Both Palantir Technologies (PLTR +1.17%) and Alphabet (GOOG +0.98%)(GOOGL +1.11%) are great technology companies with impressive business momentum. But they have some key differences, especially when it comes to growth rates and valuation. On one side, you have Palantir -- an artificial intelligence (AI) data and analytics software provider that is putting up staggering revenue growth rates, but i...
Both Palantir Technologies (PLTR +1.17%) and Alphabet (GOOG +0.98%)(GOOGL +1.11%) are great technology companies with impressive business momentum. But they have some key differences, especially when it comes to growth rates and valuation. On one side, you have Palantir -- an artificial intelligence (AI) data and analytics software provider that is putting up staggering revenue growth rates, but its stock is trading at a valuation that is simply difficult for many investors to wrap their heads around. Then you have Alphabet (GOOG +0.98%) (GOOGL +1.11%) -- a foundational tech giant growing at a more measured (but still impressive) pace, backed by a highly diversified business and a deeply entrenched operating history. And Alphabet stock's valuation? Far more conservative. Both companies are proving that there are real AI tailwinds helping drive their growth. But just one of the two stocks looks like a buy today -- and the comparison arguably isn't even close. So, when looking out over the next five years, which stock is the better buy today? The price of perfection There is no denying that Palantir is executing flawlessly right now. The data analytics company recently reported fourth-quarter 2025 revenue of roughly $1.41 billion -- a blistering 70% year-over-year increase. And that growth is not just coming from its legacy government contracts. U.S. commercial revenue surged 137% in Q4 to $507 million, underscoring the rapid acceleration of enterprise demand for its platforms. And Palantir's underlying financial health is equally impressive. The company reported $609 million in net income under generally accepted accounting principles (GAAP) in the fourth quarter. Showing how big this profit is, this puts net income at about 43% of the quarter's revenue. Additionally, management's forward-looking commentary was upbeat. Management guided 2026 full-year revenue of roughly $7.19 billion at the midpoint, implying a 61% year-over-year increase. Expand NASDAQ : PLTR Palant...
Ken Cooper/iStock via Getty Images Canada’s inflation rate eased to 1.8% in February, the lowest since July of last year. The deceleration in the headline CPI year-over-year (YoY) growth rate can mostly be explained by the base effect resulting from the GST/HST holiday last year. The sales tax holiday started on Dec 15, 2024, and ended on Feb 15, 2025. Consequently, last February saw an artificial...
Ken Cooper/iStock via Getty Images Canada’s inflation rate eased to 1.8% in February, the lowest since July of last year. The deceleration in the headline CPI year-over-year (YoY) growth rate can mostly be explained by the base effect resulting from the GST/HST holiday last year. The sales tax holiday started on Dec 15, 2024, and ended on Feb 15, 2025. Consequently, last February saw an artificially high month-over-month (MoM) inflation rate. As this sales tax-induced spike in the February MoM rate drops out of the YoY calculation, the base effect brings down the YoY inflation rate to 1.8%. Among the subcomponents that were affected by the GST/HST holiday, food from restaurants is the most prominent example of the distortion effect. The 4.3% MoM price growth for food from restaurants in Feb 2025 is now replaced by a mere 0.1% MoM growth in Feb 2026, bringing the latest YoY inflation down to 7.8% from 12.27% in January. The disinflationary base effect will likely continue in March, as food from restaurants booked a 4.7% MoM increase in March last year. On the other hand, the persistently high inflation rate for food from stores, which includes groceries, has garnered significant attention from the general public. The good news is that the inflation is receding, as the YoY inflation rate dropped to 4.1% from 5% in December, after seeing a second flat (0%) MoM reading in the last three months. The disinflationary trend also seems more broad-based than just the base effect from the tax holiday. Looking at the last three months’ reading of the so-called core measures - CPI-trim and CPI-median, both of which are preferred gauges of underlying inflation pressure by the Bank of Canada - we can see that inflationary pressure has been subdued. The annualized three-month inflation rate of CPI-trim was only 0.74%, while that of CPI-median was 1.27%, both substantially lower than the central bank’s 2% target. Looking ahead, the inflation picture in Canada will become more compli...
Key Points Palantir is delivering blistering top-line expansion in its commercial segment, but the stock's premium price tag requires flawless execution. Alphabet's cloud division is accelerating rapidly and is supported by a staggering multi-year revenue backlog. While both businesses are thriving, one of the two stocks easily beats the other when comparing them as potential investments. 10 stock...
Key Points Palantir is delivering blistering top-line expansion in its commercial segment, but the stock's premium price tag requires flawless execution. Alphabet's cloud division is accelerating rapidly and is supported by a staggering multi-year revenue backlog. While both businesses are thriving, one of the two stocks easily beats the other when comparing them as potential investments. 10 stocks we like better than Alphabet › Both Palantir Technologies (NASDAQ: PLTR) and Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) are great technology companies with impressive business momentum. But they have some key differences, especially when it comes to growth rates and valuation. On one side, you have Palantir -- an artificial intelligence (AI) data and analytics software provider that is putting up staggering revenue growth rates, but its stock is trading at a valuation that is simply difficult for many investors to wrap their heads around. Then you have Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- a foundational tech giant growing at a more measured (but still impressive) pace, backed by a highly diversified business and a deeply entrenched operating history. And Alphabet stock's valuation? Far more conservative. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Both companies are proving that there are real AI tailwinds helping drive their growth. But just one of the two stocks looks like a buy today -- and the comparison arguably isn't even close. So, when looking out over the next five years, which stock is the better buy today? The price of perfection There is no denying that Palantir is executing flawlessly right now. The data analytics company recently reported fourth-quarter 2025 revenue of roughly $1.41 billion -- a blistering 70% year-over-year increase. And that growth is not just coming from its legac...
mesh cube/iStock via Getty Images As shown in the chart below, while my sell rating on NuScale Power Corporation ( SMR ) nearly one year ago was a little early, it is currently paying off. The stock is down more than 17% since the publication of that article, and so my bearishness was well justified. Back then, commercialization seemed quite distant, and the valuation was at speculative levels. Wi...
mesh cube/iStock via Getty Images As shown in the chart below, while my sell rating on NuScale Power Corporation ( SMR ) nearly one year ago was a little early, it is currently paying off. The stock is down more than 17% since the publication of that article, and so my bearishness was well justified. Back then, commercialization seemed quite distant, and the valuation was at speculative levels. With the company only having reported their latest earnings in late February, I believe now is the time for a much-needed update. Today, we'll see if the stock has become a buy. Seeking Alpha Below, it is shown that true commercialization still seems distant. There are some deployment updates, but they show major adoption isn't happening yet. Furthermore, annual costs and expenses have risen sharply, and so cash burn is something to monitor. Also, dilution risk is definitely present despite adequate near-term liquidity. With insiders selling a massive percentage of their stock, I would say that the still speculative level in the forward P/S ratio shows that the risk/reward is quite heavily tilted in favor of the bears. While long term opportunities exist, like energy for data centers and whatnot, execution doesn't seem to be at a level where prospects are bright. Therefore, I'm reiterating my sell rating for now. Deployment Updates NuScale Q4 Presentation Before we get into the financials, let's take a look at some deployment updates. At the end of the day, at this stage, strong early adoption signs are key. In their Q4 earnings presentation , they showed the above slide. You can read about the specifics, but what I want to highlight here is that there are some signs that adoption is starting, but at the same time investors shouldn't get too excited too quickly. They stated that there have been site visits and detailed site evaluations. Furthermore, there have been financial and legal engagements. However, the language used in the slide is overall quite vague in my view. Pers...
Aluminum recovered after a two-day slide, as uncertainty over the duration of the Iran war fueled worries about further potential output cuts at major plants across the Middle East. The near-total closure of the Strait of Hormuz is stopping smelters from shipping out metal and bringing in raw materials. Several firms have already reduced output, and the risk of more halts will grow if the war cont...
Aluminum recovered after a two-day slide, as uncertainty over the duration of the Iran war fueled worries about further potential output cuts at major plants across the Middle East. The near-total closure of the Strait of Hormuz is stopping smelters from shipping out metal and bringing in raw materials. Several firms have already reduced output, and the risk of more halts will grow if the war continues, analysts warned. Producers in the region could cut as much as another half a million tons of annualized output if the strait remains blocked for another one to two weeks, Chinese researcher Mysteel wrote in a note. Aluminum rose as much as 0.9% on the London Metal Exchange. “The current aluminum price still significantly underestimates the impact of supply reductions and cost increases on the aluminum industry,” Mysteel said. Previous price expectations based on a quick resolution of the conflict aren’t valid, it said. Iran stepped up attacks on energy infrastructure across the Persian Gulf, forcing the suspension of a major gas field in the United Arab Emirates. That came after US President Donald Trump — who wants to delay a summit with Chinese President Xi Jinping because of the war — threatened to expand US strikes on Iran’s key export hub on Kharg Island. Growth Risks Aluminum spiked to a four-year high last week amid disruptions in a region that accounts for 9% of global production, although prices have wavered along with other metals as traders also reckon with the potential risks to global growth as energy prices rocket. The metal was up 0.4% to $3,408 a ton by 11:10 a.m. Shanghai time. Copper rose 0.2% and zinc gained 0.1%. “If the war drags on for another two weeks or a month, there will be a completely different pictures on production cuts at Middle East smelters,” said Harry Jiang, a trader with China-Base Ningbo Group Co. “There will be concentrated cuts.” But the Iran war isn’t the only disruption roiling the global aluminum supply chain. Europe just lo...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Tesla’s updated fair value price target of US$421.61 is effectively unchanged from the prior US$421.73, signaling only a very small shift in the underlying model. That tiny move sits against a much louder debate, with some analysts emphasizing autonomy and energy upside while oth...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Tesla’s updated fair value price target of US$421.61 is effectively unchanged from the prior US$421.73, signaling only a very small shift in the underlying model. That tiny move sits against a much louder debate, with some analysts emphasizing autonomy and energy upside while others focus on execution risk and what they consider weaker auto fundamentals into 2026. Read on to see how these differing views shape the evolving Tesla story and how you can keep track as the narrative shifts. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Tesla. What Wall Street Has Been Saying 🐂 Bullish Takeaways BofA reinstated Tesla with a Buy rating and a US$460 price target, framing the company as a leader in consumer autonomy with potential to scale more profitably than peers in robotaxi services. Morgan Stanley has highlighted Tesla Energy, suggesting solar could add US$20b to US$50b of value to that business, which feeds into the more constructive cases on the stock beyond autos. Several firms, including UBS, TD Cowen, Mizuho and Goldman Sachs, have raised Tesla price targets, reflecting updated views around autonomy, physical AI and energy that feed into higher valuation assumptions. 🐻 Bearish Takeaways Wells Fargo, even while raising its price target to US$130, keeps an Underweight rating and describes 2026 fundamentals as weak, with downside risk if robotaxi or Optimus do not meet expectations. Wolfe Research describes 2026 as challenging for Tesla’s auto business and stresses execution risk around full self driving, robotaxi rollout and service quality, especially with rising competitive pressure. GLJ Research, which maintains a Sell rating and a low US$25.28 price target, points to Tesla’s Q4 mix shift toward discounted Model Y units and changing zero emission credit dynamics as pressure po...