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Palantir’s DIA Contract Challenge And What It Means For PLTR Valuation
Simply Wall St.84d agoneutral
Palantir’s DIA Contract Challenge And What It Means For PLTR Valuation

Palantir Technologies (NasdaqGS:PLTR) is challenging the Pentagon's Defense Intelligence Agency analytics contract as competition for U.S. government data projects intensifies. The dispute centers on how the DIA sources and structures a major analytics engagement at a time when demand for AI driven tools is expanding across federal agencies. Palantir builds data analytics and AI software that is widely used by government and commercial customers, with federal contracts forming a core part...

1 S&P 500 Stock to Target This Week and 2 That Underwhelm
StockStory85d agoneutral
1 S&P 500 Stock to Target This Week and 2 That Underwhelm

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Palo Alto Networks Is Beating Palantir by 60% This Year. Is a Rebalancing Imminent?
24/7 Wall St.86d agobullish
Palo Alto Networks Is Beating Palantir by 60% This Year. Is a Rebalancing Imminent?

The story for investors who own shares of both Palo Alto Networks (NASDAQ:PANW) and Palantir Technologies (NASDAQ:PLTR) this year has been a study in divergence. Palo Alto Networks stock is up 2% midday Friday, extending a year-to-date gain of 41%. Palantir stock, by contrast, is essentially flat today and is down 23% year to date. ... Palo Alto Networks Is Beating Palantir by 60% This Year. Is a Rebalancing Imminent?

Salesforce, Other Software Stocks Are Scraping Themselves Off the Floor
Barrons.com86d agoneutral
Salesforce, Other Software Stocks Are Scraping Themselves Off the Floor

Now software stocks are scraping themselves off the floor—but are still behind the curve as big investors stick with what has worked. Jefferies software analyst Brent Thill calls the rebound a correction from an overblown selloff. While semi stocks rode the wave of the AI data center investment boom last year, sentiment soured on enterprise software makers like Atlassian, Workday and Salesforce.

High Growth Tech Stocks To Watch In The US May 2026
Simply Wall St.86d agoneutral
High Growth Tech Stocks To Watch In The US May 2026

The market in the United States has been flat over the last week but is up 27% over the past year, with earnings forecast to grow by 17% annually. In such a dynamic environment, identifying high growth tech stocks involves looking for companies that demonstrate strong revenue growth potential and innovative capabilities to capitalize on future opportunities.

Palantir (PLTR): One of the AI Stocks That Are About to Explode?
Insider Monkey87d agoneutral
Palantir (PLTR): One of the AI Stocks That Are About to Explode?

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks That Are About to Explode. On May 15, Reuters reported that institutional investors increased their exposure to semiconductor and technology companies during the first quarter of 2026. According to a Reuters review of filings submitted to the US Securities and Exchange Commission by around […]

Is It Too Late To Consider Palantir Technologies (PLTR) After Its Recent AI-Fueled Surge?
Simply Wall St.87d agobullish
Is It Too Late To Consider Palantir Technologies (PLTR) After Its Recent AI-Fueled Surge?

Wondering if Palantir Technologies at US$137.15 is still offering value, or if most of the upside is already priced in? This article walks through the key numbers so you can judge for yourself. The stock is up 5.5% over the last week, but down 6.0% over the last month and down 18.3% year to date, while the 1 year return is 13.7% and the 3 year return is very large. Recent headlines have focused on Palantir's role in artificial intelligence and government data contracts, with investors...

Jim Cramer on Palantir: “Incredibly Good Company Whose Stock Got Ahead”
Insider Monkey88d agoneutral
Jim Cramer on Palantir: “Incredibly Good Company Whose Stock Got Ahead”

Palantir Technologies Inc. (NASDAQ:PLTR) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Holding an oversized 15% position in the stock, a caller asked whether they should further trim into strength to rebalance their portfolio or maintain the remaining […]

Palantir stock gets surprising boost from global tensions
TheStreet88d agoneutral
Palantir stock gets surprising boost from global tensions

Palantir Technologies (PLTR) is not your typical artificial intelligence trade anymore. The corporation is one of Wall Street’s most important software names related to defense, intelligence and national security infrastructure. That role is becoming a major engine of growth. It’s also making the ...

Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead
24/7 Wall St.88d agobullish
Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead

Palantir (NASDAQ:PLTR) is the AI stock retail traders cannot stop talking about, with Reddit sentiment scores spiking to 88 on May 19 and CEO Alex Karp boasting the company is “an n of 1” with a Rule of 40 score of 127%. Yet the valuation tells a very different story. The Palantir Problem: Priced for ... Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead