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After attending a technology demonstration with a small group of investors, Baird came away incrementally positive on Palantir Technologies Inc. (NASDAQ:PLTR) . Firm analyst William Power reiterated an Outperform rating on the stock with a $200.00 price target, remaining confident in the company’s ability to modernize enterprise operations and lead in agentic AI. Ontology: The New […]
Alex Karp, the Palantir boss, is backing a new defence tech start-up founded by Ukraine’s recently sacked defence minister.
Peter Thiel is a billionaire investor who co-founded PayPal and Palantir. He was the first outside investor in Facebook, and he runs Founders Fund, the venture firm that put the first institutional money into SpaceX. Thiel Macro LLC, the fund run by the PayPal and Palantir co-founder, recently filed its second-quarter 13F. The filing shows […]
A $45 million gap, a commercial business growing far faster, and a crossover the current growth rates put just one quarter away.
PLTR's customer base rose 24% to 1,049 as AI adoption fueled revenue growth, but valuation and contract risks remain key tests for momentum.
Being early proved costly as AI stocks kept climbing
August was a good month for tech stocks, particularly these software giants.
Palantir posted record software growth while Intel staged its biggest revenue comeback in fifteen years, and choosing between them for the second half of 2026 comes down to a single uncomfortable question about valuation versus velocity.
Palantir stock has traded sideways in 2026, but it could break out in the next year.
Palantir Technologies stock has posted very strong multi year gains, while valuation checks now suggest the shares trade close to an intrinsic value estimate from a Discounted Cash Flow (DCF) model and look expensive on traditional market multiples. A roughly 11x return over 3 years is a very large move that leaves Palantir in a very different place than earlier investors experienced. Investor focus on Palantir’s role in AI driven data analytics for government and commercial customers can...
Open-weight models could unlock another layer of growth
Baird Sees More Upside for Palantir as Enterprise AI Adoption Accelerates
Pentagon work is nearing a $1 billion annual run-rate
Palantir just posted a 51% single-month surge and the kind of revenue guidance that has analysts scrambling to revise their models, yet the stock still trades near Wall Street's consensus target. Here is whether the math actually supports a path to $300 by 2027.
The outspoken Palantir CEO believes his company, together with Nvidia, adds real value and everything in between is not worth investing in.
Gorilla Technology is funding a billion-dollar AI data center buildout across Asia on a speculative-grade credit rating, and the stock just jumped 5% anyway. The tension between that balance sheet and those ambitions is exactly what investors need to understand before sizing a position.
Sen. Adam Schiff (D-Calif.) said artificial intelligence companies should help shoulder the economic costs of AI’s rollout while calling for tax reforms to address America’s growing wealth inequality. Schiff Calls For AI Companies To Share Costs On Saturday, Schiff made...
PLTR emerges as the stronger defense AI pick than BBAI, backed by faster growth, U.S. government demand, profitability and robust cash generation.
PLTR stock continues to rise amid strong quarterly results and bullish commentary about Palantir's Maven smart system.
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