Core Insights - Palantir Technologies Inc. (PLTR) is set to report its second-quarter 2025 results on August 4, with expectations of significant year-over-year revenue growth driven by strong performance in both Government and Commercial segments [1][7] - The Zacks Consensus Estimate for total revenues is $938.3 million, reflecting a 36% increase compared to the same quarter last year [1][7] Revenue Breakdown - Government revenues are projected at $510.5 million, indicating a 37.7% year-over-year increase [2] - Commercial revenues are estimated to reach $429.3 million, representing a 39.7% year-over-year growth [2] Business Drivers - The Artificial Intelligence Platform (AIP) is becoming the primary commercial catalyst for Palantir, enabling organizations to implement autonomous AI agents that enhance productivity and decision-making [3] - AIP is positioned as a scalable, deployment-ready solution, distinguishing Palantir from competitors who focus on AI model development [3]

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective. With that in mind, let's delve into the average projections of some Palantir Technologies metrics that are commonly tracked and projected by analysts on Wall Street. Analysts expect 'Revenue- Commercial' to come in at $429.32 million. The estimate points to a ...

An exchange-traded fund can help smooth out volatility when investing in high-growth themes like artificial intelligence. Investors can earn a reliable, practically risk-free annual return of up to 5% by purchasing U.S. government bonds, or they can invest in the S&P 500 (^GSPC -0.12%) index, which has delivered a compound annual return of 10.5% since its inception in 1957. But volatility is the price we pay for higher returns in the stock market, so investors will have to stomach regular sell-offs along th ...

The data mining and artificial intelligence (AI) expert has been on a blistering run. Is it still a buy? What's fueling Palantir's epic run? The AI revolution aside, one of the most significant developments for Palantir has been the company's consistently improving financial picture. While Palantir's blistering run has been impressive, the gains haven't all been in a straight line. The uncertainty born of a high valuation, the potential consequences of blanket tariffs, and the ongoing battle with inflation ...

Core Viewpoint - Palantir Technologies Inc. is expected to report strong year-over-year growth in earnings and revenues for Q2 2025, but its current stock valuation appears high compared to industry peers [1][5][11]. Financial Performance - The Zacks Consensus Estimate for Q2 2025 earnings is 14 cents, reflecting a 55.6% increase from the same quarter last year [1]. - Total revenue is estimated at $938.3 million, indicating a 38.4% year-over-year growth [1]. - Government segment revenues are projected at $510.5 million, up 37.7% year-over-year, while Commercial segment revenues are expected to reach $429.3 million, reflecting a 39.7% increase [8]. Earnings Surprise History - Palantir has a strong history of earnings surprises, exceeding the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 12.7% [2][3]. Valuation Concerns - Palantir's stock has surged 107% year-to-date, significantly outperforming the industry average growth of 18% [9]. - The company's current valuation metrics are concerning, with a forward 12-month Price/Earnings ratio of 234.86X and an EV-to-EBITDA ratio of 2103.6X, both substantially higher than industry averages [10][11]. Market Sentiment - Despite strong business performance in both Government and Commercial segments, there is cautious sentiment among analysts regarding Palantir's high valuation and potential for a pullback if earnings expectations are not met [11].

Core Insights - Palantir (NASDAQ: PLTR) is enhancing its AI platforms within enterprises and government agencies, reinforcing its position in functional AI applications [1] - Despite a significant premium on PLTR shares, the company's operations are deemed supportive for future growth [1] Company Analysis - Palantir is recognized for its leadership in functional AI applications, indicating a strong competitive advantage in the market [1] - The company is actively embedding its AI solutions across various sectors, which may lead to increased adoption and revenue growth [1] Market Position - The substantial premium on Palantir shares suggests investor confidence in the company's future prospects, despite potential valuation concerns [1]

Palantir has quickly become one of the most prominent names in the AI race. AFP via Getty Images Last month, recent Wall Street AI darling Palantir announced a new partnership with Teletracking to use its AI suite in conjunction with the latter's platform to optimize healthcare operations and organizational decision-making capabilities. Palantir's Foundry and AIP systems will be integrated with Teletracking's OperationIQ platform in order to: Alex Karp, CEO of Palantir, explains that this partnership repres ...

Palantir Stock Structure Gives Founders the Power to Stay the Course https://t.co/u0WCe5mB9U ...

AI stocks Palantir and CoreWeave have rocketed higher this year, but certain analysts expect shareholders to sustain major losses in the coming months. Palantir Technologies (PLTR -1.10%) and CoreWeave (CRWV -1.21%) shares have increased 109% and 175%, respectively, this year. But some Wall Street analysts think the popular artificial intelligence stocks are likely to crash in the next 12 months, as detailed below: Here's what investors should know about Palantir and CoreWeave. Palantir Technologies: 62% im ...

These three stocks have home run potential. Artificial intelligence (AI) is a once-in-a-generation technological shift that should help create some huge winners over the long haul. While it will take time to sort out the winners, let's look at three AI stocks that have potential to make millionaires out of investors. 2. Advanced Micro Devices Advanced Micro Devices (AMD 2.07%) has always played second fiddle to Nvidia (NASDAQ: NVDA), but a shift in the market could help it become a huge long-term winner. Th ...