"Palantir Technologies ( ) sits at the center of the artificial intelligence (AI) revolution as the leading enterprise AI software platform. Its three core products - Gotham for government and defense, Foundry for commercial data unification, and the rapidly adopted Artificial Intelligence Platform (AIP) - enable organizations to turn raw data into real-time, actionable intelligence at scale. In 2025, Palantir has reached escape velocity : U.S. commercial revenue is growing triple digits, bootcamp-driven"
"The result? Palantir possesses the extraordinary characteristics - hyper-growth revenue, accelerating profitability, and explosive cash generation - that can make it a tremendous multi-year compounder for investors. From Triple-Digit Growth to Cash Flow Dominance Some analysts now project Palantir to deliver revenue growth exceeding 100% in 2026, pushing total sales well past previous highs as the U.S. commercial segment alone scales toward a multi-billion-dollar run rate."
"This isn't speculative hype - the acceleration is already visible in recent quarters, where U.S. commercial revenue more than doubled year-over-year in the third quarter, and total revenue beat estimates by wide margins. They also expect earnings per share to surge more than 200% year-over-year in the same period, driven by gross margins that have climbed above 80% and operating margins expanding from negative territory just a few years ago to the mid-40% range by 2026."
Palantir's three core products—Gotham, Foundry, and the Artificial Intelligence Platform (AIP)—convert raw data into real-time, actionable intelligence for government, defense, and commercial customers. By 2025 U.S. commercial revenue is growing triple digits, deal cycles have shortened from months to weeks, and seven-figure contracts are closing within days of demonstrations. Analysts project revenue growth exceeding 100% in 2026 with U.S. commercial scaling toward a multi-billion-dollar run rate. Gross margins have climbed above 80% and operating margins are expected to reach the mid-40% range, driving forecasted operating cash flow above $2 billion in 2026 and structurally higher free cash flow.
Read at 24/7 Wall St.
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