Overview

• Palantir delivered $1.004 billion in second-quarter revenue and $0.16 in adjusted EPS, beating analyst forecasts.
• Total revenue grew 48% year-over-year as U.S. commercial sales jumped 93% and government revenue rose 53%.
• The company raised its full-year 2025 revenue forecast to $4.142 billion–$4.150 billion, marking its second guidance upgrade this year.
• Palantir closed 66 deals worth at least $5 million and 42 deals of $10 million or more, driving contract value up 140% to $2.27 billion and securing a potential $10 billion U.S. Army engagement.
• Shares have more than doubled in 2025, prompting Loop Capital, Wedbush and Jefferies to lift price targets despite debate over its triple-digit P/E valuation.