Latest news with #PalantirTechnologies
Yahoo
12 hours ago
- Business
- Yahoo
Palantir Stock Just Zoomed Past $150. My Prediction for What Comes Next
Key Points Palantir's revenue is accelerating as it wins more and more large software contracts. It is working to expand into new industries like nuclear power. The stock trades at an extreme valuation. 10 stocks we like better than Palantir Technologies › One of the best-performing stocks of the last 12 months is Palantir Technologies (NASDAQ: PLTR). It has gone on an incredible run for shareholders in that period with a 436% gain, adding to its whopping 2,300% return since the beginning of 2023. That is a more than 20x return in just two and a half years, making many shareholders rich in the process. The artificial intelligence (AI) company serves many large organizations like the Department of Defense, and it's seeing accelerating revenue growth and huge customer wins. Investors are so bullish that Palantir stock recently zoomed past $150 per share, giving it a market cap of nearly $350 billion. Here's my prediction for what comes next for Palantir Technologies. Fast revenue growth, big contracts The first thing that jumps out about Palantir is the company's accelerating momentum at scale. Last quarter, its revenue grew 39% year over year to $884 million, driven by strong domestic sales. U.S. revenue was up 55%, while U.S. commercial revenue (coming from the private sector) growth accelerated to 71% year over year. At the same time, Palantir is expanding its profitability. Operating margin was 20% last quarter and 13% over the last 12 months. With strong gross margins, Palantir has a clear path to keep expanding its profit margins as the business scales. Forward indicators look bright for Palantir as well. Just in the first quarter, it closed 139 deals with customers worth over $1 million, plus an additional 31 deals worth at least $10 million. As the AI operating system for large enterprises, Palantir is proving its worth and seeing huge spending from these customers. The U.S. Department of Defense alone has contracts worth over $1 billion with Palantir, with room to expand over time. Revenue and earnings should keep growing for Palantir as it shapes up to be one of the biggest software winners of the decade. Image source: Getty Images. A lot of announcements in exciting industries Using its AI and software analytics, Palantir is aiming to move into more and more industries to help spur innovation. For example, it's working with a start-up called The Nuclear Company to install Palantir software as the operating system for its entire nuclear energy supply chain. The company is aiming to build gigawatt-scale nuclear energy plants in the U.S. to help with rising electricity demands.
Globe and Mail
21 hours ago
- Business
- Globe and Mail
The S&P 500 Is Up 7% Year to Date, but These 3 Stocks More Than Doubled That Return So Far. Is It Time to Buy?
Key Points Meta's outstanding operating margin is part of the reason why its stock is up 20% year to date. After years of stagnation, IBM is showing signs of significant growth. There has seemingly been no limit to Palantir's staggering momentum. 10 stocks we like better than Palantir Technologies › The first half of 2025 is in the books -- and it was a roller coaster. Nevertheless, as of this writing, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are up 7%, 8%, and 5%, respectively. However, many stocks have put those returns to shame. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Three Motley Fool contributing analysts identified three stocks that have more than doubled the return of the S&P 500 so far this year: Meta Platforms (NASDAQ: META), International Business Machines (NYSE: IBM), and Palantir Technologies (NASDAQ: PLTR). Is it time to load up on them? Meta generates roughly $470 million in revenue every day Jake Lerch (Meta Platforms): As of this writing, shares of Meta Platforms are up 20% year to date, nearly triple the return of the S&P 500 over the same period. Clearly, Meta is firing on all cylinders, but what is behind its big rally, and will it continue? To start, Meta's stock is surging because the company's business model continues to prove its worth. Meta has more than 3 billion daily average users across its platforms, like Facebook and Instagram, meaning it can place millions of ads each day, which, in turn, generates a daily average of around $470 million in revenue for the company. Better still, a tremendous share of Meta's revenue is converted into profit. Indeed, the company's operating margin stands at 43%. For context, many analysts view a margin of 10% to be healthy, while 20% is considered high. Even within the lofty ranks of the " Magnificent Seven," Meta's margin shines. It ranks third -- behind only Nvidia (the world's largest company by market cap) and Microsoft (the world's second-largest company by market cap). Turning to its future, Meta appears very well positioned. With so much of the world's population already using its platforms on a daily basis, Meta can afford to invest heavily in new initiatives. It has spent heavily on artificial intelligence (AI) infrastructure, and it now appears ready to unleash the potential of that investment. The company plans to roll out automated advertising -- powered by AI -- across its platforms by the end of 2026. This could introduce a new lucrative revenue stream for the company, further boosting its already impressive revenue and profit totals. Meta stock has outperformed the market so far this year, and it may continue to do so thanks to its immense user base, strong margins, and AI-powered innovations. Investors should not ignore the quiet comeback of this tech giant Will Healy (International Business Machines): Investors can likely be forgiven for not noticing the comeback in IBM stock. The venerable tech giant struggled throughout the 2010s as growth in its consulting and tech infrastructure businesses slowed dramatically, and most investors seemed to turn their attention to newer and seemingly more cutting-edge tech companies. However, its paradigm began to shift when IBM bought cloud giant Red Hat in 2019. Soon after, IBM appointed Arvind Krishna, the executive who drove this purchase, as its CEO in April 2020. That move enabled IBM to emerge as one of the leaders in the hybrid cloud. Also, with its spinoff of its managed infrastructure business into Kyndryl, it was free to focus more heavily on cloud, AI, and supercomputing enterprises. With that, investors again began taking notice of the stock, particularly after the end of the 2022 bear market. So profound is its growth that it returned to its previous all-time high in 2024, and its growth has continued. In 2025, the stock is up 30%. Admittedly, the company has more work to do. In the first quarter of 2025, revenue rose by only 1%. Nonetheless, its software segment, which accounts for all of the company's current growth, was up 7%, signaling that improved growth could be at hand. Additionally, it approved its 30th consecutive dividend increase earlier this year. At $6.72 per share annually, its dividend yield is around 2.4%, almost double the S&P 500 average of 1.2%. That dividend should make the stock more attractive for income investors. Indeed, the buy case is more unclear for growth investors considering its 49 P/E ratio. Still, a forward P/E ratio of 26 implies that significant financial improvement is forthcoming, and it appears to be positioned to match the market's performance. That factor likely makes IBM a buy for investors seeking both income and growth. Palantir Technologies continued to soar, doubling already since January Justin Pope (Palantir Technologies): Artificial intelligence software is already changing the world, and Palantir Technologies has become the face of that. The company develops custom software applications for government and corporate clients that utilize a combination of AI, machine learning, and data analytics to address some of the world's most pressing challenges. The company formally launched its AIP platform for AI applications in 2023, and Palantir's growth has continued to accelerate since then. There are 20,000 large businesses in the United States alone, so Palantir, with fewer than 450 U.S. commercial customers, has a tremendous growth opportunity ahead. That has investors expecting big things in the future, which continues to propel Palantir's stock to great heights. Shares gained 1,600% over the past three years, including a 100% run since the start of 2025. While you never know how high a stock can go, it's probably not wise to buy here -- Palantir trades at astronomical valuations, which will likely weigh on the stock's future performance. Analysts estimate Palantir will grow earnings by an average of 31% annually over the long term, which is blistering fast growth. Yet Palantir trades at a forward P/E ratio of 261, versus 22 for the S&P 500, which has historically grown at an annualized rate of approximately 10%. So, Palantir, anticipated to grow 3 times faster than the S&P 500, is valued nearly 12 times higher? It doesn't make sense. Therefore, it's probably best to avoid chasing this red-hot stock until that ratio comes back to Earth a bit. Should you invest $1,000 in Palantir Technologies right now? 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jake Lerch has positions in International Business Machines and Nvidia and has the following options: long July 2025 $425 puts on Microsoft. Justin Pope has no position in any of the stocks mentioned. Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends International Business Machines, Kyndryl, Meta Platforms, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Yahoo
21 hours ago
- Business
- Yahoo
Prediction: These 3 Market-Leading Artificial Intelligence (AI) Stocks Will Eventually Plunge 50% (or More)
Key Points Artificial intelligence (AI) is expected to positively impact corporate America's growth arc, with one estimate calling for a $15.7 trillion boost to global gross domestic product by 2030. Despite competitive and/or first-mover advantages, the industry-leading companies on this list are sporting historically unsustainable valuation multiples. Additionally, history suggests an AI bubble will eventually form and burst, which would be problematic for all three of these market-leading businesses. 10 stocks we like better than Palantir Technologies › Not since the advent of the internet has a technological revolution come along that promises to bump up the growth arc for corporate America. The analysts at PwC believe the combination of consumption-side effects and productivity improvements traced specifically to the rise of artificial intelligence (AI) will add $15.7 trillion to global gross domestic product in 2030. With an addressable market this massive, it's no surprise to see public companies involved in AI hardware and applications rocketing higher. However, next-big-thing trends have historically had a knack for giving way to next-big-thing bubbles -- and artificial intelligence is unlikely to be the exception to this unwritten rule. Some of today's biggest AI leaders may be poised to become tomorrow's losers. What follows are three market-leading AI stocks with mounting headwinds that can eventually (i.e., I'm not trying to time their respective peaks) plunge 50% or more. Palantir Technologies The first megacap AI stock that can plummet at least 50% in the coming months or years is data-mining specialist Palantir Technologies (NASDAQ: PLTR). Whereas some companies I'm, admittedly, not a fan of, Palantir is what I'd consider an excellent business with a completely unsupported valuation. What makes Palantir a great company is its AI- and machine learning-driven software-as-a-service platforms, Gotham and Foundry. The former is used by federal governments for mission planning and execution, along with data gathering and analytics. As for Foundry, it makes sense of big data for businesses. Both of these segments are growing by sustained double-digit percentages and neither are replicable at scale by other companies. While companies with sustainable competitive advantages are often bestowed with a valuation premium by Wall Street, relative to their peers, Palantir's premium is otherworldly. Looking back more than three decades at other megacap companies whose bubbles burst while on the leading edge of a next-big-thing trend shows price-to-sales (P/S) multiples typically peak between 30 and 40. Palantir's P/S ratio closed out July 18 at almost 123. Even if Palantir were to grow its sales by 30% annually over the next five years and its stock went sideways, it would still be in bubble territory. The other significant worry for Palantir is Gotham. Though this segment is primarily responsible for lifting Palantir to recurring profitability, there's a very limited pool of federal governments that can access this platform. Further, it's unclear if government spending on defense will remain robust beyond President Donald Trump's second term. Palantir is priced for perfection amid a growth trend that's anything but perfect. Tesla Whereas I view Palantir Technologies as a phenomenal business with an unsightly valuation, I struggle to find many redeeming qualities for electric-vehicle (EV) maker Tesla (NASDAQ: TSLA), whose EVs and full self-driving (FSD) software rely on AI and technology to safely navigate obstacles. Tesla became one of Wall Street's most-influential businesses by riding its first-mover competitive advantages in the EV space. Under the leadership and vision of CEO Elon Musk, it expanded production and deliveries to approximately 1.8 million EVs in each of the last two years. More importantly, Tesla has been profitable on a recurring basis for five consecutive years, with Musk overseeing the expansion of its energy generation and storage operations. This segment has the potential to minimize the cyclical ebbs-and-flows associated with Tesla's auto industry operations. The issues I have with Tesla are threefold. To begin with, EV growth has completely stalled. The selling price of its four primary models (3, S, X, and Y) were slashed on more than a half-dozen occasions due to increasing EV competition and rising inventory levels. This has wreaked havoc on Tesla's vehicle margin. Secondly, Tesla's earnings quality is poor. Though the company remains decisively profitable, more than half of its pre-tax income has consistently come from automotive regulatory credits given to it for free by governments and net interest income earned on its cash. President Donald Trump's One Big, Beautiful Bill removes these U.S. regulatory credits, and the Federal Reserve is currently in a rate-easing cycle, which threatens to lower future interest income-earning potential. In other words, non-innovative channels are driving Tesla's profits. Lastly, I view Musk as more of a lability than an asset to Tesla. His habit of overpromising and underdelivering on innovations has grown stale. Tesla's robotaxi launch was underwhelming; its FSD software hasn't reached Level 5 autonomy as promised more than a decade ago; and Cybertruck sales have come in well below expectations. If these unfulfilled promises are backed out of Tesla's market cap, its stock would fall far more than 50%. Nvidia I know it's Wall Street blasphemy to say this, but the third AI stock that can eventually plunge 50% or more is the face of this technological revolution, Nvidia (NASDAQ: NVDA). Nvidia gets lumped in with Palantir in the sense that I recognize it's a phenomenal business, but its valuation (when combined with other headwinds) makes absolutely no sense. Nvidia's claim to fame is that its Hopper and Blackwell graphics processing units (GPUs) are the clear top options by businesses operating AI-accelerated data centers. With supply chains unable to keep pace with overwhelming demand for AI hardware, Nvidia has been able to sell more of its chips each quarter, as well as charge a triple-digit premium for its hardware, relative to its direct external competitors. Additionally, Nvidia should be able to sustain its compute advantages. CEO Jensen Huang expects to bring a new advanced AI chip to market annually, with Blackwell Ultra (2025), Vera Rubin (2026), and Vera Rubin Ultra (2027) following Hopper and Blackwell. It's unlikely that any external competitors come close to the compute capabilities of Nvidia's hardware. But as I pointed out earlier, there hasn't been a next-big-thing technology in decades that's avoided an early stage bubble-bursting event. Investors consistently overshoot when it comes to early adoption rates and utility for new innovations -- and AI is unlikely to be the exception. If an AI bubble forms and bursts, arguably no stock would be hit harder than Nvidia. Competition is another clear issue for Nvidia. Despite maintaining its compute advantages, Nvidia can still lose out on valuable data center real estate. The biggest threat just might be that many of its largest customers by net sales are internally developing AI-GPUs to use in their data centers. These chips are less costly and more readily available than Nvidia's often-backlogged hardware. Rounding things out, Nvidia is nearing a P/S ratio of almost 29, which borders on the aforementioned bubble territory I discussed earlier. Should you buy stock in Palantir Technologies right now? 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Sean Williams has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia, Palantir Technologies, and Tesla. The Motley Fool has a disclosure policy. Prediction: These 3 Market-Leading Artificial Intelligence (AI) Stocks Will Eventually Plunge 50% (or More) 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
Scoop
a day ago
- Politics
- Scoop
On New Zealand's Peter Thiel Problem
Reportedly, the moral revulsion being felt around the world at Israel's actions in Gaza has induced 24 countries to sign a joint letter calling on Israel to cease its onslaught, and to'end now' the Gaza conflict. While overdue, the letter would have carried more weight if – in the event of Israel's (likely) non-compliance – it had included the threat of sweeping economic sanctions against Israel, with immediate effect. After the world shouldn't be trading for mutual profit with a state carrying out the kind of atrocities we have been seeing in Gaza for months, turning into years. In addition, the Knesset (Israel's parliament) has overwhelmingly voted against the 'two state'solution that we insist is the only fair and sustainable solution to the conflict. As for Israeli society as a whole, the majority appear to be concerned solely with the release of the Israeli hostages. Across Israel's civil life, there seems to be a disconnect from the reality of what the IDF is doing to the Palestinians, on a daily basis. As for is no sign that our diplomatic expressions of moral concern have saved the life (or improved the health) of a single Palestinian child. Nearly 20,000 children have died while the world wrings its hands, sighs, and then goes back to making money with the firms from the state responsible for their killing. So far, New Zealand has imposed sanctions selectively, on certain settler leaders and far right members of the Israeli Cabinet. We have imposed no trade sanctions on the state of Israel itself, or on the Netanyahu Cabinet that shares collective responsibility for the IDF actions. Given that the US will always bail out Israel, any effective trade embargo by other Western nations would have to include a boycott of those firms that continue to do business afterwards with Israel. The recent UN report by Francesca Albanese – the UN Special Rapporteur on Gaza and the Occupied Territories – names and shames many of the firms that are not only trading with Israel, but – in some cases - supplying it with the weaponry and AI expertise that has enabled the IDF to fine -tune Israel's genocidal actions in Gaza. Those firms include Palantir Technologies. Palantir is us Lest we zillionaire and Palantir Technologies chairman Peter Thiel is also a New Zealand citizen. So you have to wonder whether Christopher Luxon and/or Winston Peters have ever got on the phone and asked Thiel to bring his influence to bear on the actions of the IDF, given Palantir's active role in enhancing their lethal targeting capabilities. Less controversially, has Luxon ever contacted Thiel to seek his possible intercession on our behalf with respect to US President Donald Trump's on again/off again tariff programme? The Trump administration is currently intent on penalising the access by New Zealand exporters to US markets to the tune of 10%, and that rate could go higher. If Luxon hasn't picked up the phone and asked Thiel for help, why not? After all, it was a National government that chose to make Thiel one of us. Thiel may not be one of Trump's regular Mar-a-Lago golfing buddies, but recent events have underlined his proximity to key White House decisions. Incredibly – and for no visible benefit in return - Trump recently chose to give China access to NVIDIA's advanced H20 chip technology. This was quite the turnaround. In April, Trump had blocked all sales to China of that particular chip and other hi-tech chips with strategic value. As Robert Kuttner wrote recently in his American Prospect column : Since its inception, the Trump administration has been concerned that the Chinese military could use AI to develop weapons and to achieve global dominance of other technologies of the future. In January, Commerce Secretary Howard Lutnick told Congress during his nomination hearing that he thought NVIDIA and other tech companies 'need to stop helping' China and stop allowing it to use 'our tools to compete with us.' The Chinese Communist party, Lutnick told a House sub-committee last month, seeks to become 'the dominant culture of the world, and it uses our knowledge, our innovation and our entrepreneurial spirit against us.' In the race for AI supremacy, Lutnick continued, 'it is vital to keep key aspects of US knowledge out of China's hands, so they can't copy us.' Trump's sudden decision to let his techie pals sell that knowledge to China is jaw dropping. In other forums, New Zealand is being urged by the US to spend up large on defence and join the AUKUS defence pact, in order to counter China's growing military and economic might. At the same time, the US has no coherent policy on selling its AI technology to China, stuff that it only months ago declared to be of key strategic value. China meanwhile, is doing the exact opposite, and has restricted US access to its EV battery technology. So how did the NVIDIA policy switcheroo occur? As the New York Times has reported, NVIDIA CEO Jensen Huang met with Trump both at Mar-a-Lago and in the Oval Office, and convinced him to change course. Huang himself had been invited to Mar-a-Lago by David Sacks, who is Trump's chef adviser on science and technology. Sacks is also Trump's main adviser on Bitcoin and – as a major Silicon Valley investor- has had a very close relationship with Peter Thiel since the 1990s. Years ago, Sacks and Thiel co-operated in founding and managing Paypal. In 1999, they co-authored a book called The Diversity Myth, an early tirade against the threat that multi-culturalism and political correctness allegedly pose to America's intellectual vitality. In that book, Thiel railed against how woke-ism had re-defined rape to include 'seductions that are later regretted.' In 2016, he apologised for making that claim. In an infamous Cato Institute essay, Thiel claimed that the free world began to go to hell in a handbasket in 1920, what with the rise of welfarism and women getting the vote: Since 1920, the vast increase in welfare beneficiaries and the extension of the franchise to women — two constituencies that are notoriously tough for libertarians — have rendered the notion of 'capitalist democracy' into an oxymoron. What a guy. As mentioned, Thiel is extremely close to the man who – only ten days ago – orchestrated a fundamental sea change in the US trade relationship with China. And to repeat: Huang/Sacks have convinced Trump to allow NVIDIA to sell their advanced chips to China, for no reciprocal concessions. They have also convinced Trump that in AI and other tech fields, the US can now suddenly go head to head with the likes of Huawei, despite the US previously blacklisting the firm as a security threat. The US has blocked Huawei's access to Western markets for the best part of a decade, and New Zealand dutifully fell into line with that effort. Because Trump is so inconsistent, it isn't yet clear whether a Huawei phone can now be declared safe for Westerners to use. Kleptocrats and trade wars The US is waging a trade war with China with no coherent policy, led by a nunchi of techie frat brothers driven by short term personal gain, not national well-being. The contrast is pretty stark. In Beijing, the CCP is subsidising commercial/scientific platforms right across China's entire economy, from AI to its champion EVcar-maker, BDS. It is a coordinated effort, with a decade long focus. Meanwhile, the Trump administration is cutting (by 34% !) the US science budget and is deporting large numbers of foreign-born students, and rapidly making the US an unattractive destination for the world's most talented graduate students. These and other elements in knowledge generation were what formerly gave the US its military-industrial edge. As for how this plays out in our coherence is in short supply. Even as he twists the arm of US allies to buy more American-made weapons and oppose China's growing presence in the Pacific, Trump is (simultaneously) helping his cronies make a buck by selling AI expertise to China that's highly likely to undermine the West's security and economic competitiveness. If Thiel, his pal David Sacks and NVIDIA's Jensen Huang can spin Trump around 180 degrees on this key trade issue, why not ask Thiel to do something similar for us, given that we provided him with a bolt-hole refuge here, at a bargain price? So far, Thiel has given nothing back to his star struck sponsors in the National Party. Christopher Luxon needs to ask Thiel to step up, big time. No harm in asking, right? Footnote One: Reportedly, the stock value of Thiel's Palantir firm has risen by 2,110% since 2022: Palantir' to fame has been its unique, AI-inspired operating platforms, Gotham and Foundry. The former helps federal government's plan and execute military missions, as well as collect data. Meanwhile, Foundry is an enterprise-focused software-as-a-service platform that helps businesses streamline their operations. No large-scale competitors exist that offer the same services as Palantir. Reportedly, Gotham technology has been deployed to identify work sites and residences likely to contain undocumented migrant workers, that can then be raided by federal ICE agents, for deportation action. There are no firms or state agencies publicly known to be making direct use of Gotham and Foundry in New Zealand. Across the Tasman, the story is different - or at least, is more transparent. Earlier this month, Palantir was accused of being embedded in Australia's defence and security apparatus, and in its systens of policing. Palantir's commercial clients are as varied as Coles department stores and Rio Tinto. Greens Senator David Shoebridge has recently expressed concern elsewhere about Palantir's growing influence across Australian society. Footnote Two: Palantir has been accused – by Amnesty International and within this recent report by UN Special Rapporteur Francesca Albanese of assisting the IDF in the committing of war crimes in Gaza. Palantir denies that it helped to develop the AI automated targeting systems 'Gospel,''Lavender' and 'Where's Daddy' widely alleged to have been a central cause of the exceptionally high death and injury toll among civilians in Gaza. Those three targeting systems, Palantir claimed in a press release in April 2025, were in existence before the firm got involved in the Gaza conflict. Not that Thiel himself seems to be unduly concerned about the use of Palantir's AI expertise to assist the IDF in Gaza. As Francesca Albanese stated (at para 42) in her UN report: There are reasonable grounds to believe Palantir has provided automatic predictive policing technology, core defence infrastructure for rapid and scaled-up construction and deployment of military software, and its Artificial Intelligence Platform, which allows real-time battlefield data integration for automated decision-making. [108] In January 2024, Palantir announced a new strategic partnership with Israel and held a board meeting in Tel Aviv 'in solidarity'; [109] in April 2025, Palantir's CEO responded to accusations that Palantir had killed Palestinians in Gaza by saying, 'mostly terrorists, that's true'. [110] Both incidents are indicative of executive-level knowledge and purpose vis-à-vis Israel's unlawful use of force, and failure to prevent such acts or withdraw involvement. [111] Zealand has a couple of options. At one level, Luxon could call up Thiel to ask him to use his evident clout with the White House – directly, and indirectly through David Sacks – to help exempt our exporters from the higher tariff barriers they now face in US markets. Secondly, shouldn't New Zealand simply revoke Thiel's joint New Zealand citizenship? This would be on the grounds of Thiel's avowed complicity in supplying technology that's being used by the IDF to help them commit in Gaza what the UN and human rights organisations have been describing as war crimes. So long as Peter Thiel remains a New Zealand citizen, he is – arguably - tainting us all. Disappearing Act Every few years the story of Connie Converse gets retold, her music finds a fresh audience and then she recedes back into the unknown, until the next cycle of discovery. Short version: Elizabeth Eaton (Connie) Converse wrote and recorded some songs into a friend's tape recorder in the kitchen of a New York City apartment in 1954. For the next 20 years, she worked as a writer and editor. One day in August 1974 at the age of 50, she packed her belongings in her car and drove off, never to be heard from again. She left a note behind. It said: 'This is the thin hard sublayer under all the parting messages I'm likely to have sent. Let me go, let me be if I can, let me not be if I can't.' Over 25 years later, those old tape recordings – just her voice and her guitar – were found in a cupboard, got played on the radio, found an audience and were released. Arguably, as music critic Sophie Kemp says, Converse was the first DIY pop musician, and a forerunner of Joni Mitchell, Carole King and a later generation of female singer/songwriters. As she also says, Angel Olsen is maybe her closest current equivalent, as a sui generis talent. Kemp is on more solid ground when she talks about Converse as someone who accepted her loneliness, and made music– sad, funny, never self-pitying - out of her state of constant outsiderness. Until, finally, she disappeared. Fittingly, each listener who can relate to Converse with find some tracks more significant to them than others. On 'Two Tall Mountains' she finds solace in nature. She observes how humans come up short in the comparisons, pigs included: The eery 'One by One' sings of lovers walking together in the dark, essentially apart. Over to you whether you find in the last few lines a cause for optimism, or reason to feel even sadder: Those two tracks risk making Converse sound like a sad sack. But her fleet wit is evident throughout. Like Kemp, I love that line (on Honeybee') where she sings 'So, honeybee/go and tell a starling/To go and tell my darling/To hurry home to me.' On 'Father Neptune' she is aware that being unattainable is a big part of what makes her sailor love desirable, but also something of a narcissistic dork: Finally, here she is as present as she will ever be. This has a Biblical text, she says wryly, as she thinks herself through the notion of turning herself into a lily, blooming for its own sweet sake: Oh lilies toil not Neither do they spin I'm gonna take my working papers And turn them in I'm handing over my pencil and pen I won't be needing my room again I'll bloom by day, I'll bloom by night And blooming will be my delight
Yahoo
2 days ago
- Business
- Yahoo
Prediction: This Will Be Palantir's Stock Price in 3 Years
Key Points Palantir's software is experiencing growth in both the commercial and government sectors. AI adoption in Europe could accelerate Palantir's growth rate. Its frothy valuation prices in well over three years of growth. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) stock has been on an absolute roll in 2025, rising around 100% so far. Few stocks deliver that level of performance in five years, let alone half of one. As a result of Palantir's performance, it has become one of the most popular stocks to own in the market; however, past performance is no guarantee of future results. Instead, investors need to look ahead to what's next for this artificial intelligence (AI) giant. Three years is a long way away, but what will Palantir's stock price look like at that point? Palantir's growth is two-pronged Palantir is an AI-powered data analytics software platform that allows its clients to input several data streams into the platform and receive actionable insights. Originally, this software was intended for government use, but it has expanded to the commercial side within the past decade. As a result of its long history with the government, it has become deeply interwoven throughout the government's workings, making it a challenging product to move away from. Still, that doesn't mean various government entities (both foreign and domestic) aren't expanding their use of Palantir's software. In Q1, government revenue increased by 45% in both the U.S. and worldwide, indicating that the AI-powered government is still being developed. Although Palantir's government revenue exceeds its commercial revenue, the U.S. commercial segment is growing at the fastest rate. In Q1, U.S. commercial revenue rose 71% year over year, showcasing impressive adoption. However, global commerce sales were weak, mainly due to Europe's slower adoption of AI. That could turn around in the next few years and substantially benefit Palantir's long-term growth. Companywide, Palantir posted an impressive 39% growth rate during Q1. It will be a tall task to maintain that growth rate for the next few years, but how much higher will the stock price rise if it does? Even the most bullish Palantir investment thesis has problems justifying today's price Let's consider an extreme bullish scenario for Palantir's stock to determine its potential upside from today's value. Over the past 12 months, Palantir generated $3.11 billion in revenue. Instead of the current 39% growth rate, let's assume it can accelerate to 50% and sustain this rate over the next three years. If it can do that, Palantir would have $10.5 billion in revenue. Palantir is also starting to mature as a business, so let's say its profit margin can improve to 30% during that time frame, which would indicate Palantir produced $3.15 billion in profits. That indicates significant growth from today's level, but we're still missing a few key information points to value the stock accurately. Many software companies trade for 10 to 20 times sales and 30 to 50 times earnings. If we give Palantir the benefit of the doubt and use the 20 times sales and 50 times earnings figure, that would give Palantir a stock price of $89 using the price-to-sales ratio, or $67 using the price-to-earnings ratio. That's far less than today's stock price of about $150. That's what happens when you use actual growth projections to determine a future stock price. Palantir's stock has become unlinked from the actual business, and trades for an incredibly expensive valuation right now. Its current valuation prices in well over three years of growth, which indicates that today's valuation is incredibly frothy. Investors need to understand this, and either reduce their Palantir position or steer clear of it entirely. Investors shouldn't be surprised if Palantir's stock price is lower three years from now, as Palantir must continue beating expectations or risk being sold off due to its expensive valuation. Do the experts think Palantir Technologies is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Palantir Technologies make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,048% vs. just 180% for the S&P — that is beating the market by 867.59%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 Keithen Drury 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. Prediction: This Will Be Palantir's Stock Price in 3 Years was originally published by The Motley Fool
