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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.
Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.
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...
Snowflake (SNOW) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.
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, […]
Key Stats for Snowflake StockCurrent Price: $332. 43Target Price (Mid): ~$879Street Target: ~$425Potential Total Return: ~165%Annualized IRR: ~25% / yearWhat Happened?Snowflake (SNOW) bottomed on April 10 after a 56% drawdown, then spent the next five months erasing almost all of it.
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.
Braze posted strong fiscal Q2 growth and retention metrics, while peers Klaviyo and Similarweb show similar AI-driven momentum despite differing stock performance and customer engagement strategies.
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 […]
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
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.
The average of price targets set by Wall Street analysts indicates a potential upside of 28.7% in Snowflake (SNOW). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Snowflake stock is surging toward all-time highs after reporting its latest quarterly earnings.
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.
SNOW's faster growth, rising AI adoption, and customer expansion outpace ADBE, even as its shares command a far richer valuation.
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