MarketPulse

software-as-a-service

4 articles
The Motley FoolThe Motley Fool··Adam Spatacco

Palantir's $11.2B Backlog and 61% Growth Forecast Test Whether Premium Valuation Is Justified

Palantir reports $11.2B revenue backlog, $10B Army contract, and 56% YoY growth to $4.5B in 2025, with 61% growth forecast for 2026 despite 241 P/E valuation.
MSFTSNOWPLTRvaluationenterprise software
The Motley FoolThe Motley Fool··Daniel Sparks

Adobe Stock Plunges 38% Despite Record Revenue—A Buying Opportunity?

$ADBE tumbles 38% in 12 months despite $6.2B quarterly revenue and strong fundamentals, trading at steep discount to historical valuations.
ADBEsubscription revenueshare buybacks
The Motley FoolThe Motley Fool··Robert Izquierdo

Nokia Outpaces Lumen in Telecom Infrastructure Transformation

Nokia grows revenues to €19.9B with strong profitability, while Lumen struggles with declining revenues and operating losses amid infrastructure transformation.
NVDANOKLUMNartificial intelligencetelecommunications
The Motley FoolThe Motley Fool··Daniel Sparks

Salesforce Valuation Concerns Persist Despite Strong AI Momentum

Salesforce shows strong AI growth and cash flow, but high valuation multiples and elevated stock compensation amid slowing revenue growth raise shareholder value concerns.
GOOGGOOGLCRMearnings guidancefree cash flow