PLTR

Dell Technologies (DELL) reported expectation-beating Q1 FY2027 results, thereby validating its deep partnership with Palantir Technologies (PLTR) and NVIDIA (NVDA). Palantir shares surged 10% to $158 on the partnership validation, while Snowflake (SNOW) reported Q1 revenue of $1.39B, up 34% YoY with 13,600+ accounts using its AI capabilities, sparking a broader software rally. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn't one of them. Get them here FREE. Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today's rally, Palantir stock is still down 12% year to date (YTD), so this looks more like a recovery leg than a clean breakout. The catalyst is unusual because it lives inside someone else's earnings report rather than Palantir's own results. A second tailwind comes from Snowflake (NYSE:SNOW). The data cloud specialist's Wednesday earnings report kicked off a broader software and AI platform rally that carried into Friday's open. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn't one of them. Get them here FREE. Dell reported Q1 FY2027 revenue of $43.84 billion, beating estimates by 23% and growing 88% year over year (YoY). Non-GAAP EPS came in at $4.86 versus a $2.96 consensus, a 64% beat. AI-optimized server revenue jumped 757% YoY to $16.13 billion. The company also booked $24.4 billion in AI orders during the quarter and raised full-year FY27 AI server revenue guidance to approximately $60 billion. DELL stock is up 29% today, trading near $409. That matters for Palantir because the two companies unveiled a deep tie-up at Dell Technologies World on May 18. Palantir's Foundry and AIP platforms are coming on-premises to the Dell AI Factory with NVIDIA (NASDAQ:NVDA), with the Ontology layer running on Dell ObjectScale and PowerFlex storage. Palantir Rubix and Apollo handle the zero-trust runtime layer, targeting sovereign, defense, and regulated workloads. Snowflake reported Q1 FY27 revenue of $1.39 billion, up 34% YoY, with non-GAAP EPS of $0.39 beating by 22%. The company raised its full-year product revenue guidance t...

Interested in Salesforce Inc.? Here are five stocks we like better. Salesforce posted strong Q1 results, with revenue of $11.13 billion, up 13% year over year, alongside expanded margins and $6.7 billion in operating cash flow. The company also raised its fiscal 2027 revenue outlook to $45.9 billion–$46.2 billion. Agentforce is becoming the centerpiece of Salesforce’s AI strategy, with annual recurring revenue above $1 billion and $3.4 billion in combined AI/data ARR. Management said adoption is accelerating across customers and internal use cases, including millions of autonomous support inquiries. Slack and AI-driven collaboration are gaining momentum, with Slack accounting for nearly half of million-dollar-plus wins and seeing sharply higher agentic activity. Salesforce also highlighted Headless 360 as a way to extend its products into workflows through APIs and external AI platforms. The Palantir Paradox—Record Numbers and a Stock That Won't Cooperate Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesforce delivered “record revenue” and “record deals” in the quarter, with revenue of $11.13 billion, up 13% year over year on a nominal basis and 12% in constant currency. Current remaining performance obligation, or cRPO, was $33.6 billion, up about 14% nominally and 13% in constant currency. → Voya Financial Grows Earnings Across All 3 Business Segments The Great Cloud Divide: How AI Is Reshuffling the Software Deck The company reported a non-GAAP operating margin of 34.8%, up 250 basis points from a year earlier, and a GAAP operating margin of 21.1%, up 130 basis points. Operating cash flow totaled $6.7 billion. Benioff framed the quarter around Salesforce’s push into what it calls “agentic” AI, saying Agentforce is “the biggest growth opportunity” for customers and the company since Salesforce brought CRM to the cloud. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns 3 Stocks Leading the Charge in the Agentic AI Era He said Agentforce annual recurring revenue is now greater than $1 billion. Combined with Data 360 and Informatica Cloud, Salesforce has $3.4 billion in AI and data ARR, according...

Interested in Target Corporation? Here are five stocks we like better. Walmart, Home Depot, and other retailers say consumers remain active but increasingly price-sensitive. Buy-Now-Pay-Later delinquencies are rising sharply, signaling growing financial stress among lower-income consumers. Investors may need a more selective approach toward retail and consumer-facing stocks in a bifurcated economy. The stock market and the economy are not the same thing, but in 2026, they share one trait: skepticism. Despite blockbuster earnings reports from companies like NVIDIA (NYSE: NVDA), Palantir Technologies (NASDAQ: PLTR), and Alphabet (NASDAQ: GOOGL), this may be the most reluctant bull market in history. That doesn’t mean investors are leaving the market, but the concentration of market winners is still not broadly expanding to other sectors. The recent retail earnings reports aren’t going to change that. On the surface, the consumer looks resilient. The retail sales data continues to at least meet, if not exceed, expectations. However, all may not be as it seems. Retail giants like Walmart Inc. (NASDAQ: WMT), Home Depot (NYSE: HD) and TJX Companies (NYSE: TJX) have been telling a cautious story. → Voya Financial Grows Earnings Across All 3 Business Segments Consumers are still spending, but with real intentionality. And since investors are also consumers, it may be getting harder to separate the two. The investor deciding whether to add a retail stock to their portfolio and the shopper deciding whether to remodel their kitchen are, increasingly, the same person making the same calculation: is now the right time to commit? The word "choiceful" has become part of the retail lexicon. Walmart used it explicitly on its Q1 earnings call to describe a customer who is still showing up but making sharper trade-offs at every price point. Management also pointed to consumers shifting toward private-label brands, even among higher-income consumers. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Home Depot offered one of the more telling data points of the earnings season: same-store sales growth remained modest, with customers completing smaller repair and maintenance projects while continuing to defer large remodels. Lowe's (NYSE: LOW) also spoke of a consumer who is engaged but not confident. Both stocks have held up reasonably well because repair-and...

Palantir Technologies (NASDAQ:PLTR) builds and deploys data integration and analysis software platforms primarily for government intelligence agencies and commercial enterprises. It secured a major defense agreement and faced a formal investor investigation, while reporting about 53% net income margin for the quarter ended March 31, 2026. BigBear.ai (NYSE:BBAI) provides high-end technology consulting and predictive analytics services to help enterprise customers interpret data for decision support. It announced new national security contracts and expanded its executive leadership team, while recording approximately -165% net income margin for the quarter ended March 31, 2026. Revenue serves as the fundamental starting point for evaluating how well a company generates sales before operating costs are deducted. It helps investors gauge raw business scale and growth. Image source: The Motley Fool. Data source: Company filings. Data as of May 10, 2026. Both Palantir and BigBear.ai deliver technology services to the federal government, specializing in artificial intelligence. Examining the revenue trajectories for these companies provides insight into how their businesses are faring. The chart above shows Palantir’s sales have been soaring. For instance, in the first quarter of 2026, it delivered a whopping 85% year-over-year revenue increase to $1.6 billion. Palantir’s trend of consistent quarter-over-quarter growth is set to continue in Q2. The company forecasts sales to come in around $1.8 billion. Its impressive ability to maintain rising revenue illustrates the success of its AI products in attracting commercial customers, and bodes well for Palantir’s business growth. BigBear.ai’s sales have not shown the same kind of consistency despite also operating in the hot field of AI. In fact, the company experienced year-over-year sales declines throughout 2025. This trend extended into Q1 of 2026 as revenue dipped 1% year over year to $34.4 million. The lack of sales growth is concerning, since demand for AI tech is high right now. BigBear.ai’s revenue performance reveals it isn’t capturing customer spending with its current offerings, suggesting its stock is not a good one to invest in. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to...

Palantir Technologies (NASDAQ: PLTR) is proving to be one of the best growth stocks in the world. It just posted strong growth yet again in the first quarter as the U.S. government and commercial enterprises adopt its artificial intelligence (AI) analytics platform. Profit margins are exploding higher, making it one of the most efficient software operators in the world. So why is the stock falling after this report? It comes back around to the second important facet of any stock trade: valuation. Here's why Palantir stock keeps falling, and whether investors should consider buying the dip on this AI giant. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » With its reputation for best-in-class analytics services for large enterprises and the U.S. government, corporations are rushing to Palantir to deploy its tools to keep up in the age of AI. Last quarter, U.S. commercial revenue grew 133% year over year to $595 million, a figure that has continued to accelerate in recent quarters. Remaining deal value on commercial contracts grew 112% to $4.92 billion, which should keep revenue chugging higher in the years ahead. This acceleration in commercial deal value led to consolidated revenue growing 85% year over year, the company's fastest year-over-year growth ever, even as revenue climbs to over $5 billion. Due to its knack for spending efficiency, Palantir's operating margin is already one of the highest in the world, at 46% last quarter. If Palantir can maintain this 46% margin and keep growing revenue at a blistering rate, it will soon reach $10 billion in revenue and close to $5 billion in operating earnings. This is the same company that was losing money a few years ago, showing how revolutionary the AI boom has been to this business model. What is bringing Palantir's stock price down is not a lack of fundamental business growth. It simply comes down to its valuation. This is the only reason the stock has fallen 34% from all-time highs. Entering 2026, Palantir had a price-to-sales ratio (P/S) of 100. This is an unprecedented valuation figure. What this means is that Palantir's market cap -- currently $326 billion, but higher to start the year -- was 100 times its trailing revenue. That is not...

Palantir Technologies Inc. (PLTR) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For Palantir Technologies Inc., there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: The earnings estimate of $0.32 per share for the current quarter represents a change of +100.0% from the number reported a year ago. The Zacks Consensus Estimate for Palantir Technologies has increased 7.47% over the last 30 days, as three estimates have gone higher compared to no negative revisions. For the full year, the company is expected to earn $1.38 per share, representing a year-over-year change of +84.0%. The revisions trend for the current year also appears quite promising for Palantir Technologies, with four estimates moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 5.79%. The promising estimate revisions have helped Palantir Technologies earn a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. Investors have...

Innodata is one stock clearly in the winners’ column. Shares of the data engineering company skyrocketed 80% today on record setting quarterly results. Ridgefield Park, N.J.-based Innodata focuses on delivering annotated and curated data required to train and refine advanced AI models.

Interested in Rackspace Technology, Inc.? Here are five stocks we like better. Rackspace reported first-quarter 2026 revenue of $678 million, up 2% year over year, and reaffirmed its full-year guidance for revenue, EBITDA and cash flow. Management said the quarter’s private cloud timing issue was already built into the annual plan. Private cloud revenue fell 6% to $235 million due to onboarding timing in healthcare, but demand remains strong in regulated industries like healthcare, telecom and financial services. Rackspace highlighted new and expanded wins, including AdventHealth, a U.K. NHS Foundation Trust and BT Sovereign Cloud. The company is pushing deeper into enterprise AI infrastructure, including a non-binding memorandum with AMD to build governed AI cloud and inference offerings. Rackspace also cited growing partnerships with Palantir, Uniphore and others, while saying deleveraging remains its top capital priority. Palantir Just Opened a New DoD Door—What Changes Now? Rackspace Technology (NASDAQ:RXT) reported first-quarter 2026 revenue growth and reaffirmed its full-year outlook, while management emphasized the company’s shift toward managed, governed enterprise artificial intelligence infrastructure for regulated and sovereign environments. Chief Executive Officer Gajen Kandiah said the quarter reinforced Rackspace’s strategy of providing “governed infrastructure as the foundation,” an integrated partner technology stack and “one accountable operator” running customer environments end to end. The company highlighted momentum in private cloud deals across healthcare, telecom and financial services, as well as new and expanded partnerships tied to AI workloads. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% The 10 Top-Rated Stocks by Wall Street Analysts in August 2021 Chief Financial Officer Mark Marino said total company GAAP revenue for the first quarter was $678 million, up 2% year over year, driven by public cloud performance. Non-GAAP gross profit margin was 18.3% of GAAP revenue, down 160 basis points from a year earlier, which Marino attributed to private cloud revenue timing dynamics. Non-GAAP operating profit was $31 million, up 20% year over year, reflecting continued operating expense discipline. Non-GAAP loss per share was $0.06, flat compared with the prior-year period. Cash flow from operations was $5 million, whi...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management characterizes Q1 2026 as the most significant inflection point in company history, transitioning from a 3-year construction phase to a fully operational integrated platform. Performance was driven by the Conway facility reaching full operational status with all five production lines—cans, glass, multi-serve bottles, and bulk extract—now generating operating income. The company achieved a shift from an operating loss to profit, attributed to improved fixed cost absorption and the diminishing impact of start-up costs. Strategic positioning has evolved to offer a 'full spectrum' partnership, allowing brands to produce across multiple categories and formats from a single integrated footprint. The Palantir Foundry partnership is described as a transformative operational driver, expected to automate workflows and improve efficiencies in manufacturing and procurement beyond traditional system upgrades. Single-serve cup volume grew 31% year-over-year driven by existing and new brand partners, while the company works toward full replacement of a major customer lost in late 2025, with volume expected to start arriving in late 2026. Management reaffirmed the 2026 adjusted EBITDA guidance of $90 million to $100 million, supported by a contracted pipeline and high confidence in per-unit economics. The company expects to become free cash flow positive in the second half of 2026 as capital expenditures continue their downward trajectory toward a $30 million maintenance baseline. Sales cycles have materially shortened from years to months because potential partners can now physically tour the operational Conway facility and conduct immediate product sampling. Full replacement of the volume lost from the 2025 single-serve customer departure is targeted by the end of 2027, with new volumes expected to begin arriving in late 2026. Future growth is expected to be driven by expanding into new categories currently in development, including energy drinks, high-protein beverages, and seltzers. Capital intensity has undergone a structural shift, dropping from $160 million in 2024 to an expected $30 million in 2026 as the investment phase concludes. Beverage Solutions results included a one-time gain of approximately $4.6...

Record first quarter performance was driven by the strategic payoff of Gulf Coast takeaway capacity contracted in late 2025, which converted volume headwinds into margin tailwinds. Management successfully amended approximately 75% of legacy Durango gas processing volumes, extending contract terms into the late 2030s and increasing fee-based margin mix. The company is utilizing its Delaware Link residue gas pipeline to monetize growing Permian power generation demand through zero-CapEx interconnections. Operational execution remains focused on the King’s Landing sour gas conversion project, which will provide 26.5 million cubic feet per day of total operational acid gas injection capacity, with Phase 1 on track for in-service by year-end 2026. Strategic insulation from negative Waha pricing was achieved through secured residue gas transport to the Gulf Coast, providing financial protection against production shut-ins. A pilot program with Palantir is being used to drive data-driven execution and identify operating cost efficiencies for 2027 and beyond. Full-year 2026 adjusted EBITDA guidance is affirmed at $950 million to $1.05 billion, assuming improved commodity margins offset lower volume growth from temporary price-related shut-ins. Processed natural gas volume growth expectations were revised to low- to mid-single digits, reflecting an average of 220 million cubic feet per day of curtailments for 2026. Management anticipates a significant earnings ramp in the second half of 2026, driven by summer development programs and large gas packages coming online in New Mexico and Texas. The 2027 outlook is bolstered by a higher PDP base as curtailed volumes return, combined with incremental benefits from NGL contract resets and the sour gas conversion project. Future capital allocation remains heavily weighted toward New Mexico, representing approximately 70% of the total 2026 capital expenditure budget. Waha Hub pricing experienced unprecedented volatility, averaging negative $4.81 in March and April, leading to materially higher production shut-ins than originally anticipated. The company has hedged approximately 50% of its transport spread exposure and 75-85% of its equity commodity volumes to mitigate price sensitivity. Geopolitical developments in the Middle East have driven a 20% to 30% increase in forward pricing for NGLs and WTI, providing a projected $20...

Shares of artificial intelligence (AI) data and analytics platform specialist Palantir Technologies (NASDAQ: PLTR) slid almost 7% on Tuesday following the company's latest earnings release. The pullback adds to what has already been a rough year for shareholders. The stock is now down more than 20% so far in 2026 and trades roughly a third below its November all-time high. And I think the slide is justified. This is a stock I've been skeptical of all year, primarily because of valuation. And while Tuesday's slide makes the stock cheaper, it doesn't make it cheap. Look past the eye-popping headline numbers, and a more cautious story takes shape beneath the surface. Let's start with what went right -- and there's plenty. Palantir's first-quarter revenue rose 85% year over year to $1.63 billion. That's the company's highest top-line growth rate as a public company, and it marked the 11th straight quarter of accelerating revenue growth. To appreciate just how potent the trend has become, consider the year-over-year growth rates from each of Palantir's last five quarters in consecutive order: 39%, 48%, 63%, 70%, and now 85%. Further, the company's U.S. business, which now accounts for 79% of total revenue, grew 104% year over year in Q1 -- crossing the triple-digit threshold for the first time. Management also raised full-year 2026 revenue guidance to a midpoint of $7.66 billion, implying 71% growth and a 10-point boost from the prior guide. Finally, Palantir's non-GAAP (adjusted) operating margin came in at an impressive 60%. So why did the stock slide? The forward-looking metrics tell a more measured story. Closed total contract value (TCV), which Palantir defines as "the total potential lifetime value of contracts entered into with, or awarded by, our customers at the time of contract execution," came in at $2.41 billion, up 61% year over year. That's a sharp deceleration from the $4.26 billion in TCV closed during the fourth quarter, when growth landed at 138%. And the U.S. commercial slice of TCV showed similar cooling, growing 45% year over year compared to 67% in Q4. To his credit, chief financial officer David Glazer offered a more flattering framing on the earnings call, noting that "on a dollar-weighted duration basis, TCV bookings grew 135% year-over-year." This suggests that part of what is weighing on TCV is shorter contract durations. Even so, the u...

Palantir Technologies (NASDAQ: PLTR) has been one of the most successful companies of the artificial intelligence (AI) boom so far -- and this is from an earnings and a stock performance perspective. The company has reported 11 straight quarters of accelerating revenue, has wowed the market with its ability to balance profitability with growth, and continues to increase guidance. As for the stock, it's soared more than 1,800% over the past three years. But, in recent times, while earnings have kept up the momentum, stock performance hasn't: Palantir shares have slipped about 17% since the start of 2026. The reasons are varied. In some cases, this is part of a general rotation out of some of the earliest AI winners into a new batch of stocks. In other cases, investors have worried about Palantir's valuation and even the company's competitive advantage. All of this means that today, even after yet another blowout earnings report, you might be wondering what to do about Palantir stock. Is it a buy, a hold, or a sell? Let's find out. We'll start by taking a quick look at Palantir's business. The company makes software systems that aggregate a customer's data -- so the customer can use that data to make decisions, develop new strategies and innovations, and more. Customers include governments, particularly the U.S. government, as well as commercial players. Palantir actually has been around for quite some time -- more than 20 years -- building out its expertise and establishing its reputation. Most of that time, it's relied on government customers for growth, but over the past few years, while government revenue continues to advance, commercial revenue and customer count have surged. Commercial customers are rushing to Palantir because, thanks to its Artificial Intelligence Platform (AIP), they're able to easily apply AI to their problems. AIP, released in 2023, integrates the power of large language models with Palantir's data expertise, creating an AI-driven solution for customers. As mentioned, all of this has driven spectacular earnings growth, and this continued in the recent quarter. During the period, Palantir's U.S. commercial revenue surged 133%, and U.S. government revenue climbed 84%. Total revenue, growing in the double digits, reached more than $1.6 billion. The company's Rule of 40 score jumped to 145% -- this measure of the balance between growth a...