The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same day, Globant introduced a MuleSoft AI Pod for Salesforce integration. Palantir Technologies Inc. (NASDAQ:PLTR) and Globant S.A. (NYSE:GLOB) are packaging expertise around software in very different ways.
Palantir's bull case is productized delivery. PwC can bring industry relationships and implementation capacity, while Foundry and AIP remain the recurring platform. Palantir's Q2 revenue rose 93% to $1.94 billion, including 149% growth in U.S. commercial revenue, so the alliance lands on real momentum. Arrowstreet Capital held 20,517,115 shares at June 30 after increasing its stake by 97%.
The valuation is the obvious counterweight. A partnership announcement without disclosed revenue cannot by itself justify a large daily move. Receivables concentration, stock-based compensation, and competition from clouds and consultants deserve attention. Hedge-fund breadth had already weakened: Insider Monkey counted 86 funds holding Palantir at June 30, down from 96 at March 31.
Globant's AI Pod offers a more explicit delivery unit. Configurations support roughly six, 12, or 24 integration flows or APIs per month, and the company cited benchmarks including up to 80% automation and 15% to 25% faster time to value. That makes capacity tangible. Twenty-three hedge funds held Globant S.A. (NYSE:GLOB) in Q2, down from 25 in Q1. Pzena Investment Management reported 3,859,718 shares after adding 31%.
Globant's problem is that reusable pods can still be labor businesses. The service remains on a waitlist, the benchmark outcomes are not guaranteed customer results, and AI may pressure billing rates even as it improves productivity.
Palantir's August 14 short interest stood at 68.28 million shares, about 3.14% of float, with 1.1 days to cover. The snapshot predates the PwC expansion. Palantir owns the stronger software economics if partners drive repeatable deployments. Globant may win where integration complexity demands people, but must prove automation expands margins rather than merely lowering prices.
The next evidence should be commercial rather than promotional: named customer deployments, renewal behavior, implementation time, and revenue per delivery employee. Those measures would reveal whether either company has converted partner reach into a repeatable model. Margin expansion would be the harder proof.
While we acknowledge the potential of PLTR as an investment, we believe certain other AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: NVIDIA (NVDA): What Foxconn and Super Micro Are Telling Us about the AI Boom and Pony AI Is Scaling Robotaxis Fast—Can the Stock Reach BofA's $17 Target?
Disclosure: None. Follow Insider Monkey on Google News.
Palantir, PwC Expand Alliance to Scale Enterprise AI PREMIUM MT Newswires • 2d ago PLTR
Palantir, PwC Expand Alliance to Scale Enterprise AI
Palantir Expands PwC Strategic Alliance to Scale Enterprise AI Across Core Business Operations InvestorsHub • 1d ago PLTR
Palantir Expands PwC Strategic Alliance to Scale Enterprise AI Across Core Business Operations
Palantir Stock Jumps on Expanded PwC AI Deal GuruFocus.com • 1d ago PLTR
Palantir Stock Jumps on Expanded PwC AI Deal
Palantir And Google Cloud Tie Up As Enterprise AI Bets Grow Simply Wall St. • 2mo ago PLTR
Palantir And Google Cloud Tie Up As Enterprise AI Bets Grow
Palantir Technologies Expanding AI Use Cases Strengthen Competitive Position, Wedbush Says PREMIUM MT Newswires • 2mo ago PLTR GOOGL
Palantir Technologies Expanding AI Use Cases Strengthen Competitive Position, Wedbush Says
Palantir Rallies 7% as PwC Alliance Counters Michael Burry Bear Case, ServiceNow Climbs 5%, Salesforce Gains 3% 24/7 Wall St. • 1d ago PLTR NOW
Palantir Rallies 7% as PwC Alliance Counters Michael Burry Bear Case, ServiceNow Climbs 5%, Salesforce Gains 3%
Palantir Stock Jumps After Landmark Google Cloud AI Partnership GuruFocus.com • 2mo ago PLTR GOOGL
Palantir Stock Jumps After Landmark Google Cloud AI Partnership
Palantir Stock Finds Its Footing—and a Path to Global Growth MarketBeat • 8mo ago PLTR
Palantir Stock Finds Its Footing—and a Path to Global Growth
Palantir Unveils Google Cloud Partnership At AIPCon GuruFocus.com • 2mo ago PLTR
Palantir Unveils Google Cloud Partnership At AIPCon
Palantir (PLTR) Partners with Google Cloud to Integrate AIP and Foundry Platforms Insider Monkey • 2mo ago PLTR GOOGL
Palantir (PLTR) Partners with Google Cloud to Integrate AIP and Foundry Platforms
