The stock market has entered earnings season on a sugar high, so corporate America better deliver the goods or else. Generally, a flat-to-weak market going into earnings season is preferable to a market that features rip-roaring stock prices. Does the market know something the rest of us do not? The quarter, as well as the rest of the year, is already expected to be very good -- and maybe it's just the stock market's way of catching up. Widening the screen, another perspective is that the major stock indices have done very little on a net basis for most of the last six months.

Palantir develops and provides software that enables customers from government agencies to commercial enterprises to integrate data for decision-making and operations at scale. The company initially provided its software to the U.S. intelligence services before broadening its customer base. Palantir generates 55% of its revenue from its government segment and 45% from its commercial segment; 30% of revenue is generated outside the U.S. Palantir's class A shares trade publicly under the symbol PLTR. Palantir's super-voting class B and class F shares, held by insiders and founders, do not trade publicly. The company is effectively controlled by founders Alexander Karp, Stephen Cohen, and Peter Thiel through the super-voting class F shares that represent a 49.99% voting interest. Palantir was founded in 2003 and went public at $10 per share on September 30, 2020.

Stocks are mostly higher at midday on Monday, looking to build on Friday's turnaround. The delayed January jobs and CPI reports are expected this week. Earnings reports continue to pour in and are driving individual stock prices.

This week's list looks at the 20 stocks followed most closely by Argus clients in 2025. It contains well-known names and, not surprisingly, includes many technology or "technology related" names. One might have easily guessed that Nvidia is in the top spot, but might be surprised to see only three Healthcare companies, only one big box retailer, no big banks, and no Walmart. The list also includes the current Argus rating on each stock, the sector for each stock, and each stock's performance from 2025.