Overview

• Palantir's market capitalization reached $281 billion, surpassing Salesforce to become one of the 10 most valuable U.S. tech companies.
• Shares surged 8% on May 8 following optimism from a U.S.-U.K. trade deal announcement that could benefit American firms in the U.K. procurement market.
• First-quarter 2025 revenue grew 39% year-over-year to $883.9 million, driven by a 45% increase in government business, including a $178 million U.S. Army AI contract.
• Analysts remain divided on Palantir's valuation, which stands at 520× trailing earnings and 90× revenue, far exceeding industry averages.
• Despite a 5% weekly decline in stock price, long-term bulls project a $1 trillion valuation within three years, citing strong growth and AI leadership.