Palantir Technologies(US:PLTR) 智通财经网·2025-08-06 08:26Core Viewpoint - Palantir's stock price increased following the release of better-than-expected Q2 earnings and guidance, with Wall Street analysts expressing optimism about the stock [1]. Group 1: Earnings Performance - Palantir reported its eighth consecutive quarter of accelerating revenue growth, with significant improvements in profit margins [2]. - The revenue growth rate for U.S. commercial business rose from 71% in Q1 to 93% in Q2, while government business growth increased from 45% to 49% [2]. - Q3 revenue guidance indicates a year-over-year growth of 50%, and the revenue growth forecast for 2025 was raised from 36% to 45%, with an operating margin of 46% [2]. Group 2: Analyst Ratings and Price Targets - Morgan Stanley maintained a "Hold" rating but raised the target price from $98 to $155 [2]. - Piper Sandler upgraded Palantir to "Overweight" and increased the target price from $170 to $182, citing a $10 billion contract with the U.S. Army as a significant win [3]. - Cantor Fitzgerald reiterated a "Neutral" rating while raising the target price from $110 to $155, noting strong growth in U.S. commercial business and record total contract value [3]. Group 3: Market Position and Trends - Analysts highlighted Palantir's leading position in leveraging long-term growth trends in artificial intelligence, which is driving transformation across the industry [4]. - The stock has seen a year-to-date increase of 129%, reflecting strong market performance [4].