Latest news with #LouieDiPalma
Yahoo
a day ago
- Business
- Yahoo
Palantir (PLTR) Wins Key U.S. Army AI Contract in Push for Défense Growth
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Tracking Closely. On July 21, William Blair analyst Louie DiPalma reiterated a 'Market Perform' rating on the stock. The rating affirmation follows the U.S. Army having awarded a $100 million contract to the Anduril-Palantir team for the delivery of a Next-Generation Command and Control (NGC2) platform prototype. The 11-month contract will require the involved companies to participate in one of the highest priority projects of the US Army. William Blaire has estimated that $30 million of the total contract value will go to Palantir. It also noted that the contract has the potential to increase to more than $150 million in annual recurring revenue in the next three years. Palantir (PLTR) Wins Key U.S. Army AI Contract in Push for Défense Growth A cybersecurity expert monitoring the security of the company's assets, emphasizing the importance of data protection. The firm's contract tracker reveals that Palantir was awarded $135 million in annual recurring revenue across nine different government contracts for the second quarter. Meanwhile, the NGC2 contract will be part of third-quarter bookings. Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. While we acknowledge the potential of PLTR 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: 10 AI Stocks Gaining Attention on Wall Street and 10 AI Stocks Investors Are Watching Closely. Disclosure: None.
Yahoo
12-07-2025
- Business
- Yahoo
William Blair Upgrades CACI International (CACI) Stock to Outperform
CACI International Inc (NYSE:CACI) is one of the Top 10 Software and Technology Stocks to Buy Now. William Blair analyst Louie DiPalma upgraded the company's stock to 'Outperform' from 'Market Perform,' as reported by The Fly. The firm opines that the One Big Beautiful Bill Act features extensive drone funding. The firm's analysis reflects that CACI International Inc (NYSE:CACI) happens to be one of the industry's largest counter-drone system providers, describing this position as 'under-the-radar.' An IT technician in an open office with stacks of servers in the background. The firm opines that CACI International Inc (NYSE:CACI)'s shares provide valuation-focused investors an opportunity for drone exposure at a discount to peers. The company was awarded a 5-year task order valued at up to $66 million in order to continue helping the U.S. Navy's Naval Sea Systems Command (NAVSEA) and the Naval Surface Warfare Center (NSWC) Carderock Division. CACI International Inc (NYSE:CACI) was also awarded a 5-year task order valued at up to $54 million to continue its support to the U.S. Army Product Manager Ground Sensors. The company is expected to provide current and future operational capability and efficiency across the life cycle of critical ground sensors, which include night vision, electro-optics, and thermal systems utilised by warfighters. CACI International Inc (NYSE:CACI) is engaged in providing expertise and technology to enterprise and mission customers in support of national security in the intelligence, defense, and federal civilian sectors. Frontier Capital Management, an investment management company, released its Q1 2025 investor letter. Here is what the fund said: 'The market volatility has created several opportunities to invest in companies at prices we find attractive, and thus we have initiated new positions in a variety of industries. Examples include CACI International Inc (NYSE:CACI) Amentum Holdings, Inc., Essential Properties Realty Trust, Inc., and DigitalOcean Holdings, Inc. CACI and Amentum both provide essential services to the Department of Defense and other governmental agencies. These companies recently saw a dramatic decline in their stock prices as investors became concerned that the newly formed Department of Government Efficiency (DOGE) would recommend cuts across all government areas. While pruning inefficient spending is likely, we believe that the mission critical nature of the projects on which CACI and Amentum work, together with the considerable cost the government would incur to bring this work in-house, are testaments to the value these companies provide. While some projects may be delayed, increased spending on defense and digital infrastructure should enable these companies to grow earnings during the next few years. Essential Properties owns and leases properties with a focus on regional and local mid-level markets. It is well capitalized and has a low percentage of leases rolling off over the next few years.' While we acknowledge the potential of CACI 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: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey. 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
Business Insider
25-06-2025
- Business
- Business Insider
AeroVironment (AVAV) Gets a Buy from William Blair
William Blair analyst Louie DiPalma maintained a Buy rating on AeroVironment (AVAV – Research Report) today. The company's shares closed today at $193.28. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter DiPalma covers the Technology sector, focusing on stocks such as Palantir Technologies, Motorola Solutions, and ViaSat. According to TipRanks, DiPalma has an average return of -8.3% and a 63.58% success rate on recommended stocks. AeroVironment has an analyst consensus of Strong Buy, with a price target consensus of $209.17.
Yahoo
25-06-2025
- Business
- Yahoo
William Blair Maintains a Neutral Rating on Palantir (PLTR) As DoD Awards Contract to OpenAI
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 12 Best Stocks to Buy and Hold for the Long Term. On June 16, William Blair analyst Louie DiPalma maintained a Hold rating on Palantir Technologies Inc. (NASDAQ:PLTR) without a price target. The neutral rating is based on the recent contract awarded to OpenAI by the US Department of Defence (DoD), which is valued at $200 million and signals increased competition for Palantir. Analyst Louie DiPalma noted that while the contract with DoD is a significant win for OpenAI it could impact the market position of Palantir Technologies Inc. (NASDAQ:PLTR), particularly if OpenAI starts expanding into areas traditionally dominated by the company. Moreover, he also finds the current valuation of the company to be quite high and unsustainable given the increased competition. Louie DiPalma acknowledged that Palantir Technologies Inc. (NASDAQ:PLTR) has been a leader in securing AI-related contracts with DoD, however, the evolving landscape presents a challenging environment to maintain this dominance. A software engineer manipulating a vast network of code on virtual monitors. Regardless of the neutral rating, the management of the company remains optimistic. The company posted encouraging results for the fiscal first quarter of 2025 on May 5. It grew its United States revenue by 55% year-over-year to reach $628 million, out of this government revenue accounted for $373 million, reflecting a 45% increase year-over-year. Notably, the company closed 139 deals valued at least $1 million and 31 deals valued at least $10 million. While we acknowledge the potential of PLTR 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: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. 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
11-06-2025
- Business
- Yahoo
The Next Palantir? Does This Under $5 AI Stock Have The Potential To Rise And Shine
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. This micro-cap AI stock is being increasingly touted as the next Palantir Technologies Inc. (NASDAQ:PLTR), but some analysts disagree with this framing. What Happened: On Monday, Holdings (NYSE:BBAI), which focuses on artificial intelligence and analytics primarily for defense and government contracts, was hit with a class-action lawsuit by investors, aimed at recovering losses arising due to alleged securities fraud between March 31, 2022, and March 25, 2025. Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — The complaint alleges that deficient accounting practices, alongside the improper accounting of convertible notes, led to losses for investors, which it seeks to recover. This comes during a volatile couple of months for the stock, starting with a 146% rally from January through February, followed by a 62% pullback, amid growing financial turbulence and legal scrutiny. Analysts remain cautiously optimistic on the stock, with an average consensus price target of $4.63 per share, representing an upside of 18.71% from current prices. William Blair analyst, Louie DiPalma, has reiterated a 'Neutral' stance on the stock, citing funding and guidance-related issues, reported TipRanks. Cantor Fitzgerald analyst Jonathan Ruykhaver reduced his price target from $8 to $6 but retained an 'Overweight' rating. Ruykhaver believes recent contracts with the Navy and the Department of Defense's Chief Digital and Artificial Intelligence Office (CDAO) could provide meaningful growth opportunities if federal budgets to research by The Motley Fool, the company is expected to underperform for the next five years, primarily due to 40% of revenue being tied to the Federal Government, making it vulnerable to budget cuts and policy changes. Why It Matters: During its first quarter results last month, the company reported $34.76 million in revenue, missing estimates at $36.26 million, followed by a loss of $0.26 per share, significantly higher than consensus estimates at $0.06 per share. The stock has a relative strength index (RSI) of 52.96, which puts it in the Neutral category, meaning that it's neither overbought nor oversold. Read Next: In terms of getting money back, these bank accounts put traditional checking and savings accounts to shame. Maximize saving for your retirement and cut down taxes: Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation. Photo: Sundry Photography / Shutterstock This article The Next Palantir? Does This Under $5 AI Stock Have The Potential To Rise And Shine originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
