Buy the Dip in Palantir Technologies (PLTR) or Vertiv Holdings (VRT) Stock?
Palantir Technologies' stock has surged +1,100% in the last two years due to its growth potential, with the company's software platforms used by intelligence communities and its expansion into machine learning and artificial intelligence applications. The Trump administration's announcement of defense spending cuts may have contributed to Palantir's recent 5% drop, but the company has exceeded Q4 expectations and has a compelling earnings growth story. However, Palantir needs to "grow" into its lofty valuation with an “F” Value Score.
- Both Palantir and Vertiv are benefiting from the growing demand for digital infrastructure and continuity solutions, which could position them as leaders in their respective markets.
- How will these companies' expansion into new markets and services impact their competitive positioning and profitability in the face of increasing regulatory scrutiny?