A Buy rating and $175 target argue that model instability across the AI industry strengthens Palantir
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The AI data analytics powerhouse has been a poor performer on Wall Street so far this year, but some analysts think a rebound is coming.
Palantir (NASDAQ: PLTR) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder. Palantir sells the software brain that runs enterprise AI. SanDisk sells the NAND flash memory that feeds hyperscaler datacenters. Comparing them shows how the AI buildout is minting winners at opposite ends of the stack. ... Palantir vs. SanDisk: Two Paths to AI Riches, One Winner
The AI-powered data mining company is still richly valued relative to its peers.
Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR) is now the cheapest he has ever seen it. That is a striking sentence about a company still trading at a trailing P/E of 146x. Cramer’s exact framing, after watching CEO Alex Karp’s recent interview, was “I will say this ... Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners
Palantir Technologies (NASDAQ:PLTR) co-founder and CEO Alex Karp argued this week that generative AI sales to enterprises are structurally broken. In his words, “something has gone completely wrong” in the industry, and customers buying token-based access to frontier large language models are paying to expose their intellectual property and their “alpha” while getting little value ... Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their C
PLTR's Rule of 40 has more than doubled in less than two years, fueled by accelerating revenue growth and expanding profitability.
The AI and data mining specialist is getting some much-needed respect.
The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely by the AI infrastructure trade. The question now is which names have the fundamental firepower to keep compounding into the back half. Growth ... The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started
Our Palantir (NASDAQ:PLTR) call is straightforward heading into the back half of 2026: after a brutal drawdown, the stock has room to run, but not as much as the loudest bulls think. The 24/7 Wall St. price target for Palantir is $153.09, implying roughly 21.76% upside from the $125.73 close on July 1. Our recommendation ... Prediction: Palantir Will End The Year at This Price
Nvidia recently unveiled a wave of AI infrastructure moves, including the Vera Rubin scientific computing platform, the BioNeMo Agent Toolkit for life sciences, the Halos safety stack for robotics, and multiple new collaborations spanning Palantir, Firmus, CIQ, Verkada, and others. Together, these initiatives extend Nvidia’s role from chip supplier to core AI infrastructure partner across government, healthcare, clean energy, robotics, and security workloads built on its accelerated...
Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.
Palantir, Chevron upgraded: Wall Street's top analyst calls
DA Davidson upgraded Palantir’s rating to ‘Buy’ from ‘Neutral’ and hiked the price target to $175 from $165, according to TheFly.
For 20 minutes on CNBC Wednesday, Palantir CEO Alex Karp unloaded on frontier AI labs, arguing they've become so obsessed with building ever-more-powerful models that they're failing their biggest enterprise customers.
Zeta Global Holdings (NYSE:ZETA) has entered into a partnership with Palantir Technologies to build an enterprise AI infrastructure layer for data driven, agentic marketing. The collaboration includes rearchitecting Zeta's Data Cloud on Palantir Foundry and upgrading Athena, Zeta's AI powered decisioning system, for real time and secure marketing at scale. The partnership targets large enterprises that place a high priority on data security, governance, and effective marketing...
D.A. Davidson upgraded Palantir stock to buy from neutral on views that it's a better option for enterprises than OpenAI or Anthropic.
Pre-Market Stock Futures: Futures are trading mixed as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More
Investing.com - U.S. stock futures were mixed on Thursday as investors awaited a closely watched U.S. employment report that could help shape expectations for Federal Reserve interest rate policy in the months ahead.
The AI gold rush continues in mid-2026, with companies racing to turn flashy models into actual money-making systems. While the market obsesses over token prices and frontier lab drama, a quieter shift is underway. Governments and enterprises want AI they control — not rent — especially when national security or trade secrets sit on the ... The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race
Palantir Technologies Inc. (NASDAQ:PLTR) is among the most profitable software stocks to buy right now. On June 24, Wedbush reiterated an Outperform rating and a price target of $230 on Palantir Technologies Inc. (NASDAQ:PLTR). In its analysis, the firm highlighted the company’s partnership with Zeta, which is focused on marketing infrastructure within the AI landscape. […]
In recent days, Palantir Technologies and Surf Air Mobility expanded their partnership to accelerate the SurfOS aviation software suite, while Surf Air also launched a Hawaiʻi electric aircraft demonstration with BETA Technologies and signed Wheels Up as the first Enterprise BrokerOS customer in a multi-year, up to US$12 million subscription deal. Together, these moves highlight Surf Air Mobility’s push to pair AI-powered software with emerging electric aircraft operations, aiming to create...
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This AI battleground stock may be cheaper than you think.
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 9.3% in the afternoon session after the company announced a strategic AI partnership with Nvidia, while a financial disclosure revealed President Donald Trump holds a significant stake.
Palantir invented the forward-deployed engineer model more than a decade ago. The firm's engineers became known for living inside government agencies and Fortune 500 companies for months at a time, not to train employees on software, but to build systems alongside them from the inside. On June 30, ...