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Patrick Sanders, The Motley Fool
June 20, 2025
Is there a more compelling -- or polarizing -- stock on U.S. indexes right now than Palantir Technologies (NASDAQ: PLTR)? On the one hand, the company is showing ridiculous growth, sending shares up 85% so far in 2025 and 440% over the past 12 months.
But the company, which is evolving from a government contractor to a powerhouse that uses artificial intelligence to help both government and commercial clients make real-time decisions, has a stock valuation that would make even the most stout-hearted investor wince. And there's emerging concern that some of Palantir's newest deals with the U.S. government are walking (or blurring) a line separating government needs and personal privacy.
Palantir delivered its first-quarter 2025 earnings report in early May. Revenue grew 39% year over year, with U.S. commercial sales up 71% and U.S. government sales up 45%. That's along with a 39% increase in total customer count year over year, and an 8% quarter-to-quarter gain.
The company is landing huge deals, too, including 139 deals in Q1 worth more than $1 million, 51 deals worth more than $5 million, and 31 deals worth more than $10 million. The stock's market capitalization, which was just $56.4 billion a year ago, is now $331 billion.
Palantir recently announced partnerships with Italian paper manufacturer Fedrigoni, healthcare organization The Joint Commission, Elon Musk's xAI, and investment firm TWG Global, as well as six industrial firms. All of this shows Palantir's commercial business is just getting started.
Not everyone is comfortable with that. There are published reports that Palantir is expanding its role with the Pentagon, the Department of Homeland Security, and the Department of Health and Human Services. And it's also reportedly talking to the Internal Revenue Service and the Social Security Administration.
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Patrick Sanders, The Motley Fool
June 20, 2025
Is there a more compelling -- or polarizing -- stock on U.S. indexes right now than Palantir Technologies (NASDAQ: PLTR)? On the one hand, the company is showing ridiculous growth, sending shares up 85% so far in 2025 and 440% over the past 12 months.
But the company, which is evolving from a government contractor to a powerhouse that uses artificial intelligence to help both government and commercial clients make real-time decisions, has a stock valuation that would make even the most stout-hearted investor wince. And there's emerging concern that some of Palantir's newest deals with the U.S. government are walking (or blurring) a line separating government needs and personal privacy.
Palantir's growth story is one of legend -- and is just getting started
Palantir delivered its first-quarter 2025 earnings report in early May. Revenue grew 39% year over year, with U.S. commercial sales up 71% and U.S. government sales up 45%. That's along with a 39% increase in total customer count year over year, and an 8% quarter-to-quarter gain.
The company is landing huge deals, too, including 139 deals in Q1 worth more than $1 million, 51 deals worth more than $5 million, and 31 deals worth more than $10 million. The stock's market capitalization, which was just $56.4 billion a year ago, is now $331 billion.
Palantir recently announced partnerships with Italian paper manufacturer Fedrigoni, healthcare organization The Joint Commission, Elon Musk's xAI, and investment firm TWG Global, as well as six industrial firms. All of this shows Palantir's commercial business is just getting started.
We live in a truly messy world
As the world gets more complicated -- war in Ukraine and the Middle East, tensions between Washington and Beijing, and the massive changes happening in the U.S. government -- Palantir's government contracts are just going to grow. The demand for AI-driven intelligence tools is rising.Not everyone is comfortable with that. There are published reports that Palantir is expanding its role with the Pentagon, the Department of Homeland Security, and the Department of Health and Human Services. And it's also reportedly talking to the Internal Revenue Service and the Social Security Administration.
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