Thematic Analysis: Palantir (PLTR) – AI Contracts, Government Ties, and Valuation Risks
Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and drivers Palantir’s revenue acceleration in 2025 is driven by simultaneous expansion in U.S. government contracts and a rapid inflection in U.S. commercial sales. Q2 2025 total revenue reached $1.00B, a 48% increase versus Q2 2024, with U.S. commercial revenue up ~93% YoY and U.S. government…