Shares of Palantir Technologies Inc. rose 6.0% over six consecutive sessions. The advance brought its market capitalization close to $447.9 billion.
Daily close, U.S. dollars
As of . Source: S&P Global Market Intelligence via StockAnalysis.
Quarter ended June 30, 2026. Source: Palantir Q2 2026 results.
Market data as of August 31, 2026; guidance issued August 3. Sources: Google Finance, Palantir and S&P Global via StockAnalysis.
Recommendation data last updated August 26, 2026. Source: S&P Global Market Intelligence via StockAnalysis.
Fiscal second quarter ended July 31, 2026
Source: CrowdStrike Q2 FY2027 release. ARR means annual recurring revenue.
Sources: MarketBeat, updated Aug. 31, and CrowdStrike guidance. Target providers use different methods; targets are not forecasts of certain returns.
Share price, New Taiwan dollars
As of . Volume: 3.56 million shares. Source: Google Finance.
Investment and offering translated at MediaTek’s Q2 average of NT$31.60 per U.S. dollar. Market-value gain uses NT$390 and 1.58 billion shares. Sources: Google Finance, MediaTek and Reuters. Calculations are rounded.
Quarter ended June 30, 2026. Smart Edge rose 26% year on year; Mobile Phone fell 20%; Power IC rose 6%. Source: MediaTek Q2 transcript.
U.S. dollars per share;
Source: Barchart market data via Raymond James. Closing prices are unadjusted.
Calculated from 210,526,315 base shares. Source: Intel offering filing and August 31 close.
Operating income divided by segment revenue; percent.
Source: Intel Q2 2026 segment results. Margins calculated from reported revenue and operating income.
U.S. dollars per share; compiled figures available at reporting time.
Source: Yahoo Finance analyst insights. Targets are estimates, not guarantees.
NYSE closing price, U.S. dollars
As of . Source: Investing.com historical data.
First half of 2026, millions of dollars
Source: Snap Q2 2026 results. Stock compensation combines Q1 and Q2.
Q2 2026 daily active users and quarterly ARPU
Source: Snap Q2 2026 supplemental metrics.
Regular-session closes, U.S. dollars
As of . Sources: Investing.com history and Schwab close.
Fiscal second quarter cash returned versus August 31 equity value
At Monday’s $220.78 close, $20 billion could buy about 90.6 million shares—roughly 0.38% of 24.1 billion outstanding.
Company figures for the quarter ended July 26, 2026; market value as of August 31. Sources: Nvidia, Schwab and StockAnalysis. Percentages are calculated.
Most recent rating from 55 Wall Street analysts
Ratings and target as of August 31, 2026. Source: MarketBeat analyst forecast. Target upside is a forecast, not a realized return.
Selected five-minute last prices, U.S. dollars
Source: Yahoo Finance. Regular-session close. As of .
Year-over-year growth; Q2 uses company guidance midpoints
Actual revenue: $418.4 million
Guidance midpoint: $397.5 million
Actual ARR: $1.901 billion
Guidance midpoint: $1.932 billion
Sources: UiPath Q1 FY2027 release and prior-year Q2 release. Midpoint growth calculations by TS2.
Illustrative shares retired with each $100 million
Q1 average repurchase price
$11.47
8.72 million shares
August 31 close
$18.67
5.36 million shares
At Monday’s price, the same $100 million retires about 38.5% fewer shares.
Sources: UiPath June 4 Form 10-Q and Yahoo Finance. UiPath reported $436.9 million of authorization remaining on April 30, then disclosed another 2.4 million shares bought through May 15.
Regular-session closes, plus the latest after-hours trade; U.S. dollars
· Source: Yahoo Finance
Revenue and GAAP operating income, billions of dollars
Quarter ended June 30, 2026 · Source: SpaceX earnings release filed with the SEC
Capital spending totaled $28.48 billion
Six months ended June 30, 2026 · Source: SpaceX Form 10-Q
Cash plus marketable securities against debt and finance leases
As of June 30, 2026 · Source: SpaceX Form 10-Q
Vendor aggregate and valuation fields as of August 31, 2026, 17:47:35 EDT · Source: Yahoo Finance
USD per share; regular trading and aftermarket
As of . Source: Yahoo Finance; five-minute observations, not live streaming.
Different measures and dates: Markiplier's Class A stake reflects the July 13 event reported August 20; Woodman's voting power is calculated from March 31 holdings and the 10-for-1 Class B vote. Sources: Schedule 13G and GoPro proxy.
Quarter ended June 30, 2026. GAAP unless stated. Source: GoPro earnings release filed with the SEC.
Delivery Hero spread, funding load and earnings capacity
| Metric | Level | YoY |
|---|---|---|
| Trips | 3.9B | +18% |
| Gross bookings | $58.0B | +24% |
| Revenue | $14.2B | +12% |
| GAAP operating income | $1.9B | +30% |
| Adjusted EBITDA | $2.8B | +33% |
| Free cash flow | $2.8B | quarter |
Snapshot: August 31, 2026 · 15:12 EDT
| Item | Reading |
|---|---|
| Crash report | Fatal, May 2026 |
| ADAS status | Verified engaged |
| Pre-crash speed | 104 mph |
| Causation | Not established |
| Q2 metric | Result |
|---|---|
| Revenue | $28.24B, +26% |
| FSD subscriptions | 1.48M, +56% |
| Operating margin | 1.4% |
| Free cash flow | -$1.09B |
FSD subscription growth can improve recurring software revenue and margins. Safety investigations can delay rollout, add compliance cost and weaken adoption. With the stock valued at roughly 183 times forward earnings, regulatory and execution outcomes have an outsized effect on fair value.
Watch: NHTSA EA26002 updates · supervised FSD miles and interventions · subscription growth · operating-margin conversion.
| Revenue | $29.4B |
| Adjusted EPS consensus | $3.24 |
| AI semiconductor target | $16.0B |
| Adjusted EBITDA guide | 68% of sales |
| Non-GAAP operating income | 67% of sales |
| Metric | Value | YoY |
|---|---|---|
| Semiconductor solutions | $15.01B | +79% |
| Infrastructure software | $7.18B | +9% |
| AI semiconductors | $10.80B | +143% |
| Free cash flow | $10.26B | +60% |
| Adjusted EBITDA | $15.24B | +52% |
The earnings debate turns on whether a 54.4% AI revenue mix can preserve Broadcom's cash conversion while supporting a roughly 15× annualized-sales valuation. A clean beat must include the $13.4B non-AI remainder, not only accelerators.
Risks: advanced-node supply, hyperscaler concentration, custom-silicon and networking competition, VMware execution, and valuation sensitivity.
| Item | Figure | Investor signal |
|---|---|---|
| Standard edition | $79.99 | Higher base price |
| Ultimate edition | $99.99 | $20 premium |
| GTA V sell-in | >230M units | Franchise reach |
| GTA spending, Q1 | +3% | Legacy monetization |
| Metric | Figure | Reading |
|---|---|---|
| Q1 bookings | $1.39B | Above guidance |
| Rockstar FY27 mix | 37% | ≈$3.0B implied |
| Operating cash flow | >$1B | Launch-year conversion |
| Mobile bookings | -7% | Offsetting weakness |
Leaks have shifted the near-term debate from trailer demand to release control. The valuation bridge requires November delivery, premium-edition conversion and sustained GTA spending. Delay, piracy or weaker mobile results would push more value beyond fiscal 2027.
Sources: Rockstar Games; Take-Two fiscal Q1 2027 investor presentation; Google Finance; Investing.com. Time-sensitive figures carry their source timestamp. Derived figures use the $8.1B guidance midpoint.
NASDAQ: CRWD · Fiscal Q2 2027 results
Net new ARR accelerated fastest, reaching a record $332.8 million.
| FY27 revenue midpoint | $6.001bn |
| Price / guided revenue | 39.6× |
| Price / guided ARR | 35.9× |
| Annualized Q2 FCF yield | 0.6% |
| Consensus target spread | +0.9% |
The operating performance is strong; the debate is how much is already priced in.
| Metric | Q2 FY27 | YoY |
|---|---|---|
| Revenue | $1.471bn | +26% |
| Subscription revenue | $1.400bn | +27% |
| Free cash flow | $377.4m | +33% |
| GAAP operating margin | -2.3% | +6.8 pts |
| Non-GAAP operating margin | 25.3% | +3.5 pts |
Sales cycles can lengthen. Competition may pressure growth or pricing. Product defects and litigation tied to the July 2024 incident remain material risks.
Valuation sensitivity: high. The stock trades near the average analyst target.
| Checkpoint | Company guide | Investor read-through |
|---|---|---|
| Q3 FY27 revenue | $1.523bn–$1.529bn | Tests whether 26% growth persists |
| Q3 ending ARR | $6.184bn–$6.188bn | Measures AI-security demand conversion |
| FY27 non-GAAP operating income | $1.497bn–$1.508bn | Tests operating leverage |
Sources: CrowdStrike investor relations; Investopedia; MarketScreener; market quotes timestamped above.
| Metric | Estimate | Growth |
|---|---|---|
| Q2 revenue | $45.19B | ~+52% |
| Q2 adjusted EPS | $4.91 | ~+112% |
| Q1 revenue | $43.84B | +88% |
| Q1 adjusted EPS | $4.86 | $2.94 prior estimate |
$60B
$167B
AI servers equal about 36% of midpoint revenue, increasing exposure to accelerator costs and large orders.
| Company | Price | Session | Market value | Trailing P/E |
|---|---|---|---|---|
| Dell | $460.64 | +0.96% | $302.2B | 36.7× |
| HPE | $52.33 | +0.04% | $74.9B | 48.0× |
| HP Inc. | $30.27 | -0.84% | $28.1B | 11.6× |
Low target · options downside · current · average target · high target.
A revenue beat is largely expected. The stronger signal would be higher full-year profit guidance with stable margins. Misses on AI-server mix, customer timing or component costs could trigger the full implied downside.
Catalyst: fiscal Q2 results, September 1, 2026, after the closing bell.
| Company | Price | Move | Market cap | P/E |
|---|---|---|---|---|
| Palantir | $185.45 | -0.45% | $476.4B | 158.5× |
| Nvidia | $220.38 | +1.30% | $5.35T | 27.7× |
PLTR’s multiple premium is 473%, despite Nvidia’s much larger earnings base.
Intraday range: $183.05-$186.72. Volume: 5.30M shares versus 41.88M average.
| Metric | Current | Growth / comparison | Investor read |
|---|---|---|---|
| Q2 revenue | $1.94B | +93% YoY | Scale is accelerating |
| U.S. government | $809M | +90% | Defense demand remains strong |
| FY revenue guide | $8.150-$8.158B | ~+82% | 58× guided sales at current cap |
| U.S. commercial guide | >$3.424B | ~+134% | Primary growth driver |
| Q3 revenue guide | $2.160-$2.164B | 8.1% above prior consensus | Next execution hurdle |
Google Finance: 17 Buy, 4 Hold, 2 Sell. MarketScreener: 32 analysts, Buy consensus.
Contract timing can distort quarterly growth. European resistance may limit international expansion. Palantir also needs sustained margin and cash-flow execution to support a 158.5× earnings multiple.
Near-term checkpoint: Q3 revenue versus the $2.160-$2.164B company range.
Market data: August 31, 2026, 10:00 EDT · Financials: FY2026
Friday: -12.53%.
Approximation using 394.1M shares.
+685% in FY2026.
Of float, August 14.
| Metric | FY25 | FY26 | Move |
|---|---|---|---|
| AI Cloud | $16.4M | $128.8M | +685% |
| Bitcoin mining | $484.6M | $578.2M | +19% |
| Total revenue | $501.0M | $707.0M | +41% |
| Adjusted EBITDA | $269.7M | $245.7M | -9% |
| Monday 10:00 price | $36.42 |
| Friday volume | 89.9M |
| 65-day average | 45.6M |
| 52-week high | $76.87 |
| Average analyst target | $81.57 |
| Analyst target upside | 124% |
| FY2026 net loss | -$702.6M |
| Non-cash impairments/transition | $638.8M |
| Adjusted EBITDA | $245.7M |
| Adjusted EBITDA margin | 34.8% |
| Price / FY2026 revenue | 20.3× |
| Contracted share of target ARR | ~85% |
IREN’s AI Cloud revenue grew almost eightfold, and contracted awards support a year-end run-rate target above $4 billion. The stock still prices in a large delivery gap: current annual revenue is $707 million, adjusted EBITDA fell 9%, and construction plus GPU financing must precede revenue recognition.
Watch customer acceptance, construction milestones, GPU deliveries, financing costs, Bitcoin-linked cash flow and margin conversion. With 30.6% short interest, failed milestones can produce outsized downside.
| Base shares issued | 210.5M |
| Base gross proceeds | $20.0B |
| Net proceeds | $19.7B |
| Estimated base dilution | 4.1% |
| Base tranche value now | $18.9B |
| Q2 measure | 2025 | 2026 | Change |
|---|---|---|---|
| Revenue | $12.9B | $16.1B | +25% |
| GAAP gross margin | 27.5% | 40.4% | +12.9 pts |
| Non-GAAP gross margin | 29.7% | 41.8% | +12.1 pts |
| Data Center & AI revenue | ≈$4.0B | $6.3B | +59% |
| Foundry revenue | ≈$4.4B | $5.8B | +31% |
| Measure | Value |
|---|---|
| Average target | $121.24 |
| Upside to average | 35.1% |
| 2026 EPS estimate | $1.50 |
| 2026 P/E | 59.8× |
| 2027 EPS estimate | $2.07 |
| 2027 P/E | 43.4× |
Sources: Yahoo Finance premarket quote and Most Active ranking; Intel Q2 2026 results; Intel offering terms; Intel historical data; MarketWatch analyst estimates. Every market figure is timestamped above.
AWS generated 60% of group operating profit from 21% of sales.
| Group sales | $200.6B |
| Operating income | $27.5B |
| AWS sales | $42.2B |
| AWS operating income | $16.6B |
| AWS operating margin | 39.3% |
| Advertising growth | 26% |
| Measure | Current TTM | Prior TTM |
|---|---|---|
| Operating cash flow | $161.4B | $121.1B |
| Free cash flow | −$7.6B | $18.2B |
| P&E purchase increase | +$66.1B year over year | |
| Implied annualized Q2 operating profit | $110.0B | |
| Market value / annualized operating profit | ~26× | |
Core test: keep AWS near 37% growth without making negative free cash flow structural.
Sources: Amazon Q2 2026 results; current market quotes; public reporting on the AWS–NVIDIA expansion. Estimates may differ from reported GAAP measures.
The reported-margin marker sits below zero; restructuring created a 10-point gap versus the comparable measure.
| Metric | Value | Change |
|---|---|---|
| Net sales | €4.82B | +8% |
| AI & Cloud sales | €446M | +105% CC |
| AI & Cloud orders | ~€2.8B | Pipeline |
| Comparable operating profit | €434M | 9.0% margin |
| Reported operating result | −€50M | −1.0% margin |
| Restructuring charges | €390M | Cash burden |
| 2026 comparable operating profit | €2.1B–€2.6B |
| Management target | Somewhat above midpoint |
| Net cash + interest-bearing investments | €2.78B |
| Working-capital outflow | ~€1.15B |
| Trailing P/E screen | ~72× |
| Communications-industry average | ~34× |
Core test: AI revenue can support a rerating only if operating gains reach free cash flow.
Sources: Nokia Q2 and half-year 2026 report; MarketWatch price and volume; published valuation screen. Constant-currency growth is marked “CC.”
