This AI Stock Continues to Be Overlooked Despite Its Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 06 2025
0mins
Should l Buy PLTR?
Source: NASDAQ.COM
Strong Financial Performance: Salesforce reported a record third-quarter revenue of $10.3 billion, a 9% year-over-year increase, with an adjusted operating margin rising to 35.5%. The company also raised its full-year revenue guidance to between $41.45 billion and $41.55 billion.
AI Growth Momentum: The company's AI offerings, particularly Agentforce and Data 360, generated nearly $1.4 billion in annual recurring revenue, marking a 114% increase year-over-year. This growth is seen as a significant driver for Salesforce's overall business momentum.
Investment Appeal: Despite strong business performance, Salesforce's stock remains undervalued compared to competitors like Palantir Technologies, making it an attractive investment option for those looking to gain exposure to AI without the high risks associated with more speculative stocks.
Diversified Business Model: Salesforce's established cloud software suite provides a solid foundation for its AI initiatives, allowing the company to leverage existing services while minimizing dependency on new technologies, contrasting with Palantir's narrower focus on AI data platforms.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PLTR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 152.720
Low
50.00
Averages
192.88
High
255.00
Current: 152.720
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 Reports Strong Growth Driven by Rising Customer Spending on AI Solutions
- Customer Spending Surge: Palantir's existing customers are significantly increasing their spending, exemplified by an energy company's annual contract value rising from $4 million in Q1 2025 to $20 million by the end of last year, indicating a trend of deeper enterprise software adoption that suggests sustainable future revenue growth.
- Accelerated AI Adoption: The urgent need for companies to deploy AI at scale is driving increased spending on Palantir's software platforms like Foundry and AIP, which help organizations integrate AI models into operational workflows, enhancing the company's competitive position in the market.
- Long-Term Contract Commitments: By launching the AIP bootcamp, Palantir enables potential customers to quickly experience the real impact of AI, making them more inclined to enter into long-term contracts, thereby increasing customer retention and revenue stability.
- Growth Engine Potential: Should existing customers continue to expand their use of the Palantir platform, it could create a powerful growth engine, with the software becoming more embedded in operations, positioning Palantir to evolve into an AI infrastructure company and generate substantial shareholder value.
See More
Keel Partners with Palantir to Advance Navy ShipOS Initiative
- Collaboration Background: Keel Holdings partners with Palantir Technologies to support the U.S. Navy's ShipOS initiative, aimed at transforming the Maritime Industrial Base through advanced AI and data integration, backed by up to $448 million in authorized funding.
- Technology Integration: As a selected nuclear submarine supplier, Keel will integrate Palantir's Foundry and AI Platform into its operations, focusing on improving scheduling efficiency to accelerate shipbuilding timelines, optimize production workflows, and enhance decision-making capabilities.
- Supply Chain Collaboration: CEO Brian Carter emphasizes that leveraging Palantir's AI-powered ShipOS will accelerate delivery schedules, streamline operations, and enhance collaboration across the supply chain, thereby ensuring national security and industrial strength.
- Future Expansion: ShipOS will be deployed across Navy shipbuilders, shipyards, and over 100 suppliers, initially focusing on the Submarine Industrial Base, with plans to scale the solution based on lessons learned to ensure a modernized and resilient maritime industrial base.
See More
National Counterterrorism Center Director Joe Kent Resigns
- Resignation Announcement: Joe Kent, the director of the National Counterterrorism Center, announced his resignation via personal social media, stating he cannot in good conscience support the Trump administration's war against Iran, reflecting internal dissent and policy disagreements.
- War Context: In his letter, Kent accused Trump of being misled by Israel, asserting that Iran posed no imminent threat to the U.S., highlighting the influence of Israeli lobbying on U.S. foreign policy decisions.
- Position Impact: Kent's resignation could significantly affect U.S. counterterrorism and counternarcotics efforts, particularly amid rising international tensions, potentially leading to major shifts in policy direction.
- Government Response: The White House and the National Counterterrorism Center have not yet responded to the incident, indicating the complexities and challenges the government faces in managing internal dissent and external pressures.
See More
Sandisk's Data Center Revenue Soars 76% Year-Over-Year
- Data Center Revenue Surge: Sandisk's data center unit generated $440 million in revenue for Q2 FY2026, reflecting a 76% year-over-year increase, indicating the company's strategic positioning in a rapidly growing market and reinforcing its leadership in storage solutions.
- Strong Overall Performance: The company's total revenue for the quarter reached $3.02 billion, up 61% from last year, with net income soaring to $803 million, a staggering 672% increase, showcasing Sandisk's agility in optimizing product mix and responding to enhanced market demand.
- AI Market Potential: CEO David Goeckeler emphasized that Sandisk's products play a critical role in powering AI and global technology, which not only boosts the company's market recognition but also lays a solid foundation for future growth opportunities.
- Comparison with Competitors: Unlike the unprofitable CoreWeave, Sandisk demonstrates robust profitability and market performance, making it a preferred choice for investors in AI infrastructure, highlighting its dual advantages in technological innovation and market demand.
See More
CoreWeave and Sandisk Financial Performance Analysis
- CoreWeave Financials: CoreWeave reported a net loss of $1.16 billion in 2025, including a $452 million loss in Q4, despite a 100% stock price increase over the past year, indicating financial strain during its expansion phase.
- Sandisk's Strong Performance: Sandisk achieved $3.02 billion in revenue for Q2 2026, a 61% increase year-over-year, with net income of $803 million, up 672%, highlighting rapid growth in its data center segment, which generated $440 million in revenue, up 76%.
- Palantir's Market Performance: Palantir's Q4 revenue reached $1.4 billion, a 70% increase, with net income of $608 million, up 43%, although its high P/E ratio of 230 raises concerns amidst controversies over its government contracts.
- Oracle's Cloud Computing Opportunity: Oracle's cloud revenue for Q2 2026 was $7.97 billion, a 34% increase, accounting for 50% of total sales, with net income of $6.13 billion, up 95%, and a significant $300 billion deal with OpenAI, despite declining free cash flow and increased debt, analysts remain optimistic about its stock price potential.
See More
Comparing Growth: Palantir vs. Alphabet
- Palantir's Financial Performance: In Q4 2025, Palantir reported approximately $1.41 billion in revenue, a staggering 70% year-over-year increase, with U.S. commercial revenue surging 137% to $507 million, indicating strong enterprise demand, and management projects full-year 2026 revenue of $7.19 billion, implying a 61% growth.
- Valuation Risks: Despite Palantir's impressive business performance, its forward price-to-earnings ratio stands at 125, with a trailing P/E ratio near 240, suggesting that the market has extremely high expectations for future growth, and any softening in demand could lead to a sharp decline in stock price.
- Alphabet's Robust Growth: Alphabet achieved total revenue of $113.8 billion in Q4 2025, an 18% year-over-year increase, with cloud computing revenue jumping 48% to $17.7 billion, and cloud operating income more than doubled year-over-year to $5.3 billion, showcasing strong profitability and growth potential.
- Future Investment Opportunities: Alphabet's cloud business ended 2025 with a staggering $240 billion revenue backlog, up 55%, while investments in emerging areas like autonomous driving and space exploration provide additional long-term growth potential, with a reasonable valuation of 28 times earnings, presenting a compelling investment opportunity.
See More
Palantir Reports Strong Growth Driven by Rising Customer Spending on AI Solutions
- Customer Spending Surge: Palantir's existing customers are significantly increasing their spending, exemplified by an energy company's annual contract value rising from $4 million in Q1 2025 to $20 million by the end of last year, indicating a trend of deeper enterprise software adoption that suggests sustainable future revenue growth.
- Accelerated AI Adoption: The urgent need for companies to deploy AI at scale is driving increased spending on Palantir's software platforms like Foundry and AIP, which help organizations integrate AI models into operational workflows, enhancing the company's competitive position in the market.
- Long-Term Contract Commitments: By launching the AIP bootcamp, Palantir enables potential customers to quickly experience the real impact of AI, making them more inclined to enter into long-term contracts, thereby increasing customer retention and revenue stability.
- Growth Engine Potential: Should existing customers continue to expand their use of the Palantir platform, it could create a powerful growth engine, with the software becoming more embedded in operations, positioning Palantir to evolve into an AI infrastructure company and generate substantial shareholder value.
See More
Keel Partners with Palantir to Advance Navy ShipOS Initiative
- Collaboration Background: Keel Holdings partners with Palantir Technologies to support the U.S. Navy's ShipOS initiative, aimed at transforming the Maritime Industrial Base through advanced AI and data integration, backed by up to $448 million in authorized funding.
- Technology Integration: As a selected nuclear submarine supplier, Keel will integrate Palantir's Foundry and AI Platform into its operations, focusing on improving scheduling efficiency to accelerate shipbuilding timelines, optimize production workflows, and enhance decision-making capabilities.
- Supply Chain Collaboration: CEO Brian Carter emphasizes that leveraging Palantir's AI-powered ShipOS will accelerate delivery schedules, streamline operations, and enhance collaboration across the supply chain, thereby ensuring national security and industrial strength.
- Future Expansion: ShipOS will be deployed across Navy shipbuilders, shipyards, and over 100 suppliers, initially focusing on the Submarine Industrial Base, with plans to scale the solution based on lessons learned to ensure a modernized and resilient maritime industrial base.
See More
National Counterterrorism Center Director Joe Kent Resigns
- Resignation Announcement: Joe Kent, the director of the National Counterterrorism Center, announced his resignation via personal social media, stating he cannot in good conscience support the Trump administration's war against Iran, reflecting internal dissent and policy disagreements.
- War Context: In his letter, Kent accused Trump of being misled by Israel, asserting that Iran posed no imminent threat to the U.S., highlighting the influence of Israeli lobbying on U.S. foreign policy decisions.
- Position Impact: Kent's resignation could significantly affect U.S. counterterrorism and counternarcotics efforts, particularly amid rising international tensions, potentially leading to major shifts in policy direction.
- Government Response: The White House and the National Counterterrorism Center have not yet responded to the incident, indicating the complexities and challenges the government faces in managing internal dissent and external pressures.
See More
Sandisk's Data Center Revenue Soars 76% Year-Over-Year
- Data Center Revenue Surge: Sandisk's data center unit generated $440 million in revenue for Q2 FY2026, reflecting a 76% year-over-year increase, indicating the company's strategic positioning in a rapidly growing market and reinforcing its leadership in storage solutions.
- Strong Overall Performance: The company's total revenue for the quarter reached $3.02 billion, up 61% from last year, with net income soaring to $803 million, a staggering 672% increase, showcasing Sandisk's agility in optimizing product mix and responding to enhanced market demand.
- AI Market Potential: CEO David Goeckeler emphasized that Sandisk's products play a critical role in powering AI and global technology, which not only boosts the company's market recognition but also lays a solid foundation for future growth opportunities.
- Comparison with Competitors: Unlike the unprofitable CoreWeave, Sandisk demonstrates robust profitability and market performance, making it a preferred choice for investors in AI infrastructure, highlighting its dual advantages in technological innovation and market demand.
See More
CoreWeave and Sandisk Financial Performance Analysis
- CoreWeave Financials: CoreWeave reported a net loss of $1.16 billion in 2025, including a $452 million loss in Q4, despite a 100% stock price increase over the past year, indicating financial strain during its expansion phase.
- Sandisk's Strong Performance: Sandisk achieved $3.02 billion in revenue for Q2 2026, a 61% increase year-over-year, with net income of $803 million, up 672%, highlighting rapid growth in its data center segment, which generated $440 million in revenue, up 76%.
- Palantir's Market Performance: Palantir's Q4 revenue reached $1.4 billion, a 70% increase, with net income of $608 million, up 43%, although its high P/E ratio of 230 raises concerns amidst controversies over its government contracts.
- Oracle's Cloud Computing Opportunity: Oracle's cloud revenue for Q2 2026 was $7.97 billion, a 34% increase, accounting for 50% of total sales, with net income of $6.13 billion, up 95%, and a significant $300 billion deal with OpenAI, despite declining free cash flow and increased debt, analysts remain optimistic about its stock price potential.
See More
Comparing Growth: Palantir vs. Alphabet
- Palantir's Financial Performance: In Q4 2025, Palantir reported approximately $1.41 billion in revenue, a staggering 70% year-over-year increase, with U.S. commercial revenue surging 137% to $507 million, indicating strong enterprise demand, and management projects full-year 2026 revenue of $7.19 billion, implying a 61% growth.
- Valuation Risks: Despite Palantir's impressive business performance, its forward price-to-earnings ratio stands at 125, with a trailing P/E ratio near 240, suggesting that the market has extremely high expectations for future growth, and any softening in demand could lead to a sharp decline in stock price.
- Alphabet's Robust Growth: Alphabet achieved total revenue of $113.8 billion in Q4 2025, an 18% year-over-year increase, with cloud computing revenue jumping 48% to $17.7 billion, and cloud operating income more than doubled year-over-year to $5.3 billion, showcasing strong profitability and growth potential.
- Future Investment Opportunities: Alphabet's cloud business ended 2025 with a staggering $240 billion revenue backlog, up 55%, while investments in emerging areas like autonomous driving and space exploration provide additional long-term growth potential, with a reasonable valuation of 28 times earnings, presenting a compelling investment opportunity.
See More
