The article argues that Celestica, CrowdStrike and AppLovin could surpass Palantir's market cap of around USD 445 billion within five years. Celestica could benefit from AI data center networking, cooling and rack hardware, with third-quarter revenue up 83% and 90% revenue growth guided for 2027; it would need to grow its market cap 13-fold to match Palantir. CrowdStrike, with annual recurring revenue (ARR) of around USD 5.8 billion, up 25%, could become a security layer against AI-related threats, requiring about 1.8-fold market cap growth. AppLovin reported second-quarter 2026 revenue growth of 53% and net income growth of 55%, but would need about a 5.5-fold increase in market cap. The author concludes CrowdStrike looks best placed to equal Palantir, while noting risks such as intense competition, a possible slowdown in AI spending and security incidents.
Summary written by Upside AI from the original article. Read the source for full details.
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Palantirvaluationcybersecuritydata centersartificial intelligence
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/30/2026 | 204.64 |
| Change that session | -4.22% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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