Palantir

PLTR

Market cap $328B

Most Wall Street analysts think Palantir stock is undervalued; the median target price implies 43% upside. Forrester Research and the International Data Corp. have ranked Palantir as a leader in AI decisioning software.

Palantir reported Q4 revenue up 70% year-over-year and adjusted EPS up 79%, delivering another double beat, despite already elevated expectations from analysts. Commercial revenue surged 137% year-over-year, driven by accelerating AIP adoption and large expansion deals from both existing and newly acquired enterprise customers. Government momentum strengthened, with major contracts, like the $448 million ShipOS deal, deepening Palantir's entrenchment across critical defense infrastructure programs.

The overall magnitude and length of the effect on the stock market of the U.S. war with Iran will depend on how investors and traders view the potential longevity and severity of the military action. Select oil, gold and silver, and defense stocks are likely to get a boost, at least in the short term, from the war with Iran.

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Palantir (PLTR +0.92%) just guided for explosive 115% U.S. commercial growth, and the financial impact could be massive. With accelerating revenue, expanding margins, and billions in free cash flow, the AI story is getting stronger.

A massive backlog of maintenance and software contracts will ensure recurring revenue.

Data and software company Palantir, which holds billions of dollars in government and military contracts, will have to cut off its relationship with Anthropic if it wants to keep working with the Defense Department. Rooted in an agreement inked in 2024, Palantir uses Anthropic's Claude model in its own artificial intelligence platform.

Palantir Technologies' stock has been a fan favorite among retail investors. Now, Wall Street analysts are warming to the software company's story.

Energy Transfer LP is a strong dividend-paying stock with a 7% yield in the fossil fuel midstream business. Cameco is a dominant and growing player in the global uranium and nuclear fuel industries.

UBS upgraded Palantir Technologies Inc (NYSE:PLTR) shares to ‘Buy' from ‘Neutral,' highlighting the software company's positioning at the intersection of artificial intelligence (AI) and data spending. The analysts wrote that investors should consider “taking advantage of this -35% move off the peak for the premier growth story in software.