Palantir and Snowflake both posted strong quarterly results highlighting their roles in enterprise AI. Palantir's revenue surged 92.83% to $1.94 billion, driven by demand for sovereign AI and operational control, with a strong U.S. commercial segment growing 149%. Snowflake grew product revenue 34% to $1.33 billion, emphasizing its open ecosystem with Cortex Code and Snowflake Intelligence expanding rapidly. Palantir focuses on a closed, integrated stack with high profitability, while Snowflake invests in openness and partnerships, currently operating at a loss but with potential for long-term growth. Investors face a choice between Palantir's near-term momentum and Snowflake's patient, ecosystem-driven approach as AI adoption evolves.
Palantir Technologies has received a reiterated Strong Buy rating due to its strong top- and bottom-line growth and significant operating leverage. The company's U.S. commercial business is experiencing triple-digit growth, with GAAP net income margi...
Palantir Technologies reported Q2 results with 93% revenue growth, surpassing expectations. US commercial revenue jumped 149%, US government revenue increased 90%, and net dollar retention reached 157%, showing strong customer growth. The company rai...
Palantir reported a strong Q2 FY26 with 93% revenue growth and a Rule of 40 score of 155%, beating EPS estimates for the ninth consecutive quarter. The company raised its full-year revenue guidance to $8.15 billion, driven by 149% growth in U.S. comm...
Investor Michael Burry, known for his bearish bets, predicts Palantir Technologies' intrinsic value could drop below $1 per share, implying a 99% decline from current prices. He cites high valuation multiples, rising infrastructure commitments, and a...
Palantir Technologies remains a strong buy as its Q2 2026 revenue grew 19% quarter-over-quarter, with U.S. Commercial sales soaring 149% year-over-year and Government revenue up 79%. The company’s unit economics are impressive, including a $2.13 bill...
