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Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.
Snowflake Inc. (SNOW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.
Braze posted strong fiscal Q2 growth and retention metrics, while peers Klaviyo and Similarweb show similar AI-driven momentum despite differing stock performance and customer engagement strategies.
SNOW's product revenues jump 37% in fiscal Q2 as AI adoption, core platform consumption, and enterprise expansion strengthen its competitive position.
Snowflake (SNOW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
On September 2, 2026, Snowflake Inc. (NYSE:SNOW) reported second-quarter fiscal 2027 results for the period ended July 31, 2026. Revenue rose 35% to $1.55 billion against a $1.48 billion consensus, product revenue grew 37% to $1.49 billion, and adjusted earnings came in at $0.62 per share versus the $0.45 analysts expected. Management raised full-year product […]
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
McCarthy is the first major hire by Dali Rajic, OpenAI's new CRO who joined less than a month ago.
Snowflake and MongoDB both reported blowout quarters in the same week, serving the same enterprise buyers, but with radically different financial profiles and AI bets. Only one of them makes sense to own through the rest of 2026.
Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.
Snowflake's AI flywheel is spinning faster than almost anyone expected, but the stock has already priced in a lot of that success. Here is what bulls and bears are each getting wrong at this valuation.
The average of price targets set by Wall Street analysts indicates a potential upside of 28.7% in Snowflake (SNOW). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Snowflake stock is surging toward all-time highs after reporting its latest quarterly earnings.
Palantir Technologies (PLTR) trades near $172.56, and the options market has already drawn the year ahead in dollars. The one-year band runs from $96.77 at the floor to $307.69 at the ceiling. That is not a forecast. It is the size of the uncertainty you are holding, and it raises a question about position size rather than direction.
SNOW's faster growth, rising AI adoption, and customer expansion outpace ADBE, even as its shares command a far richer valuation.
Palantir's fundamentals are running hotter than any large-cap software peer this year, yet the stock keeps sliding while insiders cash out. One senior Wall Street analyst thinks the market has this badly mispriced, and her reasoning deserves a closer look.
Snowflake (NYSE:SNOW) CFO Brian Robins said the company’s recent momentum reflects strength in its core consumption business and growing adoption of its artificial intelligence products, while management continues to pursue operating efficiency and a path to GAAP profitability in the fourth quarter
Palantir Technologies Inc (NYSE:PLTR) received a higher $250 UBS price target as demand outstrips capacity, with management describing customer adoption as still early. According to a UBS note, Palantir executives disputed that language models could replace Palantir, citing imprecision, while...
In early September 2026, Snowflake reported second-quarter fiscal 2027 results showing higher sales of US$1,546.79 million and a reduced net loss of US$191.72 million, while also completing a US$3,697.59 million share repurchase program that retired 25,378,000 shares. Management attributed the stronger performance to growing adoption of its AI offerings, including CoCo and CoWork, and raised full-year fiscal 2027 product revenue and operating margin guidance, signaling increased confidence...
Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.
Palantir's year-long consolidation, surging commercial AI demand, record bookings and exceptional profitability strengthen its case as a buying opportunity.
Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.
For much of the past year, the “AI trade” has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)’s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to […]
On September 2, Snowflake (NYSE:SNOW) reported second-quarter fiscal 2027 results that showed an unusual pattern for a company of its size: growth speeding up rather than slowing down. Product revenue hit $1.49 billion, up 37% year over year, and it was the third straight quarter that growth rate climbed instead of fading. Total revenue reached […]
Data platform provider Snowflake Inc. (NYSE:SNOW)’s shares are up by nearly 50% over the past year. They closed a strong 16.6% higher on September 3rd, the day after the firm reported its second quarter earnings. With Snowflake Inc. (NYSE:SNOW) being a software company, like its peers, the debate for the firm surrounds the fact whether […]
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.