Latest news with #PalantirTechnologies
Yahoo
18 hours ago
- Business
- Yahoo
Why Palantir Stock Jumped Today
Palantir's cozy relationship with the Trump administration was detailed in a report by "The New York Times." The company's Foundry intelligence platform is increasingly being tapped to help out across the federal government. Palantir's valuation is sky high and continues to be a cause for concern. 10 stocks we like better than Palantir Technologies › Shares of Palantir Technologies (NASDAQ: PLTR) spiked on Friday. The company's stock finished the day up 7.7%. The move came as the S&P 500 (SNPINDEX: ^GSPC) was flat and the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 0.3%. The New York Times released a report Friday detailing the extensive and growing relationship Palantir has with the Trump administration. Palantir, which leverages artificial intelligence (AI) to analyze massive data sets and help make better decisions, is increasingly being called upon by the Trump administration to solve problems in agencies across the federal government, including the IRS and the Department of Homeland Security. While many of the details and contracts were previously known, the report reveals how the administration views Palantir and its Foundry product as an increasingly invaluable tool, boosting investor enthusiasm. It also detailed key personnel connections between Palantir and the federal government, such as the former Palantir engineers who now work for the newly formed Department of Government Efficiency (DOGE). While this relationship will no doubt benefit Palantir's ability to win new government contracts, I still don't think it's enough to outweigh the stock's valuation, which is wildly high. Its price-to-earnings ratio (P/E) of 530 is exceptionally high and, in my opinion, divorced from reality. There is no doubt that Palantir, by and large, is executing at a very high level, but a valuation this high means it must execute perfectly for years. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 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 $638,985!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $853,108!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Why Palantir Stock Jumped Today was originally published by The Motley Fool
Forbes
a day ago
- Politics
- Forbes
SpaceX, Palantir, Anduril Power The Golden Dome Defense Push
Potential Golden Dome Space Initiative A new kind of arms race is underway—not for nuclear stockpiles or territorial conquest, but in the contested domains of artificial intelligence, autonomous systems, and space-based defense. With rising threats ranging from hypersonic missiles to rogue-state satellite programs, the United States is laying the foundation for what could be the most ambitious defense upgrade in decades: a next-generation missile shield known informally as the 'Golden Dome.' This emerging infrastructure—designed to detect and intercept airborne threats in real time using a constellation of satellites and AI-driven command platforms—is being shaped by a growing coalition of public and private innovators. Among the most prominent are SpaceX and Anduril Industries—both privately held—along with Palantir Technologies, a public company. Together, this triad is helping to define the future of national security architecture. The presence of such influential yet privately controlled firms underscores a key challenge: much of the groundbreaking innovation in defense is now happening outside the reach of traditional public markets. Historically, retail investors have been excluded from participating in the private companies driving these breakthroughs—despite the fact that many of these firms experience their most significant growth while still private. This raises an important structural question: how can individual investors gain exposure to these high-growth sectors before an IPO? One example of a fund aiming to address this gap is the XOVR ETF, which includes both public and select private companies in its portfolio. Managed by ERShares, the fund holds positions in SpaceX—currently its largest private holding—and, more recently, Anduril. While access to private firms remains limited, structures like this offer a new approach to bridging the divide between public markets and early-stage innovation. Unlike legacy missile defense systems, which rely heavily on ground-based radars and static interceptor platforms, the Golden Dome is designed for mobility, scale, and rapid response. The concept involves deploying hundreds of low-Earth orbit satellites, backed by terrestrial and edge-based AI systems, to form a real-time surveillance and defense grid capable of neutralizing threats in seconds. Estimates suggest this system could command over $175 billion in long-term defense spending. With the U.S. Department of Defense emphasizing rapid procurement and modernization, the initiative has shifted from concept to reality far faster than previous military-industrial efforts. Anduril Industries, founded by Oculus VR creator Palmer Luckey, exemplifies the next wave of defense tech startups. Combining Silicon Valley speed with mission-first hardware development, Anduril has quickly grown into a major defense player through its Lattice OS platform—an integrated operating system that fuses sensor data across drones, towers, and autonomous vehicles in real time. Less visibly, Anduril also reflects a broader trend: the emergence of a 'Palantir diaspora' in the national security ecosystem. Several of Anduril's co-founders and early engineers previously worked at Palantir, and the company continues to attract top-tier talent from its orbit. This growing network of Palantir alumni has seeded a dense cluster of growth-stage firms across aerospace, cyber, and battlefield AI—contributing to a broader acceleration in U.S. defense innovation. Anduril is currently involved in multiple high-priority U.S. military initiatives, including the Army's TITAN program and the space-based Golden Dome framework. Its role in edge computing and autonomous threat identification is expected to grow in parallel with rising defense procurement in AI and robotics. Palantir Technologies (NYSE: PLTR) has quietly become one of the most critical software providers to the U.S. government. Its Gotham and Foundry platforms are now embedded across intelligence agencies, defense contractors, and frontline military units, enabling everything from logistics coordination to real-time battlefield analytics. In both the TITAN and Golden Dome initiatives, Palantir is providing the core artificial intelligence models used to ingest, organize, and act upon vast data flows. These systems are not just reactive—they are predictive, capable of flagging anomalies and modeling threat trajectories before they materialize. Palantir's strategic value has not gone unnoticed in financial markets. Since the end of 2022, it has been one of the top performers in the Russell 1000 Growth Index, with its stock rising more than 1,950%—second only to Applovin (+3600%), another key AI-driven firm that has also seen substantial gains over that period. The surge in these names underscores investor conviction in the long-term role of software intelligence in both defense and commercial sectors. Perhaps no company is better positioned to deliver the orbital backbone of the Golden Dome than SpaceX. With its reusable Falcon launch system and Starlink satellite network, SpaceX has the technological and logistical capabilities to deploy and maintain the hundreds of satellites envisioned in the program's first phase. What makes SpaceX's involvement especially noteworthy is the shift in its strategic identity—from a private aerospace firm to a core U.S. defense asset. The company's satellites are expected to provide not only persistent surveillance but also secure, encrypted communications and early warning detection across global theaters. SpaceX remains privately held, but its impact on both commercial and government space sectors has been transformative. Its expanding role in U.S. national defense is now considered as critical as its launch dominance. The convergence of public equities like Palantir and Nvidia with private firms such as Anduril and SpaceX reflects a broader shift in U.S. industrial policy. No longer confined to traditional contractors, the innovation engine in defense now runs through a hybrid pipeline of startups, growth-stage firms, and crossover investment vehicles. Retail investors, until recently, have had almost no ability to access firms like SpaceX and Anduril prior to their IPOs. That paradigm is beginning to shift. With new vehicles such as crossover ETFs, there is a growing effort to offer partial access to companies that have historically been out of reach. These developments mark a potential turning point in how retail capital intersects with national security innovation. The Golden Dome is more than a missile defense system. It is a test case for how national security, technological innovation, and capital markets can align in a new era of geopolitical competition. As companies like Anduril, Palantir, and SpaceX help define this frontier, they are not only reshaping defense—they are also redefining how innovation is capitalized, scaled, and accessed by the broader investing public. -------------------------------------- Disclosure: Past performance is no guarantee of future results. Please refer to the following link for additional disclosures: Additional Disclosure Note: The author has an affiliation with ERShares and the XOVR ETF. The intent of this article is to provide objective information; however, readers should be aware that the author may have a financial interest in the subject matter discussed. As with all equity investments, investors should carefully evaluate all options with a qualified investment professional before making any investment decision. Private equity investments, such as those held in XOVR, may carry additional risks—including limited liquidity—compared to traditional publicly traded securities. It is important to consider these factors and consult a trained professional when assessing suitability and risk tolerance.
Yahoo
a day ago
- Business
- Yahoo
Down 24%, Should You Buy the Dip on BigBear.ai?
The company's share price is down as it struggles to deliver revenue growth. The company isn't profitable despite the best efforts of multiple CEOs. The artificial intelligence analytics market is still promising. 10 stocks we like better than › Many companies that sell artificial intelligence (AI) services have seen their share price skyrocket over the past couple of years. AI data analytics company (NYSE: BBAI) has seen significant volatility, but it has also benefited from bullish market sentiment. The company's share price has surged 142% over the past 12 months, dwarfing the 11% return of the S&P 500. That said, it has also lost a lot of ground lately with a 24% decline in just the past three months. The recent dip no doubt has some investors wondering if this is a great time to buy stock or a warning sign to stay away. The company still has a lot to prove, and here are three reasons investors should leave this AI stock alone right now. Small companies that are tapping into such a fast-growing and in-demand market like AI should experience rapid sales growth. And yet BigBear managed to increase its revenue just 5% year over year to $34.8 million in the most recent quarter. Unfortunately, this appears to be a pattern for the company. Revenue was flat in 2023 and up just 2% in 2024. This year, management says sales could increase 7% (at the midpoint of its guidance). That's unimpressive growth for such a young AI company. For comparison's sake, fellow AI data analytics company Palantir Technologies grew sales 29% last year to $2.9 billion. Typically, high-growth companies experience lots of top-line expansion early on, and investors hope that momentum eventually leads to profits. But with sales growth has been missing for years. reported an adjusted EBITDA loss of $7.0 million in the first quarter, which was worse than its loss of $1.6 million in the year-ago quarter. Management said costs were primarily driven by increased research and development expenses as well as recurring selling, general, and administrative (SG&A) costs. In either case, the company can't afford to have these expenses continue to outpace sales. For investors hoping profits will soon follow the same pattern as its astronomical share price returns over the past couple of years, it's likely to be a very long wait. This may not be the typical reason investors should steer clear of a company, but it certainly raises some red flags. Leadership is crucial to a company's success, so it's worrying to see under its third CEO since it went public in 2021. The current CEO, Kevin McAleenan, has only been at the helm since January. He was the acting Secretary of the U.S. Department of Homeland Security during the first Trump administration. This government connection has some investors hoping that will be able to secure more government contracts. But what they should really be hoping for is McAleenan to stick around long enough to be able to execute a long-term vision for the company. When you add up the company's leadership changes, weak sales growth, and continued losses, it's clear to me the stock is not a buy right now. In a market full of compelling AI stocks, there simply isn't much that's appealing about a speculative bet on Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and 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 $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!* Now, it's worth noting Stock Advisor's total average return is 979% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Chris Neiger has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Down 24%, Should You Buy the Dip on was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
Palantir, JPMorgan Chase Lead Five Stocks Near Buy Points
Palantir Technologies has been getting no shortage of good news from the Trump administration as other contractors struggle.
Globe and Mail
a day ago
- Business
- Globe and Mail
Palantir Stock (PLTR) Is the Nasdaq-100's Top Performer. Here's Why
Palantir Technologies (PLTR) has had a stunning 2025 so far. The data analytics firm has surged 62% year-to-date, making it the top performer on the Nasdaq-100 (NDX). After hitting an all-time high of $130 in May, Palantir has firmly established itself as one of the biggest winners from the AI boom, building on its momentum from the past two years. Growing demand for artificial intelligence, a strong Q1 earnings report, and a steady stream of government contracts have fueled this rally. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Initially known for providing data tools to U.S. government agencies for counterterrorism and military missions, Palantir is now expanding its reach. The company is moving into fields like healthcare and financial services, using generative AI to fuel further growth. Its main platform —the Artificial Intelligence Platform (AIP) — helps users make faster and smarter choices by using machine learning and large amounts of data. Highlighting its growing credibility, research firm Forrester recently named Palantir a leader in AI technology. The firm also projects that Palantir will grow its revenue by 40% annually to hit $153 billion by 2028, signaling that this pace may still continue. Key Catalysts Driving PLTR Growth One of Palantir's biggest strengths is its deep role in defense and national security. That momentum recently got a major lift when the U.S. Army awarded a new $795 million deal for the Maven Smart System — an AI tool used for data analysis and target tracking. This deal pushes the total value of Palantir's work on Maven to about $1.3 billion, marking its first billion-dollar contract. The company also signed a new deal to support NATO's use of AI, further cementing its role in global defense systems. Secondly, Palantir has kept up its strong financial momentum, beating earnings estimates for seven straight quarters. In Q1 2025, revenue surged 39% year-over-year to $883.85 million, topping forecasts by nearly $22 million. Growth was led by U.S. commercial sales, which jumped 71% to $255 million, while U.S. government revenue climbed 45% to $373 million. Adjusted EPS came in at $0.13, in line with expectations. Looking ahead, Palantir raised its full-year revenue outlook to as high as $3.9 billion — well above both its previous forecast and Wall Street estimates. These strong results have fueled investor confidence and added to the stock's sharp rise this year. What Analysts Are Saying Several analysts remain upbeat about Palantir's long-term prospects. Earlier this year, Morningstar's Mike Giarelli called it 'the next software juggernaut.' More recently, Wedbush analyst Daniel Ives highlighted Palantir's expanding role in federal AI initiatives, saying the company is well positioned to benefit from what he called a 'tidal wave' of government AI spending across North America and Europe. That said, even the bulls are cautious when it comes to Palantir's valuation. Despite strong momentum in both commercial and government segments, Palantir's stock continues to trade at extremely high multiples, which many investors view as unsustainable. If growth slows or expectations aren't met, the stock could be vulnerable to a significant pullback. Is PLTR a Good Stock to Buy? Turning to Wall Street, analysts have a Hold consensus rating on Palantir Technologies stock based on three Buys, eleven Holds, and four Sells assigned in the past three months, as indicated by the graphic below. The average PLTR stock price target is $100.13, implying downside potential of 18.14%. See more PLTR analyst ratings
