Palantir Technologies(US:PLTR) Zhi Tong Cai Jing·2025-08-04 04:10Group 1 - Palantir reported a revenue of $883.9 million for the last quarter, exceeding analyst expectations by 2.5% and showing a year-over-year growth of 39.3% [1] - The company also surpassed market expectations in order volume and EBITDA, indicating strong execution of its business model [1] - Analysts are optimistic about the upcoming quarter, forecasting a revenue increase of 38.6% to $939.6 million, significantly higher than the previous year's growth of 27.2% [1] Group 2 - Over the past 30 days, most analysts tracking Palantir have reaffirmed their original forecasts, reflecting confidence in the company's earnings sustainability [4] - Historical data shows that Palantir has only missed revenue expectations once in the past two years, with an average beat of 2.6%, highlighting its stability compared to peers [4] - The data analytics software sector has shown mixed results, with MicroStrategy reporting a 2.7% revenue increase and a subsequent stock price drop of 8.7%, while Commvault achieved a 25.5% revenue growth, leading to an 18.2% stock price increase [4] Group 3 - Despite a challenging market environment, Palantir's stock price increased by 11.5%, indicating market recognition of its technological barriers and business execution capabilities [5] - The average analyst target price for Palantir is $113.54, significantly lower than its current stock price of $155.16, suggesting potential market valuation discrepancies [5] - The upcoming quarterly earnings report will be a critical test for Palantir's growth trajectory and ability to maintain its performance above expectations [5]