The Zacks Analyst Blog Highlights NVIDIA, Alphabet, Amazon.com and Palantir

For Immediate ReleaseChicago, IL – November 6, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks and ETFs recently featured in the blog include: NVIDIA Corp. NVDA, Alphabet Inc. GOOGL, Amazon.com Inc. AMZN and Palantir Technologies Inc. PLTR.Here are highlights from Thursday’s Analyst Blog:Palantir’s Big Quarter, Bigger Valuation: Buy or Wait?Banking on the boom in artificial intelligence (AI), tech behemoths such as NVIDIA Corp., Alphabet Inc. and Amazon.com Inc., to name a few, have seen substantial expansion, raising doubts about their growth prospects.However, smaller companies, including Palantir Technologies Inc. are drawing more investor attention, thanks to record-breaking quarters and raised forecasts. But does this make Palantir a solid stock to buy now? Let’s delve into it –Palantir Reports Blowout Q3, Raises GuidanceIt's been an outstanding third quarter for Palantir as its AI offerings accelerated revenue growth. In the third quarter, Palantir's revenues reached $1.18 billion, reflecting a 63% year-over-year increase and 18% quarter-over-quarter growth, easily beating Wall Street estimates, according to investors.palantir.com.Most of the revenues were generated from the U.S. commercial segment, which saw sales jump 121% year over year and 29% quarter over quarter to $397 million in Q3. U.S. government revenues also rose 52% year over year and 14% quarter over quarter, totaling $486 million last quarter.The strong results reflected rapid expansion in the U.S. commercial sector, outpacing the government segment, as many enterprise clients continue to adopt Palantir's successful Artificial Intelligence Platform (AIP). CEO Alex Karp and the management team highlighted several large AI enterprise deals. Consequently, Palantir has raised its revenue guidance to between $1.327 billion and $1.331 billion for Q4 and to $4.396 billion to $4.400 billion for the full year.Karp also noted that Palantir posted an impressive $476 million in GAAP net income in Q3, nearly half a billion dollars in just three months. He mentioned in his letter to shareholders that this figure now exceeds what the company once earned in revenues over the same period. The GAAP net income margin was 40%.Great Quarter, High Valuation – Is Palantir Still a Buy?The increasing popularity of the AIP platform is fueling Palantir's revenue and profit growth. Its expanding U.S. commercial client base suggests potential long-term growth, and steady government contracts create a barrier for new competitors. These positives should encourage shareholders to maintain their investment in Palantir stock.However, new investors should be cautious. It's advisable to wait for a significant price correction before buying Palantir stock, as it appears overvalued relative to its earnings. The company's forward price-to-earnings (P/E) ratio stands at 290.32, significantly higher than the Internet-Software industry's average of 41.17.Concerns about stretched valuation aside, Palantir's business remains predominantly U.S.-focused, with limited international presence, making it vulnerable to domestic disruptions.Currently, Palantir carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks hereMedia ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                     https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks