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Palantir Prepares for Q1 Earnings as Analysts Weigh Growth Risks

The AI-driven software leader has gained 33% in 2025, driven by NATO and ICE deals, but federal budget concerns loom ahead of its May 5 report.

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Overview

  • Palantir's stock has risen 33% year-to-date, making it the top performer in the Nasdaq-100, fueled by strong demand for its AI-driven analytics platform.
  • The company recently secured a $30 million ICE tracking software contract and a partnership with NATO to enhance AI applications in defense and public sectors.
  • Analysts project $0.08 earnings per share for Q1 2025, a 100% year-over-year increase, with results set to be released on May 5.
  • UBS analysts maintain a neutral rating and a $105 price target, citing risks from potential federal budget cuts that could impact Palantir's 55% reliance on government contracts.
  • Palantir’s U.S. commercial business continues to grow rapidly, with 382 customers and a 64% revenue increase in the latest quarter, totaling over $800 million in contract value.