Most skeptics don't get it. I believe Palantir has the strongest narrative in the US equities market today, with spectacular growth results. I believe this is just the beginning. I expect the AIP platform to increasingly sign more enterprise customers as reliability improves with more efficient LLM models (adopting MoE architectures) and more powerful GPUs, like Nvidia's B300. The latest shareholder letter shows the CEO's bold conviction, declaring all the recent events as just the beginning, the first act, of the AI revolution.
Palantir (PLTR 9.79%) is demonstrating phenomenal growth on the top and bottom lines and is getting investors excited about its future.
With its explosion on Tuesday following a blowout earnings report, Palantir (PLTR 9.79%) crossed a market cap of $200 billion for the first time. The company is now one of the most valuable software-as-a-service (SaaS) stocks in the world.
Palantir (PLTR 9.79%) stock is soaring following another fantastic quarterly update.
For the better part of the last two years, no trend has captivated the attention of professional and everyday investors more than the rise of artificial intelligence (AI).
Palantir stock price continues to fire on all cylinders as it surged to a record high of $112, bringing its 12-month gains to near 1,200%. PLTR has become one of the best-performing companies in Wall Street, which has propelled its market cap to over $255 billion.
Palantir (PLTR 9.79%) came into its fourth-quarter earnings report with its shares priced to perfection, but the AI stock lived up to the markets' expectations.
Palantir's ontology unlocks scalability and operational efficiency, making it a key differentiator in the competitive AI landscape. The company's financial results support this, with very strong revenue growth and margin expansion. I acknowledge PLTR's potential but caution against its current high multiples and possible growth volatility.
Palantir Technologies (PLTR 9.79%) was the best-performing member of the S&P 500 (^GSPC 0.36%) in 2024, and the company carried that momentum into 2025. Earlier this week, Palantir announced exceptional fourth-quarter financial results driven by strong demand for its artificial intelligence platform.
Brent Thill, Jefferies, joins 'Fast Money' to talk Palantir and where the stock goes from here after record run.
Palantir Technologies (PLTR 8.31%) stock continued its winning streak on Thursday, climbing as much as 7.9%. As of 3:23 p.m.
Palantir has smashed expectations and stands alone at the top. I expect the company to blow past 2025 guidance, and I am modeling 46% YoY revenue growth for the full year. With another tech bubble in full swing, one should not ignore the valuation elephant in the room.