PLTR

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the data analytics stocks, including Palantir Technologies (NASDAQ:PLTR) and its peers. Organizations generate a lot of data that is stored in silos, often in incompatible formats, making it slow and costly to extract actionable insights, which in turn drives demand for modern cloud-based data analysis platforms that can efficiently analyze the siloed data. The 7 data analytics stocks we track reported a mixed Q2. As a group, revenues beat analysts’ consensus estimates by 2.6% while next quarter’s revenue guidance was 1.3% above. Thankfully, share prices of the companies have been resilient as they are up 8.1% on average since the latest earnings results. Named after the all-seeing stones in "Lord of the Rings," Palantir Technologies (NASDAQ:PLTR) develops software platforms that help government agencies and enterprises integrate, analyze, and operationalize their data for decision-making. Palantir Technologies reported revenues of $1.94 billion, up 92.8% year on year. This print exceeded analysts’ expectations by 6.7%. Overall, it was a stunning quarter for the company with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ adjusted operating income estimates. Palantir Technologies scored the biggest analyst estimate beat, highest guidance raise, and fastest revenue growth of the whole group. Unsurprisingly, the stock is up 35.8% since reporting and currently trades at $170.63. Read why we think that Palantir Technologies is one of the best data analytics stocks, our full report is free. From sensors on vehicles to AI-powered cameras that help prevent accidents, Samsara (NYSE:IOT) is a cloud-based Internet of Things platform that helps businesses improve the safety, efficiency, and sustainability of their physical operations. Samsara reported revenues of $508.4 million, up 29.9% year on year, outperforming analysts’ expectations by 5.2%. The business had a very strong quarter with a solid beat of analysts’ adjusted operating income estimates and full-year EPS guidance exceeding analysts’ expectations. The market seems content with the results as the stock is up 3.2% since reporting. It currently trades at $40.01. Is now the time to buy Samsara? Access our full analysis of the earnings results here, it’s free. Named for the Japanese word meaning "thank you very much," Domo (NASDAQ:DOMO) provides a cloud-based business intelligence platform that connects people with real-time data and insights across organizations. Domo reported revenues of $76.78 million, down 3.7% year on year, falling short of analysts’ expectations by 1.5%. It was a disappointing quarter as it posted a significant miss of analysts’ billings estimates. Domo delivered the weakest performance against analyst estimates among its peers. Interestingly, the stock is up 1.1% since the results and currently trades at $3.83. Read our full analysis of Domo’s results here. Recognized by its signature blue lanes and biometric pods at airport checkpoints across America, CLEAR Secure (NYSE:YOU) provides biometric identity verification technology that allows subscribers to bypass regular security lines at airports and access secure experiences at various venues. CLEAR Secure reported revenues of $277.8 million, up 26.6% year on year. This result beat analysts’ expectations by 3.1%. Overall, it was a very strong quarter as it also put up revenue guidance for next quarter beating analysts’ expectations. The stock is down 21.9% since reporting and currently trades at $43.55. Read our full, actionable report on CLEAR Secure here, it’s free. Once a traditional business intelligence software provider, Strategy (NASDAQ:MSTR) develops AI-powered enterprise analytics software while also functioning as a major corporate holder of Bitcoin cryptocurrency. Strategy reported revenues of $122.4 million, up 6.9% year on year. This print was in line with analysts’ expectations. Aside from that, it was a softer quarter as it produced a significant miss of analysts’ billings estimates. The stock is up 40% since reporting and currently trades at $136.80. Read our full, actionable report on Strategy here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

A month has gone by since the last earnings report for Palantir Technologies Inc. (PLTR). Shares have added about 10.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Palantir Technologies due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts. Palantir Technologies delivered another exceptional quarter, with second-quarter 2026 results comfortably surpassing Wall Street expectations. Revenues reached $1.94 billion, increasing 92.8% year over year and 19% sequentially, while beating the Zacks Consensus Estimate of $1.81 billion by 7.2%. Earnings per share came in at 41 cents, up from 16 cents a year ago, representing 156.3% year-over-year growth, while rising from the previous quarter's 34 cents (20.6% sequential growth). EPS also exceeded the consensus estimate of 35 cents by 17.1%. Commercial revenue climbed to $945 million, increasing 109.7% year over year and accounting for nearly 49% of total quarterly revenue. Government revenue reached $990 million, rising 79% from the prior-year quarter and representing about 51% of total sales. The company's U.S. operations remained the biggest contributor to growth. U.S. revenues totaled $1.57 billion, representing more than 81% of company-wide revenue, reflecting exceptionally strong customer demand for enterprise AI deployments. Large contract activity remained particularly robust. During the quarter, the company closed 220 deals worth at least $1 million, reflecting increasing adoption of its Artificial Intelligence Platform across commercial enterprises and government agencies. The company's rapid revenue expansion was accompanied by outstanding profitability. Adjusted gross margin remained exceptionally high at 86%, highlighting the scalability of Palantir's software platform. Adjusted operating margin expanded to 62%, among the highest across enterprise software companies. Cash generation remained equally impressive. Cash from operations totaled $1.216 billion, while adjusted free cash flow reached approximately $1.22 billion during the quarter. These figures translate into an adjusted free cash flow margin of roughly 63%, illustrating Palantir's ability to convert revenue growth into substantial cash generation. The company ended the quarter with $9.2 billion in cash, cash equivalents, and short-term U.S. Treasury securities, providing considerable financial flexibility to fund product development and future expansion initiatives. While management acknowledged that gross margin experienced modest pressure from assuming cloud-hosting responsibilities for a government customer, executives indicated that the move should improve implementation speed and strengthen long-term customer relationships. Beyond reported revenue, forward-looking indicators also strengthened. Total contract value bookings reached $3.4 billion, reflecting another record quarter for customer commitments. Net dollar retention stood at 157%, demonstrating that existing customers continue expanding their usage significantly after initial deployments. Total remaining deal value increased to $13.1 billion, while remaining performance obligations reached $4.9 billion, providing strong visibility into future revenue growth. These metrics suggest that Palantir's current momentum is not solely driven by recent contract wins but is increasingly supported by long-term customer expansion. Palantir's product strategy increasingly revolves around enabling enterprises to deploy AI models while maintaining full ownership over their data, workflows and operational knowledge. Management emphasized that customers increasingly prioritize flexibility, allowing organizations to benchmark different AI models and replace them whenever necessary without becoming dependent on a single provider. This positioning appears to resonate strongly with enterprises seeking greater control over rapidly evolving AI technologies. Rather than competing directly on foundation models, Palantir continues focusing on the software layer that integrates, manages and operationalizes AI across organizations. Management also highlighted growing demand from customers that initially adopted Foundry but are now expanding toward broader AI deployments across multiple business functions. Perhaps the most significant takeaway from the quarter was management's increased confidence in future growth. For the third quarter of 2026, Palantir expects revenues between $2.16 billion and $2.164 billion, implying another sequential increase of roughly 12% from the second quarter. Adjusted income from operations is projected between $1.292 billion and $1.296 billion. Management also substantially increased full-year guidance. Revenues are now expected between $8.15 billion and $8.158 billion, up from the previous outlook of $7.65$7.662 billion. The midpoint of the guidance therefore increased by nearly $500 million, representing one of the company's largest upward revisions. The company also lifted its U.S. commercial revenue forecast to more than $3.424 billion compared with the earlier expectation exceeding $3.224 billion. Adjusted operating income guidance increased to $4.889-$4.897 billion, while adjusted free cash flow guidance rose to $4.5-$4.7 billion, reinforcing management's confidence that profitability will continue improving alongside revenue growth. In the past month, investors have witnessed a upward trend in estimates revision. The consensus estimate has shifted 10.74% due to these changes. Currently, Palantir Technologies has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. Following the exact same course, the stock was allocated a score of F on the value side, putting it in the fifth quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Palantir Technologies has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Palantir Technologies belongs to the Zacks Internet - Software industry. Another stock from the same industry, Automatic Data Processing (ADP), has gained 4.8% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. ADP reported revenues of $5.47 billion in the last reported quarter, representing a year-over-year change of +6.8%. EPS of $2.64 for the same period compares with $2.26 a year ago. For the current quarter, ADP is expected to post earnings of $2.78 per share, indicating a change of +11.7% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days. ADP has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report Automatic Data Processing, Inc. (ADP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Snowflake drops 4% ahead of earnings and Datadog falls 6% with no catalyst, pointing to profit-taking on crowded high-beta software positions rather than company-specific news. IGV slides 3% while QQQ gains 0.2%, confirming traders are rotating out of software specifically rather than selling technology as a whole. Datadog's 65% and Snowflake's 46% YTD gains gave traders thick cushions to trim, making positioning the clearest driver of today's selloff. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut. Software is the day's clearest sore spot at midday, with a handful of the year's biggest AI-era winners giving back ground even as the broader large-cap technology tape barely moves. That split is the actual story of the session, and it explains why several unrelated names are sinking together while the index stays quiet. The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) is down 3% to $103.06, tracking software as a distinct slice of the market. Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is up 0.2% to $709.20, which leaves the NASDAQ 100 slightly higher on the session. That contrast tells the session's clearest story, since money is leaving software as a group rather than technology as a whole. Snowflake (NYSE:SNOW) stock is down 4% to $306.22 ahead of its fiscal Q2 2027 report scheduled for after today's close. Meanwhile, Datadog (NASDAQ:DDOG) shares are falling harder, down 6% to $211.29, with no earnings scheduled and no fresh company headline attached to the move. Cloudflare (NYSE:NET) stock is also down 4% to $273.09, rounding out a trio where the deepest cuts are landing on the highest-flying names in the space. Free Report, Just Released Did Any of Your Stocks Make the Top 10 List? It is an uncomfortable question, and there is now an answer to it. 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. Open your account and look at what you own. Some of it you bought for a reason you could still defend today. Some of it you bought years ago for a reason you can no longer remember. The report is free. Put the ten next to what you own and find out which is which. Enter Your Email and See the Ten → Free from 24/7 Wall St. It lands in your inbox. Snowflake is confirmed to report fiscal Q2 2027 results after today's close, and that scheduled event is real and looming. Yet the pattern across the three tickers does not fit a straightforward earnings-nerves read, because Datadog and Cloudflare are not on the calendar today and are still moving lower in step with Snowflake. If nerves alone were the story, the two non-reporters would be somewhere near the flat line rather than leading the group down. No fresh company-specific headline explains today's declines in Datadog or Cloudflare, and the broader software fund is weakening at the same time. The cleaner explanation is a rotation out of high-multiple software rather than a narrative tied to any one ticker, and that framing lines up with what the ETF split is showing on the tape. Snowflake's late-day report is a coincidence of timing more than a driver of what has already happened this morning. The software group had rebuilt momentum coming into September after a strong August recovery, and today's action looks more like traders locking in profits than a change in the AI narrative that has powered the group all year. When the biggest decliners are also the biggest recent winners in a sector, positioning tends to explain more of the day than fundamentals do. That is the read most consistent with today's ticker-by-ticker picture across Snowflake, Datadog, and Cloudflare. Each of the three featured names is dropping further than the software fund itself, which is the fingerprint of the most expensive names in a sector being sold first. Snowflake stock was up 46% year to date (YTD) through Tuesday's close. Datadog stock was up 65% and Cloudflare stock was up 45% over the same window, giving each of them a thick cushion of prior gains for traders to trim into strength. Datadog's leading decline is the most instructive detail in the group today. With no report scheduled and no announcement circulating, the deepest cut is landing on a name with nothing on its own calendar to blame for the move. Traders trimming their exposure to the year's crowded winners looks like the simpler explanation, and profit taking of this shape typically hits the highest-beta software names before it spreads to steadier corners. Additionally, the QQQ's slightly-higher print today underscores that this is not a technology-wide flush. Large-cap tech is holding up while the software sleeve inside it is being sold down, which is what a targeted rotation looks like. That is rotation, not a sector-wide verdict on the AI trade that has driven names like Snowflake, Datadog, and Cloudflare to their current levels. Snowflake's fiscal Q2 2027 release and its conference call after today's close is the next scheduled event that can reset sentiment across the group. A clean report may steady IGV and pull the peer trade higher with it, and a softer one can extend today's move into the next session for Datadog and Cloudflare as well. Either outcome will be measured against a group already in a fragile spot. Traders can watch for whether IGV holds its recent range into the close, since the sector fund's behavior is doing more to explain today's action than any single company inside it. A finish below where the fund started the week would strengthen the rotation read and put more pressure on the peer group heading into the Snowflake report tonight. Investors weighing their exposure to the highest-multiple software names in IGV may want to lean toward moderate position sizes into tonight's report and keep dry powder for the reaction. The group's leaders have already moved sharply against their holders today, and the market shifted quickly enough to justify tighter risk controls on those positions. Snowflake's report will resolve part of the uncertainty for the software complex, though probably not all of it. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research point to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the cut -->"}" class="link ">see which stocks made the cut -->> Contact [email protected] for any questions or corrections.

When hip-hop icon and Wu-Tang founder Raekwon the Chef marched into the headquarters of Palantir (PLTR) in 2010, he stumbled upon a company that most of us had never heard of. At that stage, Palantir was just another private Silicon Valley startup. It had a couple hundred employees, a relatively humble valuation of $735 million, and got most of its business through boring government contracts. Jeff Bezos’ Heartfelt Tribute to Dolly Parton Drew Brutal Backlash: ‘Nobody Wanted to Hear This From You’ — He Once Gave Her $100 Million for Charity Intel vs. AMD: Why the Market Share Number Is Misleading A $100 Billion Buildout In Louisiana Is Planned for Starship. What This Means for SPCX Stock. Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Leave it to an enterprising rapper to see something that Wall Street couldn’t. Raekwon immediately started singing the company’s praises and repping a custom Palantir jacket in his music videos. Everybody knows what’s happened to the company since. Well, CEO Alex Karp welcomed the Wu-Tang member back to Palantir’s headquarters this month like a prodigal son. The company blasted the visit all over its socials, calling Raekwon one of its “OGs.” The rapper has never actually disclosed whether he put his money where his mouth is and became an early investor, but nobody can deny Raekwon was definitely one of the company’s earliest A-list cheerleaders. What’s more, this bizarre turn of events serves as an important reminder that hip hop seems to have an incredible track record on Wall Street. So, why are rappers able to spot glimmers of gold years before institutional investors hop on the bandwagon? This particular relationship between the New York rapper and one of AI’s biggest companies began in August 2010. After getting shown around the company’s headquarters (nobody's sure why he was invited), Raekwon took to X and told his followers, “if u don't know bout them, google them!” You’ve got to admit, this is a pretty weird celebrity endorsement for what was then a small defense software company. Before the rapper’s post, Palantir had just completed a funding round that valued the company at about $735 million. The company only had 250 engineers, and it was bending over backwards to try and convince investors it was capable of becoming a major enterprise business. Maybe that’s why the company was so keen to welcome a celebrity and shower them with free merch. Raekwon has since been seen wearing his Palantir jacket everywhere. It’s even appeared in music videos. Fast-forward 16 years, and Raekwon’s been welcomed back to Palantir’s offices like a king. Needless to say, a whole lot has changed since then. Raekwon is on his farewell tour with the Wu-Tang Clan, but that’s not the big change we’re talking about. Palantir isn’t some sad little startup anymore. Today, it's one of the globe’s leading AI companies. Huge corporations, government agencies, and defense organizations all rely on Palantir's software to integrate data and support decision-making. That’s why its market capitalization is now over 600 times greater now than it was when Raekwon the Chef first told us all to “google them.” Panatir is worth just under $447 billion, which makes it one of the most closely watched stocks in the AI trade. Not many investors could have predicted that extraordinary rise to power 16 years ago when Palantir was bragging about having a rapper come to work. So, what did Raekwon see that nobody else could? The truth is, nobody knows. He’s been relatively cryptic about it, and maybe he was just invited over to collect a free sweatshirt. Then again, the rapper’s weird show of support for Palantir is only the latest example of the bizarre success that hip-hop moguls seem to have betting on markets. Rappers might not get a lot of publicity on trading websites, but Raekwon the Chef definitely isn’t the first hip-hop celebrity to spot an outstanding tech startup years before anybody on Wall Street sees its potential. First, there’s Nas. In 2014, the rapper co-founded QueensBridge Venture Partners and invested big in Ring, Coinbase (COIN), Dropbox (DBX), and Lyft (LYFT). Nas and his firm chalked up a huge exit when Amazon (AMZN) spent $1.1 billion to acquire Ring. Jay-Z’s investments you might be more familiar with. His portfolio has included a little bit of everything over the years, but the big one is Uber (UBER). Legend has it the hip-hop legend invested $2 million in the ride-sharing app back in 2013. Today, that position should be worth about $90 million. Then, there’s Chamillionaire. The Houston-based rapper joined Los Angeles venture capital firm Upfront Ventures as its entrepreneur-in-residence in 2015. He’s planted seeds everywhere since then, bagging a huge win as an early investor in Maker Studios. The video network was later picked up by Disney (DIS) for $500 million. There’s obviously a pattern here. At first glance, it looks like all these A-list musicians have some sort of crystal ball. But their success is really about access. Founders and big-name investors are always trying to rub shoulders with celebrities, and that puts rappers in a unique position that most of us are never going to be in. Rappers are getting a desperate elevator pitch long before any of these companies become household names, and the reason is obvious: These guys aren’t afraid to write a check. They've got the money and the swagger to take a chance. And if you can turn a celebrity into a believer, they can supply the network, marketing expertise, and cultural credibility your startup needs to make the wider investment community pay attention. And that brings us back to Palantir. In 2010, Alex Karp’s company was an obscure, private business working in a corner of the tech industry that most retail investors weren’t interested in. Today, everybody and their dog knows what Palantir does. The company’s valuation has ballooned, and there’s a legion of bulls and bears constantly arguing about how the company will continue to grow. Everybody wants to find the next Palantir. That’s easier said than done without the sort of A-list access Jay-Z gets. But even so, every investor could learn a thing or two from Raekwon the Chef. At this point, nobody’s sure the guy ever even invested in Palantir. But he did act on his curiosity and look into the business at a time when nobody outside of Silicon Valley cared. That curiosity serves as an important reminder: Sometimes the best investments can look bizarre at first glance. On the date of publication, Nash Riggins did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

NVDA's P/E of 42 and $21B in quarterly free cash flow make it the cleaner AI bet versus PLTR's stretched 146 multiple. Palantir's U.S. commercial revenue surged 149% and Rule of 40 hit 155%, but the stock already sits near analyst price targets. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. NVIDIA (NASDAQ:NVDA) and Palantir (NASDAQ:PLTR) just posted results that tell the same AI story from opposite ends of the stack. NVIDIA sells the compute. Palantir sells the operational layer that turns compute into workflows. Both grew triple digits, both raised guidance, and both are now priced for perfection. That is exactly why comparing them right now matters. NVIDIA delivered $96.22 billion in revenue, up 105.85% year over year, with Data Center alone hitting $89 billion on the Blackwell Ultra ramp. Jensen Huang framed the moment plainly: "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue." Networking grew 138% year over year, and Vera Rubin production shipments have already started, with management calling it the fastest ramp in company history. Palantir came in smaller but arguably louder. Revenue of $1.94 billion grew 92.8%, and U.S. commercial revenue jumped 149% year-over-year. Alex Karp called it "otherworldly," and the Rule of 40 hit 155%. The company signed 73 deals worth at least $10 million. AIP is doing the heavy lifting, embedding into enterprise workflows one bake-off at a time. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Huang wants NVIDIA seen as more than a chip vendor. He told analysts, "Today, we're not just selling the best chips. We're selling a full-stack AI factory platform." Vera Rubin, he said, generates $40 billion per gigawatt of revenue opportunity, versus $25 billion for Blackwell. The catch: NVIDIA is supply constrained and expects only "approximately 70%" revenue growth next fiscal year despite demand doubling. Palantir is playing a different game. Karp is selling AI sovereignty, promising customers "you own the weights. You own the alpha. You own everything." That pitch is resonating: U.S. commercial TCV bookings hit $2.132 billion, up 153% year-over-year. The kicker is that Palantir's fine-tuning stack runs on NVIDIA hardware, so they are partners as much as adjacent bets. NVIDIA trades near a P/E of 42 after climbing 15.49% over the past year. Palantir sits at a P/E of roughly 146, with an analyst target of $191.68 that is barely above the current $185.91 quote. Reddit sentiment on NVDA flipped sharply bullish after the report, scoring 67, while PLTR readings turned bearish in mid-August on bubble concerns. I will be watching whether NVIDIA can convert its $279 billion in supply commitments into margin expansion once memory pricing settles. For Palantir, the tell is whether U.S. commercial can keep compounding at triple digits without diluting shareholders through the $265 million quarterly stock-based comp bill. On a relative basis, NVIDIA screens cleaner. The multiple is reasonable for a business printing $21.34 billion in quarterly free cash flow, with supply-constrained demand that management says could double. Palantir's execution is genuinely impressive, and Karp's sovereign-AI pitch has product-market fit. The stock, however, already reflects the next three years of hypergrowth. For investors weighing exposure to the AI buildout, the picks-and-shovels layer offers a tighter risk-reward profile than the application layer at current valuations, while PLTR would become more interesting if its multiple compressed meaningfully. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.

GRRR surged 13% Wednesday to reverse Tuesday's 11% earnings selloff, with management's 2027 revenue guide of $450 to $500M sitting 29% above Wall Street consensus. PLTR and BBAI are not joining GRRR's rally, and DTCR fell 0.6%, confirming the move is entirely stock-specific rather than a sector-wide bid. Gorilla's adjusted EBITDA swung to a $14.6M first-half loss, and its 2027 target depends on completing construction across three countries on schedule. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Gorilla Technology Group (NASDAQ:GRRR) stock is up 14% to $15.97 Wednesday afternoon, reversing the 11% earnings-day drop the stock took Tuesday on its H1 2026 filing. The Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR) shares are down 0.6% to $28.39, so today's move is Gorilla-specific rather than a data-center-wide bid. Evolv Technologies (NASDAQ:EVLV) stock is down 1% to $5.23, easing after its own recent print. Gorilla stock was up 29% year to date through Tuesday's close, so today's snapback lands on a stock that already had a positive trend behind it. No fresh company news has crossed the wire from Gorilla today. For GRRR, this is day two of a two-day round trip, a repricing of sentiment on the same disclosure traders sold Tuesday. Gorilla's 6-K, filed August 24, showed H1 2026 revenue of $78.36 million, up from $39.33 million a year earlier, with Q2 revenue of $50.1 million, up 138% year over year. Management lifted the full-year 2026 revenue floor to at least $200 million and set a 2027 target of $450 million to $500 million. That 2027 range sits 16% to 29% above Wall Street consensus of $386.7 million, per prior 24/7 Wall St. coverage. Gorilla CEO Jay Chandan called the quarter "the clearest evidence yet that Gorilla has entered a different phase of scale." Wednesday's bid on Gorilla stock suggests part of the market is finally willing to take that guide at face value. How do you continue to grow a seven-figure portfolio in retirement? The last thing you want is to run out of money, you want your money to generate lasting income while you enjoy your life. Learn seven strategies high net worth investors use with new report: The Seven Secrets of High Net Worth Investors from Fisher Investments. Get your guide here (sponsor) Nothing in Gorilla's fundamentals changed overnight. The company's adjusted loss per share was $0.58 for the first half against a $0.32 profit a year earlier, and its adjusted EBITDA swung to a first-half loss of $14.6 million from positive $6.2 million. Gorilla's stock-based compensation of roughly $25 million was the largest non-cash contributor to that loss line. Its committed capex of $228 million and the Indonesia and Batam facility planned at roughly 200 megawatts, with first services expected mid-2027, mean the 2027 number depends on finishing construction on schedule across three countries. CFO Bruce Bower said guidance for Gorilla includes only contracted revenue, describing the forecast as containing "existing contracts or contracts that we've won and not yet announced." Chandan added that finalizing additional NeutraDC deployments would trigger a revision: "Once that is done, we will absolutely revise the targets for next year." The data center fund read confirms this is Gorilla-specific. DTCR ETF shares sit lower on the day, and Evolv stock is lower as well. Tuesday the pattern ran in reverse: Gorilla stock fell alone while the peers held up. Palantir Technologies (NASDAQ:PLTR) and BigBear.ai (NYSE:BBAI) are the AI infrastructure and defense AI reference names Gorilla is most often compared to, and neither Palantir stock nor BigBear.ai stock is doing the work for GRRR today. A stock that swings sharply down and back up in two sessions on no new information is telling you something about its float and its shareholder base, and that is worth saying plainly. A stock capable of a double-digit percentage swing in either direction within two sessions on no fresh news is a sizing problem before it's a direction problem. If your thesis is the 2027 guide and the Southeast Asia buildout, your position size has to survive another round trip like this without forcing you out on the next volatility spike. Investors can watch for whether the bid on Gorilla stock holds into the close and whether volume confirms the move. Traders could look for signs that Palantir stock, BigBear.ai stock, or the Global X Data Center & Digital Infrastructure ETF pick up a bid later this week to validate the AI infrastructure read. The disciplined play into a spike this violent is to trim exposure and keep dry powder. Sizing well below a full position keeps this trade alive if the tape whipsaws again on the next NeutraDC update or on the dilution overhang from the post-period $125 million convertible notes. 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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. Performance excellence initiatives drove record Q4 results, characterized by the highest overtime revenue in 15 quarters as supply chain alignment improved to support organic growth. Strategic positioning is shifting from development-heavy programs to higher-volume production, resulting in 13% organic growth within the domestic business segment. Record bookings of $660 million in Q4, nearly double the previous record, were driven by broad-based demand across common processing architecture (CPA), effectors, and space applications. Management attributes margin expansion to the ongoing conversion of legacy lower-margin backlog and the addition of new bookings aligned with a low-to-mid-20s EBITDA target profile. The company entered a strategic agreement with Palantir to leverage AI software for enhancing material planning and factory operations to accelerate backlog conversion. Operating leverage is improving as the company consolidates subscale sites and increases automation to align headcount with a production-centric business mix. International revenue declined 15% due to temporary delivery slowdowns associated with transitioning manufacturing to a contract partner, though international backlog remains strong. FY 2027 revenue is expected to approach $1.1 billion, representing growth that is approaching double digits., with Q1 anticipated as the lowest revenue and margin quarter of the year. Management increased the long-term organic revenue growth target to low double digits, supported by a billion dollars in next-12-month backlog coverage. FY 2027 free cash flow conversion is projected at 35%, below the 50% long-term target, due to intentional investments in inventory to support defense spending tailwinds. FY 2028 reference points anticipate organic growth in the low double digits and adjusted EBITDA margins reaching the low end of the 20-25% target profile. Current guidance excludes potential upside from uncontracted tailwinds in munitions and missile defense, as well as efficiency gains from the Palantir partnership. Net working capital was reduced by $18 million year-over-year, contributing to a $150 million payment against the revolving credit facility to lower net debt. A significant multiyear booking was secured for memory components to support future production requirements across advanced defense platforms. Management noted that next-12-month backlog coverage is higher than typical due to customers consolidating multiyear quantities into single large orders. The shareholder settlement was finalized in Q4, resulting in a sequential decrease in prepaid assets and accrued expenses. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management expects margins to increase sequentially as they burn down legacy lower-margin backlog in the first half of the year. By the end of FY 2027, the company expects to be operating in line with its target profile due to improved pricing in the new backlog. The primary goal is to accelerate the delivery of technology to the warfighter by improving factory operations and material planning. While early, management expects the partnership to drive top-line growth through faster deliveries and improve margins via positive operating leverage. Mercury is seeing new customer interest in smaller form factors for CPA, which could expand the addressable market to armored vehicles and unmanned vessels. Management believes their unique security apparatus provides a competitive advantage in penetrating markets where high-performance processing is required at the edge. Several multiyear agreements are in the pipeline but have not yet materialized into firm bookings or the current financial outlook. Management expects more clarity on the timing and funding of these potential tailwinds during the first and second quarters of the new fiscal year.

The boom in artificial intelligence (AI) has lifted some stocks to dizzying levels -- few more than the AI data analytics company Palantir Technologies (NASDAQ: PLTR) or the electric vehicle (EV) and humanoid robotics company Tesla (NASDAQ: TSLA). As of the close of trading Monday, they were trading at roughly 108 times and 190 times forward earnings, respectively. These are valuations that might once have been nearly unimaginable, and far exceed the figures seen for the other "Magnificent Seven" stocks or among most other beneficiaries of the AI trade. But which is the better buy now? Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Palantir burst onto the scene thanks to its data analytics platforms, which enabled government organizations and businesses to leverage their data in ways that were never possible before. The company's tools can gather data from a wide variety of sources and analyze it to produce insights that better inform clients and help determine their decision-making. The platforms can also be used by people who don't have experience working with AI models, and make it much easier to build large, complex data projects. It just reported strong second-quarter results, with 93% year-over-year revenue growth, an adjusted operating margin of 62%, and an adjusted free cash flow margin of 63%. Palantir continues to resonate with commercial customers, with commercial revenue growing nearly 150% year over year in the quarter, and the value of remaining deals for businesses up 124% year over year. Those Q2 results helped bring the stock into the black this year after its struggled due to concerns about its elevated valuation and reports that some foreign governments had replaced the company's offerings with tools delivered by domestic competitors. I don't dispute that Palantir's capabilities are incredibly strong and clearly resonating with the market, but at this valuation, there is very little margin for error. Any sign of competition that could erode the company's moat or even a bad quarter could hit the stock hard. Tesla is another stock that investors have long rewarded with an ultra-premium valuation. The company, which pioneered the mass market for electric vehicles, is now seen as one of the likely candidates to commercialize fully self-driving robotaxis and humanoid robots. The company has now deployed robotaxis, although it's difficult to know how much progress the fleet is truly making or how autonomous all the vehicles actually are. As of late July, its robotaxi service was reportedly operating in Austin, Dallas, and Houston in  Texas; Miami, Orlando, and Tampa in Florida, and San Francisco. Management says its robotaxis had covered 2.5 million cumulative paid miles at the end of the second quarter and driven more than 380,000 unsupervised miles. However, these figures are growing much more slowly than CEO Elon Musk initially predicted. Meanwhile, Alphabet's competing robotaxi business Waymo has reportedly covered over 200 million fully autonomous miles. On Tesla's second-quarter earnings call, Musk said the company will soon begin production of its Optimus humanoid robots, which he thinks will eventually be its largest product ever. However, he acknowledged that production for robots will follow an S-curve manufacturing ramp-up, with growth starting slowly, although "the initial portion of the S-curve will be quite flat and long because of the newness of the parts in the robot." Looking at both Tesla and Palantir, I don't plan on buying either stock at current valuations. But if I did have to choose, I would go with Palantir right now. Not only does it trade at a lower valuation, but its products and services are also clearly resonating with customers. Meanwhile, Tesla has tremendous potential, but much about that is still to be determined. Who knows what the actual timeline will be for the company to achieve a full-scale robotaxi fleet and a line of humanoid robots, if it ever does. 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 buy now… and Palantir Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,970!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,040!* Now, it’s worth noting Stock Advisor’s total average return is 969% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of August 18, 2026. Bram Berkowitz has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies and Tesla. The Motley Fool has a disclosure policy. Better Buy: Palantir at 108 Times Forward Earnings or Tesla at 190 Times? was originally published by The Motley Fool

In early August 2026, Palantir Technologies reported second-quarter results showing sales of US$1.94 billion and net income of US$1.06 billion, alongside stronger performance for the first half of the year and higher earnings per share than a year earlier. Management also raised full-year 2026 revenue guidance to between US$8.15–US$8.16 billion and reiterated expectations for GAAP profitability each quarter, underscoring confidence that demand for its AI platforms will support continued operating strength. We’ll now examine how Palantir’s higher full-year revenue guidance might influence its existing investment narrative built on rapid AI adoption. Find 49 companies with promising cash flow potential yet trading below their fair value. To own Palantir today, you need to believe its AI platforms can stay mission critical for governments and enterprises while justifying a rich valuation. The latest quarter, with much higher sales and net income plus raised 2026 revenue guidance, reinforces the near term catalyst of rapid AI adoption and strong U.S. demand. At the same time, it sharpens the biggest current risk: that expectations and valuation get far ahead of what the business can sustainably deliver. Among recent announcements, the new agreement with Mercury Systems stands out. It ties Palantir’s software directly into U.S. defense manufacturing workflows, using a digital twin to improve planning, throughput and predictability across factories. That kind of embedded, operational use case supports the AI adoption catalyst that underpins management’s higher revenue outlook, while also deepening Palantir’s exposure to concentrated, politically sensitive defense work if priorities or budgets eventually shift. Yet behind the strong headlines, the risk that Palantir’s premium valuation could amplify any slowdown in U.S. AI demand is something investors should be aware of as... Read the full narrative on Palantir Technologies (it's free!) Palantir Technologies' narrative projects $10.8 billion revenue and $3.6 billion earnings by 2028. This requires 40.7% yearly revenue growth and about a $2.5 billion earnings increase from $1.1 billion today. Uncover how Palantir Technologies' forecasts yield a $185.70 fair value, a 9% upside to its current price. Before this report, the most optimistic analysts were modeling Palantir’s revenue at about US$11.9 billion and earnings near US$4.9 billion by 2028, which is a far more aggressive path than consensus and assumes sustained triple digit style momentum. You can think of that camp as telling a much more optimistic story than both the baseline narrative and the concern that U.S. growth eventually slows, so this quarter’s “otherworldly” results may prompt all sides to revisit what they expect next. Explore 69 other fair value estimates on Palantir Technologies - why the stock might be worth over 4x more than the current price! Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your Palantir Technologies research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Our free Palantir Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Palantir Technologies' overall financial health at a glance. Our top stock finds are flying under the radar-for now. Get in early: The future of work is here. Discover the 39 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. AI is about to change healthcare. These 43 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. Uncover the next big thing with 19 elite penny stocks that balance risk and reward. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include PLTR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]