Palantir Technologies Inc. (PLTR)
I Am Calling It: Palantir, Not OpenAI, Is Winning The AI Race
I think Palantir Technologies Inc. is the only "pure-play" AI application layer company in public markets, driving real business impact for clients. Valuation is rich, but justified in this context. A McKinsey study highlights limited AI scaling today; but Palantir's customers achieve high ROI through workflow redesign and agentic AI: they are the minority of winning AI adopters. OpenAI, an AI company often on the spotlight, is stuck "in the middle" between GPU producers and companies in the application layer, developing commoditized LLMs, facing long term profitability challenges.
Palantir Technologies Inc. (PLTR) Recently Broke Out Above the 20-Day Moving Average
After reaching an important support level, Palantir Technologies Inc. (PLTR) could be a good stock pick from a technical perspective. PLTR surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
Palantir Technologies Inc. (PLTR) Just Overtook the 50-Day Moving Average
Palantir Technologies Inc. (PLTR) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, PLTR broke through the 50-day moving average, which suggests a short-term bullish trend.
The Zacks Analyst Blog Palantir, Snowflake, Datadog, Atlassian and Zoom Communications
Chicago, IL – November 11, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets.
S&P 500 Gains and Losses Today: Palantir Pops Amid Hopes of End to Shutdown; Health Insurer Stocks Fall
A data analytics software giant got a boost from hopes that its major client, the federal government, could be on its way toward returning to business as usual. Meanwhile, health insurers came under pressure following comments from President Donald Trump about changing the process of subsidizing healthcare costs.
Here is Why Growth Investors Should Buy Palantir Technologies (PLTR) Now
Palantir Technologies (PLTR) possesses solid growth attributes, which could help it handily outperform the market.
Lofty Valuations, Overheated Technicals - Managing Market Risk With Victor Dergunov
As markets hit highs and AI stocks dominate the headlines, is the rally running on fumes? The Financial Prophet, Victor Dergunov, breaks down the risks of overheated technicals, stretched valuations, and the growing disconnect between Wall Street and the real economy.
2 Reasons Palantir, Micron and AMD Are Soaring
Stock market bulls are digging in their heels to start this week, and technology stocks are back in the driver's seat.
'Big Short' investor Michael Burry fires back after Alex Karp blasted his bet against Palantir
Michael Burry fired back after Palantir CEO Alex Karp attacked his latest bets in a TV interview. The investor of "The Big Short" fame said he's not surprised that Karp "cannot crack a simple 13F.
Is It Time to Buy Palantir on the Dip as Revenue Continues to Accelerate?
Palantir continues to see its revenue growth accelerate. U.S. commercial customers continue to flock to its AI platform and expand usage.
Palantir's Q3 Proved It's A $1 Trillion Company In The Making
Palantir's Q3 results showcased a ninth consecutive double-beat, with U.S. commercial revenue surging 121% and a record $2.8 billion in contract bookings. The company's "Rule of 40" metric hit an impressive 114%, alongside a record 51% adjusted EBIT margin, demonstrating exceptional operating leverage and growth. The company's total addressable market and commercial opportunity seem underestimated, supporting the thesis that PLTR could reach a $1 trillion market cap by 2031.
Palantir Deepens Its Foothold In Industry And Government Operations
Palantir is reiterated as a Strong Buy with a $246/share target, driven by rapid AI adoption and robust contract wins across government and civilian customers. PLTR's Q3'25 revenue surged 63% YoY, with US commercial growth at 121% and total customer count up 45%, reflecting accelerating enterprise demand. Defense sector tailwinds, including an expected 13% US defense budget increase for 2026 and new autonomous systems funding, bolster PLTR's government business outlook.
