Mark Giarelli

With record growth rates and high margins, here’s what we thought of Palantir’s earnings report.

Strong share price rise after earnings reaction runs ahead of the fundamentals.

With the company facing worries about competition from the big AI labs, here’s what we think of Palantir’s stock.

After falling more than 40% from its all-time high, the stock traded at a 24% discount as of June 30, making this great company a buy.

Maintaining fair value estimate as we balance increasing bullish revenue outlook with competition from AI labs.

Morningstar equity analysts explore what’s behind the generative AI versus software debate.

How we’re rethinking companies’ competitive advantages in an AI-first world.

We think WPP stock is moderately undervalued.

We’ve lowered our fair value estimate of Uber stock.

We think Palantir stock is fairly valued.

We think Palantir Technologies stock is significantly overvalued.

We think WPP stock is significantly undervalued.

With state-of-the-art AI solutions in a still-growing market, here’s what we think of Palantir’s stock.

Advertising stock is in the unenviable position of being the lowest-growth traditional agency in the industry.

We’ve raised our fair value estimate of Uber stock.

We raise our fair value estimate for Palantir stock.

Looking at continued dominance in AI software, rising government demand, and an increased fair value estimate, here’s what we think of Palantir stock.

Customers and size of deals are increasing, leading to a doubling of agreements worth more than $1 million.

Looking at stellar Q4 results, strong US commercial growth, and increasing AI adoption, here’s what we think of Palantir stock.

Palantir shows exemplary execution and continued penetration of the US commercial market.

We have drastically raised our fair value estimate of Palantir stock.