Overview

• Palantir reported $1.004 billion in second-quarter revenue, its first billion-dollar quarter and a 48% year-over-year increase.
• Adjusted earnings reached $0.16 per share, beating analyst expectations of $0.14.
• U.S. commercial revenue soared 93% to $306 million while government sales climbed 53% to $426 million.
• Management raised full-year 2025 revenue guidance to $4.14–$4.15 billion following record bookings and prospects for a $10 billion Army contract.
• Shares rallied to fresh highs, trading roughly 112% above January levels as investors assess valuation against sustained AI momentum.