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Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs to answer before buying.
Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]
Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...
Why Liquibase Secure on Snowflake Marketplace Matters for Snowflake Stock Snowflake (SNOW) is back in focus after Liquibase launched Liquibase Secure on Snowflake Marketplace, giving customers another option to automate database change control while tying purchases to existing Snowflake capacity commitments. Recent action has been strong, with Snowflake’s share price gaining 47.45% over the past 90 days and delivering a 54.50% year to date share price return. The 3-year total shareholder...
Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying.
Based on the average brokerage recommendation (ABR), Snowflake (SNOW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
While speaking about software platforms during the September 17 episode of Mad Money, Jim Cramer shared his recent takeaways from catching up with Snowflake Inc. (NYSE:SNOW), as he commented: While we were out in San Francisco, I got a chance to catch up with Snowflake, the software company that gives customers a platform to store, […]
Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.
Snowflake Inc. (SNOW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.
SNOW's product revenues jump 37% in fiscal Q2 as AI adoption, core platform consumption, and enterprise expansion strengthen its competitive position.
Snowflake (SNOW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
On September 2, 2026, Snowflake Inc. (NYSE:SNOW) reported second-quarter fiscal 2027 results for the period ended July 31, 2026. Revenue rose 35% to $1.55 billion against a $1.48 billion consensus, product revenue grew 37% to $1.49 billion, and adjusted earnings came in at $0.62 per share versus the $0.45 analysts expected. Management raised full-year product […]
McCarthy is the first major hire by Dali Rajic, OpenAI's new CRO who joined less than a month ago.
Snowflake and MongoDB both reported blowout quarters in the same week, serving the same enterprise buyers, but with radically different financial profiles and AI bets. Only one of them makes sense to own through the rest of 2026.
Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.
Snowflake's AI flywheel is spinning faster than almost anyone expected, but the stock has already priced in a lot of that success. Here is what bulls and bears are each getting wrong at this valuation.
Palantir Technologies (PLTR) trades near $172.56, and the options market has already drawn the year ahead in dollars. The one-year band runs from $96.77 at the floor to $307.69 at the ceiling. That is not a forecast. It is the size of the uncertainty you are holding, and it raises a question about position size rather than direction.
Palantir's fundamentals are running hotter than any large-cap software peer this year, yet the stock keeps sliding while insiders cash out. One senior Wall Street analyst thinks the market has this badly mispriced, and her reasoning deserves a closer look.
Snowflake (NYSE:SNOW) CFO Brian Robins said the company’s recent momentum reflects strength in its core consumption business and growing adoption of its artificial intelligence products, while management continues to pursue operating efficiency and a path to GAAP profitability in the fourth quarter
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.
Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.
On September 2, Snowflake (NYSE:SNOW) reported second-quarter fiscal 2027 results that showed an unusual pattern for a company of its size: growth speeding up rather than slowing down. Product revenue hit $1.49 billion, up 37% year over year, and it was the third straight quarter that growth rate climbed instead of fading. Total revenue reached […]
Data platform provider Snowflake Inc. (NYSE:SNOW)’s shares are up by nearly 50% over the past year. They closed a strong 16.6% higher on September 3rd, the day after the firm reported its second quarter earnings. With Snowflake Inc. (NYSE:SNOW) being a software company, like its peers, the debate for the firm surrounds the fact whether […]
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
Snowflake (NYSE:SNOW) CFO Brian Robins said the company’s focus over the past year has been on accelerating growth, expanding margins and improving go-to-market execution, with artificial intelligence products increasingly contributing to customer adoption and broader usage of its data platform. Sp
Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.
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