seekingalpha.com · 11 jul

Palantir: An Elite Bet On The Software Recovery

Palantir is rated a buy, driven by accelerating growth, expanding margins, and a misunderstood business model with a durable moat. PLTR delivered 85% YoY revenue growth, a 60% adjusted operating margin, and a Rule of 40 score of 145, outpacing software peers. Valuation is at the low end of the historical range, with PLTR trading at 81.4x P/E NTM but offering superior growth and profitability versus winners like DDOG and SNOW.

247wallst.com · 10 jul

Palantir CEO: "Something Has Gone Completely Wrong" With OpenAI and Anthropic

Alex Karp called out OpenAI and Anthropic by name on live television, sent Palantir stock surging 8%, and argued that enterprises are done paying for tokens. The question is whether his numbers back up the swagger or just paper over a valuation that has Michael Burry betting against it.

zacks.com · 10 jul

Palantir's 104% U.S. Revenue Growth is the Key Number to Watch

PLTR's U.S. business is expanding at an exceptional pace, making domestic revenue growth one of the company's most important performance indicators.

zacks.com · 10 jul

PAYC vs. PLTR: Which Stock Should Value Investors Buy Now?

Investors with an interest in Internet - Software stocks have likely encountered both Paycom Software (PAYC) and Palantir Technologies Inc. (PLTR). But which of these two stocks offers value investors a better bang for their buck right now?

seekingalpha.com · 10 jul

Palantir's Ontology Moat Outlasts The SaaS Sell-Off

Palantir Technologies remains a Buy as its mission-critical AI and ontology offerings drive robust operational growth amid sector headwinds. PLTR's Q1 2026 saw U.S. revenue up 104% YoY, 60% adjusted EBIT margin, and net retention rate expanding to 150%, underscoring resilient demand. Strategic partnerships with Nvidia and Google reinforce PLTR's moat and expand its AI ecosystem integration, supporting long-term growth prospects.

zacks.com · 10 jul

5 Cloud Computing Stocks to Buy for 2H 2026 as Digital Demand Soars

AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.

benzinga.com · 10 jul

Palantir's Stock Has Bounced 23% Off Its Low— One Research Firm Says That's the Trap: 'We Still Won't Buy It'

Despite Palantir Technologies Inc. (NASDAQ:PLTR) rebounding nearly 23% to about $130 following a sharp 40% drawdown from its 2025 peak, financial research firm Rebound Capital is warning investors to avoid the stock.

fool.com · 10 jul

Palantir Stock Is Down 36% From Its All-Time High. Time to Buy?

Palantir has fallen about 36% from its high, dragged down by a broad AI sell-off. Revenue grew 85% year over year in the first quarter -- its fastest ever.