Core Insights - The 2025 Q4 earnings season has been positive, with strong growth and many companies exceeding expectations, highlighted by NVIDIA's release [1][7] Boot Barn (BOOT) Earnings - Boot Barn reported a 16% year-over-year sales increase and a 5.7% rise in same-store sales, indicating strong performance in existing stores while opening 25 new locations, bringing the total to 514 [2] - The company's gross margin improved to 39.9% from 39.3% year-over-year, reflecting positive margin expansion and strong post-earnings reaction [3] - Boot Barn holds a Zacks Rank 1 (Strong Buy) with bullish EPS expectations for FY26 [4] Palantir (PLTR) Earnings - Palantir's sales reached $1.4 billion, a 70% year-over-year increase, with U.S. sales growing 93% year-over-year to $1.1 billion [8] - The company closed over $4.2 billion in total contract value, up more than 130% from the previous year, and customer count surged 34% [9] - Despite some price action challenges, the fiscal year EPS outlook remains very bullish, with a Zacks Rank 2 (Buy) [10] Cardinal Health (CAH) Earnings - Cardinal Health achieved an 18.8% year-over-year sales increase and a 36.3% growth in adjusted EPS, marking a strong recovery after stagnation in 2024 [12] - Sales growth was broad-based, particularly in Pharmaceuticals and Specialty Solutions, which account for approximately 90% of total sales, growing 19% year-over-year [15] - The company raised its FY26 outlook, expecting adjusted EPS between $10.15 and $10.35, indicating a 24.5% year-over-year growth [16] Summary of Performance - Boot Barn, Palantir, and Cardinal Health all reported robust quarterly results and have favorable Zacks Ranks, indicating strong investment potential [17]

Key Takeaways Palantir posted Q4 revenues of $1.41B, up 70% YoY, with record $4.26B in deal value.PLTR ended Q4 with 954 customers and 138% net dollar retention, signaling expansion.ZETA raised 2026 revenue guidance to $1.75-$1.76B and sees up to $392.1M in EBITDA.Palantir Technologies Inc. (PLTR) and Zeta Global Holdings Corp. (ZETA) are both AI-centric software companies built around transforming massive datasets into actionable intelligence for organizations. Their platforms aggregate, organize, and anal ...

Palantir Technologies (NASDAQ: PLTR) posted another blockbuster earnings report in early February. Its fourth-quarter revenue surged 70% year over year, accelerating from the 63% growth in the previous quarter. The main dilemma for investors considering the stock is valuation. It's expensive, trading at a forward price-to-sales ratio (P/S) of 48 times and a forward price-to-earnings multiple (P/E) of 100 at the time of this writing. Many investors recognize the quality of Palantir's business, but the avera ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Stocks to Buy and Hold For the Next 3 Years. On February 18, Palantir Technologies Inc. (NASDAQ:PLTR) announced its partnership with Rackspace Technology to accelerate enterprise deployment of Palantir’s Foundry platform and Artificial Intelligence Platform. ​Management noted that this strategic collaboration is aimed at faster production of AI-ready use cases, particularly for industries that are highly regulated and need data sovereignty and c ...

智通财经APP获悉，周三，美股AI应用软件股表现活跃，截至发稿，Figma Inc(FIG.US)涨超10%， Applovin(APP.US)涨超8%，Shopify(SHOP.US)涨超3%，SoundHound AI(SOUN.US)涨超3%， Snowflake(SNOW.US)涨超3.5%，Palantir(PLTR.US)涨超4.6%。 ...

For more than two years, I’ve been covering Palantir ( PLTR ) here on Seeking Alpha, and throughout that time I’ve largely said the same two things: the company is incredible, and theHere at PropNotes, I focus on uncovering high-yield investment opportunities for individual investors.With a background in professional prop trading, my goal is to break down complex concepts into clear, actionable insights that help you achieve better returns.Follow me today and take control of your portfolio.Analyst’s Disclos ...

Industry Overview - The Internet Software and Services sector is experiencing growth due to increased IT spending on solutions that support hybrid operating environments and the high penetration of mobile devices among users [1][2] Investment Outlook - The Internet Software industry is ranked in the top 37% of the Zacks Industry Rank, indicating an expectation to outperform the market in the next three to six months [2] AI-Focused Stocks - Five AI-focused stocks are recommended for strong potential by 2026: Palantir Technologies Inc. (PLTR), HubSpot Inc. (HUBS), MongoDB Inc. (MDB), Calix Inc. (CALX), and Fastly Inc. (FSLY). Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [3] Palantir Technologies Inc. (PLTR) - PLTR's core customer base includes large government and corporate clients seeking tailored AI/ML services, with a comprehensive AI strategy that integrates its Foundry and Gotham platforms [6][8] - PLTR's AIP enables organizations to process large datasets for real-time insights, particularly in sectors like defense, healthcare, and finance [7] - The company has an expected revenue growth rate of 61.3% and earnings growth rate of 78.7% for the current year, with a 28.8% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [11] HubSpot Inc. (HUBS) - HUBS is experiencing growth through multi-hub adoption and pricing optimization, with significant opportunities for cross-selling products [12][13] - The company has integrated AI across its product suites, enhancing customer value without additional costs, and expects a revenue growth rate of 17.9% and earnings growth rate of 26.7% for the current year [14] MongoDB Inc. (MDB) - MDB has expanded its Atlas platform into analytics, focusing on developer-friendly interfaces and distributed architectures, targeting agile development and modern workloads [15] - The company has an expected revenue growth rate of 17.8% and earnings growth rate of 17.2% for the current year, with a 0.7% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [18] Calix Inc. (CALX) - CALX provides cloud and software platforms for communications service providers, integrating AI to enhance operations and subscriber engagement [19][20] - The company has an expected revenue growth rate of 15.6% and earnings growth rate of 41.5% for the current year, with a 5% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [21] Fastly Inc. (FSLY) - FSLY offers infrastructure software for cloud computing and security, operating on a unique platform that allows custom code execution at the edge of the internet [22] - The company has an expected revenue growth rate of 14% and earnings growth rate of over 100% for the current year, with a 73.3% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [23]

Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and mitigate significant losses during market volatility [1] Group 1 - The service offers at least one in-depth article per week focused on investment ideas [1] - Members have reportedly achieved better performance than the S&P 500 while avoiding substantial drawdowns in both equity and bond markets [1]

Core Viewpoint - Michael Burry values Palantir at $46, significantly lower than its current trading price of $130, suggesting a potential overvaluation in the market [1][2] Group 1: Burry's Position on Palantir - Burry has reported $912 million in puts against Palantir, indicating a strong bearish stance [1] - His analysis treats Palantir more like a consulting firm rather than a software-as-a-service (SaaS) company, leading to a lower valuation [1] - Burry's valuation range for Palantir is between $21 and $146, with $46 being a conservative estimate based on his analysis [1] Group 2: Market Valuation and Comparisons - Palantir currently trades at 98 times forward earnings, compared to an average of 19 times for software stocks and 30-40 times for hypergrowth stocks [1] - The market perceives Palantir as a SaaS company, which Burry argues is incorrect; he believes it should be valued more like a consulting firm [2] - If the market were to reclassify Palantir as a consulting firm, a valuation of $46 would be more justifiable [2] Group 3: Business Model Insights - Burry highlights that Palantir employs "forward-deployed engineers" who work on-site with clients, which complicates its classification as a pure SaaS model [1] - The costs associated with these engineers are atypically categorized, affecting the perceived gross margin of 82%, which would appear thinner if reclassified [1] - Burry's argument suggests that the market needs to recalibrate its understanding of Palantir's business model and revenue recognition practices [1]

Quick Read Michael Burry reported $912M in puts against Palantir (PLTR) and liquidated Scion Asset Management like in 2008. Burry’s analysis values Palantir at $46 compared to its current $130 price by treating it as consulting not SaaS. Palantir trades at 98x forward earnings versus 19x for average software stocks and 30-40x for hypergrowth stocks. Nvidia made early investors rich, but there is a new class of 'Next Nvidia Stocks' that could be even better; learn more here. Palantir (NASDAQ:PLTR) ...