Palantir Technologies Inc. Class A (PLTR)

Palantir's stock (PLTR) has experienced significant events and strong performance over the past six months. The stock delivered an exceptional return of approximately 376.57% to 382% over the past year, with a 52-week high of $190.00 reached on August 12, 2025. Palantir reported strong earnings and revenue growth in the second quarter of 2025, with earnings per share of $0.16 and revenue of $1 billion. Palantir was added to the S&P 500 index in September 2024, leading to a 14% jump in its share price. Significant government contracts have fueled investor confidence and revenue growth. Robust demand for its Artificial Intelligence Platform (AIP) has been a primary driver of its stock surge and accelerating growth. Palantir's shares rebounded after reports of potential security risks in a prototype military network, which were later clarified as compliance and configuration adjustments. Palantir transferred its stock listing from the New York Stock Exchange to the Nasdaq Global Select Market effective November 26, 2024.

Demand for Palantir Technologies' products and services is influenced by the timing and scale of large government and commercial contracts rather than strict seasonal patterns. The company's revenue streams are often described as "lumpy" due to the nature of securing significant, multi-year deals. Palantir has been experiencing strong and accelerating demand for its AI platforms, with consistent earnings beats and significant contract wins driving revenue growth. The company's strategic focus on expanding its commercial client base also aims to reduce reliance on government contracts and potentially smooth out revenue fluctuations.

Palantir Technologies, Inc. specializes in developing and deploying software platforms for data mining, integration, analysis, and operational decision-making. Its major products include Palantir Gotham, an intelligence tool; Palantir Foundry, an operating system for enterprises; Palantir Apollo, a cloud service for software updates; and Palantir Artificial Intelligence Platform (AIP), which allows customers to control large language models and AI on their private networks. Palantir's platforms are widely applied in critical areas such as defense, intelligence, healthcare, energy, and financial services.

Palantir Technologies Inc. is headquartered in Denver, Colorado, U.S., and has a significant global presence. In 2023 and 2024, 61.9% and 66.31% of its total revenue came from the United States, respectively. The United Kingdom is another key market, representing 10.6% of net sales in 2023 and 10.63% in 2024, followed by other international regions. Palantir has strategically expanded its global footprint with offices in major economic hubs including London, Tokyo, and Sydney. As of 2025, Palantir is most widely used in the United States, followed by the United Kingdom, Germany, France, and Canada.

Palantir's brand reputation has been influenced by its high-profile government programs and its positioning as an essential technology provider, particularly in defense and AI. Consistent earnings beats and accelerating growth, especially in its AI platforms, have contributed positively to its market perception. However, Palantir has faced criticism regarding its role in expanding government surveillance using artificial intelligence and facial recognition software. Debates about data privacy and the ethical use of AI continue to be a factor in its reputation. The company's founder-centric voting structure is also a notable aspect of its corporate governance reputation. Employee reviews on platforms like InHerSight indicate mixed internal perceptions. A recent event in October 2025 involved reports of potential security risks in a prototype military network, which caused a temporary dip in stock price, though the Army later clarified these were compliance and configuration adjustments.

Approximately 51.29% of Palantir Technologies Inc. is owned by institutional shareholders, with major holders including Vanguard Group Inc. and BlackRock, Inc. Retail investors own about 43.70% of the company. Palantir insiders hold approximately 5.01% of the company's shares. Sompo Holdings Inc. is the largest individual Palantir shareholder, owning 107.53 million shares, representing 4.53% of the company.