Palantir's Two-Speed Rally: Commercial Rocket Fuel Meets an Overbought Tape
Rick Orford says Palantir’s strong growth still leaves buyers exposed to valuation risk as the stock stays under pressure, despite record margins and sovereign AI momentum.
4 Articles
4 Articles
Palantir (NASDAQ: PLTR) Posts 93% Revenue Jump But Faces Steep Valuation Hurdle Against Microsoft (NASDAQ: MSFT) Comeback
Palantir Technologies Inc. (NASDAQ: PLTR) surged as much as 14% in after-hours trading following a strong quarterly earnings report released on August 3, 2026. The gains came after a brutal nine-month slide that erased more than 40% of the stock’s value from its November peak. Microsoft Corporation (NASDAQ: MSFT) recently delivered one of the most dramatic earnings rallies in its history, rising roughly 25% across three trading days. That run in…
Palantir's Two-Speed Rally: Commercial Rocket Fuel Meets an Overbought Tape
The arithmetic behind Palantir Technologies’ latest earnings beat is straightforward enough: revenue of $1.94 billion, up 93% year over year, with adjusted earnings per share of $0.41 clearing analyst estimates. But the more telling number sits in the commercial segment, where US business grew 149% — a figure that has Wall Street scrambling to reprice […] The post Palantir’s Two-Speed Rally: Commercial Rocket Fuel Meets an Overbought Tape appear…
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