Three Stocks to Buy and Hold for the Long Term
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 27 2026
0mins
Should l Buy PLTR?
Source: Fool
- Energy Transition Leader: Energy Transfer LP reported an 8% increase in adjusted EBITDA for Q4 2025, with distributable cash flow reaching $2.04 billion, indicating strong long-term investment appeal despite a slight dip in net income, supported by a 7% dividend yield and consistent distribution growth.
- Uranium Mining Leader: Cameco's revenue rose 11% year-over-year in 2025, with basic earnings per share soaring 237%, and a net margin of 16.9%, capturing 15% of the global uranium supply, benefiting from rising nuclear energy demand and showcasing robust growth potential.
- AI Powerhouse: Palantir's total revenue surged 56% to $4.48 billion in 2025, with U.S. revenue up 75%, and adjusted free cash flow hitting $2.27 billion, reflecting its strong growth and market leadership in the AI sector.
- Financial Resilience: Palantir holds $7.2 billion in cash and short-term U.S. Treasury securities against only $230 million in debt, demonstrating exceptional financial flexibility and risk mitigation, providing a solid foundation for future expansion.
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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: 146.490
Low
50.00
Averages
192.88
High
255.00
Current: 146.490
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.
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See More
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- Threats to Tech Companies: Iran's Revolutionary Guard has designated 18 U.S. tech firms, including Oracle, as 'legitimate targets' in retaliation for U.S. and Israeli strikes, which raises the operational risks for these companies in the Middle East.
- Rising Cybersecurity Risks: As threats against tech companies escalate, risk management expert James Henderson notes that tech assets are now viewed as integral to the conflict, suggesting future attacks may target data centers and cloud platforms, increasing security vulnerabilities in the industry.
- Historical Context: Iran previously attacked Amazon Web Services data centers in early March, causing outages in various apps and digital services in the UAE, and a repeat of such incidents could severely impact Oracle and other tech firms' operations.
See More
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- Stock Volatility: Palantir's stock has dropped 30% in 2026 from its record high, reflecting a shift by investors towards other equities due to macroeconomic uncertainty, although analysts generally believe it is undervalued with a target price of $200 per share, implying a 36% upside.
- Financial Performance: In the fourth quarter, Palantir's sales surged 70% to $1.4 billion, with a 26% increase in customer count and a net revenue retention rate of 39%, demonstrating the company's strong growth and profitability in the software sector, marking its tenth consecutive acceleration.
- AI Platform Leadership: Palantir's AIP platform has been ranked as a leader in AI decisioning platforms by Forrester Research, with Dan Ives calling it the
See More
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- Importance of Profitability: As the market increasingly focuses on profitability, Palantir reported a net income of $1.6 billion against a market cap of $330 billion, and despite expected per-share profit growth of over 70%, it failed to meet investor expectations, resulting in a more than 30% decline from its peak.
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- Cautious Market for AI Solutions: While emerging technologies like AI assistants are gaining attention, a survey indicates that 56% of CEOs have yet to see financial benefits from AI investments, reflecting a growing demand for sustainable value in the market.
- Challenges of Power Efficiency: The International Energy Agency projects that data center electricity consumption will grow by 15% annually, significantly outpacing overall energy usage growth, prompting the industry to shift towards more efficient 800-volt DC systems to address rising operational costs.
See More
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- Importance of Profitability: As the market shifts focus to profitability, Palantir Technologies reported a net income of $1.6 billion last year, which appears insufficient against its $330 billion market cap, contributing to a more than 30% decline in its stock price since November.
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- Cautious Market Attitude Towards AI Solutions: A survey revealed that 56% of CEOs have yet to see financial benefits from AI investments, leading companies to be more discerning about AI solutions that lack demonstrable value, thus increasing demand for efficient and verifiable AI technologies.
- Challenges of Power Efficiency: The International Energy Agency forecasts that data centers' electricity consumption will grow by 15% annually through 2030, significantly outpacing overall energy growth, prompting the industry to shift towards more efficient 800-volt DC systems to reduce operational costs and enhance competitiveness.
See More
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- IPO Filing: SpaceX confidentially filed for an IPO on April 1, aiming for a historic valuation of $2 trillion, which would surpass both Tesla and Meta, reflecting strong market confidence in its future growth potential.
- Merger and Valuation: The merger with Elon Musk's AI startup xAI, valued at $250 billion, boosts SpaceX's overall valuation to $1.25 trillion, further solidifying its position in the tech sector.
- Revenue and Profitability: For 2025, SpaceX reported revenues between $15 billion and $16 billion, with an EBITDA of around $8 billion; while its profitability remains unclear, the majority of its revenue is derived from Starlink, with NASA contributing only 5%.
- Market Competition and Risks: Despite SpaceX's dominance in the rocket launch market, the justification for its valuation is questioned, especially when compared to rapidly growing companies like Palantir, leading investors to approach its high price-to-sales ratio of 130 with caution.
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