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Yahoo
19-07-2025
- Business
- Yahoo
As Palantir Makes a Big Bet on AI-Powered Weather, Is PLTR Stock a Buy, Sell, or Hold?
Palantir (PLTR) recently announced that it is partnering with weather-intelligence pioneer to turn global atmospheric data into a machine-readable, decision-making engine for defense departments, airlines, supply-chain giants, and federal agencies. At first glance, linking a company once known for tracking militants to something as prosaic as cloud cover feels almost whimsical. But keep in mind that weather data is increasingly important for satellite and drone-based surveillance, as well as drone strike missions. It's also another customer win for Palantir, which is trying to spread its tentacles over as many government agencies and commercial enterprises as possible. More News from Barchart Dear Google Stock Fans, Mark Your Calendars for July 23 Dear UnitedHealth Stock Fans, Mark Your Calendars for July 29 Peter Thiel Is Betting Big on This Ethereum Treasury Stock. Should You Buy Shares Now? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! The U.S. tallied $183 billion in weather-related damages in 2024, so there is great incentive to leverage weather data in new ways. Palantir's Deal With Most forecasters still don't have their own constellation of small satellites purpose-built for atmospheric observation. Palantir is trying to solve not only that, but also build a proprietary AI stack that retrains itself and gives minute-by-minute forecasts. The deal also includes onboarding on Palantir's FedStart program. It is an accelerator that lets vendors run inside Palantir's pre-cleared, FedRAMP-compliant cloud so they can sell to federal agencies without the typical security accreditation process. can now sell into the federal workforce, and Palantir adds another high-demand data stream to its ecosystem. How Profitable Will This Be? The climate impact is around $38 trillion annually globally. It's rational to expect that Palantir could capture billions here in the long run if its weather product suite is good enough to court insurance, construction, offshore drilling, and most importantly, military-related clients. However, it remains to be seen just how significant will be for PLTR, as these are early days. The Navy and Air Force could save a lot of money with an all-in-one AI weather platform. Most would be surprised to know that the Air Force has multiple weather squadrons. The USAF and USN are unlikely to disregard a product if it gives them a greater advantage. Is PLTR Stock a Buy on the Weather Deal? This weather deal alone won't lead to a paradigm shift when valuing Palantir, but the relentless execution from management to win more business needs to be considered. Palantir's growth has been off the charts, and the company is consistently beating and raising every quarter. Wall Street no longer cares about the price-earnings ratio here. Instead, most analysts are looking at the horizon and the cash flow. It's a good idea to start doing the same so as not to fall behind. The Verdict Here's how I see PLTR stock now. Palantir's trailing 12-month free cash flow margin is at 42.3%, better than 97.19% of companies in the software industry. It has given free cash flow guidance between $1.6 billion and $1.8 billion on $3.89 billion to $3.9 billion in revenue for 2025. In all likelihood, this is a lowball guidance due to Palantir's tendency to beat. But if we take that $1.8 billion FCF figure, you're paying 199 times forward FCF. Analysts expect the FCF margin to hold around 40% in the years ahead. Now, if we look a year ahead, analysts see $5 billion in full-year 2026 revenue. Again, it's likely to be higher if we take the current momentum into account. Regardless, I expect FCF to be around $2.2 billion in 2025 if we take the higher band of revenue estimates. That's 162 times 2026 earnings. And so on for the years ahead… If Wall Street holds the current FCF multiple, PLTR stock could shoot well past $200 next year. However, I'd still give it a 'Hold' rating due to the downside risk once the market cycle turns. That could happen well before 2026 rolls around. Analysts agree and have a consensus 'Hold' estimate on shares. On the date of publication, Omor Ibne Ehsan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
12-07-2025
- Business
- Yahoo
AI Meets Atmosphere: Palantir (PLTR) and Tomorrow.io Are Revolutionizing Weather Intelligence
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Making Waves on Wall Street. On July 9, Palantir and weather intelligence and resilience platform announced a partnership to revolutionize weather intelligence. By integrating proprietary data and predictive insights into Palantir's industry-leading platforms, the companies will be able to enable end-to-end automated weather decision-making across different sectors. The agreement also involves the two companies engaging mutual partners and customers across the defense, government, and enterprise sectors. has launched the first commercial constellation designed for weather observations, training adaptive AI models on that proprietary data that learn from each new data cycle. By combining this with Palantir's battle-tested decision engines, the company will be able to curate reliable real-time atmospheric data. Copyright: _ig0rzh_ / 123RF Stock Photo is also joining the Palantir FedStart program as part of the agreement, which is a SaaS offering that helps companies boost their federal go-to-market strategies. Companies can achieve compliance and scale operations within the government sector through the program. 'We built FedStart to accelerate the government's ability to leverage the best, most innovative technologies as they emerge. By enabling the federal workforce to take advantage of while ensuring strict adherence to the compliance and security requirements for processing U.S. government (USG) data, we are excited to help increase productivity and efficacy across government.' -Mike Gallagher, Head of Defense for Palantir Technologies. 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: and . 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
11-07-2025
- Business
- Yahoo
AI Meets Atmosphere: Palantir (PLTR) and Tomorrow.io Are Revolutionizing Weather Intelligence
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Making Waves on Wall Street. On July 9, Palantir and weather intelligence and resilience platform announced a partnership to revolutionize weather intelligence. By integrating proprietary data and predictive insights into Palantir's industry-leading platforms, the companies will be able to enable end-to-end automated weather decision-making across different sectors. The agreement also involves the two companies engaging mutual partners and customers across the defense, government, and enterprise sectors. has launched the first commercial constellation designed for weather observations, training adaptive AI models on that proprietary data that learn from each new data cycle. By combining this with Palantir's battle-tested decision engines, the company will be able to curate reliable real-time atmospheric data. Copyright: _ig0rzh_ / 123RF Stock Photo is also joining the Palantir FedStart program as part of the agreement, which is a SaaS offering that helps companies boost their federal go-to-market strategies. Companies can achieve compliance and scale operations within the government sector through the program. 'We built FedStart to accelerate the government's ability to leverage the best, most innovative technologies as they emerge. By enabling the federal workforce to take advantage of while ensuring strict adherence to the compliance and security requirements for processing U.S. government (USG) data, we are excited to help increase productivity and efficacy across government.' -Mike Gallagher, Head of Defense for Palantir Technologies. 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: and . Disclosure: None. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
10-07-2025
- Business
- Yahoo
Palantir Hooks Up with Weather AI
Palantir (NASDAQ:PLTR) is teaming up with weather specialist to bring AI-driven forecasts straight into government and enterprise operations via Palantir's FedStart program. That means federal teams can tap satellite-powered predictions through a pre-vetted, compliance-friendly which launched in 2016, uses space?based sensors and AI models to warn of extreme weather. Embedding those insights into Palantir's decision-making platforms could help agencies plan for storms, floods and wildfires before they strike. Last year the U.S. saw 27 weather disasters that each caused over a billion dollars in damage, totaling about $183 billion and leading to 568 fatalities. With that kind of risk on the line, having up-to-date, high-accuracy forecasts could be a game-changer for emergency response and infrastructure planning. Palantir shares have climbed 84 percent so far this year, nearly eight times the gain of the iShares Expanded Tech-Software ETF. Investors will be watching to see if this partnership helps Palantir expand its government footprint and deliver on its AI-powered resilience story. This article first appeared on GuruFocus. 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
