Analysis of Palantir and Snowflake Earnings Reports
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy AMZN?
Source: NASDAQ.COM
- Palantir Revenue Surge: Palantir reported fourth-quarter 2025 revenue of approximately $1.41 billion, reflecting a 70% year-over-year increase, with its U.S. commercial segment skyrocketing by 137%, indicating strong momentum in the AI sector, yet its price-to-earnings ratio exceeding 200 suggests market expectations may be overly optimistic.
- Snowflake's Profitability Issues: Snowflake's latest earnings report showed product revenue of $1.23 billion, up 30% year-over-year, but it still faced an annual operating loss of about $1.44 billion, primarily due to high stock-based compensation, raising concerns that market expectations for future profitability may be overly ambitious.
- Amazon Cloud Growth: Amazon's fourth-quarter net sales for 2025 rose 14% year-over-year to $213.4 billion, with its cloud segment AWS seeing a 24% revenue increase to $35.6 billion, showcasing its robust capacity for AI infrastructure investment, despite a significant drop in free cash flow to $11.2 billion.
- Market Sentiment Volatility: Despite the impressive revenue growth of Palantir and Snowflake, many software stocks have faced sharp declines amid shifting market sentiment, prompting investors to carefully assess current buying opportunities, particularly against the backdrop of high valuations in the AI sector.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 249.020
Low
175.00
Averages
280.01
High
325.00
Current: 249.020
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
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.
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