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CrowdStrike's business is growing fast, but at a $264 billion valuation, the price investors pay matters as much as the growth.

Palantir's earnings are coming up next week, and another strong performance could send the stock higher.

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise software and solid corporate earnings amid continued market volatility. The composite returned […]

Palantir Technologies (PLTR) could produce exceptional returns because of its solid growth attributes.

Customers are beginning to back Palantir’s AI claims with hard numbers.

The AI data analytics giant's third-quarter report provides a golden opportunity for it to show investors that its growth narrative is still strong.

It's up more than 1,000% over the past three years.

For its stock to take off, Samsara must transform customer value into profitable growth.

The AI software specialist is nearing a $10 billion year. Will its share price rise with its sales?

Daniel Wendler, the psychologist, warned against putting neurodivergent people on a pedestal.

Palantir Technologies (NasdaqGS:PLTR) broadened its sovereign AI offerings for flagship clients across defense, healthcare, construction and manufacturing sectors. Enterprises cited in the expanded rollout include L3Harris, McCarthy Building Companies, NVIDIA, Ondas, Regna AI and Tampa General Hospital. The company also deepened its collaboration with Stagwell to build AI-powered marketing tools focused on data control and operational efficiency. Beyond the latest sovereign AI and Stagwell...

Another strong quarter may no longer be enough.
Key Stats for Palantir StockCurrent Price: $196. 19Target Price (Mid): ~$1,400Street Target: ~$207Potential Total Return: ~614%Annualized IRR: ~60% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Palantir Technologies (PLTR:NASDAQ) told Reuters on October 21 that no one can switch off the AI system used by NATO’s military headquarters, Palantir included.

Palantir trades near all-time highs while Wall Street sees almost no room left to run, yet one number looming on the 2027 horizon suggests analysts may be thinking far too small.
Palantir sits within striking distance of a bold year-end target, but a single earnings report on November 2 could either validate the bull case or send shares tumbling toward a very different destination.

Tech analyst Dan Ives says Palantir and Snowflake are nearing the end of the gap between AI CapEx and true software monetization.

In the latest trading session, Palantir Technologies Inc. (PLTR) closed at $196.19, marking a -2.74% move from the previous day.

Palantir currently projects its revenue will slow, but past results don't support this thesis.

Cathie Wood’s Ark Invest picked up Netflix shares and continued trimming its Palantir stake on Wednesday.

MIAMI, October 21, 2026--Palantir Technologies Inc. (NASDAQ: PLTR) today announced the delivery of critical sovereign AI outcomes to flagship customers. Since Palantir and NVIDIA’s previous announcement last month — highlighting how Foundry, Ontology, and AIP are accelerating NVIDIA’s own supply chain and the path from wafer to first token — a new wave of flagship customers have accelerated their own sovereignty efforts, including L3Harris, McCarthy Building Companies Inc., NVIDIA, Ondas and Reg
Palantir is pulling away from its software peers as buyers chase AI platform names, but a steep valuation and an undisclosed federal partnership deal leave the rally's staying power open to debate.

For questions about this article or underlying research, email help@trefis.com.

Palantir (PLTR) pairs strong growth momentum with technical strength and constructive pullback setup, though volatility and slowing momentum pose risks.

In October 2026, Knox Systems announced a partnership with Palantir Technologies to combine Palantir's accredited infrastructure with Knox's fast FedRAMP and IL5 authorization path for secure U.S. government and defense workloads. The alliance positions Palantir Technologies as a key conduit for commercial software vendors seeking one streamlined route into highly regulated federal environments. This directly ties its AI platforms to mission-critical deployment timelines and compliance...
Palantir Technologies (PLTR) just signed a new partnership with Knox Systems that targets highly secure FedRAMP and IL5 government cloud environments, putting fresh attention on how this contract work might influence the stock. That Knox Systems deal lands at a time when Palantir Technologies has been on a strong run, with a 90-day share price return of 54.61% and a 30-day gain of 8.42%. This comes even though the stock has pulled back 7.70% over the past week and slipped 0.80% in the last...

Cathie Wood’s Ark sold Palantir shares and bought Oklo and X-Energy shares on Tuesday, Oct. 20, 2026.
Tether led the round in the New York-based startup, which helps businesses manage payments across currencies and borders.

Palantir could benefit from falling AI compute costs and partner-led deployments. Read what investors should know about the company.

You might not think of CrowdStrike as an obvious artificial intelligence play, but the AI tailwinds for cybersecurity are real.

Is Palantir (PLTR) stock overvalued? George Tsilis warns the AI firm's massive valuation already prices in years of future execution.

Palantir (PLTR) growth surges in U.S. Gov & enterprise, but stock near $186 looks fairly valued vs $169.

The Philadelphia Semiconductor Index added about 1.6%.

Cathie Wood’s Ark bought CoreWeave shares and sold Palantir shares on Monday, Oct. 19, 2026.

A number of stocks jumped in the morning session after retreating yields and dip-buying supported a relief rebound following the previous session's sharp drawdown.

Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination OverTime host Brooke DiPalma to report on Palantir's (PLTR) sell-off after barely breaking above its 52-week high and what it could mean for the future.

Key TakeawaysPalantir shares rose 4% today after Knox Systems announced a partnership to bring commercial software into FedRAMP and IL5 federal environments. The deal lets other companies’ software reach the government through Palantir’s federal accreditations, which makes Palantir more central to how agencies get new technology.

Palantir's AI opportunity could be enormous. But existing shareholders must decide whether the potential rewards still justify the risks.

JPMorgan moving JPM Coin onto Ethereum shows how quickly traditional finance can shift when leadership is deeply invested in the outcome. That is exactly the kind of personal stake this founder-focused approach looks for. When executives have meaningful skin in the game, decisions often line up more closely with long term shareholder interests. This article walks through three founder-led stocks that fit that profile. The three founder-led stocks covered below are only a sample, and the full...
Palantir Technologies (NasdaqGS:PLTR) announced a new partnership with Knox Systems to support secure federal cloud software delivery. Knox Systems brings experience with FedRAMP and IL5 authorizations for U.S. Government cloud deployments into the collaboration. The alliance targets mission-critical workloads for federal clients, including projects connected to U.S. Government agencies and the warfighter. The Palantir and Knox Systems federal cloud partnership is only one piece of the...

The data mining and AI specialist announced another expansive partnership.
Palantir (NASDAQ:PLTR) took a hit from two directions late last week. Software stocks sold off together, and Bloomberg reported that Democrats, who are favored to win at least one chamber of Congress in the midterms, could aim more oversight at big tech companies, Palantir among them. The company sells software that pulls an organization’s scattered […]

As the year heads to a close, Palantir Technologies Inc. (NASDAQ:PLTR) has started to once again appear regularly on Jim Cramer’s radar. Throughout the first half of 2025 the CNBC TV host repeatedly praised the firm for its ability to help businesses reduce costs and its potential to help the Trump administration with its cost […]
Palantir’s CEO says the company is here to disrupt and ‘when it’s necessary, to scare enemies and on occasion kill them.’ Here’s the story of how it grew to become one of the country’s most controversial (and successful) companies.

Key Stats for Palantir StockCurrent Price: $186. 03Target Price (Mid): ~$1,330Street Target: ~$206Potential Total Return: ~613%Annualized IRR: ~59% / yearWhat Happened?Palantir Technologies (PLTR) closed at $186.

Ark's latest quarterly report shows that several stocks made meaningful contributions across multiple ETFs.

U.S.-listed defense companies continued to rack up fresh orders and partnerships, with counter-drone technology and military AI taking center stage.

Palantir Technologies (PLTR) stock trades at 78.2 times sales, compared to 3.1 for the S&P 500. Investors paying that premium need to know exactly what they are buying, and the case Palantir makes has evolved. During the fiscal Q3 2024 earnings call, executives highlighted the fast-growing number of U.S. businesses signing on as customers. By the latest call in fiscal Q2 2026, the focus had shifted. So what does management talk up now.

A number of stocks fell in the afternoon session after investors shifted their focus from what AI technology can do toward concerns over how companies will finance it.





S&P 500 top movers for the Oct. 19, 2026 US session: DDOG led gainers at 6.2%, while MOS led losers at -4.65%.


