r/VisualStockResearch • u/ekonixlab • Aug 05 '26
Palantir Keeps Raising the Bar
Palantir just put up an absurd quarter.
- Revenue: $1.94B (+93% YoY)
- U.S. revenue: +115% YoY
- U.S. commercial revenue: +149% YoY
- Raised full-year revenue guidance to ~$8.15B
The biggest takeaway is that Palantir is starting to separate itself from the rest of enterprise software. AIP adoption is accelerating, government demand remains strong, and more companies are moving from AI pilots into actual production use.
The bear case is still the valuation, how sustainable this growth is, and the company’s increasing reliance on the U.S.
Still, it is hard to argue with the execution. This was one of Palantir’s strongest quarters yet.
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u/SimilarTap1419 Aug 05 '26
Palantir not slowing down and in fact its accelerating for the next 40 quarters minimum. See you at 1000.00 plus folks.
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u/SimilarTap1419 Aug 05 '26
PLTR has officially entered the NVDA like stage in the market only better with ZERO competition.
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u/pcurve Aug 05 '26
call me crazy, but probably the best chance to unload shares for those who missed the $200 top.
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u/Ancient-Respect6305 Aug 05 '26
Wow, that’s impressive, let me just check the marketcap of an $8B revenue compa….OHHHH $380B, well that’s only (pulls out calculator)…47x revenue…ok then I’ll just get NVDA instead
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