Palantir Technologies Inc. Class A (PLTR)
Unpopular Palantir Headline: Lackluster International Growth
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.
Palantir Q2: We Were Wrong
Palantir's AI platform drives rapid adoption, delivering massive efficiency gains and making its software indispensable for customers, fueling strong revenue and margin growth. Q2 2025 marked Palantir's first $1B revenue quarter, with 93% YoY U.S. commercial revenue growth and record contract wins, highlighting accelerating business momentum. Despite a lofty valuation, Palantir's expanding TAM, robust cash flow, and improving margins support a cautiously bullish outlook—contingent on sustaining high growth rates.
Palantir: Mindblowing Performance, But Be Tactical
Palantir Technologies Inc. delivered blowout Q2 results, with revenue up 47.5% and EPS beating expectations, fueled by surging demand in both commercial and government segments. Customer count and deal size both exceeded forecasts, highlighting robust adoption of Palantir's AI offerings and strong momentum in U.S. commercial and government sectors. Margins and cash flow are rapidly expanding, with adjusted free cash flow up 281% year-over-year and a pristine balance sheet, despite ongoing high stock-based compensation.
Palantir stock hits all-time high as AI software company exceeds $1 billion in quarterly revenue for the first time
Shares of Palantir Technologies (Nasdaq: PLTR) are surging to new highs after the company reported better-than-expected Q2 2025 results.
Palantir dubbed ‘Messi of AI' following Q2 report as UBS analysts flag valuation concerns
Palantir Technologies Inc (NYSE:PLTR)'s latest quarterly results have triggered enthusiastic responses from major Wall Street analysts, who highlighted the company's accelerating growth and its leadership in enterprise AI deployment. Bank of America analysts welcomed the report, writing that Palantir is “approaching its own ‘singularity' moment this quarter.
Palantir books its first $1 billion in quarterly sales and dodges DOGE axe
Shares of Palantir Technologies sailed past previous record highs Tuesday after booking its first $1 billion sales quarter and raising its performance expectations for the year.
Palantir Stock Soars After Blowout Earnings Report
Palantir Technologies Inc. NASDAQ: PLTR is up over 8% the morning after the company delivered a blowout earnings report that had shareholders cheering and, for a moment, quieted its naysayers.
ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues
PLTR tops $1B in Q2 revenues for the first time, fueling ETFs like PLTU, IGV, IETC, and SHLD that are tied to the stock's surge.
Palantir and the AI trade, Fed's Daly sees rate cuts coming soon
Opening Bid anchor Brian Sozzi breaks down the latest market news for Aug. 5, 2025. Palantir's second quarter earnings highlight the AI trade's importance for markets.
Palantir Hits $1B: It'll Get Harder To Impress From Here
Palantir Technologies Inc. delivered a blowout quarter, surpassing $1B in revenue months ahead of schedule, and America's defense spend (and commercial spend) is to thank. We don't think Palantir is going anywhere; it's safe to say they've carved a sticky place for themselves at the intersection of AI, data analytics, and defense. U.S. revenue, about 73% of total sales, is on a bullet train, but the international side of the business is what we think will drive the stock that extra mile.
Palantir Technologies (PLTR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Palantir Technologies (PLTR) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Palantir Technologies Q2 Earnings and Revenues Beat Estimates
PLTR surges on Q2 earnings beat with 48% revenue growth, soaring U.S. demand and raised full-year guidance, fueling momentum.
