Palantir runs elite software margins while Intel bleeds billions building fabs, yet one of them looks like the smarter trade for the next four months and the answer is not the obvious one.
PLTR emerges as the stronger defense AI pick than BBAI, backed by faster growth, U.S. government demand, profitability and robust cash generation.
An analyst at Baird has reaffirmed a bullish outlook on software giant Palantir Technologies (NASDAQ: PLTR), maintaining an ‘Outperform' rating on the stock.
A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.
Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely.
PLTR's Rule of 40 surges to 155% as revenue growth hits 93% and adjusted operating margin reaches 62%, highlighting AI-driven execution.
A value investor ran Palantir through the same stress test he uses on every high-growth stock, and the result left him with a very specific price and a frank admission about what he still cannot explain.
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Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.
Wall Street has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep missing.
This article was written by Doug Nathman, with research by his team at Trefis.
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stands out on every pullback because a Rule of 40 score of 155% in Q2 FY2026 does not exist anywhere else in enterprise software at this scale.