Palantir will continue to crunch data for big government agencies and corporations. Innodata will keep annotating and preparing AI data for big tech companies.
Innodata gained on its earnings report, but that wasn't enough to lift the stock for the month. Revenue growth has slowed from the first half of the year.
Decades of data‑engineering experience position the company to benefit from the rising demand for AI training, annotation, and domain tuning. The company has solid financials as demonstrated in its most recent earnings report.
Innodata's stock has skyrocketed 1,779% over three years, driven by AI-related data services demand. The company's Q3 2025 revenue grew just 20% year over year, underscoring the lumpy nature of its top-line growth.
Palantir's revenue is expected to grow at approximately 40% annually through 2029, as it positions to be the leader in enterprise AI software. Innodata expects revenue to increase by 45% this year, driven by growing demand for high-quality data to train AI models.
Innodata's data annotation business is thriving as the AI market continues to expand. Most of the "Magnificent Seven" companies already rely on its services.
Innodata is well-positioned to benefit from U.S. government AI spending through its new Federal Business Unit, securing a $25M project for 2026. INOD reported strong Q3'2025 results with 20% YoY revenue growth and rising profitability, reflecting robust demand and effective execution. The company's specialized focus and compliance with federal standards align with expanding military AI budgets,...
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