Latest news with #WarpSpeed
Yahoo
15-07-2025
- Automotive
- Yahoo
Tesla Just Applied to Launch Robotaxis in Phoenix. Does That Strengthen the TSLA Stock Bull Case?
The last time I wrote about Tesla (TSLA), the electric automaker was finally ready to launch its robotaxi service in Austin. In the month since, a lot has happened in the world of Tesla and its CEO Elon Musk Then, the stock is down about 8% over that period, Musk has launched his own political party, told one of the biggest Tesla bulls to 'shut up' when he proposed some changes to the board, reported a sequential rise but yearly drop in vehicle deliveries, and opened its first showroom in India. Palantir Just Launched Warp Speed for Warships. Does That Make PLTR Stock a Buy? This Analyst Just Doubled His Price Target on AMD Stock How High Can Nvidia Stock Go as Jensen Huang Heads to China? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! True to its character, Tesla has not stayed out of the headlines. And it looks like it will stay that way with the Elon Musk-led company looking to commence its robotaxi services in Phoenix, Arizona. With its Google (GOOGL)-backed rival Waymo already operating in the city, some analysts believe that Tesla's robotaxi expansion here is a positive development. So, as investors, is this the right time to invest in Tesla stock, which is already down about 23% on a YTD basis, or is now the time for caution? Let's find out. Investors with a long-term view should avoid all the noise around Tesla stock because the future of Tesla includes exciting bets such as full self-driving (FSD), Optimus humanoid robots, the Dojo supercomputer, and AI initiatives such as Grok 4. In terms of autonomy and FSD capabilities, Tesla stands apart largely due to its tightly controlled operations across every layer of development and deployment. What differentiates the company is its extensive vertical integration. While the likes of Waymo tend to rely on outside vendors and fragmented systems, Tesla operates differently. It designs its own AI chips and FSD software, produces its battery technology, and oversees its global network of charging infrastructure. This integrated approach results in greater design speed, stronger operating leverage, and enhanced scalability. The company's reliance on camera-based Tesla Vision lowers vehicle production costs to approximately $30,000, a sharp contrast to the estimated $100,000 required for vehicles equipped with LiDAR sensors. Though questions persist over safety trade-offs, the cost advantage remains evident. Tesla's position in emerging technology is also reinforced by Elon Musk's broader portfolio. Despite recent challenges related to Starship launches, SpaceX remains focused on long-term plans around interplanetary travel. Meanwhile, xAI is reportedly on track for a capital raise that could place its valuation north of $200 billion, reflecting optimism around its AI roadmap and expanding ecosystem. However, not all developments are favorable. Tesla faces real pressure from rising competition, especially from newer entrants in China. BYD (BYDDY) continues to scale aggressively, and now Xiaomi (XIACY) has also seriously entered the fray with the YU7, which garnered over 200,000 preorders shortly after launch. Meanwhile, in Q2 2025, Tesla delivered 384,122 vehicles, 14% lower year over year. Further uncertainty surrounds Elon Musk's 'extracurricular activities' in the form of his politics. His relationship with former ally President Donald Trump has come under strain, most notably due to disagreement over Trump's tax-and-spending bill. A key provision of this bill removes the federal tax credit of $7,500 on electric vehicles, undermining Tesla's pricing advantage at a time when the company is already contending with stiff global competition. No immediate support appears forthcoming from either the European or Chinese markets, compounding concerns around Tesla's near-term outlook. Although there have been issues with Tesla's financial performance in recent quarters, it is still in a good place. However, the recently released results for the first quarter of 2025 fell short of expectations. While this underperformance may raise some concerns, it remains consistent with the growing pains of a company investing deeply in transformative technologies with long-term ambitions. For the quarter, Tesla recorded total revenue of $19.3 billion, representing a 9% decline compared to the same period a year earlier. The automotive division, which is the backbone of the company's operations, faced considerable pressure, with revenue sliding 20% to $13.9 billion. The firm's ancillary units delivered stronger performances. Energy generation revenue rose sharply by 67%, while the services division posted a 15% gain, reaching $2.7 billion and $2.6 billion, respectively. Profitability took a notable hit in the period. Earnings per share declined to $0.27, marking a steep 40% drop year-over-year and significantly missing the consensus estimate of $0.41. This shortfall primarily stemmed from a rise in input costs and a broader deceleration in the delivery of vehicles. Even so, the company displayed considerable improvement in its cash generation capabilities. Operating cash flow for the quarter climbed to $2.2 billion, a substantial improvement from the $242 million reported in the comparable period last year. Free cash flow also returned to positive territory, registering $664 million after the prior year's outflow of $2.5 billion. Tesla ended the quarter with a strong liquidity position, holding $37 billion in cash and equivalents. Taking all of this into context, the analyst community has assigned a rating of 'Hold' for Tesla stock, with a mean target price of $296.83, which has already been surpassed. However, the high target price of $500 implies upside potential of about 60% from current levels. Out of 40 analysts covering the stock, 12 have a 'Strong Buy' rating, two have a 'Moderate Buy' rating, 16 have a 'Hold' rating, and 10 have a 'Strong Sell' rating. On the date of publication, Pathikrit Bose did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Yahoo
15-07-2025
- Business
- Yahoo
Palantir Stock: A Red-Hot AI Play or an Overheated Bet?
Palantir Technologies (PLTR) has been one of the best-performing S&P 500 Index ($SPX) stocks, delivering a jaw-dropping return of 97.7% so far this year. Moreover, this AI-powered software company's shares have surged more than 420% over the past 12 months. This rally reflects excitement around its Artificial Intelligence Platform (AIP), which is rapidly gaining traction across industries. From government agencies to commercial enterprises, more organizations are leaning on Palantir's software to leverage the power of AI. Palantir Just Launched Warp Speed for Warships. Does That Make PLTR Stock a Buy? This Analyst Just Doubled His Price Target on AMD Stock How High Can Nvidia Stock Go as Jensen Huang Heads to China? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! The company has long-standing partnerships with U.S. defense and intelligence agencies, which provide a steady revenue base and a strong endorsement of its technology. Now, with AI adoption accelerating globally, Palantir could expand into a much broader market, and its commercial revenue is growing at a rapid pace. Macroeconomic headwinds haven't slowed the company down either. In fact, Palantir has demonstrated impressive resilience and has seen its growth rate tick higher, mainly driven by rising demand for its AI-powered solutions. Moreover, operating leverage has led to significant expansion in margins. Despite its compelling growth prospects, Palantir's current valuation leaves no margin for error. Trading at a forward earnings multiple of 389x and a price-sales (P/S) multiple of 117.03x, the stock reflects expectations of flawless hypergrowth and sustained market dominance for years to come. For context, these multiples far surpass those of most established tech giants, which typically trade at P/S ratios in the single to low double digits, and even high-growth software as a service (SaaS) companies. Such a premium implies that investors are not merely betting on strong performance, but on a near-perfect trajectory without any significant headwinds or competitive setbacks. So, where does that leave Palantir stock today? Is it a buy or too hot to handle? Let's dive in and find out. Palantir is off to a blazing start in 2025 thanks to booming demand for its AI solutions. Revenue surged 39% year-over-year to $884 million in Q1, with the U.S. commercial segment emerging as a significant growth engine. That division hit a $1 billion annual run rate, while U.S. commercial revenue soared 71% to $255 million. Notably, bookings in that segment jumped 183% to a record $810 million for the quarter, signaling robust future demand. Overall, U.S. revenue climbed 55% from the same quarter last year, reflecting strong traction in both government and commercial sectors. Government contracts remain a core strength, with U.S. government revenue rising 45% to $373 million, and international government partnerships, such as with the United Kingdom and NATO, are driving solid growth. The government's total contract value reached $1.5 billion in the first quarter, a 66% increase from the previous year. Palantir's customer base is also expanding rapidly. It is now serving 769 clients, a 39% year-over-year increase. Among its top 20 customers, average revenue grew 26%, reaching $70 million over the past 12 months, a sign of deepening client relationships. All this growth and solid demand have prompted Palantir to raise its full-year outlook. For 2025, the company now expects revenue to be between $3.89 billion and $3.902 billion, representing a 36% year-over-year increase. U.S. commercial revenue will exceed $1.178 billion, at least 68% higher than last year. Adjusted operating income is projected to reach up to $1.723 billion, and free cash flow is expected to exceed $1.8 billion. For the second quarter alone, Palantir is guiding revenue between $934 million and $938 million, reflecting a 38% annual increase. As AI becomes increasingly integrated into critical decision-making across industries, Palantir's strength in commercial enterprise software and government systems could continue to provide long-term tailwinds. But with Palantir stock trading at an extremely high valuation following a dramatic rally, there's little margin for error. The expectations now baked into the share price leave almost no room for any missteps. While the company's trajectory is impressive, Wall Street remains cautious. The consensus rating on Palantir stock remains a 'Hold,' indicating that even with its momentum, not all analysts are ready to call it a clear buy. For now, Palantir stock appears to be an overheated bet. On the date of publication, Amit Singh 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 Sign in to access your portfolio
Yahoo
11-07-2025
- Business
- Yahoo
Palantir (PLTR) Teams With Accenture to Expand AI Solutions in Federal Government
Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the . On June 30, Palantir Technologies Inc. (NASDAQ:PLTR) and Accenture Federal Services announced a strategic partnership which names Accenture Federal as a preferred implementation partner for Palantir's AI solutions within US federal government agencies. The partnership intends to implement AI-powered solutions to operational difficulties faced by federal agencies, ranging from improving decision-making skills to optimizing workflows. The three main products that the partnership will initially focus on include Operationalize Financial Intelligence, which will give comprehensive views of agency budgets across systems; Predictive Supply Chain Orchestration, which will optimize government agency supply chains; and Enterprise-to-Edge Data Fusion, which will modernize enterprise business systems. In a separate vein, Palantir Technologies Inc. (NASDAQ:PLTR) and The Nuclear Company recently announced a new collaboration to create an AI-powered software system for nuclear building projects. The goal of this collaboration, which is a component of Palantir's Warp Speed program, is to use data-driven procedures to overcome challenges related to the construction of nuclear plants. Palantir Technologies Inc. (NASDAQ:PLTR) is a software and data analytics company that develops platforms for large corporations, financial institutions, and government organizations to analyze massive amounts of data. 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 More: and Disclosure: None.
Yahoo
26-06-2025
- Business
- Yahoo
Palantir Teams Up With The Nuclear Company on AI-Driven Nuclear Construction Platform
Palantir Technologies (PLTR, Financials) is teaming up with The Nuclear Company to launch NOS, an AI-powered software platform designed to streamline nuclear reactor construction; the goal is faster builds, fewer delays, and lower costs. NOSbuilt on Palantir's Foundrywill offer real-time data tools to manage supply chains, prevent costly errors, and automate regulatory reviews; digital twin models and predictive analytics will help spot issues before they escalate. The system is part of Palantir's Warp Speed initiative and will be developed by an embedded team working alongside The Nuclear Company's engineers. The partnership aligns with President Donald J. Trump's recent executive orders calling for 400 gigawatts of new nuclear capacity by 2050; the orders also target 10 large-scale reactors under construction by 2030. Palantir's Mike Gallagher said the software could reshape U.S. energy infrastructure; The Nuclear Company's CEO Jonathan Webb called it key to ending chronic delays and keeping pace with China's aggressive nuclear rollout. 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
Yahoo
23-05-2025
- Business
- Yahoo
Palantir Expands Enterprise Reach with SAP SE Deal
Palantir Technologies Inc. (NASDAQ:PLTR) has expanded its enterprise reach as its stock rises after a 67% year-to-date gain. On May 20, the company inked a strategic partnership with enterprise software giant SAP SE (NYSE:SAP) as it continues to pursue opportunities in the commercial sector. A corporate executive shaking hands with a customer, sealing the deal for a Digimarc watermark solution. The deal paves the way for the merger of Palantir's Ontology and Foundry platforms with SAP's enterprise data systems. It also follows the unveiling of innovations and partnerships with global companies aimed at putting the power of business artificial intelligence in people's hands while boosting productivity by up to 30%. Additionally, the SAP SE collaboration follows Palantir's announcement of a strategic partnership with Divergent Technologies, which aims to revolutionize manufacturing workflows for commercial and defense clients by combining Palantir's Foundry and Warp Speed platforms with Divergent's AI-driven manufacturing capabilities. Similarly, the stock has been on a roll, on the company delivering solid financial results that underscore strong demand for its solutions. The company saw its revenue growth hit 39% in the first quarter as operating margins reached 44%. Consequently, analysts at William Blair reiterated a Market Perform rating on the stock as Palantir revised its 2025 revenue, operating income, and free cash flow upward by 4%, 10%, and 13%, respectively. While we acknowledge the potential of Palantir Technologies Inc. (NASDAQ:PLTR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PLTR and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. 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
