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Palantir’s AI valuation problem may finally be easing
TheStreet40d agoneutral
Palantir’s AI valuation problem may finally be easing

Palantir Technologies (PLTR) is giving Wall Street a familiar problem. Investors admire the company's stance on artificial intelligence, government software, national security, and enterprise automation. They also ask how much they should pay for that growth. That tension has haunted Palantir for ...

Palantir (PLTR) Stock Could Be Undervalued On Cash Flow But Overvalued On Earnings
Simply Wall St.40d agoneutral
Palantir (PLTR) Stock Could Be Undervalued On Cash Flow But Overvalued On Earnings

Palantir Technologies has generated very large gains of about 7x over the past three years, yet its valuation checks now send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to some upside while earnings based multiples lean expensive. That tension sits against a backdrop of intense interest in Palantir’s role in secure AI infrastructure and a share price that has also seen periods of recent weakness. Over the past three years, Palantir’s share price has...

Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year
24/7 Wall St.40d agoneutral
Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year

Michael Burry started betting against Palantir (NASDAQ:PLTR) in the fall of 2025, when the stock was one of the loudest momentum trades and every retail account had a screenshot of it. Nine months later, PLTR sits at $132, down 5% over the trailing year and off 21% year to date. Burry has not been fully ... Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year

This Dividend ETF Is Up 21% and Doesn’t Own a Single Share of Palantir
24/7 Wall St.40d agoneutral
This Dividend ETF Is Up 21% and Doesn’t Own a Single Share of Palantir

The iShares Select Dividend ETF (NASDAQ:DVY) has quietly rewarded income investors with a 21.05% gain over the past year, all without owning a single share of Palantir Technologies (NASDAQ:PLTR), the market’s flashiest momentum stock. That absence is baked into the fund’s design. What DVY Actually Is DVY is a dividend-screened equity fund run by iShares ... This Dividend ETF Is Up 21% and Doesn’t Own a Single Share of Palantir

Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?
24/7 Wall St.41d agoneutral
Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Palantir (PLTR) Faces Fresh UK Pressure Over NHS Contract Continuity
Simply Wall St.41d agoneutral
Palantir (PLTR) Faces Fresh UK Pressure Over NHS Contract Continuity

Palantir Technologies' NHS federated data platform contract in the UK is drawing increased political scrutiny. Critics are questioning the reliance of the National Health Service on a U.S. technology provider for critical data infrastructure. A former NHS data leader has suggested that replacing Palantir before the next contract break point is unlikely, keeping attention on renewal risk. Palantir Technologies, listed as NasdaqGS:PLTR, is back in the spotlight for political reasons rather...

AMD vs Palantir: Which AI Giant Is a Better Buy?
24/7 Wall St.41d agobullish
AMD vs Palantir: Which AI Giant Is a Better Buy?

AMD (NASDAQ:AMD) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles. AMD sold the silicon that trains and serves models. Palantir sold the software layer that turns those models into enterprise workflows. Two months later, the market is rewarding execution very differently. Instinct GPUs Carry ... AMD vs Palantir: Which AI Giant Is a Better Buy?

A battle 3,000 miles away could shape Palantir's next move
TheStreet41d agoneutral
A battle 3,000 miles away could shape Palantir's next move

Palantir Technologies (PLTR) has a new political headache on its hands in the UK. It has a strong defense too. The U.S. data-analytics company is facing fresh pressure over its £330 million contract to run the National Health Service’s federated data platform, a system designed to connect ...

How Palantir Technologies Inc. (PLTR) Is Expanding AI Deployment Channels Across Government and Enterprise
Insider Monkey42d agoneutral
How Palantir Technologies Inc. (PLTR) Is Expanding AI Deployment Channels Across Government and Enterprise

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks with rising earnings estimates and fresh catalysts. Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 25 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue […]

Axon and Rocket Lab rallied while chip stocks sank
TheStreet42d agoneutral
Axon and Rocket Lab rallied while chip stocks sank

SanDisk Corp. (SNDK) closed out the holiday-shortened week as the Nasdaq’s biggest loser, ending Thursday at $1,745 a share, down 26% for the week, according to Seeking Alpha. Micron (MU), Western Digital (WDC), Seagate (STX) and Teradyne (TER) fell alongside it, each posting double-digit weekly ...