Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Exclusive Story from MarketBeat Palantir's Perfect 10: Blowout Earnings Spark a New Bull CaseReported by Chris Markoch. Article Published: 2/3/2026. Just in time for the upcoming Winter Olympic Games, Palantir Technologies Inc. (NASDAQ: PLTR) delivered an earnings report that could be called a gold-medal performance. Palantir hit a perfect 10 — 10 consecutive years of accelerating revenue growth. Continuing the "perfect 10" theme, PLTR stock jumped more than 10% at the open the day after the report (it was higher in the premarket) and has since pulled back somewhat. The blowout report was exactly what retail investors needed after the stock fell more than 22% over the prior three months. For the quarter, Palantir posted record revenue of $1.40 billion, up 70% year-over-year (YoY). Full-year revenue totaled $4.47 billion, a 56% YoY increase. That growth remains largely driven by U.S. customers. On September 14th, 2023, something big happened that didn't make the news. The price gap between London gold and Shanghai gold blew out to $120 an ounce. For years, that gap was a few dollars, maybe $5 or $10. A 20x jump in seconds isn't a glitch, it's the system breaking. Traders tried to buy gold in London to sell in Shanghai, but hit a wall. The London vaults were empty. Since that day, gold has hit 53 all-time highs. One stock is positioned to capture the bulk of this wealth transfer. See the full story on this opportunity now. Building on a trend that has emerged over the past year, U.S. commercial revenue rose 137% YoY. The quarter also included a record $4.3 billion in total contract value, signaling strong future demand. Palantir's Rule of 40 score (the sum of revenue growth and operating margin) came in at an extraordinarily high 127, and the company guided revenue for the next 12 months to $7.19 billion — a 61% YoY gain. Palantir Doesn't Power AI — It Puts AI to Work. Following strong reports from other technology giants like Microsoft Corp. (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META), Palantir's results further affirm that the artificial intelligence (AI) trade remains alive. More importantly, unlike the hyperscalers, Palantir addresses AI at a higher level in the stack. Palantir focuses not on the underlying infrastructure but on delivering software that helps enterprises and governments operationalize AI in real-world decision-making. That positioning lets the company capture value from AI adoption regardless of which cloud provider or chipmaker ultimately dominates the lower layers, giving its growth story a different — and potentially more durable — profile than the hyperscalers. Commercial Business Continues to Close the Gap Palantir is often associated with its U.S. government business, which can be viewed positively or negatively depending on an investor's perspective. Regardless of ideology, investors should expect continued growth from the government side: the U.S. is increasing Department of Defense (DoD) budgets to modernize the military, and Palantir is positioned to play a role in that transition. But viewing Palantir only through a government lens is incomplete. The company's commercial business has grown strongly over the past year. In the quarter, Palantir closed 180 deals of at least $1 million, 84 deals of at least $5 million, and 61 deals of at least $10 million. Palantir's commercial customer count rose 8% sequentially and 49% YoY. The bottom line: about 48% of the company's revenue now comes from commercial customers. Analysts Continue to Raise the Floor on PLTR Stock The Palantir analyst forecasts on MarketBeat show a mostly bullish reaction to the report. Robert W. Baird and Northland Securities upgraded PLTR, and Dan Ives of Wedbush — one of Palantir's more prominent bulls — reiterated a Buy rating with a $230 price target. Notably, Palantir's consensus price target is now $193.91, about 22% above the stock price at the time of writing and roughly 12.5% higher than the consensus target one month earlier. This is why retail investors should pay attention to what analysts are doing — the revisions and target changes — not just what they are saying: watch the actions. PLTR Stock Looks Buyable Despite Valuation Concerns Valuation concerns around PLTR are well documented and won't disappear overnight. But with analysts raising targets and the stock appearing oversold, the current pullback could present a buyable opportunity. As of this writing, PLTR is retreating into a key support zone that held at two points last year and aligns with the stock's 200-day simple moving average (SMA). If buyers step in, a reflex rally could push toward roughly $170 — near the 20-day SMA — though that moving average will likely act as initial resistance rather than a guaranteed upside objective. 
Key Takeaways - Palantir posted blowout results and raised guidance, extending a decade of accelerating revenue growth.
- U.S. commercial demand is surging, with record contract value and a fast-growing customer base.
- Analysts lifted targets despite valuation concerns, and the pullback into support looks potentially buyable.
| 
Post a Comment
Post a Comment