🚀 Rocketing Q2 Results | Palantir Bullets #90

Q2 results, analysts updates, Microsoft, Wendy's

Palantir reached $30 per share, almost doubling YoY.

What did bears get wrong?

I explained it in a guest post on OnlyCFO, a leading SaaS newsletter (+24k subs):

Palantir | Creation of a Cult Stock

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Editor: Emanuele Marabella

Last week:

• Palantir delivered exceptional Q2 results:

  • +27% YoY Revenue growth (+30% ex-SPACs);

  • +83% YoY US Commercial client count;

  • +55% YoY US Commercial Revenue growth;

  • 37% EBIT adj. Margin;

  • 27 closed deals over $10mn (+50% YoY).

• Analysts updated their price targets:

  • @DivesTech raised to $38;

  • Bank of America raised to $30;

  • Citi raised to $30;

  • Mizuho raised to $24;

  • Deutsche Bank raised to $21;

  • DA Davidson raised to $28.

  • Jefferies confirmed a $28.

  • William Blair reaffirmed UNDERPERFORM. I analyzed the note…

• Palantir CTO Shyam Sankar joined Bloomberg to discuss the Q2 results and AI demand.

• Palantir Co-Founder Joe Lonsdale joined CNBC to discuss results and the impact of AI on the economy.

• Palantir partnered with Wendy’s Quality Supply Chain Co-op (QSCC) to accelerate digital transformation, AI adoption, and operational decision-making across the Co-op.

• Palantir and Microsoft partnered to deliver AI to Classified Networks for Critical National Security Operations. Palantir will deploy their suite of products – Foundry, Gotham, Apollo, and AIP – in Microsoft Azure Government and the Azure Government Secret (DoD Impact Level 6) and Top Secret clouds.

• Palantir won a $8mn deal with the Air Force for commercial AI Mission Control software and integration services. Work will be performed primarily in South Korea and is expected to be completed by Aug. 8, 2025. (Great find by Gokarp!)

• Palantir sent the first AI-fueled TITAN prototype to the Army.

Palantir is rocketing. How can we value it?

Palantweets

Tweet of the week

Yours,
Arny

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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.