AI software

17 articles
BenzingaBenzinga··Lekha Gupta

Palantir Surges on Army Deal and Boosted 2026 Guidance

Palantir stock surged 3.52% after announcing Army collaboration and raising 2026 revenue guidance to $7.65-7.66B, beating estimates. Government growth hit 84% YoY.
PLTRrevenue guidanceanalyst upgrade
Investing.comInvesting.com··Chris Markoch

Palantir Stock Slides Despite Stellar Q1 Results—Valuation Concerns Override Growth

Palantir crushed Q1 earnings with 85% revenue growth and Rule of 40 score of 145%, but stock fell 7% on valuation worries despite raised guidance.
PLTRrevenue growthanalyst-ratings
BenzingaBenzinga··Erica Kollmann

Burry Questions Palantir's $350B Valuation as Post-Earnings Sell-Off Deepens

Michael Burry criticizes $PLTR's valuation after 7% post-earnings drop, arguing investors could buy four major defense contractors instead.
PLTRLMTLHXNOCGDmarket capitalizationdefense contractors
The Motley FoolThe Motley Fool··Sean Williams

Palantir Stock Faces Valuation Reckoning as Earnings Loom Despite Strong Growth

$PLTR expected to report 74% YoY revenue growth, but analyst warns unsustainable 100x price-to-sales ratio could trigger sharp post-earnings decline.
NVDATSMPLTRstock volatilityearnings report
The Motley FoolThe Motley Fool··Brett Schafer

Palantir's Political Headwinds vs. Fundamentals: Can Growth Justify 82x Sales Multiple?

$PLTR faces political risk from founder Thiel's donations and CEO rhetoric, but government contracts provide stability. Valuation remains stretched at 82x sales.
PLTRvaluationPeter Thiel
The Motley FoolThe Motley Fool··Anthony Di Pizio

C3.ai Stock Crashes 40% as CEO Departure Triggers Sales Collapse

C3.ai stock plummeted 40% in 2026 after founder Thomas Siebel's CEO departure caused Q3 revenue to collapse 46%, with further 36% decline projected for FY2026.
MSFTAMZNGOOGGOOGLCRM+1valuationcloud computing
The Motley FoolThe Motley Fool··Keith Noonan

Trump Praises Palantir's Defense Tech, But Burry Sees 62% Downside Risk

Trump endorses Palantir's defense tech while Michael Burry bets on 24-62% stock decline by 2027, citing 100x earnings valuation.
PLTRstock valuationdefense technology
BenzingaBenzinga··Erica Kollmann

Palantir Stock 'Way Over-Blown,' Says Wedbush—Wall Street Sees 70% Upside Ahead

Wedbush analyst Dan Ives dismisses recent Palantir sell-off, maintaining $230 price target implying 70% upside, arguing the company's AI orchestration platform is essential for enterprise deployment despite competition concerns.
PLTRenterprise AIAnthropic
The Motley FoolThe Motley Fool··Harsh Chauhan

Intel and Palantir Poised for Strong 2026 Finish Despite Current AI Sector Weakness

Intel and Palantir expected to outperform through 2026 driven by surging data center demand and record contract wins, despite near-term AI stock volatility.
PLTRITINTCartificial intelligenceAI stocks
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

Wall Street's Most Divisive AI Play: Why Palantir Could Be Worth the Controversy

Palantir trades at 82x forward earnings amid polarized sentiment, but 70% revenue growth and $2.2B free cash flow suggest contrarian opportunity.
PLTRprofitabilityrevenue growth
The Motley FoolThe Motley Fool··Adria Cimino

Palantir's Premium Valuation Masks Bargain Potential as AI Growth Accelerates

Palantir delivers 70% revenue growth with rule of 40 score of 127%, signaling potential bargain despite elevated valuation.
AMZNGOOGGOOGLPLTRvaluationprofitability
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Palantir Wins Legal Victory Over Ex-Employees, Stock Rallies 5.8%

Palantir stock surged 5.8% after federal court ruled ex-employees violated confidentiality by joining rival Percepta, protecting the company's proprietary AI data.
PLTRstock surgecompetitive advantage
The Motley FoolThe Motley Fool··Howard Smith

Palantir Surges on Defense Demand: How Geopolitics Boosted AI Stock

Palantir stock surges 10.8% as geopolitical tensions elevate its defense profile. Government contracts grew 66% YoY despite representing over 50% of domestic revenue.
PLTRPalantir Technologiesdefense stocks
The Motley FoolThe Motley Fool··Keithen Drury

Palantir's AI Dominance Meets Valuation Reality: Can Growth Justify 100x Earnings?

Palantir Technologies ($PLTR) delivers impressive 70% YoY revenue growth and 137% U.S. commercial growth, but 100x forward earnings valuation demands sustained excellence to justify current pricing.
PLTRvaluationgrowth stocks
The Motley FoolThe Motley Fool··James Hires

Palantir's AI Dominance Overshadows Prediction Market Hype

Palantir's 56% revenue growth and 50% operating margin make it a superior AI investment compared to trendy prediction markets like Polymarket.
DKNGPLTRprediction marketsrevenue growth
The Motley FoolThe Motley Fool··Anthony Di Pizio

Diversified AI Exposure: ETF Strategy Simplifies Navigation of Volatile Tech Sector

ARTY ETF offers diversified AI exposure across 49 companies, reducing volatility risk versus picking individual stocks. Fund has 0.47% expense ratio and delivered 28.5% trailing returns.
NVDAAMDMSFTMUPLTR+2ETFdata center infrastructure
The Motley FoolThe Motley Fool··Keithen Drury

Palantir Stock Trades at Elevated Valuation Despite Strong Growth Outlook

Palantir trades at elevated 110x forward PE despite strong growth outlook and 43% profit margins. High valuation leaves limited margin for error on execution.
PLTRearningsstock valuation