Core Insights - Palantir Technologies has received authorization from the Defense Information Systems Agency (DISA) for its Palantir Federal Cloud Service (PFCS) Forward, allowing for broader deployment capabilities [1][2] - This authorization enables Palantir's software to be utilized in various environments, including traditional data centers and mobile military installations [2][3] Deployment and Technology - The authorization encompasses Palantir's entire technology stack, including Apollo, Gotham, Foundry, and AIP, along with the supporting infrastructure like Rubix [3] - The new PFCS Forward process simplifies the traditional government authorization, allowing for quicker deployment by using a single Provisional Authorization package [4] Strategic Implications - This development significantly enhances the military's ability to deploy AI capabilities rapidly and facilitates collaboration with other technology providers at the tactical edge [5] - The timing of this authorization follows Palantir's impressive Q4 earnings report, highlighting the company's strong financial performance [6] Financial Performance - Palantir's "Rule of 40" score reached 127%, an increase of 46 points from the previous year, indicating robust health in terms of revenue growth and profit margin [7] - Total revenue surged by 70% year-over-year to $1.4 billion, marking the highest growth rate since the company went public, with U.S. revenue increasing by 93% and now accounting for 77% of total revenue [7]

Market Overview - The U.S. stock market is experiencing elevated volatility in 2026, particularly affecting aggressive growth companies like Palantir Technologies Inc. (PLTR) [1] - Palantir Technologies Inc. has seen a decline of almost 30% in its market capitalization [1] Company Insights - Palantir Technologies Inc. is categorized as an aggressive growth company, indicating its focus on rapid expansion and innovation [1] - The decline in PLTR's stock price reflects broader market trends impacting growth-oriented firms [1]

Core Viewpoint - Palantir Technologies Inc. is recognized as a leading high growth, high margin stock, with significant revenue growth and strong performance in the software industry [1][2]. Financial Performance - UBS reduced its price target for Palantir to $180 from $205 while maintaining a Neutral rating, citing a remarkable 70% total revenue growth and a 137% increase in U.S. commercial revenues exceeding $2 billion [1]. - Palantir's U.S. government operations, primarily from Department of Defense contracts, grew by 66%, showcasing the company's unique financial success in the software sector [2]. - Truist Securities reaffirmed a Buy rating for Palantir, highlighting that the company achieved sales growth for the tenth consecutive quarter, reaching an annual revenue scale of over $4 billion [2]. Company Overview - Palantir Technologies Inc. specializes in software solutions that assist organizations in integrating, managing, and securing large datasets for human-driven analysis, with its main platforms being Gotham and Foundry [3].

Group 1 - Increased volatility observed in artificial intelligence stocks as investors analyze capital spending increases by hyperscalers such as Amazon, Alphabet, and Meta [1] - Software stocks have faced significant declines, while companies like Palantir Technologies, Lumentum, and Ciena have shown resilience [1] - Nvidia's upcoming earnings report on February 25 is anticipated to influence market sentiment further [1] Group 2 - Google has entered into solar power purchase agreements with TotalEnergies for its Texas data centers, indicating a shift towards renewable energy [1] - The stock market is experiencing a divided sentiment, with the S&P 500 and Nasdaq trading below key levels despite some stocks like Apple and Boeing being in buy areas [1] - Analyst favorites for earnings growth include several stocks, with Google being highlighted for its data center investments [1]

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Profitable SaaS Companies for 2026. On February 10, Palantir Technologies Inc. (NASDAQ:PLTR) signed a multi-year contract renewal with Airbus to keep powering Skywise, which is an open data platform for civil aviation. The extension builds upon a decade-long partnership, which started in 2015 with Palantir’s French team handling development. ​Management noted that this strategic expansion comes at a critical time when the aerospace industry is under ...

Palantir’s New Clothes: Foundry, AIP, & the Failure of Reasonhttps://t.co/QrGMHq5DAq ...

Core Viewpoint - Palantir's stock is considered overvalued despite strong revenue growth and profitability improvements, leading to a cautious investment stance [2][4][12] Financial Performance - Palantir reported a 70% year-over-year increase in revenue for the fourth quarter, with accelerating growth rates of 39%, 48%, 63%, and 70% across the four quarters of 2025 [2][5] - The company's net income rose over 250% year-over-year to $1.625 billion in 2025, indicating significant profitability improvements [6] Valuation Concerns - The stock's price-to-earnings ratio exceeds 200, suggesting that it is priced for continued strong growth, which may not be sustainable [7][10] - Palantir's market capitalization is over $306 billion, while trailing-12-month sales and net income are approximately $4.5 billion and $1.6 billion, respectively, highlighting a significant valuation gap [7][8] Growth Indicators - The forward price-to-earnings ratio is about 110, indicating that the stock remains expensive even based on analysts' consensus earnings-per-share forecasts [9] - The total contract value (TCV) growth rate has shown signs of deceleration, with Q4 closed TCV at $4.3 billion, up 138% year-over-year, down from 151% growth in Q3 [10][11] Overall Assessment - While Palantir's business is performing well, the current stock price may not justify the potential risks associated with future growth deceleration [12]

Stupid is not reading what I wrote and responding to it.Jawwwn (@jawwwn_):.@chamath on @michaeljburry:“The Palantir short is stupid. I think those people will lose money.”“Palantir is both unique and well-run. And there’s no clear alternative.”“They are the only competitor for what they offer…”“I’m not long nor short. I was long in the private https://t.co/fkcNwefHOe ...

Summary of Key Points from the Conference Call Industry Overview - The software industry is experiencing a valuation multiple decline of 33%, reaching its lowest level since 2016, primarily due to uncertainties stemming from accelerated AI innovations that have increased discount rates [2][4][5]. - Despite the valuation drop, the fundamental trends in the software industry have not significantly deteriorated, with no major acceleration or deceleration in growth observed [4][5]. Company-Specific Insights Palantir - Palantir reported a strong fourth quarter with a growth rate of 70% and an operating margin of 57%, projecting over 60% growth for the next year [2][5]. - The company's success is attributed to its ontology data technology, which is crucial for understanding data relationships and requires deep domain knowledge and customized services [2][5][6]. - Palantir's Foundry platform is increasingly adopted by clients in industrial and oil & gas sectors, positioning it as a key supplier for companies looking to implement AI projects [5]. Atlassian - Atlassian's free cash flow multiple is approximately 14 times, indicating a low valuation compared to other high-growth companies [8]. - Despite good financial performance, the stock price has not improved, reflecting low market risk appetite and varying investor expectations regarding growth and profitability [8][9]. Snowflake - Snowflake's enterprise value/sales multiple has returned to levels seen in 2014-2016, with signs of growth emerging [3][14]. - The company has shown consistent product revenue growth of 28% over two consecutive quarters, with one quarter reaching 30% [14][15]. - Snowflake's core business remains stable, and its AI business is performing strongly, with product revenue growth expected to approach 30% [18]. Microsoft - Microsoft has demonstrated steady growth in its Azure platform, with a rolling 12-month fixed currency growth rate showing improvement [15]. - The Microsoft 365 business cloud segment is also improving, with a fixed currency growth rate of 15% in the last quarter [15]. Intuit - Intuit is expanding into the high-end market through global business solutions and is focusing on auxiliary services during tax season, which could open a $35 billion market opportunity [19]. ServiceNow - ServiceNow is advancing its new product cycle, with its Now Assist product currently generating an annual recurring revenue (ARR) of $600 million [20]. - The adoption rate of its Prosci product is expected to increase significantly in the coming years, contributing to stronger growth [20]. Market Sentiment and Future Outlook - The current market sentiment is cautious, with software stocks averaging a 20% decline this year, and prices at 55% of their 52-week highs [4][5]. - Investors are looking for signs of improvement in the participation of established software companies in large-scale innovation cycles to drive growth [14]. - The "AI is software" perspective suggests that AI represents an evolutionary change in software, with large language models being significant breakthroughs that enhance automation in workflows [10][11]. Valuation Considerations - The current enterprise value/sales multiple for the software industry is approximately 4.4 times expected sales, close to historical averages but not at the lowest point [13]. - GAAP earnings issues are affecting investor decisions, with some companies like Microsoft and ServiceNow showing positive GAAP earnings growth, yet not attracting significant market interest [13]. This summary encapsulates the key insights and trends discussed in the conference call, highlighting the current state of the software industry and specific company performances.

Palantir Technologies (NASDAQ:PLTR), AI-focused government and commercial software, closed Thursday at $129.13, down 4.83%. The stock fell after Michael Burry’s bearish thesis on Palantir and the broader AI cycle circulated, while investors are watching whether recent “blockbuster” results justify the stock’s premium valuation. The company’s trading volume reached 73.4 million shares, which is 61% above compared with its three-month average of 45.6 million shares. Palantir Technologies went public in 2020 ...