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Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
24/7 Wall St.92d agoneutral
Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call

Three of the most-watched AI names point in three different directions at current prices: NVIDIA (NASDAQ:NVDA) at $196.50 looks most attractive on valuation, AMD (NASDAQ:AMD) at $355.26 looks priced for perfection, and Palantir (NASDAQ:PLTR) at $135.91 faces the steepest valuation hurdle. Each rides the same agentic-AI thesis. Valuation and recent price action separate them. Buy ... Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call

Palantir Grew Revenue 85% but Is Down 23% This Year. Our Model Has a Price Prediction That May Surprise You
24/7 Wall St.92d agoneutral
Palantir Grew Revenue 85% but Is Down 23% This Year. Our Model Has a Price Prediction That May Surprise You

Palantir has whipsawed traders all year, but the latest Q1 earnings reset the conversation. Palantir (NASDAQ:PLTR) just delivered another blowout quarter, raised full-year guidance, and absorbed multiple analyst upgrades, yet the stock still sits well below its 52-week high. Our model says that gap is an opportunity. Our 24/7 Wall St. price target for Palantir ... Palantir Grew Revenue 85% but Is Down 23% This Year. Our Model Has a Price Prediction That May Surprise You

Palantir Revenue Surges As AI Demand Outstrips Supply And Guidance Rises
Simply Wall St.92d agobullish
Palantir Revenue Surges As AI Demand Outstrips Supply And Guidance Rises

Palantir Technologies (NasdaqGS:PLTR) reported its fastest revenue growth since listing after Q1 2026 results. First quarter revenue grew 85% year over year, driven by stronger U.S. government and commercial demand for its Artificial Intelligence Platform. Management said demand for the platform is now outstripping supply and raised full year guidance significantly. For investors tracking NasdaqGS:PLTR, this update comes with the stock at $135.91 and a very large 3 year return, alongside a...

Bank of America sends clear message on Palantir stock after earnings
TheStreet92d agoneutral
Bank of America sends clear message on Palantir stock after earnings

Bank of America wasted little time in making its view on Palantir (PLTR) clear after another Q1 earnings stunner. The bank maintained its bullish stance on the stock, arguing that Palantir’s AI endeavors are showing up in its sales, margins, contracts, and forward guidance. Palantir has been ...

Argus Just Upgraded Palantir to Buy After the Sell-Off. Is $190 the New Floor?
24/7 Wall St.92d agobullish
Argus Just Upgraded Palantir to Buy After the Sell-Off. Is $190 the New Floor?

Argus has flipped bullish on Palantir Technologies (NASDAQ:PLTR), upgrading the stock to Buy from Hold with a $190 price target after a sharp post-earnings sell-off. The call lands the same day Citi reiterated a Buy rating and lifted its target to $225 from $210, signaling that Wall Street views the recent weakness as a sentiment ... Argus Just Upgraded Palantir to Buy After the Sell-Off. Is $190 the New Floor?

Anthropic CEO warns software companies can 'go bust' without AI
Yahoo Finance Video92d agoneutralVIDEO
Anthropic CEO warns software companies can 'go bust' without AI

Anthropic (ANTH.PVT) co-founder and CEO Dario Amodei warned that some software companies could "completely go bust" while speaking at the AI developer's The Briefing: Financial Services event.. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland highlight Amodei's comments and the factors that could raise alarm bells for tech companies this late in the AI Boom.

GuruFocus.com92d agoneutral
Palantir Stock Set for Explosive AI Run, Says Wedbush Analyst Dan Ives

Dan Ives said Palantir Technologies Inc. (NASDAQ:PLTR) remains one of his top software picks in the artificial intelligence space, arguing that the company is still in the early stages of its long-term growth cycle. Ives emphasized that both enterprise adoption and government deployment of AI technologies are accelerating, with Meta Nvidia Tesla trends reinforcing sector-wide momentum. In his view, Meta Nvidia Tesla developments underscore how demand for AI infrastructure and software solutions continues to broaden across industries.

Palantir's Alex Karp Says PLTR Prioritizes US Warfighters Over Commercial Clients: 'We Just Cannot Meet Demand'
Benzinga92d agoneutral
Palantir's Alex Karp Says PLTR Prioritizes US Warfighters Over Commercial Clients: 'We Just Cannot Meet Demand'

On Monday, Palantir Technologies Inc. said its commitment to U.S. national security continues to outweigh all other business priorities. Palantir Puts Defense First Amid Growing AI Demand During Palantir's first-quarter 2026 earnings call, CEO Alex Karp told investors the company will always place U.S. defense needs ahead of commercial opportunities. "We always prioritize the U.S. warfighter over everything else," Karp said, while answering a question by Wedbush analyst Dan Ives. He highlighted

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and More
24/7 Wall St.92d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and More

Pre-Market Stock Futures: Futures are trading higher on Wednesday as news of an impending end to the Iran war is sending oil prices dramatically lower. This news comes after a bounce-back Tuesday that benefited from lower oil prices, some strong earnings, and solid buying from retail investors. At the same time, hedge funds continue to ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technolo

What Happens to Palantir If Alex Karp Steps Down?
24/7 Wall St.92d agoneutral
What Happens to Palantir If Alex Karp Steps Down?

Consider this a thought experiment about leadership concentration at a high-multiple stock. Palantir (NASDAQ: PLTR) CEO Alex Karp has given no indication he plans to leave. But with a market capitalization of $325.8 billion and a P/E ratio of 154, the question of how much of that premium is tied to one founder is fair ... What Happens to Palantir If Alex Karp Steps Down?

Is It Too Late To Consider Buying Palantir Technologies (PLTR) After Its Strong Multi‑Year Run?
Simply Wall St.93d agobullish
Is It Too Late To Consider Buying Palantir Technologies (PLTR) After Its Strong Multi‑Year Run?

This article examines whether Palantir Technologies at US$146.03 is priced for perfection or still offers value by walking through what the numbers indicate about the stock. The share price return is 3.4% over the last 7 days, with a 1.6% decline over 30 days, a 13.0% decline year to date and a 34.1% return over the past year. The 3 year return is very large and the 5 year return is more than 6x. Recent attention on Palantir has focused on its role in data analytics and software platforms...