Key market indicators currently point to more upside for the S&P 500.
The battle between big legacy firms like Lockheed Martin and emerging military tech firms like Palantir for dominance of the defense sector is well underway, and the outcome will have a huge impact on the size and scope of the Pentagon budget and the direction of U.S. defense strategy in the years and decades to come.
Key Points in This Article: Palantir Technologies (PLTR) reported $1 billion in revenue for Q2, up 48% year-over-year, with U.S.
Palantir delivered outstanding Q2 results, with revenue surpassing $1 billion, 48% y/y growth, and exceptional free cash flow margins, validating its AI leadership. AIP is becoming the standard for enterprise AI, driving rapid adoption across commercial and government sectors, highlighted by a $10 billion Army contract. Despite strong fundamentals, Palantir's valuation is stretched; I prefer a 'get paid to wait' strategy that generates income and targets a better entry.
Despite their differing operations, Palantir Technologies Inc. and Navitas Semiconductor Corporation have emerged as key beneficiaries in the AI trade, with both stocks having recently exhibited multi-fold upsurges. While their valuations have converged towards stretched premiums, one is built on constructive execution while the other on continued speculation. The following analysis will dive into both companies' Q2 earnings updates, and gauge the durability of their respective valuation premiums.
PLTR posts its first $1B quarter, driven by explosive AIP demand and surging U.S. commercial and government growth.
Palantir Technologies Inc.'s valuation may appear excessive, but conventional models fail to capture the full scope of its embedded optionality. AIP stands at the forefront, with the potential to become the enterprise standard for operational AI—representing over $500B in strategic value. Beyond its core business, Palantir offers a portfolio of high-impact growth vectors: global expansion, Apollo, and new sector penetration.
Palantir (NASDAQ: PLTR) has been all the rage in the past few days, with its shares surging 140% since the end of January.
Palantir stock is highly favored now among traders and commentators. Investors should anticipate continued growth for Palantir stock but also need to be realistic.
The onetime Silicon Valley upstart has emerged as a power player in Trump's second term—and adopted his persona.
Palantir Technologies (PLTR) shares jumped Tuesday after the data analytics software provider raised its full-year outlook amid booming demand for its AI platform.
Palantir Technologies Inc.'s Q2 2025 revenue surged 48% YoY, driven by a 68% jump in U.S. revenues, but overall international growth slowed from high teens to low teens. Despite crushing revenue estimates, Palantir's after-hours stock reaction was relatively muted, reflecting that beats are already priced in. Palantir trades at a 4-6x higher valuation than Nvidia, despite similar growth rates.