Palantir Technologies Inc PLTR is flexing both its tech muscles and stock chart, jumping 9% after news broke that NATO has officially acquired its AI-enabled Maven Smart System NATO (MSS NATO) for military operations.For a stock already up 322% over the past year, it's a reminder that Palantir isn't just playing defense when it comes to data dominance.NATO's fast-tracked procurement of Palantir's system — just six months from spec to signed deal — is a tactical win in more ways than one. According to NCIA G ...

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Though the upside was swiftly tempered, Palantir (NASDAQ: PLTR) stock enjoyed a remarkable market open on Monday, April 14, as it stood nearly 10% in the green in the daily chart and above $96.Though the $8 climb from the previous close proved too ambitious to hold after the morning bell, PLTR shares remain 13.35% in the green in the weekly chart and, at $95.86, less than $5 away from reclaiming $100.Why Palantir stock is soaringThe strong upswing was primarily driven by the news that NATO completed a recor ...

Palantir (PLTR 6.83%) stock investors will not want to miss these risk factors because they could have huge implications.*Stock prices used were the afternoon prices of April 11, 2025. The video was published on April 13, 2025. ...

Palantir (PLTR -0.22%) stock hasn't been immune to the broad stock market sell-off over the past few weeks. Although stocks got a nice bump on Wednesday, Palantir is still down around 25% from its all-time high. With the stock down that much, many investors are likely wondering if right now is a prime opportunity to pick up some shares. However, I don't think the stock price has dropped low enough, as there are still extreme expectations built into Palantir's stock. I've got a particular dollar figure in mi ...

Core Viewpoint - Palantir has shown resilience in the stock market, with a year-to-date increase of 17%, despite a 27% pullback from its all-time high in February [1] Valuation Metrics - Palantir's stock is considered premium-priced, trading at 158 times this year's expected earnings and 55 times expected sales, indicating a bullish valuation that may appear expensive given potential macroeconomic headwinds [2] - Despite high price-to-earnings ratios, there are indicators that suggest the stock's valuation may be more reasonable [2] Financial Performance - In 2024, Palantir generated free cash flow (FCF) of $1.14 billion on revenue of $2.86 billion, equating to $0.40 in FCF for every $1 in sales, showcasing a strong margin [4] - Revenue increased by 29% last year, with management projecting a growth rate of 31% for the current year, indicating a consistent upward trend in revenue [5] Growth Potential - Palantir has established itself as a key provider of analytics tools for both commercial and government clients, positioning the company for continued strong growth [6] - The company's robust FCF margin is expected to help it navigate potential macroeconomic risks, making its valuation appear less unreasonable than traditional metrics suggest [6]

Core Viewpoint - Palantir Technologies has experienced significant stock price fluctuations, with a remarkable 714% increase since its public debut in September 2020, primarily driven by the launch of its AI software platform in April 2023, but has recently faced a 38% decline from its 52-week high due to broader market conditions [1][2][3]. Group 1: Stock Performance - Palantir's stock surged at the beginning of 2025 but has since dropped significantly, reflecting broader market negativity and investor concerns about an economic slowdown [2][3]. - The Nasdaq Composite index has also seen a decline of over 20% in 2025, contributing to profit-taking among investors in high-performing stocks like Palantir [3]. Group 2: Growth Catalysts - The demand for AI software is booming, with Palantir's growth trajectory improving since the launch of its Artificial Intelligence Platform (AIP), which has attracted a growing customer base and increased spending from existing clients [5][6]. - In Q4 2024, Palantir reported a 43% year-over-year increase in customer count, with a notable 25% increase in deals worth $1 million or more and a 57% increase in deals worth $5 million or more [6]. - The AI software market is projected to generate $5.2 trillion in annual revenue by 2035, indicating a substantial growth opportunity for Palantir [7]. Group 3: Financial Metrics - Palantir's total contract value increased by 56% year-over-year in Q4 2024, reaching $1.8 billion, while the remaining deal value (RDV) grew by 40% to $5.4 billion [8][9]. - The company is positioned for stronger future growth due to the addition of new customers and increased spending from existing customers, leading to improved unit economics [10]. Group 4: Valuation Concerns - Palantir's current valuation is considered expensive, trading at 66 times sales and 145 times forward earnings, which may lead to further stock price declines amid negative market sentiment [12]. - Despite the high valuation, if the stock becomes available at a lower price, it could represent a solid investment opportunity given the large addressable market in AI software [13]. Group 5: Future Growth Potential - Palantir is expected to grow at a faster rate than the overall AI software market, which is forecasted to have a compound annual growth rate of nearly 31% through 2035, with Palantir's revenue growth at 36% [14]. - The productivity gains delivered by AIP are likely to sustain healthy growth levels for Palantir over the next decade, making it a stock to watch for potential accumulation [15].

Group 1 - The article discusses Palantir Technologies (PLTR) and highlights ongoing extreme valuation risks associated with the stock [1] - Despite the valuation risks, the stock has shown signs of recovery and has "re-entered orbit" recently [1]

Core Viewpoint - Palantir Technologies has experienced a significant stock decline of approximately 29% from its recent highs, raising questions about its investment potential despite its high valuation and long-term opportunities [1] Group 1: Company Overview - Palantir originally developed a data gathering and analytics platform for the U.S. government to combat terrorism and drug trafficking, and has since expanded into an AI platform that connects digital assets with real-world applications [2] - The company's AI platform serves both commercial clients and the U.S. government, assisting in problem identification and providing actionable AI-driven solutions [3] Group 2: Market Dynamics - Palantir is insulated from U.S. tariffs directly, but its commercial customers may be affected, potentially impacting their budgets; however, the company’s AI solutions could help optimize supply chains, making it a potential beneficiary of tariff-related challenges [4] - The primary concern for Palantir on the government side is budget cuts to the Department of Defense (DOD), which has been directed to reduce its budget by 8% annually over the next five years [5] Group 3: Growth Opportunities - Despite the challenges, Palantir's AI solutions may align well with the DOD's efficiency initiatives, potentially positioning the company as a winner in the current government efficiency drive [6] - The company has seen significant growth in its commercial customer base, with many clients currently in the proof-of-concept phase, which could lead to increased revenue as these solutions are implemented [7] Group 4: Valuation and Investment Considerations - Palantir's stock trades at a forward price-to-sales (P/S) ratio exceeding 48, which is notably higher than the peak valuations of software-as-a-service (SaaS) companies in 2021; however, the company reported a revenue growth of 36% last quarter [8] - The long-term potential of Palantir is recognized, with speculation that it could evolve into a $1 trillion company, but the current valuation raises concerns about how much of this potential is already reflected in the stock price [9] - Given the high valuation, a cautious approach is recommended, with interest in acquiring shares if market conditions worsen [10]

Group 1: Palantir Technologies - Palantir Technologies has seen significant stock gains of over 820% due to its improving position in the AI chip market [1] - Despite recent stock pullbacks, investors who bought Palantir shares a couple of years ago still hold substantial gains, which may attract growth investors [2] - The company currently trades at a high valuation with a price-to-sales (P/S) multiple of 66 and a trailing price-to-earnings (P/E) multiple of 410, indicating it may not be an immediate buy [3][4] Group 2: Nvidia - Nvidia's stock has declined over 28% in 2025 amid broader market sell-offs and concerns about AI infrastructure spending, despite its strong growth [5] - The company reported a 130% year-over-year increase in non-GAAP earnings for fiscal 2025, making its trailing P/E ratio of 33 appear attractive compared to the tech sector average of 36 [6] - Nvidia is experiencing extraordinary demand for its Blackwell AI graphics cards, with $11 billion in sales in the previous quarter, marking the fastest product ramp in its history [7] - Blackwell processors contributed nearly a third of Nvidia's data center revenue in the fiscal fourth quarter of 2025, despite being on sale for only part of the quarter [8] - Nvidia has secured 70% of TSMC's advanced chip-packaging capacity for 2025, which is expected to increase by 30% this year, allowing it to meet strong demand [9][10] - The company anticipates $43 billion in revenue for the current quarter, representing a 65% increase from the previous year [10] - Nvidia's growth potential extends beyond AI, with significant opportunities in automotive and cloud gaming markets, contributing to a long-term addressable market of approximately $1.7 trillion [12][13] - Investors seeking an attractively valued AI stock should consider Nvidia due to its substantial growth opportunities [14]