Palantir Earnings Beat Expectations - Is Now a Good Time to Buy?

Another strong quarter in the books for Palantir Technologies

Palantir (PLTR) Earnings Recap - Guidance Raised, Target Raised

Another strong quarter in the books for Palantir Technologies PLTR and it’s time to raise the bar.

The company just raised its full-year 2025 sales forecast to a range of $3.89B–$3.90B, showing confidence and momentum in both commercial and government sectors. As far as forward-looking guidance goes, this was a bullish print.

Key Highlights:

• U.S. Commercial Boom: Palantir expects over $1.18 billion in sales to come from U.S. businesses this year. That’s massive — and it reinforces the shift toward private-sector AI adoption.
• Government Remains Core: The U.S. government made up 42% of total Q1 revenue, showing continued strength in defense, intelligence, and federal contracts — despite broader budget tightening across other contractors.
• Stock Strength: Shares of PLTR are already up over 60% YTD, easily outpacing the S&P 500. This is driven by tailwinds from AI expectations, rising defense needs, and investor confidence in the story.
• Navigating Policy Shifts: While Trump-era cost-cutting is pressuring some large government contractors, Palantir’s leadership says they welcome the shift toward efficiency — and are well-positioned to benefit from it.

Updated Rating & Price Target:

"We’re officially raising our price target on PLTR to $100 per share."

This target is based on the expected retest and breakout continuation on the 20-day chart, strong top-line guidance, and continued AI + defense spending momentum.

"PLTR is a BUY and this momentum isn’t slowing down."

Remember our PLTR Bottom call back in March? PLTR: Did $75.40 Mark the Bottom?

Final Word:

Palantir continues to prove it’s not just riding the AI hype cycle - it’s building something sticky, scalable, and mission-critical. With government and commercial growth both firing, and technicals lining up for a breakout continuation, this remains one of the top AI-focused trades on the board. Stock is down over -10% in after hours trading, we are a buyer on dips!

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Read PLTR CEO Alex Karp's Letter to Shareholders