Palantir's Q2 revenue is guided at $939 million, supported by 16 upward revisions and zero downgrades. EPS is forecast at $0.14, with 12 positive estimate revisions driven by rising AIP agent deployment and deal velocity. U.S. commercial business grew 65% YoY, surpassing a $1 billion run rate with 432 customers and rising contract value.
I reiterate my 'Buy' rating on Palantir, driven by new catalysts like the 'Warp Speed for Warships' Navy initiative and expanding government partnerships. Palantir's AI-powered Foundry platform is uniquely positioned to transform U.S. defense and commercial operations, fueling rapid contract wins and sector leadership. Financials are outstanding: Q1 2025 revenue up 39%, U.S. commercial growth 71%, and free cash flow margin at 42%, supporting robust guidance upgrades.
Key Points in This Article: Palantir Technologies (PLTR) stock has surged due to its innovative data analytics and AI platforms, securing top market performance for two years.
Palantir's (NASDAQ: PLTR) sustained bullish run may be under threat as short interest surges, potentially derailing its push toward a record high of $160.
Shares of Palantir Technologies Inc. (NASDAQ:PLTR) gained 3.11% over the past five trading sessions, continuing a rally that has seen the stock rise by nearly 137% since its year-to-date low on Jan.
Palantir Technologies Inc.'s Q1 FY25 demonstrated acceleration in both Commercial and Government revenues, driven by strong AIP adoption and deepening DoD collaboration, with management raising forward guidance. Palantir is slated to report Q2 earnings on August 4, where management expects a deceleration in both revenue and non-GAAP operating margins. But, I believe Palantir will be able to deliver a 1.3% and 3.2% beat on both the top and bottom lines, thus keeping the acceleration trend alive.
For the better part of the last three years, no trend has been hotter on Wall Street than the rise of artificial intelligence (AI). Giving software and systems the tools to make split-second decisions without human oversight is a game-changer for most industries around the globe.
Nvidia and Palantir insiders have been selling shares aggressively. The headlines show eye-popping dollar amounts in shares sold.
Nvidia (NVDA -0.42%) stock has returned 29% this year, and its market value currently stands at $4.2 trillion. Meanwhile, Palantir (PLTR -0.34%) shares have advanced 104%, and its market value currently stands at $360 billion.
Palantir Technologies (PLTR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Palantir Technologies Inc.'s advanced data mapping and AI solutions give it a strong moat and impressive profitability, but its valuation is significantly stretched versus peers. The company's modular, no-code AI tools drive productivity and client stickiness, supporting robust revenue growth and high gross margins. Despite massive market opportunity and technical edge, future competition and capital allocation choices raise concerns for long-term investors.
Palantir Technologies Inc. (PLTR) closed at $150.91 in the latest trading session, marking a +1.57% move from the prior day.