The article asks whether Palantir shares could trade between $230 and $260, or $140 and $160, by end-2027. Revenue in the second quarter of 2026 rose 93% year over year, U.S. commercial revenue grew 149% to $764 million, and the company has beaten earnings estimates for nine straight quarters. Full-year revenue guidance was raised to about $8.15 billion, implying growth of roughly 82%, and the U.S. Army expanded its Maven Smart System contract by $618 million in August. Bulls argue sticky platform demand could support $250 per share or more, while bears point to a high price-to-sales ratio, a drop of as much as 24% from pre-rally highs, and $86 million in share sales by CEO Alex Karp in August. The author leans toward the higher end of the range but says the outcome depends on whether investors stay willing to hold through volatility.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Palantirearningsvaluationdefense
Open a keyword to see other news on the same topic.
Related news
- Palantir Technologies and Yum! Brands have been highlighted as Zacks Bull and Bear of the Day
Zacks highlights Palantir as its Bull of the Day with a Zacks Rank #1, citing U.S. commercial revenue up 149% and government revenue up 90% in Q2, plus FedRAMP High and DoD Impact Level 6 accreditations. The company has beaten Zacks Consensus Estimates for 15 straight quarters and gained more than 50% over the past three months, while many tech stocks fell 50% or more. Yum! Brands, named Bear of the Day with a Zacks Rank #5, franchises or operates more than 44,000 restaurants in 151 countries and territories, with KFC at 43.1% of revenue and Taco Bell at 37.7%. The article says Taco Bell was blamed for a food safety issue tied to a cyclosporiasis outbreak, and slower restaurant traffic afterward could significantly hurt earnings, since Taco Bell accounts for 43% of divisional operating profit excluding Pizza Hut.
- Palantir Rises 5% on Knox Partnership for Federal Cloud Software; Leidos Edges Higher, Booz Allen Hamilton Slips
Palantir (PLTR) shares rose 5% to $195.36 in early trade after a partnership with privately held Knox Systems, aimed at customers in FedRAMP and high-security Department of War cloud environments. Knox runs a large managed federal cloud and offers an accelerated path to FedRAMP authorization, while Palantir provides its accredited infrastructure, a combination designed to shorten the route for software makers seeking defense customers. In Q2 2026, Palantir's U.S. Government revenue rose 90% year over year to $809 million, and total revenue grew 92.8% to $1.94 billion. The stock trades at a 263x P/E. Leidos rose 1% and Booz Allen Hamilton fell 1%, while the SPY ETF gained 0.8% and the ITA ETF slipped 0.3%.
- Ondas Retreats 6% Despite Regna AI Launch With Palantir; AeroVironment Drops 3%, Kratos Slips
Ondas (ONDS) fell 6% to $6.32 in afternoon trading after announcing the Regna AI sovereign defense AI venture with Palantir on October 12, which disclosed no terms, financial commitments or revenue expectations. Ondas shares are down 35% year to date, while AeroVironment (AVAV) fell 3%, Kratos (KTOS) slipped 2%, and the JEDI ETF dropped 5%. Because Ondas is smaller than its peers, a software venture would shift its revenue mix more, and the company targets full-year 2026 revenue of at least $390 million with a pro forma backlog of $457 million. Until Regna AI yields a funded contract or published terms, the article says it remains a headline rather than a revenue line. Ondas has guided to adjusted profitability by Q1 2028, so any new software effort competes for resources in a business still working toward breakeven.
- Palantir’s Pentagon role reveals a surprising edge
Palantir may have found a way to win regardless of which AI wins. The article links this edge to the company’s role with the Pentagon.
- Palantir's Europe head warns the region is 'missing the boat' on AI just as it did with the internet
Louis Mosley, Palantir's head of U.K. and Europe, warned that Europe is repeating its missed opportunity with the internet by approaching AI cautiously, while the U.S. is racing ahead in enterprise AI. He described Palantir as a proxy for AI adoption, pointing to strong U.S. commercial revenue growth while European companies remain hesitant. Palantir faces opposition in Europe over its defense and law enforcement work, including surveillance software for ICE, targeting systems for the IDF and a contract with the NHS, which Mosley says distracts from AI's potential to improve public services. He noted that Palantir has only around 1,000 customers, so he still sees it as early.
- Ondas Climbs 4% on Palantir-Powered Regna AI Venture, Red Cat Barely Budges After TRICHON Drone Debut
Ondas Inc. (ONDS) rose about 4% to $7 after announcing Regna AI, a standalone private company bootstrapped by Ondas and powered by Palantir that builds fine-tuned AI models for customers’ sovereign environments. Ondas will be the first customer, using the models for autonomous mission orchestration at the edge, extending the companies’ earlier SkyWeaver partnership. Red Cat (RCAT) was nearly unchanged at $5.79 after unveiling the TRICHON tricopter and the Red Cat Aerial brand, with no contract announced. The article notes Red Cat is down 27% year to date, while the JEDI drone ETF fell 1% and SPY was essentially flat, suggesting company-specific news drove the divergence. TRICHON only generates revenue once units are ordered and deployed.
Related markets
Latest news
- SK Hynix Shares Surge. Why It's Not Too Late to Buy the Stock.
SK Hynix's third-quarter revenue rose 328% year over year to 104.62 trillion won ($77.9 billion), beating the 98.34 trillion won analyst average, mainly on higher memory prices. Operating profit jumped 632% to 83.33 trillion won ($62 billion), with gross margin at 86% and operating margin at 80%. The company announced a 20 trillion won ($14.9 billion) buyback and a 14 trillion won ($10.4 billion) dividend, and plans to return 50% of its cumulative 2025–2027 free cash flow to shareholders. It said HBM4 prices will rise next year and that HBM demand is more than double its supply. The author argues the stock still looks attractive at 4.5 times forward earnings for 2027, while acknowledging that memory is cyclical.
- The First U.S. Humanoid Robot Stock Starts Trading in November. Here's Why I'd Wait for the De-SPAC Dip.
Agility Robotics, a privately owned humanoid robot maker, is expected to begin trading in November after merging into the SPAC Churchill Capital XI (CCXI), whose $620 million offering values the company at $2.5 billion. Once completed, the entity will be renamed Agility Robotics and trade under the ticker AGLT. The article argues the SPAC route is easier than a conventional IPO, but new high-profile stocks often fall early as initial excitement fades, citing the recent debuts of Space Exploration Technologies (SPCX) and Lycia Therapeutics (LYCA). The author suggests investors need not rush in, since the most volatile period often ends within a few weeks, if not several days.
- Is The Trade Desk Stock Too Cheap to Ignore?
The Trade Desk (TTD) stock is down 90% from its all-time high, and the article attributes the weakening business to a botched rollout of an AI-powered platform and competition from Amazon (AMZN). Second-quarter revenue grew 3% year over year, analysts expect revenue to fall about 5% in 2026 and another 5% next year, and the stock trades at 11 times forward earnings. The author judges it a stock to avoid, sees value potential among faster-growing AI infrastructure companies, and says they would wait for a good quarter before revisiting it.
- Nuclear Stocks Have Crashed 35% to 88% From Their Highs. Here's What $1,000 in Each of These 5 Could Be Worth by 2030.
Five nuclear stocks, Constellation Energy, Vistra, BWX Technologies, Oklo, and NuScale Power, are down roughly 35% to more than 80% from their highs, even as demand for reliable nuclear power for AI data centers grows. Constellation and Vistra are up almost 500% and more than 600% over five years, and Vistra's revenue reached $9.66 billion in the first half of 2026 versus $8.18 billion a year earlier. Oklo and NuScale are pre-revenue: Oklo lacks an approved design, and NuScale has an approved design but has not won meaningful contracts, so reactors could take years to come online. BWX Technologies, the sole supplier of reactors for the U.S. Navy, is down 42% from its high, while its consolidated revenue grew 18% last quarter. The author believes Constellation, Vistra, and BWX can deliver solid returns through 2030 if nuclear demand keeps rising, but considers Oklo and NuScale better avoided.
- This Dividend Stock Yielding Quadruple the S&P 500 Looks Like a Buy Right Now
PepsiCo (PEP) yields about 4.4%, more than four times the S&P 500's roughly 1.1%. Third-quarter revenue rose 3% year over year, and its annual dividend payout of $5.92 per share is up from $4.60 in 2022 and $3.22 in 2017. The stock trades at a forward P/E of 15.5, below its five-year average of 20.3, and a price-to-sales ratio of 1.86 versus a five-year average of 2.48. The company has faced health-conscious consumers and weight-loss drug use, and is responding with price cuts and healthier products. The author views the stock as a potential fit for a long-term portfolio, given its dividend.
- Vietstock Weekly 02-06/11/2026: Still Many Challenges?
The weekly technical outlook for 26-30/10/2026 shows the VN-Index failing to sustain its recovery, falling in 4 of 5 sessions and staying below the Middle line of the Bollinger Bands. Trading volume fell below its 20-week average, signaling that investors remain cautious, while the Stochastic Oscillator and MACD weakened again. On 30/10/2026, the VN-Index fell for a second straight session and formed a High Wave Candle; the HNX-Index also stayed below the Bollinger Middle band, and a Death Cross formed between the 50-day and 200-day SMAs. On 29/10/2026, the VN-Index dropped 11.04 points to 1,755.61 and the HNX-Index fell 3.25 points to 256.61. The article says that without improvement, the short-term outlook will turn more negative.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.