Palantir's AI Playbook Is Working (Rating Upgrade)

Core Insights - Palantir Technologies (PLTR) is demonstrating strong commercial growth, with a 64% year-over-year increase in U.S. revenue, confirming previous expectations and countering skepticism [1] Group 1: Company Performance - The Q4 results indicate accelerating commercial traction for Palantir, highlighting significant growth in the U.S. market [1] - The company has deepened its engagement with government contracts, suggesting a robust pipeline for future revenue [1] Group 2: Analytical Approach - The analysis employs the Discounted Cash Flow (DCF) model to evaluate the company's growth prospects and cash flow generation under various business models [1]