The AI software company, Palantir, smashed its second-quarter earnings expectations yesterday and raised its outlook on robust demand for its AI Platform.
Ahead of earnings, investors held bullish expectations and the company more than delivered, reporting a recordbreaking quarterly revenue, exceeding the $1billion mark for the first time in its history and an impressive yearover-year growth rate of 48% at the second quarter of 2025.
US commercial revenue soared by 93% driven by AI-enabled products and US government revenue jumped by 53%. Palantir’s AI platform, including new AI tools namely, the AI FDE, AI Workbench and Ontology-as-Code, contributed strongly to commercial adoption and government client success.
Usage examples included deploying AI to improve hospital operations and operational efficiency in healthcare in general (Nebraska Medicine) alongside mortgage fraud detection (Citibank and Fannie Mae).
Furthermore, the company has been garnered multiple analyst upgrades over the past few quarters after closing a series of partnership agreements and expansions with existing customers, which lifted investor optimism and henceforth larger capital allocations.
Ryan Taylor, Chief Revenue Officer, accentuated the critical role of Palantir’s AI solutions, stating, “LLMs simply don’t work in the real world without Palantir”, highlighting that the company’s real-world relevance solutions which is expected to continue fuelling growth on both the commercial and government sectors.
CEO Alex Karp expressed confidence in the company’s U.S. operations, declaring, “We are very, very bullish on America,” and emphasized the “phenomenal” quarter driven by the “astonishing impact of AI leverage”
We must end by noting however, that the margin of error for the company is superbly thin, so should there be waning investor sentiment for AI, or the slightest revenue misses, it could spark waves of declines and the recalibration of forecasting models to the downside.
Technical Analysis
PLTR Chart – Palantir smashes another all-time high record after superb Q2 earnings data and optimistic outlook
Resistance: 180 (R1), 220 (R2), 270 (R3)
Support: 120 (S1), 92 (S2), 66 (S3)
