Overview
- Palantir closed a record $2.76 billion in total contract value, up 151% year over year, and raised full‑year guidance for revenue, adjusted operating income, and free cash flow.
- The company’s Artificial Intelligence Platform remains the growth engine as recent results showed triple‑digit U.S. commercial revenue gains alongside double‑digit growth in U.S. government sales.
- Shares have soared 167% in 2023, 341% in 2024, and about 120% so far in 2025, yet many analysts maintain hold ratings due to valuation concerns.
- With roughly 530 U.S. commercial customers, management and observers point to a sizable runway for further adoption of its AI‑driven software.
- Coverage discusses a 2030 $1 trillion valuation as a scenario that would require sustained high growth and margins, with one analysis modeling revenue of $40.8 billion and profits of $16.3 billion under aggressive assumptions.