The stock of Palantir Technologies (PLTR) has surged 13% over the past week and is currently priced at $198.81.
Palantir Technologies Inc. and Nvidia have partnered to deliver an integrated operational AI stack, targeting real-world enterprise and industrial applications. PLTR's Ontology and AIP will leverage NVDA's CUDA-X, Blackwell GPU, and AI models, accelerating digital transformation for clients like Lowe's. This partnership validates PLTR's evolution into a mainstream AI operating system provider and expands its reach through NVDA's enterprise network.
PLTR has surged 14% since my last coverage, outperforming the market's 5.5% rise amid persistent AI bubble concerns. The Nvidia partnership transforms Palantir into an AI infrastructure powerhouse, integrating its Ontology with CUDA-X, cuOpt, and Blackwell architectures for full-stack operational AI. Q3 guidance projects $1.083–$1.087B revenue and $495M adjusted operating income, reflecting 50% YoY growth.
Rumor has it that Palantir Technologies is poised for a stock split.
PLTR's Q3 results loom as revenue and profit growth soar, but its soaring valuation may test investor patience.
Wedbush analysts believe Palantir Technologies Inc (NYSE:PLTR) has the potential to be a trillion-dollar market cap company in the next few years as the AI Revolution takes hold and AI production continues to accelerate. “With the company continuing to strategically innovate its product suite while investing in top talent and maintaining a global presence, we believe that Palantir has a golden path to become the next Oracle over the coming years and will grow into its valuation,” the analysts wrote in a note to clients on Wednesday.
Shares of Palantir Technologies (NASDAQ:PLTR) gained 11.94% over the past five trading sessions after losing 3.86% the five prior.
Datadog (NASDAQ: DDOG): Bank of America reiterated a buy rating on DDOG ahead of the company's earnings on November 6, with a price target of $180, up from $175, due to growing confidence in the stock.
Nvidia CEO Jensen Huang and Palantir CEO Alex Karp discussed AI's role in the job market with CNBC on Tuesday, saying new technologies will compliment and assist job growth, rather than completely take over the labor market.
RBC Capital Markets analysts believe the risk/reward for shares of Palantir Technologies Inc (NYSE:PLTR) is “unfavorable,” adding that the valuation for the company seems “unsustainable”. In a note to clients on Tuesday, the analysts maintained their ‘Underperform' rating and $45 per share price target on Palantir ahead of the company's third quarter 2025 financial results scheduled for November 3 after market close.
A Wall Street analyst is cautioning that Palantir's (NASDAQ: PLTR) stock price could crash below $50, warning about the sustainability of the current momentum.
Palantir has risen sharply over the past year alone, and many retail investors are eyeing a stock split.