Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 10 a.m. ET CALL PARTICIPANTS Chairman & Chief Executive Officer — Christopher O'Herlihy Senior Vice President & Chief Financial Officer — Michael Larsen Vice President, Investor Relations — Erin Linnihan Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue Growth -- Total revenue increased 4.1%, comprising 1.3% o...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 10 a.m. ET CALL PARTICIPANTS Chairman & Chief Executive Officer — Christopher O'Herlihy Senior Vice President & Chief Financial Officer — Michael Larsen Vice President, Investor Relations — Erin Linnihan Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue Growth -- Total revenue increased 4.1%, comprising 1.3% organic growth, a 2.5% contribution from foreign currency translation, and 0.3% from acquisitions. -- Total revenue increased 4.1%, comprising 1.3% organic growth, a 2.5% contribution from foreign currency translation, and 0.3% from acquisitions. GAAP EPS -- Earnings per share rose 7% to $2.72. -- Earnings per share rose 7% to $2.72. Operating Income -- Operating income increased 5% to $1.1 billion, with segment operating margin reaching 27.7%, up 120 basis points. -- Operating income increased 5% to $1.1 billion, with segment operating margin reaching 27.7%, up 120 basis points. Enterprise Initiatives -- Margin expansion was driven by 140 basis points of contribution from enterprise initiatives, with all seven segments reporting improved operating margins from 80 to 210 basis points. -- Margin expansion was driven by 140 basis points of contribution from enterprise initiatives, with all seven segments reporting improved operating margins from 80 to 210 basis points. Sequential Revenue -- Revenue increased 4% sequentially versus Q3, notably surpassing the company’s historical 2% sequential improvement. -- Revenue increased 4% sequentially versus Q3, notably surpassing the company’s historical 2% sequential improvement. Geographic Performance -- North America grew approximately 2%, Asia Pacific increased 3%, and Europe declined 2%. -- North America grew approximately 2%, Asia Pacific increased 3%, and Europe declined 2%. Free Cash Flow Conversion -- Free cash flow conversion to net income was 109% in the quarter. -- Free cash flow conversion to net income was 109% in the quar...
00:00 Speaker A We've talked about Palenteer before. I know it's the valuation conundrum with this one, Gil. Uh but the you know, the higher that its profit gets, the marginally better that valuation looks, right? 00:15 Gil That's right. I they were growing into their valuation even at 50% growth and then they went to 60% growth and now they're growing 70%. So they're going to grow into that valua...
00:00 Speaker A We've talked about Palenteer before. I know it's the valuation conundrum with this one, Gil. Uh but the you know, the higher that its profit gets, the marginally better that valuation looks, right? 00:15 Gil That's right. I they were growing into their valuation even at 50% growth and then they went to 60% growth and now they're growing 70%. So they're going to grow into that valuation uh a lot faster than we thought. That doesn't mean that curmugily old software analysts like us are going to be stuck in our ways and and hard to recommend a stock trading at 60 times revenue. But um the investors that have bought Pateer over the last couple of years sure are happy right now. 00:54 Speaker A What do you think, how do you think about Pateer's business prospects? I mean, you listen to Alex Karp and you get a very optimistic view of what um the growth is going to look like for the foreseeable future for this company. Where do you think sort of the biggest opportunities are still untapped for Pateer? 01:21 Gil Well, opportunities abound. Right now, the the main opportunity is in the US commercial business. That's the business they just grew 137%. And and the reason is very simple. They're going to companies and they're telling the CEO, what's your biggest problem? We can solve it with AI. And CEOs are are taking them up on it. These are very big contracts they're signing Pateer to and Pateer is delivering which makes selling to other CEOs very easy right now. So, that's their biggest opportunity. It's not that they're not growing in US government 66% or growing internationally, they're growing internationally as well. But US commercial, you have so many companies that have spent three years trying to figure out how can AI solve my problems and and nobody's been able to do that for them except for Pateer. And it's what Pateer has been building over 20 years is paying off now. Their abilities to take company's data and organize it well, they call that ontolo...
There are some strong bargains in the high-dividend area of the stock market right now. The S&P 500 is near its all-time high, but that doesn't mean there aren't bargain investment opportunities in the market. Two high-yielding dividend stocks that could be especially interesting are Hess Midstream Partners (HESM 0.43%) and Simon Property Group (SPG 1.56%), and in this video you'll find out why. *...
There are some strong bargains in the high-dividend area of the stock market right now. The S&P 500 is near its all-time high, but that doesn't mean there aren't bargain investment opportunities in the market. Two high-yielding dividend stocks that could be especially interesting are Hess Midstream Partners (HESM 0.43%) and Simon Property Group (SPG 1.56%), and in this video you'll find out why. *Stock prices used were the morning prices of Jan 29, 2026. The video was published on Feb.1, 2026.
In selecting D'Amaro, Disney has turned to the leader of the part of its business that has delivered the most reliable profits in recent years, as the company works to find its way in the world of streaming.
In selecting D'Amaro, Disney has turned to the leader of the part of its business that has delivered the most reliable profits in recent years, as the company works to find its way in the world of streaming.
By Kanishka Ajmera and Rashika Singh Feb 3 (Reuters) - Shares of Palantir Technologies jumped 6.9% in early trading on Tuesday as investors bet on the company's military-grade AI tools and services after it reported a surge in quarterly sales, boosted by rising U.S. defense spending. Denver, Colorado-based Palantir is on track to add about $24.4 billion to its market value at the current price o...
By Kanishka Ajmera and Rashika Singh Feb 3 (Reuters) - Shares of Palantir Technologies jumped 6.9% in early trading on Tuesday as investors bet on the company's military-grade AI tools and services after it reported a surge in quarterly sales, boosted by rising U.S. defense spending. Denver, Colorado-based Palantir is on track to add about $24.4 billion to its market value at the current price of $158, if gains hold. The stock has risen 1,700% over the past three years. The company, founded by tech billionaire Peter Thiel and with the CIA as one of its early backers, said on Monday that revenue derived from the U.S. government jumped 66% in the fourth quarter to $570 million, helping lift total sales to $1.41 billion, above analysts' estimate of $1.33 billion. The data analytics firm forecast first-quarter sales above estimates and flagged a sharp surge in sales in 2026, driven in part by government contracts. "We believe that the growing political tailwinds for reindustrialization and the strengthening of American supply chains provide a fertile backdrop for greenfield deployments of Palantir's efficiency-driving software," Morningstar analysts said. Despite Tuesday's jump, Palantir shares are down nearly 17% so far this year, reflecting investor concerns over the company's lofty valuation. The stock trades at a forward price-to-earnings ratio of about 131. The company will need to maintain its impressive performance to justify its current pricing, especially as future growth comparisons become more challenging, analysts at Jefferies said. KARP MOUNTS DEFENCE OF PALANTIR SURVEILLANCE TOOLS CEO Alex Karp defended Palantir's surveillance technology, emphasizing it has safeguards to prevent government overreach. He said the company was "supporting in a critical manner, some of the most interesting, intricate, unusual operations that the U.S. government has been involved in", but did not specify which government programs Palantir was involved in. Karp's remark...
The merger of SpaceX and xAI is reshaping how investors view Musk’s companies—linking rockets, satellites, and artificial intelligence into one of the most ambitious technology bets ever.
The merger of SpaceX and xAI is reshaping how investors view Musk’s companies—linking rockets, satellites, and artificial intelligence into one of the most ambitious technology bets ever.
BlackJack3D The iShares Expanded Tech-Software Sector ETF ( IGV ) has closed in the red every day since last Monday’s close, declining about 12.2% over this period. IGV vs. S&P 500 (Seeking Alpha) Here are the IGV’s latest closes: Jan. 27 -1.4% Jan. 28 -0.7% Jan. 29 -2.2% Jan. 30 -1.7% Feb. 2 -0.8% The ETF is currently -4.2% to $85.79, down -18.8% year-to-date and -16.2% from a year ago. Here are ...
BlackJack3D The iShares Expanded Tech-Software Sector ETF ( IGV ) has closed in the red every day since last Monday’s close, declining about 12.2% over this period. IGV vs. S&P 500 (Seeking Alpha) Here are the IGV’s latest closes: Jan. 27 -1.4% Jan. 28 -0.7% Jan. 29 -2.2% Jan. 30 -1.7% Feb. 2 -0.8% The ETF is currently -4.2% to $85.79, down -18.8% year-to-date and -16.2% from a year ago. Here are its top 10 holdings: Microsoft ( MSFT ) – Down 4.72% from 5 days ago Palantir ( PLTR ) – Up 1.9% from 5 days ago Oracle ( ORCL ) – Down 6.4% from 5 days ago Salesforce ( CRM ) – Down 7.1% from 5 days ago Intuit ( INTU ) – Down 9.6% from 5 days ago AppLovin Corp. ( APP ) – Down 17.1% from 5 days ago Adobe ( ADBE ) – Down 4.8% from 5 days ago Palo Alto Networks ( PANW ) – Down 7.5% from 5 days ago CrowdStrike Holdings ( CRWD ) – Down 5.6% from 5 days ago ServiceNow ( NOW ) – Down 7.1% from 5 days ago “With a few years of investment and advancements in AI, why do we not see the revenue generation many have expected by now at end markets (not at the hardware level)? When will the trillions of dollars start showing an ROI?” said Joe Albano , investing group leader of Tech Cache at Seeking Alpha, in a recent analysis . “Eventually, these investments will come home to roost, but whether that means success or failure remains unanswered. As of right now, it's not looking good,” he added. More on iShares Expanded Tech-Software Sector ETF Wall Street Lunch: Software Stocks Slammed AI Can't Sustain This Rate Of Return IGV Vs. IGPT: Performance Gap Shows AI Is Starting To Eat Software MSFT led the decline in tech stocks, are software stocks in trouble? ServiceNow shows enterprise software thrives with AI, but acceleration concerns prompt drop
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Anthropic’s Claude AI models experienced a major outage today, impacting products like Claude Code. Developers were seeing a 500 error when trying to use Claude Code, and Anthropic said that it...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Anthropic’s Claude AI models experienced a major outage today, impacting products like Claude Code. Developers were seeing a 500 error when trying to use Claude Code, and Anthropic said that it was seeing elevated error rates on its APIs “across all Claude models.” Anthropic quickly identified the root cause and implemented a fix within around 20 minutes, but developers that rely on the tool were left staring at their screens waiting for the service to come back online. Claude Opus 4.5 also experienced some errors yesterday, and earlier this week Anthropic had to fix purchasing issues for its AI credits system. It’s unusual to see Claude Code experience a major outage like this, especially as the service is used widely by developers, including Microsoft’s AI teams. Update, February 3rd: Anthropic has now resolved its Claude API outage.
Al Drago/Getty Images News Homebuilder stocks climbed in Tuesday late morning trading after a media report said builders are working on a privately-funded "Trump Homes" plan aimed at closing the housing supply gap and easing the U.S. housing affordability crisis. Overall, the iShares US Home Construction ETF ( ITB ) jumped 4.9% as of 11:03 a.m. ET, the State Street SPDR S&P Homebuilders ETF ( XHB ...
Al Drago/Getty Images News Homebuilder stocks climbed in Tuesday late morning trading after a media report said builders are working on a privately-funded "Trump Homes" plan aimed at closing the housing supply gap and easing the U.S. housing affordability crisis. Overall, the iShares US Home Construction ETF ( ITB ) jumped 4.9% as of 11:03 a.m. ET, the State Street SPDR S&P Homebuilders ETF ( XHB ) gained 3.6% and the Direxion Daily Homebuilders & Supplies Bull 3X Shs ETF ( NAIL ) spiked 13% . By company, D.R. Horton ( DHI ) +5.8%, KB Home ( KBH ) +5.1%, PulteGroup ( PHM ) +6.4%, Toll Brothers ( TOL ) +5.4%, Lennar ( LEN ) +5.6%, Beazer Homes ( BZH ) +5.9%, Tri Pointe Homes ( TPH ) +5.1%, NVR ( NVR ) +3.7%, Taylor Morrison ( TMHC ) +4.9% and Meritage Homes ( MTH ) +6.9%. Under the proposal, builders would sell entry-level homes into a pathway-to-ownership program backed by private investors, Bloomberg reported, citing people familiar. Lennar ( LEN ) and Taylor Morrison ( TMHC ) were among the builders that have collaborated on the proposal, the people said. In one version of the plan, investors would rent the homes to tenants, with monthly payments counting toward a down payment after three years if renters decide to buy. The size of the program would depend on the level of participation, though builders have discussed targeting as many as 1M homes, potentially translating into over $250B of housing. One of the people said the private investors would incur any initial losses, while many details -- including the role of federally-supported mortgages -- are still being refined, Bloomberg reported. Industry players first pitched the idea to the Trump administration last year and have continued discussions since, the people said , with one of the people warning the plan would be difficult to implement and may not gain adequate support to move forward. The White House, Lennar and Taylor Morrison didn't immediately respond to Seeking Alpha's request for comment. Dear read...
The high-growth data mining company is still firing on all cylinders. Palantir's (PLTR +4.47%) stock has rallied more than 90% over the past 12 months, making it one of the best-performing stocks of the S&P 500. However, investors should know these three things about this hypergrowth tech company before jumping on the bullish bandwagon. 1. Its growth is accelerating Palantir provides data mining a...
The high-growth data mining company is still firing on all cylinders. Palantir's (PLTR +4.47%) stock has rallied more than 90% over the past 12 months, making it one of the best-performing stocks of the S&P 500. However, investors should know these three things about this hypergrowth tech company before jumping on the bullish bandwagon. 1. Its growth is accelerating Palantir provides data mining and analytics tools to government and commercial customers. Aggregating data from disparate sources helps its clients make faster data-driven decisions. Its government-facing platform, Gotham, is expanding as the intensifying geopolitical conflicts drive more government agencies to use its services. Its commercial platform, Foundry, is also locking in major customers, including Walmart (WMT +2.31%) and Amazon (AMZN 1.93%). Palantir expects its revenue to rise 60%-61% in 2026. That would mark a significant acceleration from its 56% growth in 2025, 29% growth in 2024, and 17% growth in 2023. The growth of its U.S. commercial business, new U.S. government contracts, and the expansion of its AI platform (for creating custom apps) will likely drive that expansion. 2. Its "Rule of 40" has hit triple digits Like many other software companies, Palantir uses the "Rule of 40" -- its year-over-year revenue growth added its adjusted operating margin -- to measure its success. If that sum stays above 40, then it's expanding at a sustainable rate without sacrificing its own margins. That closely watched score hit a record high of 127% in the fourth quarter of 2025. That's up from 114% in the third quarter and 81% in the fourth quarter of 2024. That expansion indicates Palantir has plenty of pricing power as economies of scale dilute its operating expenses. That's why Palantir turned profitable in 2023. Its net income more than doubled in 2024, more than tripled in 2025, and analysts anticipate another 87% growth in 2026. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 4.47 %) ...
Key Points Investors had high expectations heading into Palantir's fourth-quarter financial report, and they were not disappointed. Revenue growth accelerated for the 10th consecutive quarter, blowing past Wall Street's expectations. Palantir's extravagant valuation remains a concern, but there's precedent for groundbreaking stocks with lofty valuations. 10 stocks we like better than Palantir Tech...
Key Points Investors had high expectations heading into Palantir's fourth-quarter financial report, and they were not disappointed. Revenue growth accelerated for the 10th consecutive quarter, blowing past Wall Street's expectations. Palantir's extravagant valuation remains a concern, but there's precedent for groundbreaking stocks with lofty valuations. 10 stocks we like better than Palantir Technologies › One of the biggest questions among investors is what to make of artificial intelligence (AI). There are concerns about the slowing adoption of AI, the potential of a bubble, and whether the circular nature of some AI deals is "artificially" propping up demand. With all that uncertainty as a backdrop, Palantir Technologies(NASDAQ: PLTR) reported its quarterly results after the market close on Monday, and to call the quarter a blowout might be an understatement. The AI and data mining specialist beat Wall Street's expectations across all key metrics and issued a bullish forecast for 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Let's take a look at the results, what they suggest about the future, and whether any nagging doubts remain. A blowout For its fourth quarter, Palantir delivered blockbuster results across the board. Record revenue of $1.4 billion jumped 70% year over year and 19% quarter over quarter, marking the 10th consecutive quarter of accelerating revenue growth. Spending discipline fueled robust adjusted earnings per share (EPS) of $0.25, which surged 79%. The company easily surpassed Wall Street's expectations, with analysts' consensus estimates of $1.34 billion in revenue and $0.23 in EPS. Yet as impressive as the numbers are, the devil's in the details, and the underlying metrics were even more eye-catching. U.S. government revenue jumped 66% year over year and 17% sequentially to $570 million. However, it was the U.S. commercial segment that did the hea...