Latest news with #software
Yahoo
an hour ago
- Business
- Yahoo
If You'd Invested $1,000 in Palantir Stock 5 Years Ago, Here's How Much You'd Have Today
Key Points Palantir Technologies offers the decision-making software that makes AI data centers worth their cost. Although a handful of companies are in this software space, Palantir is the market leader. While it's unlikely Palantir stock will perform as well again during the coming five years, it's still a stellar growth prospect. 10 stocks we like better than Palantir Technologies › Nvidia's hardware is still the power behind most artificial intelligence (AI) data centers. But hardware is only half the story. Users also need a way to put that computing power to work. That's where software comes in. And while there are several AI-powered decision-making solutions available, the ones from Palantir Technologies (NASDAQ: PLTR) are arguably the best. That's why this stock's performed so well since the AI movement went into high gear about five years ago. Leading the AI industry's growth If you've not kept close tabs on the AI industry's explosive growth, but the name still rings a bell, it might be because the U.S. Department of Health and Human Services asked Palantir for help managing the monumental task of combating the spread of the COVID-19 pandemic, including the distribution of coronavirus vaccines. That's not all the company's tech is capable of, to be clear. Factories, financial firms, logistics outfits, and the military all benefit from its solutions. It was the COVID-19 pandemic, however, that put Palantir on the proverbial map and jump-started its explosive growth. To this end, had you made a mere $1,000 investment in Palantir Technologies stock right after its September 2020 initial public offering, today that position would be worth just a little over $19,000. Tough act to follow, but... That's an unusually big run-up -- even for a game changer like Palantir. But it's a well-deserved advance. Annualized revenue has grown from a little over $1 billion then to roughly $4 billion now. Just don't look for a repeat of this feat over the course of the coming five years. Still, that doesn't mean Palantir shares aren't worth owning here. The AI business is still young, and plenty of organizations don't even yet realize they need this company's tech. In this vein, an outlook from Straits Research suggests the decision-making software market is set to grow at an annualized pace of 16% through 2031. Palantir Technologies is well-positioned to win at least its fair share of this growth. 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 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 $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% 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 August 13, 2025 James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia and Palantir Technologies. The Motley Fool has a disclosure policy. If You'd Invested $1,000 in Palantir Stock 5 Years Ago, Here's How Much You'd Have Today was originally published by The Motley Fool
Globe and Mail
an hour ago
- Business
- Globe and Mail
If You'd Invested $1,000 in Palantir Stock 5 Years Ago, Here's How Much You'd Have Today
Key Points Palantir Technologies offers the decision-making software that makes AI data centers worth their cost. Although a handful of companies are in this software space, Palantir is the market leader. While it's unlikely Palantir stock will perform as well again during the coming five years, it's still a stellar growth prospect. 10 stocks we like better than Palantir Technologies › Nvidia 's hardware is still the power behind most artificial intelligence (AI) data centers. But hardware is only half the story. Users also need a way to put that computing power to work. That's where software comes in. And while there are several AI-powered decision-making solutions available, the ones from Palantir Technologies (NASDAQ: PLTR) are arguably the best. That's why this stock's performed so well since the AI movement went into high gear about five years ago. Leading the AI industry's growth If you've not kept close tabs on the AI industry's explosive growth, but the name still rings a bell, it might be because the U.S. Department of Health and Human Services asked Palantir for help managing the monumental task of combating the spread of the COVID-19 pandemic, including the distribution of coronavirus vaccines. That's not all the company's tech is capable of, to be clear. Factories, financial firms, logistics outfits, and the military all benefit from its solutions. It was the COVID-19 pandemic, however, that put Palantir on the proverbial map and jump-started its explosive growth. To this end, had you made a mere $1,000 investment in Palantir Technologies stock right after its September 2020 initial public offering, today that position would be worth just a little over $19,000. Tough act to follow, but... That's an unusually big run-up -- even for a game changer like Palantir. But it's a well-deserved advance. Annualized revenue has grown from a little over $1 billion then to roughly $4 billion now. Just don't look for a repeat of this feat over the course of the coming five years. Still, that doesn't mean Palantir shares aren't worth owning here. The AI business is still young, and plenty of organizations don't even yet realize they need this company's tech. In this vein, an outlook from Straits Research suggests the decision-making software market is set to grow at an annualized pace of 16% through 2031. Palantir Technologies is well-positioned to win at least its fair share of this growth. 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 $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% 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 August 13, 2025
Globe and Mail
7 hours ago
- Business
- Globe and Mail
2 Artificial Intelligence (AI) Stocks the U.S. Government Is Actively Backing in 2025
Key Points Defense Secretary Pete Hegseth outlined a vision for the U.S. government to leverage more software across its operations. So far this year, data analytics platforms Palantir Technologies and have been notable beneficiaries in the public sector. Both companies' software is deployed across numerous government agencies, but I see one of these high-flying AI stocks as the clear winner. 10 stocks we like better than Palantir Technologies › When it comes to artificial intelligence (AI) stocks, chances are investors' thoughts may turn to semiconductors, massive data centers, or cloud computing infrastructure. This is great news for chip powerhouses and hyperscalers like Nvidia, Advanced Micro Devices, Broadcom, Taiwan Semiconductor Manufacturing, Microsoft, Amazon, or Alphabet, but investors could be overlooking emerging opportunities beyond the usual suspects. Enterprise-grade software will become an increasingly vital layer atop the hardware stack. The commercial angle is to market AI-powered software to large corporations with complex needs spanning data analytics, logistics, human resources, cybersecurity, and more. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » But there is another opportunity outside of the private sector: how AI is redefining one of the largest and most sophisticated enterprises of all, the U.S. government. Earlier this year, Defense Secretary Pete Hegseth announced a plan to allocate more spending toward the Software Acquisition Pathway (SWP), a strategy first deployed in 2020. Its stated aim is to "provide for the efficient and effective acquisition, development, integration, and timely delivery of secure software." Let's explore how Palantir Technologies (NASDAQ: PLTR) and (NYSE: BBAI) are capitalizing on AI's shift from hardware to software and how each company is approaching the opportunity with SWP. 1. Palantir Technologies: The AI darling of the U.S. government Palantir has been at the center of several notable deals with the federal government throughout 2025. In late May, it deepened its relationship with the Department of Defense (DOD) through a $795 million extension featuring its Maven Smart System (MSS). This brought the total value of the MSS program to $1.28 billion, making it a long-term revenue driver. More recently, the company won a deal with the Army reportedly worth up to $10 billion over the next 10 years. Palantir's wins extend beyond the U.S. military as well. The company is building the Immigration Lifecycle Operating System -- often referred to as ImmigrationOS -- for Immigration and Customs Enforcement (ICE). Signing multiyear billion-dollar deals provides Palantir with high revenue visibility, keeps its customer base sticky, and opens the door to upsell or cross-sell added services down the road. The ability to parlay its defense expertise into other government functions also expands Palantir's public sector footprint and reinforces the breadth of its capabilities -- solidifying its role as a ubiquitous AI backbone for the U.S. government. 2. A niche player helping the public sector Another AI software developer that has signed deals with the U.S. government this year is In February, it won a contract with the DOD to design a system to assist national security decision-making by analyzing trends and patterns in foreign media. Shortly thereafter, the company won a $13.2 million deal spread over three and a half years to support the Joint Chiefs of Staff's force management and data analytics capabilities. In May, the company partnered with Hardy Dynamics to advance the Army's use of machine learning and AI for autonomous drones. Lastly, has a deal with U.S. Customs and Border Protection to deploy its biometric AI infrastructure system, called Pangiam, at a dozen major airports across North America to help streamline arrivals and improve security protocols. Which is the better stock: Palantir or Between the two stocks, I see Palantir as the clear choice. has proved it can win meaningful government contracts, but its work is more niche-focused and smaller in scale compared to Palantir's multibillion-dollar deals across multiple platforms. In my view, popularity is largely with retail investors who are hoping that it becomes the "next Palantir." Smart investors know that hope is not a real strategy. Prudent valuation analysis -- and not speculation -- is required to know which stock is truly worth buying. While some on Wall Street may argue that Palantir stock is cheap based on software-specific metrics such as the Rule of 40, I'm not entirely bought into such a narrative. PLTR PS Ratio data by YCharts. Traditional approaches to valuation, such as the price-to-sales ratio (P/S), show that Palantir is the priciest software-as-a-service stock among the businesses in the chart above -- and its valuation expansion means that shares are becoming even more expensive as the stock continues to rally. Palantir is an impressive company that has proved it can deliver on crucial applications, but the stock is historically expensive. I think that investors are better off waiting for a more reasonable entry point and paying a more appropriate price down the road. 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 $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% 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 August 13, 2025 Adam Spatacco has positions in Alphabet, Amazon, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Datadog, Microsoft, MongoDB, Nvidia, Palantir Technologies, ServiceNow, Snowflake, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and 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
7 hours ago
- Business
- Yahoo
Jamf Holding Corp. (JAMF): A Bull Case Theory
We came across a bullish thesis on Jamf Holding Corp. on Value investing subreddit by danieljapps. In this article, we will summarize the bulls' thesis on JAMF. Jamf Holding Corp.'s share was trading at $7.91 as of August 8th. JAMF's forward P/E was 8.84 according to Yahoo Finance. JAMF is a leading software company specializing in device management for Apple products, offering a unique full-stack solution that connects, manages, and protects Apple devices across organizations. It dominates the market, serving 21 of Forbes' 25 most valuable companies, eight of the Fortune 500's top ten, and all 15 of the world's largest banks. Even Apple itself uses JAMF to manage its own devices, underscoring its critical role in the ecosystem. Despite a modest market capitalization of $941 million, JAMF's tangible assets and cash exceed its liabilities by approximately $969 million, indicating the company is trading below its intrinsic value. This undervaluation is notable given its robust fundamentals and growth prospects. JAMF recently posted its first profit of $0.5 million, a small but significant milestone following consistent annual revenue growth of at least 10%. The company boasts a strong gross margin of 79%, which is expected to improve further following a planned 6.4% workforce reduction aimed at cost-cutting and profit enhancement. Management's confidence is evident, having pre-announced that Q2 2025 results will surpass the highest end of guidance, a rare and optimistic signal ahead of earnings. With Apple's increasing enterprise presence expanding JAMF's addressable market, the company is positioned for sustained growth. Although past profitability has been limited due to upfront software development and marketing expenses, JAMF's improving financial discipline and market leadership present a compelling risk/reward opportunity. Investors should consider this stock as a highly attractive entry point with potential upside of 100% to 200% over the coming months, driven by accelerating revenue growth, margin expansion, and an undervalued share price. Previously, we covered a bullish thesis on Amplitude, Inc. by sketchfag in February 2025, which highlighted its leadership in product-led growth and strong market position despite near 52-week lows. The stock has depreciated approximately 20% since then, reflecting broader market challenges. The thesis still stands as Amplitude continues to innovate in analytics. Danieljapps shares a similar bullish thesis on Jamf Holding Corp., focusing on its Apple device management dominance and improving profitability. Jamf Holding Corp. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 27 hedge fund portfolios held JAMF at the end of the first quarter which was 25 in the previous quarter. While we acknowledge the potential of JAMF 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: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. 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 hours ago
- Business
- Yahoo
2 Artificial Intelligence (AI) Stocks the U.S. Government Is Actively Backing in 2025
Key Points Defense Secretary Pete Hegseth outlined a vision for the U.S. government to leverage more software across its operations. So far this year, data analytics platforms Palantir Technologies and have been notable beneficiaries in the public sector. Both companies' software is deployed across numerous government agencies, but I see one of these high-flying AI stocks as the clear winner. 10 stocks we like better than Palantir Technologies › When it comes to artificial intelligence (AI) stocks, chances are investors' thoughts may turn to semiconductors, massive data centers, or cloud computing infrastructure. This is great news for chip powerhouses and hyperscalers like Nvidia, Advanced Micro Devices, Broadcom, Taiwan Semiconductor Manufacturing, Microsoft, Amazon, or Alphabet, but investors could be overlooking emerging opportunities beyond the usual suspects. Enterprise-grade software will become an increasingly vital layer atop the hardware stack. The commercial angle is to market AI-powered software to large corporations with complex needs spanning data analytics, logistics, human resources, cybersecurity, and more. But there is another opportunity outside of the private sector: how AI is redefining one of the largest and most sophisticated enterprises of all, the U.S. government. Earlier this year, Defense Secretary Pete Hegseth announced a plan to allocate more spending toward the Software Acquisition Pathway (SWP), a strategy first deployed in 2020. Its stated aim is to "provide for the efficient and effective acquisition, development, integration, and timely delivery of secure software." Let's explore how Palantir Technologies (NASDAQ: PLTR) and (NYSE: BBAI) are capitalizing on AI's shift from hardware to software and how each company is approaching the opportunity with SWP. 1. Palantir Technologies: The AI darling of the U.S. government Palantir has been at the center of several notable deals with the federal government throughout 2025. In late May, it deepened its relationship with the Department of Defense (DOD) through a $795 million extension featuring its Maven Smart System (MSS). This brought the total value of the MSS program to $1.28 billion, making it a long-term revenue driver. More recently, the company won a deal with the Army reportedly worth up to $10 billion over the next 10 years. Palantir's wins extend beyond the U.S. military as well. The company is building the Immigration Lifecycle Operating System -- often referred to as ImmigrationOS -- for Immigration and Customs Enforcement (ICE). Signing multiyear billion-dollar deals provides Palantir with high revenue visibility, keeps its customer base sticky, and opens the door to upsell or cross-sell added services down the road. The ability to parlay its defense expertise into other government functions also expands Palantir's public sector footprint and reinforces the breadth of its capabilities -- solidifying its role as a ubiquitous AI backbone for the U.S. government. 2. A niche player helping the public sector Another AI software developer that has signed deals with the U.S. government this year is In February, it won a contract with the DOD to design a system to assist national security decision-making by analyzing trends and patterns in foreign media. Shortly thereafter, the company won a $13.2 million deal spread over three and a half years to support the Joint Chiefs of Staff's force management and data analytics capabilities. In May, the company partnered with Hardy Dynamics to advance the Army's use of machine learning and AI for autonomous drones. Lastly, has a deal with U.S. Customs and Border Protection to deploy its biometric AI infrastructure system, called Pangiam, at a dozen major airports across North America to help streamline arrivals and improve security protocols. Which is the better stock: Palantir or Between the two stocks, I see Palantir as the clear choice. has proved it can win meaningful government contracts, but its work is more niche-focused and smaller in scale compared to Palantir's multibillion-dollar deals across multiple platforms. In my view, popularity is largely with retail investors who are hoping that it becomes the "next Palantir." Smart investors know that hope is not a real strategy. Prudent valuation analysis -- and not speculation -- is required to know which stock is truly worth buying. While some on Wall Street may argue that Palantir stock is cheap based on software-specific metrics such as the Rule of 40, I'm not entirely bought into such a narrative. Traditional approaches to valuation, such as the price-to-sales ratio (P/S), show that Palantir is the priciest software-as-a-service stock among the businesses in the chart above -- and its valuation expansion means that shares are becoming even more expensive as the stock continues to rally. Palantir is an impressive company that has proved it can deliver on crucial applications, but the stock is historically expensive. I think that investors are better off waiting for a more reasonable entry point and paying a more appropriate price down the road. 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 $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% 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 August 13, 2025 Adam Spatacco has positions in Alphabet, Amazon, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Datadog, Microsoft, MongoDB, Nvidia, Palantir Technologies, ServiceNow, Snowflake, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and 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. 2 Artificial Intelligence (AI) Stocks the U.S. Government Is Actively Backing in 2025 was originally published by The Motley Fool Sign in to access your portfolio
