Recommended Free Tools
Palantir’s reported growth is exceptionally fast, but its figures should not be ranked directly against Microsoft’s cloud growth or NVIDIA’s chip sales. Palantir is an enterprise software and platform vendor; Microsoft is a diversified software and cloud company; NVIDIA is an AI-infrastructure supplier. A sound comparison matches fiscal periods and business scope, then weighs valuation against margins, cash generation, dilution, customer concentration and execution risk. The available figures establish growth and operating performance, but they do not establish which stock is cheaper today because a current, same-date price and estimate set is required.
Start by defining what counts as an AI stock
“AI stock” is a market label, not a consistent business category. Companies can benefit from artificial-intelligence spending by selling application software, cloud capacity, chips, networking equipment, consulting services or a broad mix of products. Their revenue recognition, gross margins, capital needs and competitive risks differ accordingly.
As an Amazon Associate I earn from qualifying purchases.
Palantir sells software platforms to government and commercial organizations. Its products are deployed inside customer operations, where data integration, workflow configuration and ongoing use can support multi-year contracts. Microsoft sells a large portfolio that includes operating systems, productivity software and cloud services; Azure is the most relevant AI-exposed segment, but it is only part of the company. NVIDIA supplies the processors and systems used to train and run AI models, so its results are a read-through on infrastructure demand rather than a direct software comparison.
| Company | Useful comparison category | What the reported growth represents | Why the category matters |
|---|---|---|---|
| Palantir | Enterprise software and AI platform | Revenue from government and commercial platform deployments | High software margins, contract and procurement cycles, and the need to convert pilots into scaled use |
| Microsoft | Diversified software and cloud | Azure and other cloud services within a much broader company | Cloud scale and diversification can reduce single-product risk, while infrastructure spending affects margins |
| NVIDIA | AI infrastructure | Processors and related systems, with Data Center as the key AI-exposed business | Extraordinary demand can produce rapid growth, but results depend on product cycles, supply and customers’ capital spending |
The first discipline is therefore to compare like with like. Palantir’s total-company growth can be compared with Microsoft’s total-company growth only as a broad corporate exercise. For an AI-exposure comparison, use Palantir’s commercial or government trends, Microsoft’s Azure growth and NVIDIA’s Data Center growth, while clearly labeling the different scopes.
#1 Best Overall
- Compact & Portable Design: This Small Excel, Word, PowerPoint, & Windows Cheat Sheet Mouse Pad measures 11.8" x 9.8", offering a portable mouse pad. Its compact size fits in bags or laptop cases, suitable for professionals, students, or travelers.
- Multi-Software Shortcut Guide: Featuring essential shortcut keys for Excel, Word, PowerPoint, & Windows, this small mouse pad provides a quick reference for frequently used shortcuts, offering a reference designed to support workflow efficiency
- Smooth & Precise Surface: The finely-textured surface ensures precise mouse control, allowing for smooth and accurate movement during work or gaming sessions.
- Durable & Non-Slip Design: This Multi-Software Shortcut Mouse Pad features stitched edges to reduce fraying. The non-slip rubber base helps keep it securely in place, and the water-resistant fabric allows for easier maintenance.
- Clear Print Quality: Displays high-resolution printing intended to remain legible through regular use and cleaning
What Palantir actually reported in Q2 2026
For the quarter ended June 30, 2026, Palantir reported revenue of $1.935 billion, up 93% year over year. The figures are company-reported results in its Q2 2026 Form 10-Q and August 3, 2026 earnings release. U.S. commercial revenue was $764 million, up 149% year over year in the same quarter. U.S. commercial growth is a segment result, not a substitute for total-company revenue, and it should not be extrapolated automatically to every geography or customer type.
Palantir’s customer count was 1,049 at June 30, 2026, compared with 849 a year earlier, according to the Q2 2026 Form 10-Q. Customer growth can help test whether revenue expansion is broadening, but a customer count does not show the size, profitability or recurring nature of each account. A small number of large deployments can still have a material effect on quarterly results.
Revenue mix also changes the risk analysis. In the first half of 2026, 52% of Palantir’s revenue came from government customers and 48% from commercial customers. Government procurement can involve longer budgeting and approval cycles, while commercial demand can be more sensitive to economic conditions and information-technology budgets. The mix is close to balanced, but neither side should be treated as risk-free diversification.
Palantir’s profitability needs a GAAP-first reading
Palantir reported an 85% GAAP gross margin and a 47% GAAP operating margin for Q2 2026. It also reported a 62% adjusted operating margin. The adjusted measure excludes stock-based compensation and related employer payroll taxes. Because those costs can dilute existing shareholders or create a real compensation expense, the adjusted margin should be shown alongside—not instead of—the GAAP margin.
Rank #2
- [MULTIFUNCTIONAL]You'll get 2 pieces computer monitor memo boards that you can stick on the left and right edges of your monitor, and they're the perfect office desk organizers and accessories. Computer monitor side panels desktop organizer are suitable for home work or office,bringing convenience. Desktop memo is used to organize meeting memos, important messages, business cards, planning notes.Paste on the message board to keep track of important things and to-do items to prevent forgetting.
- [🌟HIGHLY QUALITY] The material of computer screen side note holder is transparent acrylic. Durable, simple, stylish, light weight, easy to use, not easy to fall off or break. This cute office supplies for women desk can be used for a long time. This computer desk accessories is waterproof and dirt resistance, and look simple and stylish. The transparent acrylic sticky note holder as cubicle accessories is easy to notice the context of your sticky notes.
- [📋Easy to use] Office must haves cool office gadgets for desk ready to tear, easy to install and remove, not easy to leave traces. You only need to peel off the protective film on the surface of the computer side board memo, wipe off the dust on the edge of the computer monitor, and then stick the desk essentials for women office on the right or left side of the tape, and you're done. A perfect gift for your colleagues, friends or classmates and family members or relatives
- [🏢MULTI-SCENE USE] This desk supplies computer memo board can be applied to home and office, clear your office decor for women, suitable for most computer monitors, screens and cabinets, you can put it where you think, this cute office decor serve as a reminder. Stick on the computer side. It’s a good office gadgets can remind work improve office productivity. Pasted cabinets, dressers, refrigerators, walls, etc as cubicle accessories. To make life more orderly.
- [💌NOTE] The adhesive force of the computer sticky note holder is very strong. It can not be directly pasted on the computer screen. It should pasted on the black edge of the screen. Narrow edge not recommended!!! If you are not satisfied with your purchase, or if the product is damaged or broken in transit, please let us know immediately. We will promptly solve your problem.
High gross margin indicates that incremental software revenue can be economically attractive, but it does not by itself prove that growth will persist. Investors should check whether operating expenses, stock-based compensation, hiring and implementation costs rise more slowly than revenue, and whether reported operating profit converts into cash after working-capital movements and capital spending.
What management expects next
After Q2, Palantir guided to FY2026 revenue of $8.150 billion to $8.158 billion and U.S. commercial revenue above $3.424 billion, implying at least 134% growth for that U.S. commercial segment. This is management’s outlook issued August 3, 2026, not realized revenue. A comparison should track subsequent reported results against the range rather than treating the midpoint as a guaranteed outcome.
Chief executive officer and co-founder Alex Karp said in the Q2 2026 earnings release: “Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value.” That is management’s characterization of the opportunity, not independent validation. It can explain the company’s strategy, but it is not evidence that every customer will achieve a particular return or that competitors cannot offer similar capabilities.
What’s actually slowing this PC down?
Pick the symptom - the matching free tool is one click away.
How the peer figures differ
Microsoft reported that Azure and other cloud services grew 39% year over year in fiscal 2026 fourth-quarter results for the period ended June 30, 2026. Azure is a relevant AI and cloud indicator, but Microsoft’s breadth means its consolidated economics include many businesses unrelated to Azure. The company’s investor materials also said gross-margin percentage was affected by continued AI-infrastructure investment and sales mix. That illustrates why cloud growth should be paired with margin trends and spending requirements.
Rank #3
- Stay Organized with Ease: Our To Do List Notepad provides multiple sections with plenty of space to jot down all of your important tasks.A versatile office supply perfect for daily task management, helping you keep track of everything that needs to be done and prioritize effectively.
- Achieve Your Productivity Goals: Begin each day on a positive note, reminding you of your potential, strength, and the significance of staying focused on your goals. Our Daily Checklist Notepad is the ultimate tool to streamline your daily planning and elevate your productivity. With a clear and concise overview of your tasks, you can effortlessly prioritize what truly matters and make consistent strides towards achieving your goals.
- Reliable and Stylish: Our to do list planner combines functionality with durability. With a transparent PP cover, the inner pages are well-protected from dirt and wear. Additionally, the back cover is crafted with thick paperboard, offering a stable surface for your writing needs. Each notepad includes 52 pages of high-quality, 100gsm paper, which is thick and non-bleeding, resulting in a smooth and enjoyable writing experience.
- Versatile Use: This daily checklist notepad, suitable for teacher supplies and a wide range of applications, proves invaluable in various settings including work, school, and home. Whether you need to organize your daily tasks, plan a project, or create a grocery list, this notepad serves as the ideal tool. Its compact size ensures easy portability, allowing you to conveniently carry it with you throughout your day.
- Perfect Present for Anyone: Our Daily To-Do List Notepad is the perfect present for those who value organization and productivity. With its stylish design and versatility, this office desk accessory is also a practical addition to school supplies. Suitable for students, professionals, and homemakers alike, it helps keep tasks and priorities in check effortlessly.
NVIDIA reported fiscal Q2 2027 revenue of $96.2 billion, up 106% year over year, for the quarter ended July 26, 2026. Its Data Center revenue was $89.0 billion, up 117% year over year. These are infrastructure results, not software-seat or platform-subscription growth. A chip supplier can grow faster during an investment surge while carrying different inventory, supply-chain, product-cycle and customer-concentration risks than a software company.
| Company and period | Total revenue growth | AI-relevant measure | Scope and comparability warning |
|---|---|---|---|
| Palantir, Q2 2026 ended June 30, 2026 | 93% year over year; $1.935 billion revenue | U.S. commercial revenue $764 million, up 149% year over year | Enterprise software platform; government and commercial mix |
| Microsoft, fiscal Q4 2026 ended June 30, 2026 | Azure and other cloud services grew 39% year over year | Azure/cloud segment | Segment growth inside a diversified software and cloud company |
| NVIDIA, fiscal Q2 2027 ended July 26, 2026 | 106% year over year; $96.2 billion revenue | Data Center revenue $89.0 billion, up 117% year over year | AI infrastructure hardware and systems; different product and capital cycle |
Do not rank 149%, 117%, 106% and 39% as if they were measurements of the same market. Before calculating a growth spread, record the fiscal quarter end, currency treatment, consolidated or segment scope, and whether the rate is year over year or sequential. Year-over-year comparisons can be distorted by unusually weak or strong prior periods; sequential growth can be affected by seasonality and shipment timing.
A disciplined way to compare growth
- Use the same type of period. Align each company’s fiscal quarter and end date as closely as possible. Palantir and Microsoft both reported periods ended June 30, 2026, while NVIDIA’s fiscal Q2 ended July 26, 2026.
- Separate total revenue from the AI-exposed segment. Record Palantir total revenue and U.S. commercial revenue separately, Microsoft Azure and other cloud services separately, and NVIDIA total and Data Center revenue separately.
- Identify the growth definition. Label each rate as year over year, sequential or constant currency. Do not combine a reported-dollar growth rate with a constant-currency rate without explaining the difference.
- Check breadth. Compare customer counts, geographic mix, contract sizes and renewal or expansion behavior where disclosed. Palantir’s increase from 849 to 1,049 customers is useful context, but it does not reveal the revenue contribution of each customer.
- Distinguish bookings from revenue. Remaining performance obligations, bookings and management comments indicate future work or expectations; they are not recognized revenue until accounting requirements are met.
- Test durability. Ask whether demand depends on a one-time infrastructure build-out, a temporary budget cycle, or repeat usage that can compound over several years.
Why a current valuation ranking cannot be taken from growth rates
The available figures do not establish which of these stocks is cheaper today. A valid valuation comparison needs a single measurement date for share price, shares outstanding and debt and cash, plus financial statements and consensus estimates covering comparable periods. Without that synchronized snapshot, a numerical ranking of price-to-sales, enterprise-value-to-sales, price-to-earnings or forward multiples would create false precision.
Build the market-value inputs first
- Choose one date and record each closing share price.
- Use a clearly defined diluted share count, noting whether it includes options, restricted stock and other potential dilution.
- Calculate market capitalization as share price multiplied by the selected diluted share count.
- Calculate enterprise value by adding debt and other debt-like obligations and subtracting cash and cash equivalents, using the same reporting date where possible.
- Match the numerator to the denominator’s period. A quarter-end enterprise value should not be paired casually with a stale annual revenue figure if a trailing-twelve-month or forward measure is intended.
Choose a multiple that fits the business
| Measure | When it helps | What must accompany it |
|---|---|---|
| Enterprise value to revenue | Early-stage or rapidly growing companies with positive revenue but uneven earnings | Growth rate, gross margin, operating margin, cash generation and dilution |
| Enterprise value to forward revenue | Companies with credible, clearly dated revenue estimates | Estimate provider and date, estimate range, guidance risk and the definition of forward period |
| Price to earnings | Businesses with stable, comparable earnings definitions | GAAP versus adjusted earnings, tax effects, share dilution and cyclicality |
| Price or enterprise value to free cash flow | Mature companies with recurring cash generation | Free-cash-flow definition, working-capital swings, capital spending and stock-based compensation treatment |
A high multiple can reflect high growth, high margins, durable contracts or simply optimistic assumptions. The correct question is whether the price already discounts the growth and profitability that the business can realistically deliver. Pair every multiple with a scenario: what happens if growth slows, gross margin falls, infrastructure spending rises, or dilution remains elevated?
Rank #4
- 【Adjustable & Ergonomic】：This laptop stand can be adjusted to a comfortable height and angle according to your actual needs, letting you fix posture and reduce your neck fatigue, back pain and eye strain. Very comfortable for working in home, office and outdoor.
- 【Sturdy & Protective】 ：Made of sturdy metal, it can support up to 17.6 lbs (8kg) weight on top; With 2 rubber mats on the hook and anti-skid silicone pads on top & bottom, it can secure your laptop in place and maximum protect your device from scratches and sliding. Moreover, smooth edges will never hurt your hands.
- 【Heat Dissipation】 ：The top of the laptop stand is designed with multiple ventilation holes. The open design offers greater ventilation and more airflow to cool your laptop during operation other than it just lays flat on the table.
- 【Portable & Foldable】：The foldable design allows you to easily slip it in your backpack. Ideal for people who travel for business a lot.
- 【Broad Compatibility】：Our desktop book stand is compatible with all laptops from 10-15.6 inches, such as MacBook Air/ Pro, Google Pixelbook, Dell XPS, HP, ASUS, Lenovo ThinkPad, Acer, Chromebook and Microsoft Surface, etc.Be your ideal companion in Home, Office & Outdoor.
Profitability, cash and dilution: the quality behind growth
Palantir’s 85% GAAP gross margin and 47% GAAP operating margin in Q2 2026 provide a strong starting point for analyzing software economics. The 62% adjusted operating margin is a supplemental view because it removes stock-based compensation and related employer payroll taxes. Use GAAP results for the primary comparison, then reconcile the adjustments and examine share-count trends.
Microsoft’s cloud scale offers a different margin profile. Its investor materials noted that gross-margin percentage was affected by continued AI-infrastructure investment and sales mix. A company can report strong cloud growth while accepting near-term margin pressure to build data centers and capacity. That spending may support future demand, but investors should test utilization, depreciation and the time required for returns.
NVIDIA’s reported revenue growth reflects a hardware and systems cycle in which product launches, supply availability and customer capital budgets can move results sharply. The figures provided here do not establish a directly comparable operating-margin or free-cash-flow measure for NVIDIA, so do not infer software-like economics from its growth rate alone. Instead, examine inventory, supply commitments, customer concentration and the pace at which customers’ infrastructure budgets are expanding or normalizing.
Risk comparison by company
Palantir: contract conversion and concentration
- Government and commercial dependence: First-half 2026 revenue was 52% government and 48% commercial. Changes in public budgets, procurement timing or commercial technology spending can affect different parts of the business.
- Contract duration and termination: Palantir’s 10-Q says contracts are generally one to five years, and some include termination-for-convenience provisions. A contract’s stated term is not the same as guaranteed revenue.
- Pilot-to-production execution: New deployments must become scaled, recurring workloads to support durable growth. Count customer additions and expansion, but do not treat a pilot, booking or management target as recognized revenue.
- Customer concentration: Large government or commercial accounts can make quarterly results sensitive to a small number of decisions. Review concentration disclosures and renewal timing rather than relying only on total customer count.
- Guidance execution: The FY2026 revenue range and U.S. commercial target are ambitious management goals. Compare each subsequent quarter with the guidance range and investigate changes in assumptions.
- Stock-based compensation: Adjusted operating margin excludes stock-based compensation and related employer payroll taxes. Track dilution and the economic cost of equity awards alongside GAAP profitability.
Microsoft: scale versus investment intensity
- Diversification: Azure sits within a broad portfolio, which can make the company less dependent on one AI product or customer cohort than a focused vendor.
- Infrastructure spending: Microsoft has said continued AI-infrastructure investment and sales mix affected gross-margin percentage. Higher capacity spending can pressure margins before demand and utilization catch up.
- Segment attribution: Azure’s 39% growth is not the growth rate of Microsoft’s entire business. Avoid valuing every dollar of Microsoft revenue as if it had Azure’s AI exposure.
- Competitive and adoption risk: Cloud customers can optimize workloads, switch providers or delay projects. Assess consumption trends and profitability, not only capacity announcements.
NVIDIA: infrastructure-cycle sensitivity
- Demand concentration: Data Center represented $89.0 billion of the $96.2 billion reported Q2 FY2027 revenue. Such concentration increases sensitivity to a change in AI-infrastructure spending.
- Product cycles: Results can move with launches, performance transitions and customers’ decisions about when to upgrade.
- Supply and execution: Semiconductor manufacturing, packaging, networking and system availability can limit sales even when demand is strong.
- Spending normalization: Growth of 106% company-wide and 117% in Data Center is measured against the prior year. A slower future spending rate would reduce the growth contribution even if the AI market continues expanding.
A repeatable investor workflow
- Write the peer thesis in one sentence each. For Palantir, it might be enterprise AI software adoption; for Microsoft, cloud and software diversification; for NVIDIA, AI-infrastructure demand. If two theses are not comparable, keep them in separate tiers.
- Create a dated data sheet. Record fiscal period end, total revenue, relevant segment revenue, year-over-year growth, customer or contract indicators, GAAP margins and cash-flow figures.
- Normalize accounting. Keep GAAP and adjusted metrics in separate rows. Document stock-based compensation, employer payroll taxes, restructuring, acquisition effects and any constant-currency presentation.
- Build valuation only after the operating sheet is complete. Use one market-data date, consistent diluted shares, and a stated debt-and-cash definition. Identify the source and date of every forward estimate.
- Run downside cases. Model slower revenue growth, lower gross margin, delayed government procurement, weaker commercial budgets, reduced cloud utilization or a pause in infrastructure spending, depending on the company.
- Set disconfirming evidence. Examples include Palantir missing its guided growth range, Microsoft’s cloud growth slowing while infrastructure costs rise, or NVIDIA’s Data Center demand and supply execution weakening. A thesis that cannot be disproved is not a useful comparison.
- Review the filing, not just the headline. Read risk factors, contract terms, customer concentration, liquidity, share-count changes and segment notes before drawing a conclusion.
Questions this framework answers
Is Palantir growing faster than other AI companies?
Its Q2 2026 total revenue growth of 93% and U.S. commercial growth of 149% were faster than Microsoft’s reported 39% Azure and other cloud-services growth for fiscal Q4 2026. NVIDIA’s Q2 FY2027 total revenue growth of 106% and Data Center growth of 117% were higher than Palantir’s total-company rate. Those comparisons span different businesses, fiscal periods and revenue bases, so they do not identify a universal growth winner.
Best Value
- Twin-Ball Design : Hiacry gel pen features a double ball conical tip that reduces writing resistance and provides a stable and smooth writing experience. 0.7mm quick drying black ink ensures no jumping, leakage or seepage.
- Quick-Dry Long Lasting Ink：0.7mm black ink can slide effortlessly, dry immediately, & is not easily dirty. It has a high-capacity reservoir (up to 1300 meters), which is very suitable for left-handed & right-handed users.
- Sleek Design for Journaling & Planning: Engineered with a low center of gravity and precision tip for steady ink flow, these journaling pens excel at note-taking, sketching, planning, and more. They combine stylish pens with top-tier performance.
- Rolling Ball Design：The pocket clip with roll ball design can be easily attached to notebook pockets and binders, in addition, the fidget on the pen clip is also a small toy for your daily thinking to relieve stress.
- Comfortable Non-Slip Grip：The ergonomic pen barrel has a soft rubberized coating for a comfortable, non-slip grip, so you won't get fatigued even after long hours of writing.
Should I compare Palantir’s valuation with Microsoft’s or NVIDIA’s?
Use Microsoft as a diversified software-and-cloud reference and NVIDIA as an infrastructure-demand reference, not as direct software peers. A valuation comparison is meaningful only after matching the date, share count, enterprise-value definition, financial period and estimate source, then adjusting for growth, margins, cash generation, dilution and cyclicality.
Does a high gross margin make Palantir lower risk?
No. Gross margin describes the economics of revenue after direct costs. Palantir still faces government and commercial procurement cycles, contract termination provisions, customer concentration, pilot-to-production execution, stock-based compensation and the challenge of delivering ambitious guidance.
How should management guidance be used?
Treat the FY2026 revenue range of $8.150 billion to $8.158 billion and the U.S. commercial target above $3.424 billion as forward-looking expectations issued August 3, 2026. Compare later reported results with those ranges; do not record guidance as achieved revenue.
Do these 3 things before closing this tab:
1Fix the driver behind crashes, sound loss and screen glitches2Repair Windows errors before they cause bigger problems3Scan for outdated or missing drivers - takes under a minuteWhat a sound conclusion looks like
A defensible comparison may conclude that Palantir offers unusually rapid enterprise-software growth and high reported margins, Microsoft offers diversified cloud exposure with infrastructure-investment trade-offs, and NVIDIA offers unmatched exposure to the current AI-compute cycle with hardware and concentration risks. It should stop short of declaring one stock cheapest or safest without a synchronized market-data snapshot and a clearly defined forecast set. The useful output is a documented process that can be refreshed each quarter as revenue, margins, contracts, spending and valuation inputs change.
Quick Recap
Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
