Palantir's AI Platform Drives Impressive Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy PLTR?
Source: NASDAQ.COM
- Significant Customer Growth: Palantir's customer count surged by 34% year-over-year in Q4 2025 to 954, demonstrating the strong appeal of its generative AI software platform and further solidifying its market position.
- Contract Value Surge: The company closed $4.3 billion in contracts last quarter, up 138% year-over-year, reflecting customer trust in its AI platform and laying a solid foundation for future revenue growth.
- Productivity Gains: Palantir's AI platform reduced a shipbuilder's planning time from 160 hours to just 10 minutes and cut material review time from weeks to under an hour, significantly enhancing customer operational efficiency and strengthening its competitive edge.
- Accelerated Profitability: Palantir's non-GAAP earnings jumped 83% in 2025 to $0.75 per share, indicating a sustained increase in profitability under the proliferation of AI technology, with expectations for continued strong growth in the coming years.
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Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 139.540
Low
50.00
Averages
192.88
High
255.00
Current: 139.540
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Palantir Technologies Stock Soars 1620% Amid AI Boom
- Stock Surge: Since the launch of ChatGPT in late 2022, Palantir's stock has skyrocketed by 1620%, reflecting its strong performance in the AI sector and attracting significant investor interest.
- Impressive Financials: Palantir reported a 70% revenue increase to $1.4 billion in Q4, with a 34% rise in customer count to 954, and net revenue retention growing for nine consecutive quarters, indicating robust market demand.
- Strengthened Market Position: Forrester Research ranked Palantir as a leader in AI decisioning platforms, while Morgan Stanley analysts noted it is emerging as the standard in enterprise AI, suggesting strong sales growth in the coming years.
- Valuation Risks: Despite solid financial results, Palantir's stock trades at a high price-to-sales ratio of 74, making it the most expensive stock in the S&P 500, prompting investors to carefully assess the risk-reward balance.
See More
Palantir's AI Platform Drives Impressive Growth
- Significant Customer Growth: Palantir's customer count surged by 34% year-over-year in Q4 2025 to 954, demonstrating the strong appeal of its generative AI software platform and further solidifying its market position.
- Contract Value Surge: The company closed $4.3 billion in contracts last quarter, up 138% year-over-year, reflecting customer trust in its AI platform and laying a solid foundation for future revenue growth.
- Productivity Gains: Palantir's AI platform reduced a shipbuilder's planning time from 160 hours to just 10 minutes and cut material review time from weeks to under an hour, significantly enhancing customer operational efficiency and strengthening its competitive edge.
- Accelerated Profitability: Palantir's non-GAAP earnings jumped 83% in 2025 to $0.75 per share, indicating a sustained increase in profitability under the proliferation of AI technology, with expectations for continued strong growth in the coming years.
See More
Dan Ives Bullish on Palantir's Future Growth Potential
- Tech Stock Leader: Dan Ives, managing director at Wedbush, remains bullish on tech stocks despite short-term challenges, focusing on long-term growth potential, showcasing his deep market insights.
- Palantir's Strong Performance: Ives reiterated a $230 price target for Palantir, highlighting its impressive earnings report and consecutive quarters of profit growth, indicating robust performance driven by its dual commercial and government sectors.
- AI Platform Advantage: Palantir's Artificial Intelligence Platform (AIP) has emerged as a star product, leveraging AI technology to enable clients to make swift decisions, enhancing the company's competitive edge in the rapidly evolving AI market and signaling future growth potential.
- Valuation and Outlook: While Palantir's valuation is still considered high, Ives emphasizes that focusing on the company's earnings track record and market outlook will help investors seize future growth opportunities, especially amid the AI boom.
See More
Palantir Reports Stellar Q4 Earnings, Stock Reaction Mixed
- Significant Earnings Growth: Palantir reported a remarkable 137% year-over-year growth in Q4, driven by surging demand from U.S. commercial clients, highlighting the company's strong market performance.
- Clear Competitive Advantage: By offering tailored services and embedding forward-deployed engineers (FDEs) with clients, Palantir has created a formidable competitive moat, making it costly for clients to switch to competitors and enhancing customer loyalty.
- Valuation Concerns: Despite impressive performance, Palantir's forward P/E ratio stands at 160, indicating that the market has high expectations for future growth; failing to sustain a 30%-40% annual growth rate could lead to a valuation correction.
- International Market Challenges: Palantir's growth outside the U.S. has stalled, particularly with only 10% year-over-year growth in the U.K., indicating significant challenges in global expansion that may impact its long-term growth potential.
See More
Rise of Retail Investors and ETF Popularity
- Impact of Retail Investors: According to 'The Retail Investor Report,' retail investors accounted for approximately 25% of total equity trading volume in 2021, doubling from a decade ago, indicating their growing influence in the market and prompting online brokers to adjust strategies to attract more clients.
- Robinhood's Market Strategy: Robinhood has successfully attracted a large number of retail investors by offering commission-free trading and fractional share purchases, with its '100 Most Popular' leaderboard showing that the Vanguard S&P 500 ETF and SPDR S&P 500 ETF Trust are among the most favored investments, reflecting a preference for index funds among retail investors.
- Long-Term ETF Returns: Data from Crestmont Research indicates that all 107 rolling 20-year periods since the early 20th century have produced positive returns, suggesting that investors holding S&P 500 tracking ETFs have historically profited every time, thereby enhancing investor confidence in these products.
- Attraction of Bond ETFs: The Vanguard Total Bond Market ETF has become the tenth most-held security on Robinhood, offering over 4% yield and a low expense ratio, reflecting retail investors' concerns about high stock valuations and their shift towards safer income investments to mitigate potential market volatility.
See More
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- Historic Selloff: Wedbush analyst Dan Ives noted that Wall Street's punishment of software stocks like Salesforce, ServiceNow, and Microsoft is unprecedented, indicating a significant decline in investor confidence that could lead to a potential 5% loss in customers over the next few years.
- AI Challenges: Ives emphasized that while AI is disrupting the software industry, the notion that software companies have become irrelevant is overly extreme, suggesting that there is still room for survival, particularly citing Palantir as an example of software's adaptability in the new landscape.
- Weak Market Performance: According to Benzinga Edge Stock Rankings, Salesforce shows weak price trends across short, medium, and long-term horizons, along with a low value ranking, reflecting pessimistic market expectations for its future growth, which could impact its financing and investor confidence.
- Shift in Investor Sentiment: Ives pointed out that current market sentiment indicates a cautious attitude among investors towards the future of software companies, suggesting that their competitiveness in the AI era is under threat, which may lead to broader industry adjustments and reevaluations.
See More
Palantir Technologies Stock Soars 1620% Amid AI Boom
- Stock Surge: Since the launch of ChatGPT in late 2022, Palantir's stock has skyrocketed by 1620%, reflecting its strong performance in the AI sector and attracting significant investor interest.
- Impressive Financials: Palantir reported a 70% revenue increase to $1.4 billion in Q4, with a 34% rise in customer count to 954, and net revenue retention growing for nine consecutive quarters, indicating robust market demand.
- Strengthened Market Position: Forrester Research ranked Palantir as a leader in AI decisioning platforms, while Morgan Stanley analysts noted it is emerging as the standard in enterprise AI, suggesting strong sales growth in the coming years.
- Valuation Risks: Despite solid financial results, Palantir's stock trades at a high price-to-sales ratio of 74, making it the most expensive stock in the S&P 500, prompting investors to carefully assess the risk-reward balance.
See More
Palantir's AI Platform Drives Impressive Growth
- Significant Customer Growth: Palantir's customer count surged by 34% year-over-year in Q4 2025 to 954, demonstrating the strong appeal of its generative AI software platform and further solidifying its market position.
- Contract Value Surge: The company closed $4.3 billion in contracts last quarter, up 138% year-over-year, reflecting customer trust in its AI platform and laying a solid foundation for future revenue growth.
- Productivity Gains: Palantir's AI platform reduced a shipbuilder's planning time from 160 hours to just 10 minutes and cut material review time from weeks to under an hour, significantly enhancing customer operational efficiency and strengthening its competitive edge.
- Accelerated Profitability: Palantir's non-GAAP earnings jumped 83% in 2025 to $0.75 per share, indicating a sustained increase in profitability under the proliferation of AI technology, with expectations for continued strong growth in the coming years.
See More
Dan Ives Bullish on Palantir's Future Growth Potential
- Tech Stock Leader: Dan Ives, managing director at Wedbush, remains bullish on tech stocks despite short-term challenges, focusing on long-term growth potential, showcasing his deep market insights.
- Palantir's Strong Performance: Ives reiterated a $230 price target for Palantir, highlighting its impressive earnings report and consecutive quarters of profit growth, indicating robust performance driven by its dual commercial and government sectors.
- AI Platform Advantage: Palantir's Artificial Intelligence Platform (AIP) has emerged as a star product, leveraging AI technology to enable clients to make swift decisions, enhancing the company's competitive edge in the rapidly evolving AI market and signaling future growth potential.
- Valuation and Outlook: While Palantir's valuation is still considered high, Ives emphasizes that focusing on the company's earnings track record and market outlook will help investors seize future growth opportunities, especially amid the AI boom.
See More
Palantir Reports Stellar Q4 Earnings, Stock Reaction Mixed
- Significant Earnings Growth: Palantir reported a remarkable 137% year-over-year growth in Q4, driven by surging demand from U.S. commercial clients, highlighting the company's strong market performance.
- Clear Competitive Advantage: By offering tailored services and embedding forward-deployed engineers (FDEs) with clients, Palantir has created a formidable competitive moat, making it costly for clients to switch to competitors and enhancing customer loyalty.
- Valuation Concerns: Despite impressive performance, Palantir's forward P/E ratio stands at 160, indicating that the market has high expectations for future growth; failing to sustain a 30%-40% annual growth rate could lead to a valuation correction.
- International Market Challenges: Palantir's growth outside the U.S. has stalled, particularly with only 10% year-over-year growth in the U.K., indicating significant challenges in global expansion that may impact its long-term growth potential.
See More
Rise of Retail Investors and ETF Popularity
- Impact of Retail Investors: According to 'The Retail Investor Report,' retail investors accounted for approximately 25% of total equity trading volume in 2021, doubling from a decade ago, indicating their growing influence in the market and prompting online brokers to adjust strategies to attract more clients.
- Robinhood's Market Strategy: Robinhood has successfully attracted a large number of retail investors by offering commission-free trading and fractional share purchases, with its '100 Most Popular' leaderboard showing that the Vanguard S&P 500 ETF and SPDR S&P 500 ETF Trust are among the most favored investments, reflecting a preference for index funds among retail investors.
- Long-Term ETF Returns: Data from Crestmont Research indicates that all 107 rolling 20-year periods since the early 20th century have produced positive returns, suggesting that investors holding S&P 500 tracking ETFs have historically profited every time, thereby enhancing investor confidence in these products.
- Attraction of Bond ETFs: The Vanguard Total Bond Market ETF has become the tenth most-held security on Robinhood, offering over 4% yield and a low expense ratio, reflecting retail investors' concerns about high stock valuations and their shift towards safer income investments to mitigate potential market volatility.
See More
Wall Street Punishes Software Stocks Amid AI Concerns
- Historic Selloff: Wedbush analyst Dan Ives noted that Wall Street's punishment of software stocks like Salesforce, ServiceNow, and Microsoft is unprecedented, indicating a significant decline in investor confidence that could lead to a potential 5% loss in customers over the next few years.
- AI Challenges: Ives emphasized that while AI is disrupting the software industry, the notion that software companies have become irrelevant is overly extreme, suggesting that there is still room for survival, particularly citing Palantir as an example of software's adaptability in the new landscape.
- Weak Market Performance: According to Benzinga Edge Stock Rankings, Salesforce shows weak price trends across short, medium, and long-term horizons, along with a low value ranking, reflecting pessimistic market expectations for its future growth, which could impact its financing and investor confidence.
- Shift in Investor Sentiment: Ives pointed out that current market sentiment indicates a cautious attitude among investors towards the future of software companies, suggesting that their competitiveness in the AI era is under threat, which may lead to broader industry adjustments and reevaluations.
See More
