Mark Giarelli

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

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’ve lowered our fair value estimate of Uber stock.

We think Palantir stock is fairly valued.

We think Palantir Technologies stock is significantly overvalued.

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

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

We raise our fair value estimate for Palantir stock to $115 from $100.

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.