Alphabet vs Palantir
This page compares Alphabet and Palantir, outlining how their business models, financial performance, and market context differ. It provides neutral, accessible explanations of each company’s approach to technology, data, and growth, helping readers understand their strategic positions without favour. Educational content, not financial advice.
This page compares Alphabet and Palantir, outlining how their business models, financial performance, and market context differ. It provides neutral, accessible explanations of each company’s approach...
Why It's Moving
GOOGL surges 15% in past month on AI momentum and stellar earnings track record.
- Shares up 15.2% in past month vs. S&P 500's 1.2%, driven by AI hype around cloud business and Gemini model[1][2].
- Q4 EPS expected at $2.58 (+20% YoY) with consensus up 0.3% recently; FY EPS outlook $10.52 (+30.9% YoY)[1].
- Last quarter beat revenue estimates by 2.95% ($87.47B vs. $84.96B expected) and EPS by 27% ($2.87 vs. $2.12 YoY), topping estimates four quarters straight[1].
Palantir's stock surges amid sky-high valuations, but can explosive growth sustain into 2026?
- Q3 revenues skyrocketed 63% year-over-year to $1.18 billion, with commercial revenue jumping 73% to $548 million, underscoring robust AI platform adoption by diverse clients.[1]
- Government revenue climbed 55% to $633 million, highlighting Palantir's entrenched position in public sector deals despite high expectations already priced in.[1]
- Shares traded volatile on December 12 between $177.67 and $186.87, reflecting market debates over sustainability of triple-digit gains against extreme multiples like 438x trailing earnings.[1][2]
GOOGL surges 15% in past month on AI momentum and stellar earnings track record.
- Shares up 15.2% in past month vs. S&P 500's 1.2%, driven by AI hype around cloud business and Gemini model[1][2].
- Q4 EPS expected at $2.58 (+20% YoY) with consensus up 0.3% recently; FY EPS outlook $10.52 (+30.9% YoY)[1].
- Last quarter beat revenue estimates by 2.95% ($87.47B vs. $84.96B expected) and EPS by 27% ($2.87 vs. $2.12 YoY), topping estimates four quarters straight[1].
Palantir's stock surges amid sky-high valuations, but can explosive growth sustain into 2026?
- Q3 revenues skyrocketed 63% year-over-year to $1.18 billion, with commercial revenue jumping 73% to $548 million, underscoring robust AI platform adoption by diverse clients.[1]
- Government revenue climbed 55% to $633 million, highlighting Palantir's entrenched position in public sector deals despite high expectations already priced in.[1]
- Shares traded volatile on December 12 between $177.67 and $186.87, reflecting market debates over sustainability of triple-digit gains against extreme multiples like 438x trailing earnings.[1][2]
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Explore BasketInvestment Analysis
Alphabet
GOOGL
Pros
- Alphabet has a strong and diversified revenue base from advertising, cloud computing, and digital services such as Google, YouTube, and Gmail.
- The company is integrating advanced AI features into its core products, enhancing growth potential and user engagement across platforms.
- Alphabet has a large market capitalization around $3.44 trillion and maintains a moderate valuation with a P/E ratio near 28, suggesting growth with relative pricing efficiency.
Considerations
- Despite growth, Alphabet's stock price shows volatility with forecasts indicating significant price swings between lows around $262 and highs up to $399 in late 2025.
- The company faces increasing regulatory scrutiny globally, which could impact its advertising and data-driven business models.
- Alphabet's vast scale can lead to slower innovation cycles relative to more nimble AI-focused competitors, potentially impacting future growth rates.
Palantir
PLTR
Pros
- Palantir is experiencing accelerating top-line growth driven by its AI platform, with a reported 48% revenue increase and a $1 billion U.S. commercial run rate.
- The firm commands high gross margins around 80% and strong adjusted operating margins near 46%, reflecting operational efficiency in the software sector.
- Palantir's software has strong government and commercial adoption, supported by expansion opportunities in international markets like the Middle East.
Considerations
- Palantir’s valuation metrics are very high, with a P/E ratio over 570 and a price-to-sales ratio above 120, implying elevated valuation risk.
- Growth in some international regions, such as Europe, is reported as flat, indicating potential geographic expansion challenges.
- The company’s dependence on government contracts and data-sensitive sectors exposes it to regulatory and political risks that could affect business stability.
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