All articles tagged with #palantir
Jim Cramer, during Mad Money's lightning round, called Palantir 'a great spec' and said he’s sticking with it despite its speculative label, while also weighing views on Rocket Lab, Hawkeye 360, Canadian Natural Resources and IBM.
Palantir reported a blowout Q2 FY26 with EPS of $0.41 (beat estimates by 46%), as US commercial revenue jumped 149% year over year, contributing to 93% top-line growth and a Rule of 40 score of 155%. Management lifted FY26 revenue guidance to about $8.15–$8.16 billion with free cash flow of $1.22 billion, while the stock trades at a rich forward multiple (around 108x). 24/7 Wall St. sets a $212.42 price target, implying roughly 21% upside, driven by a large US commercial pipeline and a remaining deal value of $13.1 billion. Risks include an aggressive valuation, SBC costs, and a US-centric revenue mix (over 81%), though bulls argue AI and defense programs (Maven) could sustain growth; the key question is whether the stock can keep up with the pace of execution.
The Motley Fool weighs whether Palantir can turn a $10,000 investment into meaningful gains by 2028, noting Palantir's AI-driven government and growing commercial business but an already premium valuation; a doubling or tripling by 2028 hinges on Palantir sustaining unusually fast growth (around 90% per year in the near term), while a slowdown to Wall Street’s ~49% growth pace could leave the investment flat or modestly higher.
Ondas, a Palantir-backed drone company, reported a 1,236% jump in quarterly revenue driven by demand for its autonomous aircraft systems, but posted a wider-than-expected loss, sending its stock lower despite the revenue surge.
Hedge fund investor Michael Burry is expanding bearish bets on Nvidia and Palantir while increasing his stake in Molina Healthcare, which has fallen about 54% from its March 2024 high. In a Cassandra Unchained update, he said he added to large short positions in Nvidia, Palantir, Oracle and Caterpillar and boosted his Molina position, arguing Molina is undervalued long term. He also added Palantir puts and Nvidia puts expiring in 2026–27, choosing options over direct stock shorts and broadening his bets against AI/semiconductor names.
Palantir Technologies (PLTR) stock jumped about 9% after strong Q2 results, helped by short-covering and broader tech strength. Bank of America reiterated a Buy rating and raised its price target to 255, implying roughly 50% upside from recent levels, citing Palantir’s AI strategy, expanding US commercial contracts, and strong government relationships as key drivers of competitive advantage and future growth.
Palantir posted a strong Q2 with revenue up 93% to $1.94 billion and adjusted EPS of $0.41, boosting the stock about 29% and lifting 2026 revenue guidance. ARK Invest trimmed Palantir holdings by 39,233 shares (about $6.38 million in value), while Michael Burry doubled down on his bearish stance, saying he wishes he had shorted nearly $1 trillion of Palantir and confirming ongoing short positions. Morningstar praised growth and margins but warned the stock’s valuation leaves little room for error as Palantir remains in focus for AI-driven growth.
Palantir stock rose early after Q2 revenue jumped 93% year-over-year to $1.94 billion with adjusted EPS of $0.41, topping estimates; DA Davidson lifted its price target from $175 to $200 citing AI-driven advantages and strong US client growth (38 of 44 new customers). The move cooled later, with the stock trading in overbought territory (RSI ~72) and eyes on resistance around $163.50 and support near $148 as the long-term trend remains under repair. Bearish bets from Michael Burry persist.
Palantir Technologies’ stock jumped about 30% on Tuesday, wiping out roughly $3 billion in paper gains accumulated by short-sellers after the company’s earnings update; despite the rally, PLTR is down about 10% for the year, marking its strongest one-day gain in roughly two years and underscoring the risk to bearish bets as sentiment improves.
Palantir jumped about 30% after a strong Q2 report: revenue of $1.94 billion (up 92.8% year over year) and EPS of $0.41, beating estimates by roughly 46%. U.S. commercial revenue surged 149%, helping lift full-year revenue guidance to about $8.15 billion, with adjusted operating margin at 62% and free cash flow of $1.22 billion. CEO Alex Karp used the call to attack frontier AI labs (notably Anthropic), arguing proprietary data should not feed external models and highlighting Palantir’s Sovereign AI approach. The move signaled a market re-rating of Palantir’s growth, though the stock remains richly valued (high P/E and P/S), and investors will watch Q3 delivery and ongoing commercial traction.
Palantir shares jumped about 30% after a blowout fiscal Q2 that beat estimates: revenue of $1.94B and adjusted earnings of $0.41 per share, with full-year revenue guidance raised to $8.16B. The company credited a 149% year-over-year rise in US commercial revenue and 93% overall revenue growth, with US government revenue up 90% YoY. Palantir closed 220 deals worth $1M+ (98 at $5M+, 73 at $10M+), and posted $1.22B in adjusted free cash flow. Management touted its two-track AI strategy and Maven’s Pentagon role as a growth driver, while Wall Street remains bullish on the stock.
Palantir posted $1.9B in quarterly revenue (up 93% YoY) and $1.1B in profit, with US commercial revenue hitting a record $764M (149% YoY, 28% QoQ) and total US revenue at $1.6B (up 115%). CEO Alex Karp credited the surge to a tiny, shrinking sales team—roughly 70 salespeople with only seven actively selling—and an annualized revenue per employee around $1.5M, illustrating a trend toward AI-enabled Tiny Teams that boost growth with lean headcount.
Stocks rose on AI-driven leadership, with Palantir at the forefront and other AI/tech names like AMD, Coherent, SpaceX, Caterpillar and Wayfair rally, helping the S&P 500 reach intraday highs as traders bounced back on tech strength and earnings optimism.
US stock futures rose as earnings rolled in, led by Caterpillar’s near-9% premarket jump and Palantir’s after-hours surge on strong government demand, with AMD, McDonald’s and Spotify also climbing. Dow, S&P 500, and Nasdaq futures advanced ahead of SpaceX’s first quarterly results and a busy data calendar that includes JOLTS and Friday’s jobs report, as oil prices waver amid Middle East talks.
Palantir beat Q2 estimates with revenue of $1.94B and adjusted EPS of $0.41, prompting a roughly 16% premarket jump as it raised 2026 revenue guidance to $8.16B. US commercial revenue surged 149% YoY and total revenue rose 93% YoY; government revenue increased 90% YoY. The company closed 220 deals worth $1M+ (98 at $5M+, 73 at $10M+), and adjusted free cash flow reached $1.22B. Palantir also noted Maven’s Pentagon program of record and argued its platform delivers measurable ROI amid the AI shift.