Overview

• Bank of America’s Mariana Perez Mora kept a Buy rating with a $180 target after AIPCon 8, citing Palantir’s Ontology architecture, hands-on deployment model, and value-based pricing that prioritizes ROI.
• Palantir reported Q2 2025 revenue of $1.004 billion, up 48% year over year, with $327 million in net income and strong cash generation and margins.
• Foundry secured a U.S. State Department blanket purchase agreement supporting the ORION program, easing future contract awards within the department.
• Palantir expanded a five-year partnership with Lear to broaden Foundry, Warp Speed, and AIP across manufacturing operations and announced a collaboration with Lumen to offer Foundry and AIP on its platform.
• Investor sentiment remains divided as Jim Cramer reiterated a $200 view, Citron criticized fundamentals, valuation metrics remain elevated, and shares rose about 3% Monday to roughly $158 following the analyst note.