Palantir Technologies Inc. Class A (PLTR)

Palantir's stock has increased significantly, with a 144% rise in 2025 and 69.50% over the last six months. Palantir was added to the S&P 500 index in September 2024, leading to a 14% rise in its share price. In Q2 2025, Palantir reported its first-ever billion-dollar quarterly revenue, driven by growth in its U.S. commercial segment. The company secured a $10 billion U.S. Army contract and a £1.5 billion defense deal with the U.K. Palantir formed a multi-year strategic partnership with Lumen Technologies to accelerate AI adoption for businesses. The stock experienced volatility following earnings and a bearish short-selling report, but found technical support around the $175 level.

Specific seasonal patterns for Palantir's core products and services are not explicitly detailed, but several factors suggest potential influences on demand. Government contracts provide a stable income source, while the commercial segment may experience fluctuations based on enterprise budget cycles. Palantir's partnership with Lumen Technologies indicates that some commercial clients may scale their usage based on seasonal demand. Investor sentiment in high-growth sectors may also influence demand for its publicly traded shares.

Palantir Technologies, Inc. specializes in data integration and analytics platforms for government and commercial sectors. Its major products include Palantir Gotham, an intelligence tool; Palantir Foundry, a platform for commercial and civil government sectors; Palantir Apollo, a platform for continuous software updates; and Palantir Artificial Intelligence Platform (AIP), which allows customers to create custom AI agents.

Palantir Technologies is headquartered in Denver, Colorado, with additional offices in Palo Alto, California, McLean, Virginia, and Washington, D.C. The company serves a global client base, with 66.3% of its net sales originating from the United States, 10.6% from the United Kingdom, and 23.1% from other regions. Palantir partners exclusively with entities in Western-allied nations and has expanded its strategic footprint in Europe through an agreement with Poland's Defense Ministry.

Palantir's brand reputation has been marked by strong performance and ongoing controversy. The company's rapid recovery of customer acquisition costs suggests a strong brand reputation in terms of product effectiveness and market demand. However, Palantir has faced criticism for its involvement in government surveillance, immigration enforcement, and military applications.

The ownership structure of Palantir Technologies is a mix of institutional, retail, and individual investors. Public companies and individual investors collectively own 55.56% of PLTR. Institutional investors hold approximately 39.49% of the company's stock, while insiders own 4.95%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Sompo Holdings Inc. is a significant individual shareholder, owning 4.53% of the company's shares.