ecosystem partners to embed AI into operational decision-making, ISG says.

businesswire.com - 2026-07-08 09:00:00

After more than a month-long pause, Palantir (NASDAQ: PLTR) stock recorded a new insider trade valued in the tens of millions of dollars on July 2, 2026.

finbold.com - 2026-07-08 05:10:43

Palantir's stock has risen in several years of strong growth. The company will need to continue its rapid growth rate to justify its current price tag.

fool.com - 2026-07-08 05:02:00

AI adoption will make these top tech companies winners for the foreseeable future.

fool.com - 2026-07-08 03:15:00