Palantir Earnings Review: $1.2 Trillion TAM

  • Palantir Technologies Inc.'s shares have surged 41.84% YTD and 109.80% in six months, driven by strong Q1 2025 revenue growth and U.S. commercial revenue jump of 71% YoY. Palantir's AI Platform has gained significant traction, with key partnerships like NATO and Google Cloud FedStart, showcasing its enterprise tech's effectiveness and expanding TAM. Despite a 13.39% drop in shares, I maintain a strong buy rating due to Palantir's accelerating revenues, AI advancements, and robust defense sector opportunities.