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Palantir trades at a much richer valuation than Salesforce, but only one pays you to hold it. Here's how growth, margins, and payouts stack up.

Palantir has rebounded since midyear, hitting a 2026 high Wednesday as the data analytics software giant delivers booming, AI-fueled growth.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the data analytics stocks, including Palantir Technologies (NASDAQ:PLTR) and its peers.

Palantir Technologies is back in focus as fresh research lifts fair value estimates from US$185.70 to US$191.68, while price targets in recent reports cluster in a higher US$200 to US$245 range. Analysts are updating these targets after what they describe as an exceptional Q2 2026 report, stronger AI related demand, and new guidance that has split opinion on how much upside is still left. Read on to see how this evolving narrative could shape the way you think about Palantir Technologies from...

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

Palantir Technologies (PLTR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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.

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.

In recent weeks, Palantir Technologies reported stronger-than-expected quarterly results, raised its full-year revenue guidance, and saw its Maven Smart System formally designated as a Pentagon program of record, supporting up to US$2.30 billion in funding over five years. These developments, alongside active trading by high-profile investors and insiders and generally positive analyst sentiment, highlight how Palantir’s AI-driven government and commercial platforms are becoming more...

Gorilla Technology stock collapsed 11% on its earnings filing Tuesday, then did something traders did not expect on Wednesday. The question now is whether the buyers piling back in actually read the same filing that spooked them 24 hours ago.

Moby summary of Mercury Systems, Inc.'s Q4 2026 earnings call

They are two of the highest valued large-cap stocks in the market.

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

In early August 2026, Palantir Technologies reported second-quarter results showing sales of US$1.94 billion and net income of US$1.06 billion, alongside stronger performance for the first half of the year and higher earnings per share than a year earlier. Management also raised full-year 2026 revenue guidance to between US$8.15–US$8.16 billion and reiterated expectations for GAAP profitability each quarter, underscoring confidence that demand for its AI platforms will support continued...

Inovio Pharmaceuticals (NASDAQ:INO) said the U.S. Food and Drug Administration has completed several key steps in its review of the company’s biologics license application for INO-3107, an investigational treatment for recurrent respiratory papillomatosis, or RRP, while the company continues prepara

Zeta Global's second quarter saw robust top-line growth, surpassing Wall Street’s revenue and profit expectations. Despite this, the market reacted negatively following the results. Management attributed the strong quarter to accelerated adoption of Zeta’s AI-powered Athena platform and deeper cross-industry partnerships, particularly with OpenAI, Palantir, and Snowflake. CEO David Steinberg emphasized that “Athena is fundamentally changing how customers interact with the Zeta platform,” highlig

The defense spending supercycle has only just begun.

Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.

Palantir Technologies delivered Q2 results that notably surpassed Wall Street expectations, leading to a significant positive market reaction. Management credited surging demand for its artificial intelligence (AI) platform, especially in the U.S. commercial and government sectors, as the primary driver of the quarter’s performance. CEO Alexander Karp emphasized that the company’s “forward deployed engineering model” and focus on customer-specific solutions were key in translating AI advancement

The company is growing at an unprecedented rate, and everyone expects it to continue.

Revenue surged 93% year over year as AI demand accelerated across U.S. markets.

Vitalhub (TSE:VHI) reported second-quarter 2026 revenue of CAD 31.7 million, up 33% from the prior-year period, while annual recurring revenue surpassed CAD 100 million for the first time. Chief Financial Officer Brian Goffenberg said the company ended June with CAD 101.5 million in annual recurrin

Zeta Global (NYSE:ZETA) reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, or 28% excluding revenue from mergers and acquisitions. The company said the result marked its 20th consecutive quarter of beating and raising its outlook. Adjusted EBITDA rose 56% year over ye

USA Today (NYSE:TDAY) reported second-quarter 2026 revenue of $536.3 million, down 8.3% from a year earlier, as lower digital advertising revenue and quarter-to-quarter variability in content licensing offset gains in digital-only subscriptions and other digital revenue streams. The company generat

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.

Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.