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Zacks Investment Ideas feature highlights: Palantir, Match Group and Unity Software
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For Immediate Release
Chicago, IL – August 21, 2026 – Today, Zacks Investment Ideas features Palantir Technologies (PLTR - Free Report) , Match Group (MTCH - Free Report) and Unity Software (U - Free Report)
Is Palantir Stock About to Break Out?
Palantir Technologies has been one of the strongest fundamental growth stories in the market, but over the past year the stock itself has made relatively little progress. That may finally be changing.
Following its latest earnings report, PLTR broke decisively above the upper boundary of a large year-long consolidation pattern. Shares quickly advanced into the upper-$170s and have since spent several sessions trading sideways, forming a tight consolidation just below resistance near $179.
That creates a relatively straightforward trading setup. A decisive breakout above $179 would clear the recent highs and could open the door to another leg higher. Meanwhile, the recent consolidation around $170–$179 gives traders a clear range to monitor.
The technical picture is particularly interesting because the breakout is being supported by improving fundamentals and rising earnings estimates.
PLTR Stock Gets Upgraded
Palantir reported another exceptional quarter recently, with revenue increasing 93% year over year and earnings climbing 225%.
Those results have driven another round of upward earnings estimate revisions. Palantir currently carries a Zacks Rank #1 (Strong Buy), with consensus earnings estimates rising nearly 8% across the board over the past 30 days.
That estimate momentum matters. Some of the strongest stock trends occur when improving fundamentals and positive price momentum reinforce one another, and that appears to be happening with Palantir today.
Valuation remains the obvious concern. PLTR trades near 80x next year’s earnings, which is expensive on an absolute basis. However, that multiple has compressed substantially from the levels investors have historically paid for the stock.
For much of the past year, Palantir shares traded sideways while revenue and earnings continued to compound at very high rates. In effect, the business has been growing into the valuation even without a major advance in the share price.
Palantir's Expanding Role in AI
There may also be a broader fundamental catalyst emerging.
CEO Alex Karp has increasingly positioned Palantir as a differentiated AI platform for corporations and governments that want the benefits of artificial intelligence without giving up control of sensitive data, intellectual property or proprietary business information.
Karp has been particularly critical of the large AI labs and the potential risks associated with allowing proprietary information to become part of broader AI training systems. Palantir's pitch is effectively that enterprises can deploy advanced AI while maintaining much tighter control over their data.
There is evidence that customers are responding. Net dollar retention reached 157% in the latest quarter, indicating that existing customers are rapidly expanding their spending with Palantir.
That will be an important metric to follow. If customers continue moving deeper into Palantir's AI products, the company could increasingly establish itself as a core AI infrastructure layer across large corporations and government agencies.
Unity and Match Group: Two More Software Stocks Approaching a Breakout
Match Group is another software stock approaching an important technical breakout. Match Group carries a Zacks Rank #1 (Strong Buy) and has spent roughly three years building a large base, with shares now testing a long-standing area of resistance.
The fundamental setup is also attractive. Earnings estimates are moving higher, while Match Group trades at just 9.6x forward earnings. With long-term EPS growth projected at 20.66% over the next three to five years, the stock carries a PEG ratio of just 0.47.
Unity Softwareis developing a similar setup. Unity carries a Zacks Rank #2 (Buy), has seen strong upward earnings estimate revisions and is also emerging from a roughly three-year technical base. Unity shares have rallied sharply in recent weeks and are now pressing against a major resistance level.
Despite the recent move, Unity still offers an appealing growth-adjusted valuation. The stock trades at 38.9x forward earnings, while long-term EPS growth is projected at 41.33%, giving Unity a PEG ratio below 1.
Together, Match Group and Unity provide further evidence that momentum is broadening across software, with both stocks approaching potentially significant technical breakout levels.
Is PLTR Stock Ready to Break Out?
Palantir now has several factors moving in the same direction: exceptional revenue and earnings growth, sharply rising earnings estimates, a Zacks Rank #1 and a potentially important expansion of its role within enterprise AI.
The technical setup adds another catalyst.
PLTR has already broken out of its much larger year-long pattern and is now consolidating near the highs. A move above roughly $179 would represent the next technical breakout and could signal the beginning of another leg higher.
The valuation remains rich, so this is not a low-risk setup. But with fundamentals improving and the stock pressing against clearly defined resistance, Palantir is one of the more compelling momentum setups in the market right now. The similar strength developing in Unity and Match Group also suggests that the move may be, in part, driven by a broader improvement in software stocks.
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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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
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, Match Group and Unity Software
For Immediate Release
Chicago, IL – August 21, 2026 – Today, Zacks Investment Ideas features Palantir Technologies (PLTR - Free Report) , Match Group (MTCH - Free Report) and Unity Software (U - Free Report)
Is Palantir Stock About to Break Out?
Palantir Technologies has been one of the strongest fundamental growth stories in the market, but over the past year the stock itself has made relatively little progress. That may finally be changing.
Following its latest earnings report, PLTR broke decisively above the upper boundary of a large year-long consolidation pattern. Shares quickly advanced into the upper-$170s and have since spent several sessions trading sideways, forming a tight consolidation just below resistance near $179.
That creates a relatively straightforward trading setup. A decisive breakout above $179 would clear the recent highs and could open the door to another leg higher. Meanwhile, the recent consolidation around $170–$179 gives traders a clear range to monitor.
The technical picture is particularly interesting because the breakout is being supported by improving fundamentals and rising earnings estimates.
PLTR Stock Gets Upgraded
Palantir reported another exceptional quarter recently, with revenue increasing 93% year over year and earnings climbing 225%.
Those results have driven another round of upward earnings estimate revisions. Palantir currently carries a Zacks Rank #1 (Strong Buy), with consensus earnings estimates rising nearly 8% across the board over the past 30 days.
That estimate momentum matters. Some of the strongest stock trends occur when improving fundamentals and positive price momentum reinforce one another, and that appears to be happening with Palantir today.
Valuation remains the obvious concern. PLTR trades near 80x next year’s earnings, which is expensive on an absolute basis. However, that multiple has compressed substantially from the levels investors have historically paid for the stock.
For much of the past year, Palantir shares traded sideways while revenue and earnings continued to compound at very high rates. In effect, the business has been growing into the valuation even without a major advance in the share price.
Palantir's Expanding Role in AI
There may also be a broader fundamental catalyst emerging.
CEO Alex Karp has increasingly positioned Palantir as a differentiated AI platform for corporations and governments that want the benefits of artificial intelligence without giving up control of sensitive data, intellectual property or proprietary business information.
Karp has been particularly critical of the large AI labs and the potential risks associated with allowing proprietary information to become part of broader AI training systems. Palantir's pitch is effectively that enterprises can deploy advanced AI while maintaining much tighter control over their data.
There is evidence that customers are responding. Net dollar retention reached 157% in the latest quarter, indicating that existing customers are rapidly expanding their spending with Palantir.
That will be an important metric to follow. If customers continue moving deeper into Palantir's AI products, the company could increasingly establish itself as a core AI infrastructure layer across large corporations and government agencies.
Unity and Match Group: Two More Software Stocks Approaching a Breakout
Match Group is another software stock approaching an important technical breakout. Match Group carries a Zacks Rank #1 (Strong Buy) and has spent roughly three years building a large base, with shares now testing a long-standing area of resistance.
The fundamental setup is also attractive. Earnings estimates are moving higher, while Match Group trades at just 9.6x forward earnings. With long-term EPS growth projected at 20.66% over the next three to five years, the stock carries a PEG ratio of just 0.47.
Unity Softwareis developing a similar setup. Unity carries a Zacks Rank #2 (Buy), has seen strong upward earnings estimate revisions and is also emerging from a roughly three-year technical base. Unity shares have rallied sharply in recent weeks and are now pressing against a major resistance level.
Despite the recent move, Unity still offers an appealing growth-adjusted valuation. The stock trades at 38.9x forward earnings, while long-term EPS growth is projected at 41.33%, giving Unity a PEG ratio below 1.
Together, Match Group and Unity provide further evidence that momentum is broadening across software, with both stocks approaching potentially significant technical breakout levels.
Is PLTR Stock Ready to Break Out?
Palantir now has several factors moving in the same direction: exceptional revenue and earnings growth, sharply rising earnings estimates, a Zacks Rank #1 and a potentially important expansion of its role within enterprise AI.
The technical setup adds another catalyst.
PLTR has already broken out of its much larger year-long pattern and is now consolidating near the highs. A move above roughly $179 would represent the next technical breakout and could signal the beginning of another leg higher.
The valuation remains rich, so this is not a low-risk setup. But with fundamentals improving and the stock pressing against clearly defined resistance, Palantir is one of the more compelling momentum setups in the market right now. The similar strength developing in Unity and Match Group also suggests that the move may be, in part, driven by a broader improvement in software stocks.
Free: Instant Access to Zacks' Market-Crushing Strategies
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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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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.