Core Insights - Palantir is experiencing significant growth, with a 70% increase in Q4 revenue year-over-year, reaching $1.4 billion, driven by the adoption of its AI tools [3] - The company's adjusted operating margin improved by 12 percentage points year-over-year to 57% in Q4 2025, indicating enhanced profitability [1] - Palantir anticipates continued growth, projecting nearly $7.2 billion in revenue for 2026, a 61% increase from the previous year [6] Business Performance - The remaining deal value for Palantir increased by 105% to $11.2 billion, indicating a strong pipeline of future revenue [7] - The customer base grew by 34% year-over-year, reaching 954 customers, which could further enhance revenue as new customers expand their use of AI solutions [8] - Analysts expect Palantir's revenue growth to accelerate, with projections of 40% growth in 2028 compared to 38% in 2027 [13] Market Position - Palantir currently controls about 25% of the AI software platform market, which generated over $18 billion in revenue last year [10] - The AI software platform market is expected to grow by more than 400% between 2025 and 2030, positioning Palantir for substantial growth [10] - If Palantir maintains a growth rate of 50%, its revenue could reach nearly $37 billion by 2030, significantly increasing its market cap [14][15]
Prediction: This Will Be Palantir Technologies' Stock Price in 2030