Growth continues to be driven by strong AI demand across both government & commercial segments. Government revenue is supported by rising defense spending & contracts like the $448M Navy deal, while commercial revenue momentum remains key, following last quarter’s triple-digit U.S. growth. Ongoing adoption of AIP & tools like AI Hivemind further reinforces Palantir’s position in large-scale data integration.
With the stock up roughly 78% in 2025 & options implying a ~9% post-earnings move, valuation is the main point of contention. Tonight, the market’s focus will likely be on 2026 guidance, which will determine whether PLTR can justify further upside at current levels.
@Tiger_comments @TigerStars
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
