I estimate that current remaining performance obligations (or cRPO) cover only 24% of Q3 revenue guidance ($1.085B), meaning 76% depends on cancelable sub-12-month contracts. That said, I remain bullish, as I don't see clear catalysts for government cancellations. Growth should be fueled by Maven, the $218M Space Force award, and the $10B EA agreement. Valuation looks stretched, with a P/E multiple in the low 500s, and, in my view, sector peer comps don't fully justify Palantir's multiple.
Palantir Technologies Inc.'s stock is up an impressive 110% this year so far. The reason for that success is simple but hard to replicate: artificial-intelligence offerings that are successfully adding value for customers.
Palantir Technologies ( PLTR ), one of the market's biggest winners of the past two years, and one of its most divisive stocks, appears to be on the verge of a compelling technical breakout. Shares have been on a relentless run over the last year, and when Palantir pauses to consolidate, as it has over the past month, it often sets the stage for the next leg higher.
PLTR's 18% pullback meets strong fundamentals, robust AIP adoption, and record revenue growth, creating an attractive buy opportunity.
Market Domination Overtime anchor Josh Lipton breaks down the day's market moves for September 5, 2025. Markets and Data reporter Jared Blikre breaks down the day's market moves as all three indexes closed lower.
Wedbush is doubling down on its view that artificial intelligence remains in the early innings of a multi-year boom, arguing that the next few months will separate long-term winners from short-lived hype. The firm said surging capital expenditures from Big Tech and expanding enterprise use cases are fueling what it calls the next stage of the AI revolution, and it named a group of companies it sees best positioned to benefit through year-end and into 2026.
Palantir's recent share price pullback offers a compelling buying opportunity, as fundamentals remain strong and EPS revisions are highly bullish. Aggressive EPS growth, robust Q2 results, and expanding international partnerships reinforce Palantir's first-mover advantage in the AI software market. Traditional valuation metrics don't apply to disruptors like Palantir; rapid P/E compression and sustained 20%+ EPS CAGR are achievable given fundamental strength.
In the tech and business world, no topic has been harder to avoid than artificial intelligence (AI). Over the past couple of years, it has been the topic.
Palantir's explosive AIP adoption and surging U.S. revenues outpace Coherent's steady AI hardware gains, giving PLTR stronger near-term upside.
Palantir Technologies Inc. represents a leveraged bet on AI's exponential growth toward full automation, positioning it as a winner in the AI "application layer." Palantir's position today is similar to Nvidia's dominance in AI hardware in the last 5 years. For AI bulls, not being exposed to PLTR is a risk in itself. AI may plateau, grow linearly, or exponentially; the latter option supports Palantir's acceleration, with TCV growth signaling potential 100%+ YoY revenue increases.
Palantir delivered outstanding earnings, with 48% revenue growth and sharply higher cash flow, beating analyst estimates and raising full-year guidance. The company's scalable AI-driven business model and unique enterprise-wide data integration position it for long-term double-digit growth. Valuation remains extremely high, trading at a significant premium to peers, making the stock vulnerable to sentiment-driven corrections.
Shares of Palantir Technologies Inc. (NASDAQ:PLTR) lost 9.54% over the past five trading sessions after losing 5.06% the five prior sessions.