Tech Stocks Update: Nvidia and Meta Expand Partnership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy PLTR?
Source: CNBC
- Nvidia Partnership Expansion: Meta's expansion of its partnership with Nvidia to utilize millions of AI chips for data center development led to a 2% increase in Nvidia's stock, reflecting strong confidence in AI demand.
- New York Times Stock Rise: The New York Times Company saw a 3% stock increase after Warren Buffett's Berkshire Hathaway disclosed a new position, indicating market optimism about its future growth potential.
- Palo Alto Networks Warning: Shares of Palo Alto Networks fell 6% after the company issued a weak earnings forecast, projecting adjusted earnings of only 78 to 80 cents per share for the third quarter, significantly below the analyst consensus of 92 cents.
- Analog Devices Earnings Beat: Analog Devices reported earnings of $2.46 per share, exceeding market expectations, resulting in a 9% stock increase, showcasing its strong performance and growth potential in the semiconductor market.
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Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 156.430
Low
50.00
Averages
192.88
High
255.00
Current: 156.430
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Palantir Rides High on Defense Spending Surge
- Stock Surge: Palantir Technologies (PLTR) shares rose over 9% in the last five trading days as tensions in the Middle East increased, indicating strong investor confidence in its role in defense spending and AI.
- Key Contracts: The company has secured a $10 billion framework contract with the U.S. Army and a $448 million deal with the U.S. Navy, providing robust support for revenue growth through significant defense contracts.
- Sales Growth: Palantir's latest financial report revealed nearly $1.41 billion in sales, a substantial 70% year-over-year increase, with its U.S. commercial segment growing even faster at approximately 137%, highlighting strong demand for AI applications.
- Future Outlook: The company anticipates sales exceeding $7 billion by 2026, representing over 60% growth from the previous year, reflecting confidence in future market opportunities, although there are mixed opinions regarding its stock price relative to profitability.
See More
Palantir Technologies Aims for 10x Revenue Growth
- Revenue Growth Target: Palantir aims for $7.2 billion in sales by 2026, with a projected annual growth rate of 45%, potentially reaching $46 billion by the early 2030s, which would represent a tenfold increase from its 2025 revenue of $4.5 billion.
- Defense Contract Expansion: The company continues to strengthen its ties with the U.S. military, securing a ten-year contract worth up to $10 billion last year, alongside a $795 million expansion of its Maven Smart System deal, further solidifying its market position in defense.
- Strong Commercial Growth: In 2025, Palantir's U.S. commercial segment grew by 109% to $1.5 billion, with management guiding for at least 115% growth in 2026, highlighting its robust potential in the enterprise market.
- Technological Competitive Advantage: Palantir's Foundry platform provides real-time data visualization, and its lack of true competitors allows the company to accelerate customer acquisition, creating a network effect where clients not only renew contracts but also expand their relationships.
See More
Comparing Growth Prospects of Palantir and Broadcom
- Palantir Revenue Surge: Palantir's revenue tripled from $1.5 billion in 2021 to $4.5 billion by 2025, reflecting robust demand in both government and commercial sectors, particularly driven by new contracts.
- Profitability Boost: In 2023, Palantir became profitable with net income soaring nearly eightfold to $1.6 billion over two years, indicating the success of its business model and increased market acceptance.
- Broadcom Market Edge: Broadcom achieved a 24% CAGR in revenue for fiscal 2025, with 58% of its revenue from semiconductor solutions and 42% from infrastructure software, showcasing its competitive strength in a diversified market.
- AI Chip Sales Growth: Broadcom's AI chip sales soared 65% to $20 billion in fiscal 2025, accounting for 31% of total revenue, with projections of $60-$90 billion in annualized revenue by fiscal 2027, highlighting its strong potential in the AI market.
See More
Market Outlook Analysis for Palantir and Broadcom
- Palantir's Growth Potential: Palantir's revenue is projected to grow from $1.5 billion in 2021 to $4.5 billion by 2025, with a CAGR of 49%, primarily driven by new government contracts and expansion in its commercial business, indicating strong performance in the AI market.
- Profitability Improvement: In 2023, Palantir became profitable with net income soaring nearly eightfold to $1.6 billion over two years, demonstrating the effectiveness of its business model and robust market demand.
- Broadcom's Market Positioning: Broadcom's revenue and adjusted EBITDA grew at CAGRs of 24% and 27% from 2021 to 2025, respectively, with its unique combination of semiconductor and infrastructure software providing a competitive edge in the market.
- AI Chip Sales Growth: Broadcom's AI chip sales surged 65% to $20 billion in 2025, accounting for 31% of its total revenue, with expectations to generate $60-$90 billion in annualized AI chip revenue by 2028, highlighting its strong growth potential in the AI sector.
See More
Palantir's Financial Performance Shows Significant Growth
- Significant Revenue Growth: Palantir's revenue tripled from $1.5 billion in 2021 to $4.5 billion in 2025, reflecting strong demand in both government and commercial sectors, particularly driven by new contracts.
- Profitability Improvement: In 2023, Palantir achieved profitability for the first time, with net income soaring nearly eightfold to $1.6 billion over two years, enhancing investor confidence and laying a foundation for future expansion.
- Future Growth Expectations: Analysts forecast that Palantir's revenue and EPS will grow at CAGRs of 49% and 53%, respectively, from 2025 to 2028, primarily benefiting from increased U.S. government contracts and the expansion of its AI platform.
- Valuation Warning: Despite Palantir's strong business performance, its current share price of $150 reflects a valuation of nearly 140 times forward earnings, prompting investors to consider waiting for a valuation correction before investing to mitigate overvaluation risks.
See More
AI Becomes A Core Military Capability
- Defense Contract Expansion: Palantir secured a $480 million U.S. Department of Defense contract in 2024 to develop the Maven Smart System, which integrates satellite imagery, drone feeds, and battlefield intelligence into decision-making systems, enhancing military operational efficiency.
- Contract Value Surge: In 2025, the U.S. Army added a $795 million contract modification for Palantir, with the broader framework agreement potentially worth up to $10 billion over the next decade, solidifying Palantir's central role in AI-driven military intelligence.
- Space Defense Layer Development: Rocket Lab won an $816 million U.S. Space Force contract in 2025 to design and manufacture 18 satellites equipped with sensors for missile warning and tracking systems, supporting the Pentagon's initiative to build a large constellation of defense satellites.
- Rising Drone Demand: Drone manufacturer AeroVironment, Inc. benefits from increasing demand for unmanned and loitering munitions systems used by U.S. forces and allies, indicating a shift in defense spending towards AI software, satellites, and autonomous systems.
See More
Palantir Rides High on Defense Spending Surge
- Stock Surge: Palantir Technologies (PLTR) shares rose over 9% in the last five trading days as tensions in the Middle East increased, indicating strong investor confidence in its role in defense spending and AI.
- Key Contracts: The company has secured a $10 billion framework contract with the U.S. Army and a $448 million deal with the U.S. Navy, providing robust support for revenue growth through significant defense contracts.
- Sales Growth: Palantir's latest financial report revealed nearly $1.41 billion in sales, a substantial 70% year-over-year increase, with its U.S. commercial segment growing even faster at approximately 137%, highlighting strong demand for AI applications.
- Future Outlook: The company anticipates sales exceeding $7 billion by 2026, representing over 60% growth from the previous year, reflecting confidence in future market opportunities, although there are mixed opinions regarding its stock price relative to profitability.
See More
Palantir Technologies Aims for 10x Revenue Growth
- Revenue Growth Target: Palantir aims for $7.2 billion in sales by 2026, with a projected annual growth rate of 45%, potentially reaching $46 billion by the early 2030s, which would represent a tenfold increase from its 2025 revenue of $4.5 billion.
- Defense Contract Expansion: The company continues to strengthen its ties with the U.S. military, securing a ten-year contract worth up to $10 billion last year, alongside a $795 million expansion of its Maven Smart System deal, further solidifying its market position in defense.
- Strong Commercial Growth: In 2025, Palantir's U.S. commercial segment grew by 109% to $1.5 billion, with management guiding for at least 115% growth in 2026, highlighting its robust potential in the enterprise market.
- Technological Competitive Advantage: Palantir's Foundry platform provides real-time data visualization, and its lack of true competitors allows the company to accelerate customer acquisition, creating a network effect where clients not only renew contracts but also expand their relationships.
See More
Comparing Growth Prospects of Palantir and Broadcom
- Palantir Revenue Surge: Palantir's revenue tripled from $1.5 billion in 2021 to $4.5 billion by 2025, reflecting robust demand in both government and commercial sectors, particularly driven by new contracts.
- Profitability Boost: In 2023, Palantir became profitable with net income soaring nearly eightfold to $1.6 billion over two years, indicating the success of its business model and increased market acceptance.
- Broadcom Market Edge: Broadcom achieved a 24% CAGR in revenue for fiscal 2025, with 58% of its revenue from semiconductor solutions and 42% from infrastructure software, showcasing its competitive strength in a diversified market.
- AI Chip Sales Growth: Broadcom's AI chip sales soared 65% to $20 billion in fiscal 2025, accounting for 31% of total revenue, with projections of $60-$90 billion in annualized revenue by fiscal 2027, highlighting its strong potential in the AI market.
See More
Market Outlook Analysis for Palantir and Broadcom
- Palantir's Growth Potential: Palantir's revenue is projected to grow from $1.5 billion in 2021 to $4.5 billion by 2025, with a CAGR of 49%, primarily driven by new government contracts and expansion in its commercial business, indicating strong performance in the AI market.
- Profitability Improvement: In 2023, Palantir became profitable with net income soaring nearly eightfold to $1.6 billion over two years, demonstrating the effectiveness of its business model and robust market demand.
- Broadcom's Market Positioning: Broadcom's revenue and adjusted EBITDA grew at CAGRs of 24% and 27% from 2021 to 2025, respectively, with its unique combination of semiconductor and infrastructure software providing a competitive edge in the market.
- AI Chip Sales Growth: Broadcom's AI chip sales surged 65% to $20 billion in 2025, accounting for 31% of its total revenue, with expectations to generate $60-$90 billion in annualized AI chip revenue by 2028, highlighting its strong growth potential in the AI sector.
See More
Palantir's Financial Performance Shows Significant Growth
- Significant Revenue Growth: Palantir's revenue tripled from $1.5 billion in 2021 to $4.5 billion in 2025, reflecting strong demand in both government and commercial sectors, particularly driven by new contracts.
- Profitability Improvement: In 2023, Palantir achieved profitability for the first time, with net income soaring nearly eightfold to $1.6 billion over two years, enhancing investor confidence and laying a foundation for future expansion.
- Future Growth Expectations: Analysts forecast that Palantir's revenue and EPS will grow at CAGRs of 49% and 53%, respectively, from 2025 to 2028, primarily benefiting from increased U.S. government contracts and the expansion of its AI platform.
- Valuation Warning: Despite Palantir's strong business performance, its current share price of $150 reflects a valuation of nearly 140 times forward earnings, prompting investors to consider waiting for a valuation correction before investing to mitigate overvaluation risks.
See More
AI Becomes A Core Military Capability
- Defense Contract Expansion: Palantir secured a $480 million U.S. Department of Defense contract in 2024 to develop the Maven Smart System, which integrates satellite imagery, drone feeds, and battlefield intelligence into decision-making systems, enhancing military operational efficiency.
- Contract Value Surge: In 2025, the U.S. Army added a $795 million contract modification for Palantir, with the broader framework agreement potentially worth up to $10 billion over the next decade, solidifying Palantir's central role in AI-driven military intelligence.
- Space Defense Layer Development: Rocket Lab won an $816 million U.S. Space Force contract in 2025 to design and manufacture 18 satellites equipped with sensors for missile warning and tracking systems, supporting the Pentagon's initiative to build a large constellation of defense satellites.
- Rising Drone Demand: Drone manufacturer AeroVironment, Inc. benefits from increasing demand for unmanned and loitering munitions systems used by U.S. forces and allies, indicating a shift in defense spending towards AI software, satellites, and autonomous systems.
See More
