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Palantir’s Rally Faces Valuation Test as AIP-Fueled Growth Accelerates

The latest snapshot highlights surging U.S. commercial momentum alongside pricing that could cap adoption.

Overview

  • Palantir shares are up more than 140% this year, placing the stock among the top performers in the S&P 500.
  • In Q2, revenue rose 48% year over year, reflecting faster growth tied to its Artificial Intelligence Platform.
  • U.S. commercial revenue grew 93% year over year to $306 million from a base of roughly 485 customers.
  • The average annual cost for the cited commercial cohort is $2.52 million, indicating a limited pool of potential buyers.
  • Since early 2023 revenue has climbed 81% while the stock is up 2,740%, with valuation cited around 134 times sales and 284 times forward earnings.