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Forbes
02-08-2025
- Science
- Forbes
Investigating Weather With New Satellites
It's no surprise to many of us that the world is facing unique kinds of weather challenges right now. Governments around the world are trying to get up to speed on information about changing weather and the life of the biosphere. In the U.S., The National Oceanic and Atmospheric Administration or NOAA is responsible for much of this research. Among recent NOAA findings is that the United States has experienced 24 weather-related disasters causing over $1 billion dollars in damages, and that the country has been experiencing at least 10 of these a year for a decade. That's part of what has set the stage for ongoing efforts to improve our national response to the climate situation. The NOAA maintains various types of equipment and methods to analyze global weather and predict likely outcomes, while diagnosing the health of the planet. Citing increased disaster risk, the agency has established key goals including disaster response, recovery (restoring essential services and facilities) and mitigation of damage. But how does this work? What tools do we have at our disposal, and how does the public sector work with the private sector to address this? Innovating Weather Investigation Dan Slagen is CMO at a company that is helping to figure out what's happening at a global level. I covered the work of this startup before, in the context of what happens at Davos each year, and our 'under the dome' work with TCS, although the prior post had a bigger focus on deep space and market context. In a recent TED talk, Slagen reviewed more of what's happening with this type of research, and how the company is contributing to more granular understanding. He pointed out the value in observations with model training, inference and initialization, and reinforcement learning. 'Why is weather forecasting so hard?' Slagen asked. Answering his own question, Slagen suggested that there's a critical data problem that he called a 'lack of global coverage,' along with other 'coverage performance limitations.' But new satellites and deployment strategies may help. The Technology One of the interesting parts of Slagen's presentation, to me, was the enumeration of five kinds of data work that support operations. The first one is multi-spectrum imaging, and the second one is high-resolution imaging. These are pretty straightforward. The third one was new to me – It's called radio occultation. On Googling, it turns out that this is the study of planetary landscapes and infrastructure with remote sensing (check out this link from UCAR). Then there's a synthetic aperture radar, which according to the expert sources I reviewed, is a form of active remote sensing that uses the movement of the radar platform (like a satellite or plane) to simulate a large antenna — a "synthetic aperture" — which allows it to capture very high-resolution images. ChatGPT provides this step-by-step explanation of how it works, in plain English, using Wikipedia and government sources: In addition to the above four technologies, Slagen simply named 'telecom.' None of these, he suggested, is specifically designed for atmospheric 3-D research. A Government Directive 'NASA realized (the deficiency) years ago,' Slagen said, 'and they essentially said, 'look, whoever comes up with a new data architecture is going to completely give a step step function change to global weather forecasting forever.' went to work, building a microwave sounder satellite, and now has seven of these in orbit, having launched the most recent one from Cape Canaveral weeks ago. 'We're building a full-blown constellation that is the first commercial constellation on earth,' Slagen added, 'in order to 'see' weather for the first time.' Why is it important? One of Slagen's points is the collective cost of disasters; estimated at $1 billion every 13 days in the U.S. That keeps insurance adjusters busy. 'There are very few things on earth that affect all 8 billion people,' Slagen said. 'Weather just happens to be one of those things.' First of Its Kind As for Slagen's claim that is pioneering private sector work on microwave sounder satellites, when I googled, I also found resources for a similar project undertaken by Northrop Grumman, a publicly traded company on the NYSE. However, digging a little deeper, it appears that the firm created the tech for NOAA, so yes, technically, project represents that first fully private sector initiative of its kind. Watching the rest of the presentation, you can see how all of this contributes to robust weather data: Slagen shows us vibrant color pictures of weather activity, much of which, he explains, is new. We see storm movement in detail, and can forecast what's going to happen in our personal lives as weather events develop. That's a big value in a world where the weather seems to be constantly changing more and more often.
Yahoo
19-07-2025
- Business
- Yahoo
As Palantir Makes a Big Bet on AI-Powered Weather, Is PLTR Stock a Buy, Sell, or Hold?
Palantir (PLTR) recently announced that it is partnering with weather-intelligence pioneer to turn global atmospheric data into a machine-readable, decision-making engine for defense departments, airlines, supply-chain giants, and federal agencies. At first glance, linking a company once known for tracking militants to something as prosaic as cloud cover feels almost whimsical. But keep in mind that weather data is increasingly important for satellite and drone-based surveillance, as well as drone strike missions. It's also another customer win for Palantir, which is trying to spread its tentacles over as many government agencies and commercial enterprises as possible. More News from Barchart Dear Google Stock Fans, Mark Your Calendars for July 23 Dear UnitedHealth Stock Fans, Mark Your Calendars for July 29 Peter Thiel Is Betting Big on This Ethereum Treasury Stock. Should You Buy Shares Now? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! The U.S. tallied $183 billion in weather-related damages in 2024, so there is great incentive to leverage weather data in new ways. Palantir's Deal With Most forecasters still don't have their own constellation of small satellites purpose-built for atmospheric observation. Palantir is trying to solve not only that, but also build a proprietary AI stack that retrains itself and gives minute-by-minute forecasts. The deal also includes onboarding on Palantir's FedStart program. It is an accelerator that lets vendors run inside Palantir's pre-cleared, FedRAMP-compliant cloud so they can sell to federal agencies without the typical security accreditation process. can now sell into the federal workforce, and Palantir adds another high-demand data stream to its ecosystem. How Profitable Will This Be? The climate impact is around $38 trillion annually globally. It's rational to expect that Palantir could capture billions here in the long run if its weather product suite is good enough to court insurance, construction, offshore drilling, and most importantly, military-related clients. However, it remains to be seen just how significant will be for PLTR, as these are early days. The Navy and Air Force could save a lot of money with an all-in-one AI weather platform. Most would be surprised to know that the Air Force has multiple weather squadrons. The USAF and USN are unlikely to disregard a product if it gives them a greater advantage. Is PLTR Stock a Buy on the Weather Deal? This weather deal alone won't lead to a paradigm shift when valuing Palantir, but the relentless execution from management to win more business needs to be considered. Palantir's growth has been off the charts, and the company is consistently beating and raising every quarter. Wall Street no longer cares about the price-earnings ratio here. Instead, most analysts are looking at the horizon and the cash flow. It's a good idea to start doing the same so as not to fall behind. The Verdict Here's how I see PLTR stock now. Palantir's trailing 12-month free cash flow margin is at 42.3%, better than 97.19% of companies in the software industry. It has given free cash flow guidance between $1.6 billion and $1.8 billion on $3.89 billion to $3.9 billion in revenue for 2025. In all likelihood, this is a lowball guidance due to Palantir's tendency to beat. But if we take that $1.8 billion FCF figure, you're paying 199 times forward FCF. Analysts expect the FCF margin to hold around 40% in the years ahead. Now, if we look a year ahead, analysts see $5 billion in full-year 2026 revenue. Again, it's likely to be higher if we take the current momentum into account. Regardless, I expect FCF to be around $2.2 billion in 2025 if we take the higher band of revenue estimates. That's 162 times 2026 earnings. And so on for the years ahead… If Wall Street holds the current FCF multiple, PLTR stock could shoot well past $200 next year. However, I'd still give it a 'Hold' rating due to the downside risk once the market cycle turns. That could happen well before 2026 rolls around. Analysts agree and have a consensus 'Hold' estimate on shares. On the date of publication, Omor Ibne Ehsan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
12-07-2025
- Business
- Yahoo
AI Meets Atmosphere: Palantir (PLTR) and Tomorrow.io Are Revolutionizing Weather Intelligence
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Making Waves on Wall Street. On July 9, Palantir and weather intelligence and resilience platform announced a partnership to revolutionize weather intelligence. By integrating proprietary data and predictive insights into Palantir's industry-leading platforms, the companies will be able to enable end-to-end automated weather decision-making across different sectors. The agreement also involves the two companies engaging mutual partners and customers across the defense, government, and enterprise sectors. has launched the first commercial constellation designed for weather observations, training adaptive AI models on that proprietary data that learn from each new data cycle. By combining this with Palantir's battle-tested decision engines, the company will be able to curate reliable real-time atmospheric data. Copyright: _ig0rzh_ / 123RF Stock Photo is also joining the Palantir FedStart program as part of the agreement, which is a SaaS offering that helps companies boost their federal go-to-market strategies. Companies can achieve compliance and scale operations within the government sector through the program. 'We built FedStart to accelerate the government's ability to leverage the best, most innovative technologies as they emerge. By enabling the federal workforce to take advantage of while ensuring strict adherence to the compliance and security requirements for processing U.S. government (USG) data, we are excited to help increase productivity and efficacy across government.' -Mike Gallagher, Head of Defense for Palantir Technologies. Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. 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
11-07-2025
- Business
- Yahoo
AI Meets Atmosphere: Palantir (PLTR) and Tomorrow.io Are Revolutionizing Weather Intelligence
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Making Waves on Wall Street. On July 9, Palantir and weather intelligence and resilience platform announced a partnership to revolutionize weather intelligence. By integrating proprietary data and predictive insights into Palantir's industry-leading platforms, the companies will be able to enable end-to-end automated weather decision-making across different sectors. The agreement also involves the two companies engaging mutual partners and customers across the defense, government, and enterprise sectors. has launched the first commercial constellation designed for weather observations, training adaptive AI models on that proprietary data that learn from each new data cycle. By combining this with Palantir's battle-tested decision engines, the company will be able to curate reliable real-time atmospheric data. Copyright: _ig0rzh_ / 123RF Stock Photo is also joining the Palantir FedStart program as part of the agreement, which is a SaaS offering that helps companies boost their federal go-to-market strategies. Companies can achieve compliance and scale operations within the government sector through the program. 'We built FedStart to accelerate the government's ability to leverage the best, most innovative technologies as they emerge. By enabling the federal workforce to take advantage of while ensuring strict adherence to the compliance and security requirements for processing U.S. government (USG) data, we are excited to help increase productivity and efficacy across government.' -Mike Gallagher, Head of Defense for Palantir Technologies. Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
10-07-2025
- Business
- Yahoo
Palantir Hooks Up with Weather AI
Palantir (NASDAQ:PLTR) is teaming up with weather specialist to bring AI-driven forecasts straight into government and enterprise operations via Palantir's FedStart program. That means federal teams can tap satellite-powered predictions through a pre-vetted, compliance-friendly which launched in 2016, uses space?based sensors and AI models to warn of extreme weather. Embedding those insights into Palantir's decision-making platforms could help agencies plan for storms, floods and wildfires before they strike. Last year the U.S. saw 27 weather disasters that each caused over a billion dollars in damage, totaling about $183 billion and leading to 568 fatalities. With that kind of risk on the line, having up-to-date, high-accuracy forecasts could be a game-changer for emergency response and infrastructure planning. Palantir shares have climbed 84 percent so far this year, nearly eight times the gain of the iShares Expanded Tech-Software ETF. Investors will be watching to see if this partnership helps Palantir expand its government footprint and deliver on its AI-powered resilience story. This article first appeared on GuruFocus. 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
