Value investor Preston Pysh analyzed Palantir using a stress test that imagines its growth halving next quarter. He concluded that while Palantir’s rapid growth makes it seem expensive by traditional metrics, the company is actually cheaper than it appears. However, Pysh won’t buy the stock unless it falls below $100, as he finds the business model still too opaque to fully understand. The discussion highlights the difference between investing and speculating, urging caution despite Palantir’s strong recent performance and raised revenue guidance.
Nvidia and Palantir both reported impressive earnings with triple-digit growth driven by AI, but Nvidia's valuation and cash flow make it a clearer buy. Nvidia's revenue hit $96.22 billion, fueled by its Blackwell Ultra and Vera Rubin products, with ...
Palantir's stock is expected to rise 15.6% to $214.93 over the next year, surpassing Wall Street's consensus target of $191.68. This optimism follows strong Q2 earnings with revenue up 92.8% year-over-year and a raised FY2026 revenue forecast. The gr...
Palantir Technologies reported an exceptional Rule of 40 score of 155% for Q2 FY2026, combining revenue growth and operating margin well above the 40% benchmark for healthy software companies. This metric has improved steadily over 12 quarters, with ...
Dan Ives highlighted six AI stocks—Microsoft, Alphabet, Amazon, Palantir, CrowdStrike, and NVIDIA—as leaders in the next AI growth phase during a CNBC broadcast. All these stocks were already held in his Dan Ives Wedbush AI Revolution ETF, but this w...
Palantir secured a $2.3 billion Pentagon contract for its Maven Smart System, marking a significant defense milestone. William Blair maintains an Outperform rating on Palantir, reflecting strong Wall Street confidence with 70% of analysts rating it a...
