AI Stock Spotlight: Palantir Surges on 48% Revenue Growth

AI Stock Spotlight: Palantir Surges on 48% Revenue Growth

By this point, you might think the AI Boom should be slowing down. After all, with titans like Nvidia (NVDA), Microsoft (MSFT), Broadcom (AVGO) and Taiwan Semiconductor (TSM) recently notching fresh all-time highs, could we be nearing the end of the runway here? 

Not even close

Palantir’s (PLTR) latest earnings report makes that abundantly clear. It was potent confirmation that the AI Boom is not a fleeting trend or some cyclical tech flavor-of-the-month phenomenon. Instead, we’re witnessing a full-blown transformation, on par with the rise of the internet or the smartphone… 

And Palantir is cementing its place at the epicenter.

But let’s not bury the lede here because those second-quarter earnings were absurd in the best way possible.

Revenue surged 48% year-over-year to just over $1 billion, the fastest growth rate in company history. And management is calling for even faster growth next quarter – nearly 50% growth… on more than a billion dollars in quarterly sales. That’s ballistic. And it’s not a one-off spike. 

This company was pulling in less than $400 million per quarter just four years ago. Now it’s scaling straight up.

And it’s not just one vertical driving the gains. Both its commercial and government businesses are exploding. Government revenue rose 49%. Commercial revenues rose 46%. 

In other words, AI isn’t a luxury being adopted by a handful of cutting-edge tech firms or experimental departments. It’s being embedded everywhere – on Wall Street, Main Street, and military bases.

Palantir closed 157 deals worth over $1 million. Ninety-six of those were worth over $5 million. Forty-two crossed the $10 million mark. And its top 20 customers now average $75 million in revenue per year: a stunning 30% increase from a year ago. 

This flywheel is spinning faster than ever.

Proof of Impact: Palantir’s AI Is Reshaping Finance, Healthcare & Defense

Now, Palantir isn’t just signing big contracts. It’s delivering jaw-dropping results for its customers – exactly why this AI Boom is durable, deep, and still gathering momentum.

At Citibank (C), onboarding times have collapsed – dropping from nine days to just seconds. That’s far more than incremental improvement.

Fannie Mae is able to proactively identify potential fraud before it escalates, bolstering the security of the housing finance system. Nebraska Medicine increased discharge lounge usage by 2,100% – the equivalent of adding a brand-new hospital unit without construction crews or permits. Lear Corporation (LEA) is managing tariffs, automating workflows, and optimizing manufacturing lines, all through Palantir’s AI.

Not to mention, Palantir just landed a 10-year, $10 billion deal to modernize the entire U.S. Army with AI. The future of military infrastructure is now powered by Palantir.

This company is becoming the operating system behind both the public and private sector’s AI transformations. And that’s a huge deal – because this isn’t about one stock… 

This is a window into the broader trend that’s reshaping every corner of the global economy:

AI is rapidly becoming as essential as electricity, the internet, or mobile phones.

Every sector, company, and government agency wants AI ASAP.

And investors? They better want AI stocks – because this train isn’t slowing down…

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