Palantir projects Q2 revenue of $934–$938 million, translating to a sturdy 38% year-over-year growth, defying broader market jitters. Its U.S. commercial arm surged 71% last quarter, pushing the segment's annual run rate over the $1 billion threshold for the first time. Adjusted operating income guidance for Q2 sits at $401–$405 million, a striking 60% increase compared to the same period last year.
The stock market weathered quite a few storms during the first half of 2025. From the emergence of Chinese artificial intelligence (AI) start-up DeepSeek, President Donald Trump's new tariff policies, ambiguity over the Federal Reserve's policy decisions, and some economists calling for a recession, the common theme in the stock market during the first six months of the year boiled down to one thing: uncertainty.
Palantir Technologies (PLTR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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's deepening government contracts and AI-driven defense solutions position it as a critical player amid rising geopolitical tensions and national security needs. Despite a premium valuation, Palantir's robust fundamentals—organic growth, debt-free balance sheet, and expanding margins—justify a long-term bullish outlook. The recent technical pullback creates a tactical entry point, with no fundamental weakness, enhancing risk/reward for long-term investors.
Palantir Technologies Inc. PLTR has soared 75% year to date, far outpacing the broader industry's 15% average gain and the Zacks S&P 500 composite's modest 5% advance. The question now facing investors: Does PLTR still offer an attractive entry point, or is it smarter to wait for a pullback?
Key Points in This Article: Palantir Technologies‘ (PLTR) AI-driven data analytics platform is positioned at the leading edge of the AI revolution, but its high valuation requires careful investor scrutiny.
PLTR's AI Platform fuels 71% U.S. commercial growth as bootcamps speed adoption and large enterprise deals surge.
Palantir (NASDAQ: PLTR) has been one of the top-performing stocks in the S&P 500 this year, frequently hovering around the number one spot with impressive year-to-date gains of 73.80%. However, another tech stock has been posting similar numbers, and it may surprise you.
Palantir Technologies Inc. (PLTR) concluded the recent trading session at $130.68, signifying a -4.14% move from its prior day's close.
Billionaire investment legend Stanley Druckenmiller is quickly becoming one of my favorite big-money managers to follow quarter to quarter.
The "elephant in the room" with Palantir Technologies is a FWD P/E above 200 and a market cap of 100X+ sales, reflecting expectations of accelerated growth. Is the market correct? Palantir's unique position in the AI application layer, proven scalability, and alignment with Western values drive its potential to become a $1 trillion company, justifying its high valuation. Using Microsoft as a benchmark, Palantir needs $90B in revenue, $68B in gross profit, $23B in FCF, and a 40.3% revenue CAGR to be a $ 1 Trillion company.