Palantir surpasses Q4 expectations, easing market concerns about AI investment ROI and showcasing strong growth for the new ...

It has two primary platforms: Gotham (primarily for government and defense intelligence) and Foundry (primarily for commercial enterprises). First, Palantir has a notable advantage during times of ...

Palantir’s Foundry platform focused on commercial customers is used in industries including manufacturing, retail, and healthcare. However, commercial performance hasn’t been up to scratch.

We think that Palantir’s two main platforms, Gotham and Foundry, both benefit from high customer switching costs as evidenced by the firm’s strong gross and net retention metrics. Palantir has ...

Already profitable, Palantir’s annual earnings are expected to soar 52% this year to $0.38 per share versus EPS of $0.25 in 2023. Plus, FY25 EPS is projected to expand another 24% to $0.47.

Despite several positive developments over the past year, Palantir stock faces some challenges. One key issue is the company’s mixed growth in the commercial sector via its Foundry platform ...

For example, Palantir’s products are divided between the government side of the business, Gotham, and the commercial arm, Foundry, as well as Palantir’s Artificial Intelligence Platform (AIP ...