Several high-growth companies benefiting from AI offer alternatives to Palantir for investors seeking lower multiples. Palantir is landing multiple contracts while cutting costs, with CEO Alex Karp increasing revenue growth and planning workforce reductions as automation handles software upkeep. PLTR trades at 192 times forward 2025 cash flow, making it richly valued despite strong prospects. Climb Global Solutions reported Q2 revenue growth of almost 73% to $159.28 million, net income up nearly 74% to $5.97 million, EPS beating estimates by 54.44%, and a 0.55% dividend yield. CACI International has more than doubled over five years, outperforming major indexes.
The company is landing contract after contract and is managing to do so while running a tight ship. CEO Alex Karp is increasing revenue growth planning to shed workers, something that is almost unheard of anywhere else. Thanks to AI, this is possible as Palantir automates its software upkeep and moves on to the next contract. The company looks perfect.
More impressively, this company is profitable already, with net income rising by almost 74% year-over-year to $5.97 million. EPS beat estimates by 54.44% in Q2. If that wasn't enough, CLMB stock also comes with a 0.55% dividend yield. The ongoing expansion of data centers and cloud tech, along with demand from the education sector, could push it well beyond a $1 billion valuation if management can sustain this growth and keep landing contracts.
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