Palantir Technologies (PLTR) has been on a strong roll, with its share price rising over 540% in the past year. The company recently agreed to a deal with the U.S. army worth up to $10 billion over the next decade, further boosting its performance. As Palantir gears up to release its Q2 2025 numbers on August 4, investors are eagerly waiting for updates.
One top investor, Deep Value Investing, believes Palantir will continue to outperform expectations but warns of potential risks. The analyst notes that while revenue from the U.S. army deal is expected to be high, there’s a risk of disappointment due to margin concerns. Additionally, commercial adoption outside the U.S. has been slow, and the company faces significant competition.
Despite this, Deep Value Investing remains bullish on Palantir, assigning a Buy rating. The analyst will be closely watching revenue growth and operating income guidance for the remainder of the year. Wall Street is less optimistic, with most analysts maintaining a Hold rating due to concerns about profitability and the high price-to-earnings ratio.
Overall, Palantir’s strong run raises questions about its future growth potential. Will the company continue to outperform expectations, or will it face challenges in expanding its commercial adoption?
Source: https://www.tipranks.com/news/great-expectations-says-top-investor-about-palantir-stock