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Palantir Q1 2026: Growth Reaccelerates, Valuation Re-breaks — Best Earnings Ever, Stock Still Fell

Palantir Q1 2026: Growth Reaccelerates, Valuation Re-breaks — Best Earnings Ever, Stock Still Fell

Palantir Q1 2026: revenue +85%, Rule of 40 at 145%, NDR at 150%, US revenue surpassing 100% growth for the first time. The best earnings print in company history. The stock fell 6.59%. Forward P/E climbed from 75x to 110x+. The valuation reckoning is entering a new phase.

HTGC（Hercules Capital）深度研究封面：天秤左盤 NII 增長與 $6.1B AUM，右盤訴訟法槌，Hercules 武士剪影居中，ProfitVision LAB 個股深度研究系列

HTGC 深度研究：BDC 龍頭 × 訴訟疑雲｜Q1 2026 完整財報解析

Hercules Capital（HTGC）以 $6.1B AUM、NII 覆蓋率 102%、ROAE 16.9% 展現 BDC 龍頭韌性，但集體訴訟與管理費疑雲懸而未決。本文以四道防禦濾網逐層解剖基本面與訴訟風險，提供完整投資框架。

HTGC (Hercules Capital) deep research cover: balance scale with NII growth vs. litigation gavel, Hercules warrior silhouette, ProfitVision LAB Deep Research Series

HTGC Deep Research: BDC Giant vs. Litigation Storm | Q1 2026 Full Analysis

Hercules Capital (HTGC): $6.1B AUM, 102% NII coverage, 16.9% ROAE, 10.3% yield — BDC sector leader facing three shareholder lawsuits. This analysis applies the Four-Layer Defensive Screen to weigh HTGC's moat durability against its legal cloud, with full Q1 2026 financial data.

ServiceNow Analyst Day 2026 觀點封面:金色 AI Control Tower 中央光柱與全球連結網路,深藍冷色調,ProfitVision LAB 總體政經觀察系列

ServiceNow Analyst Day 2026:當市場罵聲未歇,管理層端出 $30B 路徑圖

ServiceNow 在 5/4 Analyst Day 端出 2030 年訂閱營收 $30–32B 的路徑圖,比 Bloomberg 共識高出 14%。在 NOW 股價腰斬、SaaSpocalypse 敘事仍未消散的時空背景下,管理層用 AI 是利潤率推手、定價力 +20–30%、稀釋中性三個結構訊息試圖重設市場認知。

ServiceNow Analyst Day 2026 cover: gold AI Control Tower beacon with global network grid, steel blue editorial design, ProfitVision LAB Macro Observation

ServiceNow Analyst Day 2026: The $30B Roadmap Against a Battered Tape

At its May 4 Analyst Day, ServiceNow laid out a $30–32B subscription path by 2030, 14% above Bloomberg consensus, alongside a Rule of 60+ commitment. Three structural messages — AI as margin tailwind, 20–30% pricing uplift, dilution-neutral returns — reframe the bear thesis.

Sterling Infrastructure (STRL) 深度研究封面：AI 資料中心土建電氣整合 3D 科技視覺，深藍金色，ProfitVision LAB 個股深度研究系列

STRL Q1 2026 深度研究｜AI 基建實體基地端，四道濾網全過

STRL 不是 GPU 股，而是 AI 資料中心的第一鏟與最後一條電線。Q1 營收 $825.7M 超預期 39%、調整後 EPS $3.59 超共識 64%，有機成長 55%+，E-Infrastructure 不含 CEC 有機 +102%。四道濾網全過，Bull Put Spread 條件成立，IV Rank 60 財報後未 Crush。

Sterling Infrastructure (STRL) Deep Research: AI data center civil & electrical 3D visual, steel blue gold tones, ProfitVision LAB Deep Research Series

STRL Q1 2026 Deep Research: The Physical Foundation of AI Infrastructure

STRL is the purest AI infrastructure play in U.S. contracting. Q1 revenue hit $825.7M, 39% above consensus. Adjusted EPS of $3.59 beat estimates by 64%. All four filters of the Four-Filter Defense Screen pass. Bull Put Spread conditions confirmed with IV Rank at 60 post-earnings.