Latest news with #PalantirTechnologiesInc
Yahoo
2 days ago
- Business
- Yahoo
Palantir Unveils Warp Speed Initiative with Navy Support
Palantir Technologies Inc. (NASDAQ:PLTR) is among the . Palantir Technologies Inc. (NASDAQ:PLTR), together with BlueForge Alliance (BFA), which is a nonprofit integrator supporting the U.S. Navy's efforts to strengthen the maritime industrial base, has launched Warp Speed for Warships. This bold step to expand warship production, fleet readiness, and digital transformation is financially backed by the U.S. Navy's Maritime Industrial Base (MIB) Program. This strategic collaboration between BFA and Palantir Technologies Inc. (NASDAQ:PLTR) is aimed at powering high-velocity shipbuilding, maintaining a strong fleet, and rebuilding American maritime superiority. The company's powerful Warp Speed manufacturing operating system isn't something hidden, and when combined with deep industrial insight and field-tested technology, we can expect something extraordinary. A software engineer intently typing code into a laptop with multiple screens in an office. The overall aim of this project is to accelerate shipbuilding modernization by making the initial moves to better connect the network of shipbuilders, suppliers, and key partners accountable for building and sustaining the Navy's fleet. Initiatives like these underscore a renewed model of public-private collaboration. Palantir Technologies Inc. (NASDAQ:PLTR) is a Colorado-based builder of software platforms for the intelligence community to aid in counterterrorism investigations and operations. With a presence across the United States, the United Kingdom, and the globe, the company provides Palantir Gotham, Palantir Foundry, Palantir Apollo, and Palantir Artificial Intelligence Platform. 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. Sign in to access your portfolio
New Statesman
6 days ago
- Business
- New Statesman
How to read Morgan McSweeney
Alex Karp, chief executive officer of Palantir Technologies Inc. Photo by Al Drago/Bloomberg I used to think Morgan McSweeney filled his evenings browbeating backbenchers or Sharpie-ing constituency boundaries. It is therefore pleasing to learn that the man of action is also a man of letters – and ideas. In his Spectator cover story this week, Tim Shipman reported that McSweeney currently has Alexander Karp's The Technological Republic on his bedside table. Alright, it's not Sun Tzu. It's not even Harold Macmillan paging through Trollope's He Knew He Was Right (so dedicated was Macmillan to finding moments for literary reflection that in No 10 he would hang a do-not-disturb on his reading room door saying 'Quiet, calm deliberation disentangles every knot'). But we can read something of Macmillan's methods from his favourite writers, himself a conniving patrician straight out of the Palliser novels. And, having quite recently finished Karp's Republic myself, I think I can spy something about McSweeney's direction in his reading matter: an unstable work of techno-political theory by a Silicon Valley defence contractor. Alexander Karp is the CEO of Palantir Technologies, a tech and defence company which he co-founded with Peter Thiel, greatest and creepiest of the Maga oligarchs. And The Technological Republic is the clearest statement of Karp's belief system. The book spans anti-woke polemic, business strategy guide and Kulturkritik, but Karp is, in short, a nostalgic futurist. He believes America was made great by a partnership between entrepreneurs and government in the decades after the post-war. In those years, America shot for the stars, landed on the moon, and became the most militarised imperial power on the planet. But after that, Karp's tech-brethren got distracted by social media scrollers and grocery delivery apps. They simultaneously forsook their nation and their society, beginning to see America as a place of nightmares, not dreams. Karp believes that a new generation of patriotic industrialists is needed, to revitalise the American economy but also the American mission. And it seems he's already found them. Upon Trump's re-election, Palantir stock soared. The company has been one of the great beneficiaries of his administration, signing various deals with the federal government to produce a new generation of AI weaponry and data-driven homeland security. Though he remains a mostly opaque personality, McSweeney is generally believed to hail from his party's 'Blue Labour' faction. But Karp's a long way from the talk of 'covenants' and 'respect' which fills their seminar rooms. What are we to make of this alignment between No 10 strategy and Silicon Valley plutocrat? Palantir has long been a bogeyman of Whitehall, supposedly waiting to slurp up our NHS data for nefarious purposes. However, I don't think that's what's drawn McSweeney to Karp. Instead, this seems another instance of a political apparatchik who, desperate for a stubborn government to simply move faster, has turned for inspiration to the engineers and developers who have changed the world quicker than anyone else this century. McSweeney is frequently compared to Dominic Cummings. There appears to even be a respect between the two self-styled electioneering pros – in Cummings's recent round of interviews, McSweeney was one of the few members of this Labour government to have been spared his usual scattergun-swearing. And Cummings's own writings, and now this insight about McSweeney, reveal that both men increasingly view politics as operational, about the arrangement and direction of institutions. Subscribe to The New Statesman today from only £8.99 per month Subscribe Cummings was obsessed with turning No 10 into an operational hub modelled on Silicon Valley. 'Start-up' is, in his vocabulary, a rare term of approbation. It seems McSweeney agrees, or is curious to find out. If, as Keir Starmer himself recently conceded, the traditional left-right divide in politics is dead, perhaps this is what will replace it: competing theories of bureaucracy, with the object of hyper-efficient collaboration between the private and public sectors. Let no one say that this is a government without a story or ideas. [See also: Morgan McSweeney's moment of truth] Related
Yahoo
25-06-2025
- Business
- Yahoo
Jim Cramer Eyes Palantir Stock's $200 Price Target
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 12 stocks on Jim Cramer's radar recently. A caller inquired what it would take for Cramer to get behind the company like he did with CoreWeave. In response, Cramer remarked: 'Alright, but the CoreWeave, we got that, we got the four times there. That was a good one. Alright, now Palantir at $50, I said it's going to a $100. At a $100, I said it's going to $200. Can I wait till it gets to $200 before I have to raise my price target? But I will, believe me.' A software engineer manipulating a vast network of code on virtual monitors. Palantir (NASDAQ:PLTR) develops software designed to help organizations analyze and interpret large-scale data in support of critical decision-making. The company's product suite includes the Gotham, Foundry, and Apollo platforms, as well as an advanced artificial intelligence system. It is worth noting that on May 23, Cramer commented: 'Palantir's just plain out expensive, but there you can use a rule that tells you about growth versus margins. And it turns out to be much less expensive than a lot of other companies because the growth is very good and the margins are high… Although Palantir's a little too speculative for me.' 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. Sign in to access your portfolio
Yahoo
25-06-2025
- Business
- Yahoo
5 Stocks Driving Nasdaq 100 ETF Higher in 2025
The Nasdaq 100 surged to a record high close, the first since February, buoyed by a combination of easing trade and geopolitical tensions, AI enthusiasm, dovish Fed bets, and standout tech earnings. The index is up 5.6% so far this year, while Invesco QQQ QQQ, which serves as a proxy to the index, gained about 4%.While most of the stocks in the QQQ ETF portfolio have provided handsome returns, we have highlighted five that led the portfolio higher. These are Palantir Technologies Inc. PLTR, Zscaler ZS, Micron Technology MU, MercadoLibre, Inc. MELI and Netflix NFLX. Trump has softened his stance on tariffs and taken a measured approach to trade negotiations. 'Markets have moved higher on tariff postponement and the perception that they will be more moderate than initially announced,' noted Richard Saperstein, CIO at Treasury Partners. Still, he cautioned that 'headline sensitivity' remains high, with volatility likely to persist as trade talks of de-escalation in the Israel-Iran conflict boosted market sentiment this week, easing risk-off pressures (read: Ceasefire Between Israel and Iran? ETFs Likely to Gain). Renewed AI enthusiasm among investors after a slowdown early in the year is driving tech stocks higher, especially NVIDIA NVDA and Microsoft MSFT (read: ETFs Poised to Win in the MSFT vs. NVDA Market Cap Battle). With rates still high and volatility lingering, the mega-cap tech names are proving to be the market's new safe haven. The Federal Reserve kept its interest rate steady at 4.25-4.5%, signaling a continued "wait-and-see" stance as it monitors the effects of the Trump administration's economic policies. The central bank reaffirmed its outlook for two interest rate cuts before the end of the year. The economic indicators paint a stable picture for economic growth. Americans have started to feel optimistic about the economy, as the initial shock from steep tariffs begins to wear off and inflation pressure eases. U.S. consumer sentiment climbed in June for the first time in six months, offering a glimmer of optimism amid lingering policy uncertainty. The U.S. jobs market also remained resilient with the economy adding more-than-expected 139,000 jobs in May, and the unemployment rate remaining unchanged at 4.2%. Inflation has been cooling. The Consumer Price Index rose just 0.1% year over year in May, putting the annual inflation rate at 2.4%. Inflation declined from April's 0.2% increase. Core inflation, which strips out volatile food and energy prices, was 2.8%, flat year over year, well below its levels in 2022 and 2023. Monthly core prices increased just 0.1%, against expectations of a 0.3% gain. Let's take a closer look at the fundamentals of QQQ. This ETF provides exposure to the 101 largest domestic and international non-financial companies listed on the Nasdaq by tracking the Nasdaq 100 Index. Information technology accounts for 57.2% of the assets, while consumer discretionary makes up for a 19.7% share. QQQ is one of the largest and most popular ETFs in the large-cap space with an AUM of $335.4 billion and an average daily volume of more than 48 million shares. It charges investors 20 bps in annual fees. The fund has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook. Palantir Technologies builds and deploys software platforms for the intelligence community, principally in the United States. The stock has jumped more than 89% so far this year and has an estimated earnings growth rate of 41.46% for 2025. Palantir Technologies has a Zacks Rank #3 (Hold) and a Growth Score of A. Zscaler is one of the world's leading providers of cloud-based security solutions. The company offers a full range of enterprise network security services, including web security, Internet security, antivirus, vulnerability management, firewalls, and control over user activity in mobile, cloud computing, and Internet of Things environments. Zscaler saw a solid earnings estimate revision of 12 cents over the past 30 days for the fiscal year (ending July 2025) and has soared about 71% so far this year. The stock has a Zacks Rank #3 and a Growth Score of Technology has established itself as one of the leading worldwide providers of semiconductor memory solutions. The stock has climbed 52% so far this year and has an estimated earnings growth rate of 433.1% for the fiscal year (ending August 2025). It has a Zacks Rank #3 and a Growth Score of A (read: Why Big Tech Stocks Are Powering Market Gains Again).MercadoLibre is one of the largest e-commerce platforms in Latin America. The company is a market leader in e-commerce in Brazil, Argentina, Colombia, Chile, Ecuador, Costa Rica, Peru, Mexico and Uruguay based on unique visitors and page views. The stock has soared 48.7% year-to-date and has an expected earnings growth rate of 27.69% for this year. It has a Zacks Rank #3 and a Growth Score of A. Netflix is considered a pioneer in the streaming space. The company evolved from a small DVD-rental provider to a dominant streaming service provider, courtesy of its wide-ranging content portfolio and a fortified international footprint. The stock gained 43.5% so far this year and has an estimated growth of 27.7%. Netflix currently has a Zacks Rank #3 and a Growth Score of A. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Netflix, Inc. (NFLX) : Free Stock Analysis Report Micron Technology, Inc. (MU) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Invesco QQQ (QQQ): ETF Research Reports MercadoLibre, Inc. (MELI) : Free Stock Analysis Report Zscaler, Inc. (ZS) : Free Stock Analysis Report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
23-06-2025
- Business
- Yahoo
Palantir vs. UiPath: Which AI-First Software Stock Deserves Your Bet?
Both Palantir Technologies Inc. PLTR and UiPath Inc. PATH are prominent companies at the forefront of AI-centric software innovation. Palantir is renowned for its expertise in large-scale data analytics and decision intelligence platforms, serving government agencies, defense sectors and large enterprises with complex data integration and real-time situational awareness. UiPath focuses on robotic process automation (RPA), leveraging artificial intelligence to automate repetitive business processes and enhance operational efficiency across various industries. While Palantir empowers strategic decision-making through advanced analytics, UiPath streamlines workflows, making both essential players in the evolving AI ecosystem. Palantir Technologies is experiencing explosive growth driven by the rapid adoption of its Artificial Intelligence Platform (AIP), which has quickly become its most powerful engine for commercial expansion. In the first quarter of 2025, AIP significantly propelled U.S. commercial revenues, which soared 71% year over year and 19% sequentially. This strong performance pushed the company past a $1 billion annual run rate in U.S. commercial sales for the first time. The momentum is also reflected in the total contract value of the commercial segment, which surged 239% YoY. Deal sizes have grown meaningfully, with the number of contracts worth over $1 million more than doubling compared to the previous year. A key driver of this adoption is the popularity of Palantir's AIP bootcamps, short, focused training programs that help customers rapidly onboard and deploy AIP within their organizations. These bootcamps enable clients to quickly implement production-grade AI workflows, dramatically reducing time-to-value and showcasing AIP's simplicity and real-world applicability. Palantir's AIP empowers enterprises to deploy autonomous AI agents that not only speed up decision-making but also multiply productivity gains. Unlike peers focused on building AI models, Palantir is dominating the application layer, delivering practical, enterprise-ready AI systems that deliver measurable value from day one. As a result, the U.S. commercial segment is now the company's most dynamic and scalable growth driver, with AIP at the heart of that acceleration. UiPath continues to be a global leader in the fast-growing RPA market, leveraging AI to automate rule-based and repetitive digital tasks across enterprise environments. Its platform facilitates end-to-end automation, excelling in areas such as task mining, workflow orchestration, and process optimization. This has led to broad adoption across diverse industries, including finance, healthcare, insurance and the public sector. UiPath's strength is amplified through strategic partnerships with technology giants like Microsoft MSFT, Amazon AMZN, and Salesforce CRM. These alliances not only expand UiPath's integration within enterprise IT ecosystems — such as Azure, AWS and Salesforce Cloud — but also reinforce its credibility and market reach in an increasingly competitive automation landscape. The company boasts high customer retention, with net retention rates ranging between 110% and 115%, underscoring its ability to expand usage within existing accounts. In the first quarter of fiscal 2026, UiPath reported a 6% increase in revenues year over year, reaching $357 million. Additionally, its annual recurring revenue rose 12% to $1.69 billion, reflecting the strength of its subscription-based business model and customer loyalty. With a strong global presence, a robust partner network, and a continued focus on intelligent automation, UiPath remains well-positioned to lead in the evolving RPA and enterprise automation market. The Zacks Consensus Estimate for PLTR's 2025 sales and EPS indicates year-over-year growth of 37% and 41%, respectively. EPS estimates have been trending upward over the past 60 days. Image Source: Zacks Investment Research The Zacks Consensus Estimate for UiPath's 2025 sales suggests 8.5% year-over-year growth, while EPS is expected to grow 6%. EPS estimates have been trending downward over the past 60 days. Image Source: Zacks Investment Research UiPath is trading at a forward sales multiple of 4.07X, below its 12-month median of 4.5X. Palantir's forward sales multiple stands at 72.9X, above its median of 46.76X. While Palantir boasts impressive AIP-driven growth, UiPath offers a more balanced and sustainable investment profile. Its leadership in RPA, strong customer retention, and strategic partnerships with tech giants like Microsoft and Amazon provide long-term stability. With consistent revenue growth, a robust subscription model, and a forward sales multiple well below Palantir's lofty one, UiPath presents a more attractive valuation and lower-risk entry point. Moreover, rising EPS estimates favor PLTR, but PATH's proven enterprise stickiness and ecosystem integration make it the smarter AI-first software stock to bet on in today's automation-driven business landscape. While PATH carries a Zacks Rank #2 (Buy), PLTR carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report Salesforce Inc. (CRM) : Free Stock Analysis Report UiPath, Inc. (PATH) : Free Stock Analysis Report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
