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Further Reading from MarketBeat.com Palantir Isn't Just Riding the AI Boom—It's Orchestrating ItWritten by Chris Markoch. Published 11/26/2025. 
Key Points - Palantir’s strong earnings and surging commercial revenue show its AI-driven growth story is still accelerating.
- NVIDIA’s explosive demand signals a long runway for Palantir’s software platforms that turn AI compute into real-world results.
- A recent pullback may confirm support near $150, giving long-term investors a potential buying opportunity.
If nothing else, recent bullish earnings reports from Palantir Technologies Inc. (NASDAQ: PLTR) have helped quiet the argument that the company's growth is unsustainable. Palantir is now solidly profitable, with revenue coming from U.S. government contracts and — increasingly important — an expanding list of commercial customers. As with many technology stocks, investors questioned whether the artificial intelligence (AI) boom would live up to the hype. This earnings season suggests the AI cycle is still in its early stages — and no company illustrated that better than NVIDIA Corp. (NASDAQ: NVDA). After picking Nvidia in 2016, before it jumped 27,000%...
Jeff Brown is back with what he believes will be the biggest paradigm shift ever.
Yes, even bigger than AI. And he found one Seattle company that's at the center of this new $100 trillion revolution.
Click here to get the name of this company, completely free of charge... Click here for the details. Palantir functions as the software "layer" atop the AI infrastructure NVIDIA monetizes at the chip level. The robust — some would say insatiable — demand for GPUs signals that Palantir's growth runway remains long. The Link Between NVIDIA's Results and Palantir NVIDIA supplies the hardware that makes many AI applications possible. Its recent earnings report reaffirmed that companies and governments are not just experimenting with AI — they're investing aggressively. But there's a difference between AI that is possible and AI that is useful. Every new AI cluster and large language model (LLM) needs to connect to real-world data, workflows and decisions. That's where Palantir comes in. The company's Gotham, Foundry and AIP platforms help customers convert compute into actionable use cases. Palantir has drawn praise from organizations across supply chains, fraud detection, logistics, healthcare and defense targeting. Its value proposition is to remove data bottlenecks and orchestrate data, models and human users to produce better decision-making. Palantir Is Shaping the AI Wave Early criticism of Palantir centered on heavy dependence on U.S. government contracts. In recent quarters, however, the company has grown U.S. commercial revenue at triple-digit rates. Commercial customers now account for roughly 45% of total revenue. Palantir is adding customers quickly, helped by a go-to-market strategy that uses short AIP "boot camps" to rapidly demonstrate value. Both the pace and size of deals have accelerated as AI-driven demand has increased. The combination of rapid growth off a large base in a fast-expanding category is precisely what long-term investors look for in a compounding business. Palantir's software-first, asset-light model delivers high gross margins and expanding operating margins, meaning new revenue flows disproportionately to the bottom line. Is the Valuation Overhang a Real Concern? Despite a bullish outlook, many analysts point to a forward price-to-earnings (P/E) ratio above 200x and argue that growth is already priced into the stock. In an AI-first world, however, a counterargument is that analysts may be undervaluing Palantir's earnings power. Some analysts believe the company's 2026 adjusted earnings per share (EPS) could be several times current consensus estimates, with accelerating international adoption (a historical weakness) and operating margins in the 45%–50% range. Under those assumptions, PLTR would trade at a forward P/E between roughly 20x and 40x — still rich, but comparable to many high-quality software names that don't match Palantir's growth trajectory. Is $150 the Floor for PLTR Stock? On Nov. 21, PLTR closed around $154. In a short trading week with low volume the stock has bounced higher; December will help confirm whether ~$150 holds as support or if the stock will resume a decline. From an all-time high near $207 to the recent close of $154, Palantir is down about 26%. That's not uncommon — earlier this year it experienced even deeper pullbacks. Richly valued stocks tend to suffer sharp declines on bearish sentiment, regardless of fundamentals. Those pullbacks, however, have often been corrections within a broader uptrend driven by improving fundamentals. That dynamic remains in place, which is why some view this pullback as a buying opportunity.
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