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Wall Street shifted from asking whether Palantir is a great company to whether it was worth its premium price.
The improving confidence in software stocks has been a tailwind for Palantir. The AI software specialist has jumped impressively from its 52-week low.
Zeta Global is accelerating growth, expanding margins, and scaling FCF, yet trades at a depressed valuation despite transformative partnerships. Q1 revenue grew 50% YoY, organic growth hit 29%, and FCF guidance was raised to $235 million, with 2026 set for first GAAP profitability. The 7-year Palantir partnership and deepening OpenAI integration unlock new enterprise opportunities, with at least $100 million in annual upside potential.
In a July 21 X post, the famous ‘Big Short' trader, Michael Burry, drew attention to a study showing that big tech's overall debt significantly exceeds the fully disclosed figures.
Andra AP fonden raised its stake in shares of Palantir Technologies Inc. (NASDAQ: PLTR) by 5.9% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 407,700 shares of the company's stock after purchasing an additional 22,663 shares
Amova Asset Management Americas Inc. reduced its stake in shares of Palantir Technologies Inc. (NASDAQ: PLTR) by 8.5% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,688,322 shares of the company's stock after selling 157,256 shares during the quarter. Palantir Technologies
Palantir's Ontology sets the company's AI system apart from the competition and is gaining converts across government and industry customers. Accelerating financial growth could drive its stock price much higher.
Palantir continues to perform nearly flawlessly, but the market is worried about how the rise of agentic AI will impact SaaS stocks. Sandisk is one of the only producers of critical memory products for data centers.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.