Palantir Stock Deserves Valuation Premium: Analyst Says Growth + Margin Equals 'Category Of One'

"The 10-year $10B Army Deal strengthens the case for further government share gains within the large $1T+ Defense TAM while 93% y/y growth in U.S. commercial reinforces an untapped AI platform opportunity for large enterprise customers," Bracelin said. Strong demand from both the government and commercial segments supports an "intermediate-term bull-case scenario" for Palantir stock, the analyst said. "While PLTR carries a rich valuation premium and remains a high-risk investment, the one-of-a-kind growth+m ...