Palantir

Palantir's AI Platform Fuels Explosive Growth, Doubles Revenue in One Year

Palantir: Bulls Must Learn Valuation Matters Eventually, Despite Recent Success

Cognizant Technology

Palantir and Cognizant Team Up to Enhance AI-Driven Modernization in Regulated Sectors

Should You Buy Palantir Technologies Amidst Its 1,600% Surge?

Amazon.com

Qualcomm

Advanced Micro Devices

Amazon, Alphabet, and AMD report Q4 earnings; S&P 500 earnings growth estimates revised up to 13%

Catalyst<ul> <li>Recent technical signals including Long Lower Shadow and Long Upper Shadow suggest bullish bias and strong momentum for PLTR.</li> <li>Analysts are split but include two Strong Buy ratings, indicating some institutional confidence in PLTR despite overall market pessimism.</li></ul>Risk<ul> <li>Fund flow data shows negative net outflows for medium, large, and extra-large orders, indicating potential lack of conviction from major investors.</li> <li>Fundamental factors like Total Profit YoY growth rate and ROE are negative, signaling underlying financial performance concerns for PLTR.</li></ul>

Key Factors

Palantir's Q4 2025 revenue surged 70% year-over-year to $1.407 billion, surpassing estimates by $65.4 million, with adjusted earnings per share of $0.25 exceeding forecasts by $0.02.Palantir shares experienced significant volatility, surging 5.31% premarket after announcing a strategic partnership with Cognizant to integrate its AI platform into Cognizant's healthcare systems and business processes.Palantir's stock price dropped 11.62% in a single session on February 4, 2026, despite a strong Q4 earnings report and analyst upgrades, reflecting valuation concerns and a broader sector selloff.Palantir projected 2026 revenue growth of 61%, with guidance for $7.18 billion to $7.2 billion in revenue and $3.925 billion to $4.125 billion in adjusted free cash flow, reflecting continued acceleration in its U.S. commercial segment.Palantir's CEO, Alex Karp, sold $96 million worth of shares in November 2025, raising concerns about insider sentiment, despite publicly dismissing short sellers and highlighting the company's strong growth performance.

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