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Zacks Investment Ideas feature highlights: Palantir and NVIDIA
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For Immediate Release
Chicago, IL – August 4, 2025 – Today, Zacks Investment Ideas feature highlights Palantir (PLTR - Free Report) and NVIDIA (NVDA - Free Report) .
AI Earnings: 2 Key Reports to Watch
The 2025 Q2 earnings season keeps chugging along this week, with a notable number of companies on the reporting docket. Among the bunch are several Mag 7 members, with several other heavyweights also reporting.
But concerning notable companies reporting in the coming weeks, Palantir and NVIDIA reflect highly consequential reports concerning the AI frenzy.
Both stocks have enjoyed stellar growth over recent periods thanks to the red-hot demand, with many expecting the upcoming releases to further confirm the bullish trend.
For those interested in the AI frenzy, let’s take a closer look at what analysts are expecting for each.
Palantir Reports August 4th
Palantir’s latest set of quarterly results continued to impress, with sales climbing 40% year-over-year alongside an upgrade to its current-year sales outlook. Massive growth has been driven by red-hot demand that’s seemingly only continuing to grow.
The company’s sales growth has been outstanding over recent periods, a reflection of the red-hot demand PLTR has been enjoying.
Importantly, customer count grew nearly 40% year-over-year and 8% sequentially. Palantir also booked a record U.S. commercial total contract value throughout the period ($810 million), which grew a staggering 180% year-over-year.
Customer growth will be the key metric to watch for the release, one that PLTR has consistently positively shocked on over recent periods. Analysts have been silent concerning their EPS and sales revisions, with expectations unchanged over recent months.
The AI-favorite is expected to see 55% EPS growth on 38% higher sales.
NVIDIA Reports August 27th
Unrelenting demand for its Data Center products has provided NVIDIA with unprecedented growth over recent years. The AI favorite again came out with rock-solid results in its latest quarterly print, with Data Center sales of $39.1 billion climbing 73% from the $22.5 billion print in the same period last year.
Below is a chart illustrating NVIDIA’s Data Center sales on a quarterly basis. While the results themselves will (unsurprisingly) be the focal point of the release, commentary surrounding upcoming periods and new product launches will be a key post-earnings factor concerning share movement.
EPS revisions for NVDA’s print have remained stagnant over recent months, with the current $1.00 Zacks Consensus EPS estimate suggesting 47% year-over-year growth. The $48.5 billion expected in sales is up a marginal 0.9% over the same timeframe, reflecting sizable YoY growth of 52%.
Bottom Line
The 2025 Q2 earnings cycle continues to roll along, with this week’s reporting docket notably stacked. And concerning the broader AI frenzy, reports from NVIDIA and Palantir will be key in getting a better gauge on the current AI landscape.
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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.
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Zacks Investment Ideas feature highlights: Palantir and NVIDIA
For Immediate Release
Chicago, IL – August 4, 2025 – Today, Zacks Investment Ideas feature highlights Palantir (PLTR - Free Report) and NVIDIA (NVDA - Free Report) .
AI Earnings: 2 Key Reports to Watch
The 2025 Q2 earnings season keeps chugging along this week, with a notable number of companies on the reporting docket. Among the bunch are several Mag 7 members, with several other heavyweights also reporting.
But concerning notable companies reporting in the coming weeks, Palantir and NVIDIA reflect highly consequential reports concerning the AI frenzy.
Both stocks have enjoyed stellar growth over recent periods thanks to the red-hot demand, with many expecting the upcoming releases to further confirm the bullish trend.
For those interested in the AI frenzy, let’s take a closer look at what analysts are expecting for each.
Palantir Reports August 4th
Palantir’s latest set of quarterly results continued to impress, with sales climbing 40% year-over-year alongside an upgrade to its current-year sales outlook. Massive growth has been driven by red-hot demand that’s seemingly only continuing to grow.
The company’s sales growth has been outstanding over recent periods, a reflection of the red-hot demand PLTR has been enjoying.
Importantly, customer count grew nearly 40% year-over-year and 8% sequentially. Palantir also booked a record U.S. commercial total contract value throughout the period ($810 million), which grew a staggering 180% year-over-year.
Customer growth will be the key metric to watch for the release, one that PLTR has consistently positively shocked on over recent periods. Analysts have been silent concerning their EPS and sales revisions, with expectations unchanged over recent months.
The AI-favorite is expected to see 55% EPS growth on 38% higher sales.
NVIDIA Reports August 27th
Unrelenting demand for its Data Center products has provided NVIDIA with unprecedented growth over recent years. The AI favorite again came out with rock-solid results in its latest quarterly print, with Data Center sales of $39.1 billion climbing 73% from the $22.5 billion print in the same period last year.
Below is a chart illustrating NVIDIA’s Data Center sales on a quarterly basis. While the results themselves will (unsurprisingly) be the focal point of the release, commentary surrounding upcoming periods and new product launches will be a key post-earnings factor concerning share movement.
EPS revisions for NVDA’s print have remained stagnant over recent months, with the current $1.00 Zacks Consensus EPS estimate suggesting 47% year-over-year growth. The $48.5 billion expected in sales is up a marginal 0.9% over the same timeframe, reflecting sizable YoY growth of 52%.
Bottom Line
The 2025 Q2 earnings cycle continues to roll along, with this week’s reporting docket notably stacked. And concerning the broader AI frenzy, reports from NVIDIA and Palantir will be key in getting a better gauge on the current AI landscape.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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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.