Growth continues to be driven by strong AI demand across both government & commercial segments. Government revenue is supported by rising defense spending & contracts like the $448M Navy deal, while commercial revenue momentum remains key, following last quarter’s triple-digit U.S. growth. Ongoing adoption of AIP & tools like AI Hivemind further reinforces Palantir’s position in large-scale data integration.
With the stock up roughly 78% in 2025 & options implying a ~9% post-earnings move, valuation is the main point of contention. Tonight, the market’s focus will likely be on 2026 guidance, which will determine whether PLTR can justify further upside at current levels.
@Tiger_comments @TigerStars
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- feelond·02-03 11:15TOPBullish on PLTR! Earnings tonight could spark a rally. [得意]1Report
- icycrystal·02-03 17:16TOPthanks for sharing1Report