Palantir stock soars after $1B Q2 earnings crush forecasts as AI demand fuels 110% YTD surge—now S&P 500's top performer
Palantir Q2 earnings just made headlines by hitting a major milestone—crossing $1 billion in revenue for the first time. The company beat Wall Street expectations, driven by booming demand for its AI-powered defense and commercial platforms like AIP, Foundry, and Gotham. With over 110% YTD stock growth, Palantir has become a breakout leader in the S&P 500's AI rally. Its strong government contracts and rapid commercial expansion show it's more than hype—it's delivering real-world AI solutions at scale. This quarter's results firmly place Palantir Technologies as a top name in the fast-growing AI and national security tech space.
Reuters Palantir Technologies (PLTR) just delivered its biggest earnings surprise yet, posting over $1 billion in Q2 revenue for the first time—beating Wall Street expectations by a wide margin. Fueled by explosive demand for its AI-powered platforms across defense and commercial sectors, Palantir has now cemented its position as the top-performing stock in the S&P 500 in 2025, with a staggering 110% year-to-date gain. Palantir Q2 earnings crush forecasts with $1 billion revenue milestone, marking a major leap in AI-driven growth- Palantir Technologies (PLTR) just hit a game-changing moment in its history—reporting $1.004 billion in Q2 2025 revenue, a powerful signal of how its AI-powered platforms are reshaping defense, government, and enterprise markets. The number not only blew past Wall Street's forecast of $939 million but also marked the company's first-ever billion-dollar quarter, positioning Palantir as one of the top-performing AI stocks of the year. As investor demand for artificial intelligence platforms heats up, Palantir is showing exactly why it's seen as a strategic backbone for real-time, mission-critical national security systems.
In the second quarter of 2025, Palantir posted $1.004 billion in total revenue, surging past analysts' expectations by nearly 7%. This historic beat wasn't just about the numbers—it confirmed Palantir's arrival as a true heavyweight in the AI and defense tech space. Adjusted EPS : $0.16 per share vs. $0.14 expected
: $0.16 per share vs. $0.14 expected Year-over-year revenue growth : ~48%
: ~48% Q3 revenue guidance: $1.085 billion, signaling more than 50% growth This solid beat sent PLTR stock up over 5% in after-hours trading, continuing a bullish run that's seen the stock more than double in 2025. Palantir's commercial business in the U.S. has quickly become one of the company's most exciting growth engines. In Q2 alone, U.S. commercial revenue surged 93% year-over-year to hit $306 million, as more companies adopt Palantir's Artificial Intelligence Platform (AIP) to drive efficiencies, automation, and decision-making.
This massive jump reflects growing interest from sectors like healthcare, energy, manufacturing, and finance—all searching for secure, scalable AI solutions that deliver real-world outcomes. Palantir stock jumped 4.21% during regular trading, closing at $160.66, as investors reacted positively to the company's blowout Q2 earnings. The rally continued into after-hours trading, with shares climbing another 4.69% to $168.20, gaining $7.54 more after the bell. While its commercial business is taking off, Palantir's deep ties with the U.S. government remain a cornerstone of its success. In Q2, government revenue clocked in at $426 million, up 53% from the same time last year. Palantir's defense business is riding high on major wins, including: A $795 million Maven Smart System contract with the U.S. Army
with the U.S. Army A long-term framework agreement worth up to $10 billion , consolidating 75+ Army AI programs under one procurement system
, consolidating 75+ Army AI programs under one procurement system New NATO-linked deals positioning AIP as a trusted national defense tool Currently, about 40–45% of Palantir's total revenue still comes from federal and defense-related agencies. Palantir remains one of the top-performing stocks in the S&P 500, having surged more than 110% year-to-date. The company has become a clear favorite among investors looking to tap into the long-term upside of artificial intelligence, national security infrastructure, and next-gen software platforms. Its stock rally is backed by real demand, real contracts, and a pipeline that keeps expanding—not just hype. Institutional investors and analysts are now regularly citing Palantir as a foundational piece in the future of U.S. and allied defense systems. At the heart of Palantir's growth story is its Artificial Intelligence Platform (AIP)—a system that blends generative AI with deep, operational data to give users real-time intelligence. From battlefield operations to manufacturing and logistics, AIP is being adopted by clients who need more than just chatbots—they need precision, reliability, and security. Palantir is proving that AI adoption isn't just about innovation—it's about execution and outcomes. Despite the strong earnings, some analysts remain cautious due to Palantir's lofty valuation, which sits at over 260x forward earnings. With expectations now sky-high, the pressure is on for the company to continue delivering impressive results every quarter. Still, few companies in today's market have such a diverse portfolio of AI, data, and defense contracts, making Palantir a unique player in the AI race. Following this milestone quarter, here are the top areas investors are keeping an eye on: 2026 full-year guidance : Will management raise forecasts again or remain cautious amid global uncertainty?
: Will management raise forecasts again or remain cautious amid global uncertainty? Commercial pipeline momentum : Can the commercial segment keep pace with government growth?
: Can the commercial segment keep pace with government growth? Government dependency risks: Will reduced defense spending or political changes impact future revenue? Palantir's record-setting Q2 results have clearly marked a new chapter for the company. Crossing the $1 billion quarterly revenue mark proves that its platforms are not only in demand—but are becoming essential tools for governments and businesses alike. With its roots in national security and its eyes on commercial enterprise growth, Palantir is no longer just a niche software firm—it's a dominant force in the global AI transformation.
Q1. What drove Palantir's Q2 earnings above $1 billion? Strong demand for Palantir's AI platforms in defense and U.S. commercial sectors.
Q2. Why is PLTR stock among the top performers in 2025? Its AI-powered revenue growth and major government contracts boosted investor confidence.
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Economic Times
2 hours ago
- Economic Times
Palantir stock soars after $1B Q2 earnings crush forecasts as AI demand fuels 110% YTD surge—now S&P 500's top performer
Synopsis Palantir Q2 earnings just made headlines by hitting a major milestone—crossing $1 billion in revenue for the first time. The company beat Wall Street expectations, driven by booming demand for its AI-powered defense and commercial platforms like AIP, Foundry, and Gotham. With over 110% YTD stock growth, Palantir has become a breakout leader in the S&P 500's AI rally. Its strong government contracts and rapid commercial expansion show it's more than hype—it's delivering real-world AI solutions at scale. This quarter's results firmly place Palantir Technologies as a top name in the fast-growing AI and national security tech space. Reuters Palantir Technologies (PLTR) just delivered its biggest earnings surprise yet, posting over $1 billion in Q2 revenue for the first time—beating Wall Street expectations by a wide margin. Fueled by explosive demand for its AI-powered platforms across defense and commercial sectors, Palantir has now cemented its position as the top-performing stock in the S&P 500 in 2025, with a staggering 110% year-to-date gain. Palantir Q2 earnings crush forecasts with $1 billion revenue milestone, marking a major leap in AI-driven growth- Palantir Technologies (PLTR) just hit a game-changing moment in its history—reporting $1.004 billion in Q2 2025 revenue, a powerful signal of how its AI-powered platforms are reshaping defense, government, and enterprise markets. The number not only blew past Wall Street's forecast of $939 million but also marked the company's first-ever billion-dollar quarter, positioning Palantir as one of the top-performing AI stocks of the year. As investor demand for artificial intelligence platforms heats up, Palantir is showing exactly why it's seen as a strategic backbone for real-time, mission-critical national security systems. In the second quarter of 2025, Palantir posted $1.004 billion in total revenue, surging past analysts' expectations by nearly 7%. This historic beat wasn't just about the numbers—it confirmed Palantir's arrival as a true heavyweight in the AI and defense tech space. Adjusted EPS : $0.16 per share vs. $0.14 expected : $0.16 per share vs. $0.14 expected Year-over-year revenue growth : ~48% : ~48% Q3 revenue guidance: $1.085 billion, signaling more than 50% growth This solid beat sent PLTR stock up over 5% in after-hours trading, continuing a bullish run that's seen the stock more than double in 2025. Palantir's commercial business in the U.S. has quickly become one of the company's most exciting growth engines. In Q2 alone, U.S. commercial revenue surged 93% year-over-year to hit $306 million, as more companies adopt Palantir's Artificial Intelligence Platform (AIP) to drive efficiencies, automation, and decision-making. This massive jump reflects growing interest from sectors like healthcare, energy, manufacturing, and finance—all searching for secure, scalable AI solutions that deliver real-world outcomes. Palantir stock jumped 4.21% during regular trading, closing at $160.66, as investors reacted positively to the company's blowout Q2 earnings. The rally continued into after-hours trading, with shares climbing another 4.69% to $168.20, gaining $7.54 more after the bell. While its commercial business is taking off, Palantir's deep ties with the U.S. government remain a cornerstone of its success. In Q2, government revenue clocked in at $426 million, up 53% from the same time last year. Palantir's defense business is riding high on major wins, including: A $795 million Maven Smart System contract with the U.S. Army with the U.S. Army A long-term framework agreement worth up to $10 billion , consolidating 75+ Army AI programs under one procurement system , consolidating 75+ Army AI programs under one procurement system New NATO-linked deals positioning AIP as a trusted national defense tool Currently, about 40–45% of Palantir's total revenue still comes from federal and defense-related agencies. Palantir remains one of the top-performing stocks in the S&P 500, having surged more than 110% year-to-date. The company has become a clear favorite among investors looking to tap into the long-term upside of artificial intelligence, national security infrastructure, and next-gen software platforms. Its stock rally is backed by real demand, real contracts, and a pipeline that keeps expanding—not just hype. Institutional investors and analysts are now regularly citing Palantir as a foundational piece in the future of U.S. and allied defense systems. At the heart of Palantir's growth story is its Artificial Intelligence Platform (AIP)—a system that blends generative AI with deep, operational data to give users real-time intelligence. From battlefield operations to manufacturing and logistics, AIP is being adopted by clients who need more than just chatbots—they need precision, reliability, and security. Palantir is proving that AI adoption isn't just about innovation—it's about execution and outcomes. Despite the strong earnings, some analysts remain cautious due to Palantir's lofty valuation, which sits at over 260x forward earnings. With expectations now sky-high, the pressure is on for the company to continue delivering impressive results every quarter. Still, few companies in today's market have such a diverse portfolio of AI, data, and defense contracts, making Palantir a unique player in the AI race. Following this milestone quarter, here are the top areas investors are keeping an eye on: 2026 full-year guidance : Will management raise forecasts again or remain cautious amid global uncertainty? : Will management raise forecasts again or remain cautious amid global uncertainty? Commercial pipeline momentum : Can the commercial segment keep pace with government growth? : Can the commercial segment keep pace with government growth? Government dependency risks: Will reduced defense spending or political changes impact future revenue? Palantir's record-setting Q2 results have clearly marked a new chapter for the company. Crossing the $1 billion quarterly revenue mark proves that its platforms are not only in demand—but are becoming essential tools for governments and businesses alike. With its roots in national security and its eyes on commercial enterprise growth, Palantir is no longer just a niche software firm—it's a dominant force in the global AI transformation. Q1. What drove Palantir's Q2 earnings above $1 billion? Strong demand for Palantir's AI platforms in defense and U.S. commercial sectors. Q2. Why is PLTR stock among the top performers in 2025? Its AI-powered revenue growth and major government contracts boosted investor confidence.
Time of India
3 hours ago
- Time of India
Palantir stock soars after $1B Q2 earnings crush forecasts as AI demand fuels 110% YTD surge—now S&P 500's top performer
Palantir Q2 earnings crush forecasts with $1 billion revenue milestone, marking a major leap in AI-driven growth- Palantir Technologies (PLTR) just hit a game-changing moment in its history—reporting $1.004 billion in Q2 2025 revenue, a powerful signal of how its AI-powered platforms are reshaping defense, government, and enterprise markets. The number not only blew past Wall Street's forecast of $939 million but also marked the company's first-ever billion-dollar quarter, positioning Palantir as one of the top-performing AI stocks of the year. As investor demand for artificial intelligence platforms heats up, Palantir is showing exactly why it's seen as a strategic backbone for real-time, mission-critical national security systems. Productivity Tool Zero to Hero in Microsoft Excel: Complete Excel guide By Metla Sudha Sekhar View Program Finance Introduction to Technical Analysis & Candlestick Theory By Dinesh Nagpal View Program Finance Financial Literacy i e Lets Crack the Billionaire Code By CA Rahul Gupta View Program Digital Marketing Digital Marketing Masterclass by Neil Patel By Neil Patel View Program Finance Technical Analysis Demystified- A Complete Guide to Trading By Kunal Patel View Program Productivity Tool Excel Essentials to Expert: Your Complete Guide By Study at home View Program Artificial Intelligence AI For Business Professionals Batch 2 By Ansh Mehra View Program Palantir revenue tops $1 billion for the first time, beating expectations In the second quarter of 2025, Palantir posted $1.004 billion in total revenue , surging past analysts' expectations by nearly 7% . This historic beat wasn't just about the numbers—it confirmed Palantir's arrival as a true heavyweight in the AI and defense tech space. Adjusted EPS : $0.16 per share vs. $0.14 expected Year-over-year revenue growth : ~48% Q3 revenue guidance : $1.085 billion, signaling more than 50% growth This solid beat sent PLTR stock up over 5% in after-hours trading, continuing a bullish run that's seen the stock more than double in 2025. Commercial AI revenue is booming with 93% growth in the U.S. market Palantir's commercial business in the U.S. has quickly become one of the company's most exciting growth engines. In Q2 alone, U.S. commercial revenue surged 93% year-over-year to hit $306 million, as more companies adopt Palantir's Artificial Intelligence Platform (AIP) to drive efficiencies, automation, and decision-making. Live Events This massive jump reflects growing interest from sectors like healthcare, energy, manufacturing, and finance—all searching for secure, scalable AI solutions that deliver real-world outcomes. Palantir Technologies Inc (PLTR) surges during and after market hours Palantir stock jumped 4.21% during regular trading , closing at $160.66 , as investors reacted positively to the company's blowout Q2 earnings. The rally continued into after-hours trading, with shares climbing another 4.69% to $168.20 , gaining $7.54 more after the bell. Government contracts remain Palantir's biggest strength in AI defense While its commercial business is taking off, Palantir's deep ties with the U.S. government remain a cornerstone of its success. In Q2, government revenue clocked in at $426 million, up 53% from the same time last year. Palantir's defense business is riding high on major wins, including: A $795 million Maven Smart System contract with the U.S. Army A long-term framework agreement worth up to $10 billion , consolidating 75+ Army AI programs under one procurement system New NATO-linked deals positioning AIP as a trusted national defense tool Currently, about 40–45% of Palantir's total revenue still comes from federal and defense-related agencies. PLTR stock continues to lead the S&P 500's AI rally in 2025 Palantir remains one of the top-performing stocks in the S&P 500, having surged more than 110% year-to-date. The company has become a clear favorite among investors looking to tap into the long-term upside of artificial intelligence, national security infrastructure, and next-gen software platforms. Its stock rally is backed by real demand, real contracts, and a pipeline that keeps expanding—not just hype. Institutional investors and analysts are now regularly citing Palantir as a foundational piece in the future of U.S. and allied defense systems. Palantir's AI platform AIP is becoming mission-critical for real-world applications At the heart of Palantir's growth story is its Artificial Intelligence Platform (AIP) —a system that blends generative AI with deep, operational data to give users real-time intelligence. From battlefield operations to manufacturing and logistics, AIP is being adopted by clients who need more than just chatbots—they need precision, reliability, and security. Palantir is proving that AI adoption isn't just about innovation—it's about execution and outcomes. High valuation raises questions—but growth is still driving confidence Despite the strong earnings, some analysts remain cautious due to Palantir's lofty valuation, which sits at over 260x forward earnings. With expectations now sky-high, the pressure is on for the company to continue delivering impressive results every quarter. Still, few companies in today's market have such a diverse portfolio of AI, data, and defense contracts, making Palantir a unique player in the AI race. What investors are watching after the big Q2 earnings win Following this milestone quarter, here are the top areas investors are keeping an eye on: 2026 full-year guidance : Will management raise forecasts again or remain cautious amid global uncertainty? Commercial pipeline momentum : Can the commercial segment keep pace with government growth? Government dependency risks : Will reduced defense spending or political changes impact future revenue? Palantir's $1 billion revenue signals a new era in AI leadership Palantir's record-setting Q2 results have clearly marked a new chapter for the company. Crossing the $1 billion quarterly revenue mark proves that its platforms are not only in demand—but are becoming essential tools for governments and businesses alike. With its roots in national security and its eyes on commercial enterprise growth, Palantir is no longer just a niche software firm—it's a dominant force in the global AI transformation. FAQs: Q1. What drove Palantir's Q2 earnings above $1 billion? Strong demand for Palantir's AI platforms in defense and U.S. commercial sectors. Q2. Why is PLTR stock among the top performers in 2025? Its AI-powered revenue growth and major government contracts boosted investor confidence.
Time of India
4 hours ago
- Time of India
US stock market rally explodes: Dow soars 500 points, S&P 500 & Nasdaq roar back as Microsoft, Nvidia, Apple, Palantir surge—weak jobs report fuels Fed cut buzz
Dow Jones, S&P 500 and Nasdaq surge as Wall Street bounces back- The U.S. stock market staged a powerful comeback on Monday, August 4, with the Dow Jones Industrial Average jumping over 500 points, the S&P 500 gaining 1.2%, and the Nasdaq climbing 1.6% by afternoon trading. This rally comes after a sharp sell-off on Friday and was driven by growing expectations of Federal Reserve interest rate cuts, following a surprisingly weak July jobs report. Today's rally was largely sparked by fresh labor data that showed the U.S. economy added only 73,000 jobs in July , far below expectations. Even more striking was the major downward revision of previous months' numbers—cut by 258,000 jobs—marking the biggest revision since 1968. Productivity Tool Zero to Hero in Microsoft Excel: Complete Excel guide By Metla Sudha Sekhar View Program Finance Introduction to Technical Analysis & Candlestick Theory By Dinesh Nagpal View Program Finance Financial Literacy i e Lets Crack the Billionaire Code By CA Rahul Gupta View Program Digital Marketing Digital Marketing Masterclass by Neil Patel By Neil Patel View Program Finance Technical Analysis Demystified- A Complete Guide to Trading By Kunal Patel View Program Productivity Tool Excel Essentials to Expert: Your Complete Guide By Study at home View Program Artificial Intelligence AI For Business Professionals Batch 2 By Ansh Mehra View Program This slowdown gave markets a reason to cheer, oddly enough, as it increased the likelihood of Federal Reserve interest rate cuts as early as September. Investors now see an 85% chance of a rate cut next month, with at least two more cuts expected before the end of 2025. That shift in expectations set off a buying spree across equities, with the Dow Jones up 500 points , the S&P 500 rising 0.78% , and the Nasdaq climbing nearly 1% on the day. Tech stocks, especially the big names in the Nasdaq Composite, were among the top gainers as hopes rose for cheaper borrowing costs. Market optimism also spread across sectors like communication services, real estate, and consumer discretionary, offering relief after a turbulent end to last week. Live Events Microsoft (MSFT) : Up ~2.3%, strong AI cloud momentum Apple (AAPL) : Gained over 2%, stable earnings outlook Nvidia (NVDA) : Rose ~3%, riding the AI chip wave Palantir (PLTR) : Continued climb, now S&P 500's YTD leader IDEXX Laboratories (IDXX) : Best gainer in the S&P 500 today after blowout earnings Soft July jobs report triggers rate cut optimism At the heart of this rebound was the latest non-farm payroll data, which showed the U.S. economy added only 73,000 jobs in July—a massive miss from Wall Street's expectations. Making things worse, revisions to May and June shaved off over 250,000 jobs from previous estimates. The unemployment rate also ticked up to 4.2%, while labor force participation slightly dropped. This slowdown in the labor market has strengthened investor belief that the Federal Reserve will move forward with interest rate cuts as early as September. According to the CME FedWatch tool, traders now see an 85% chance of a rate cut in the next Fed meeting, and they're pricing in up to 100 basis points of cuts by the end of 2025. Federal Reserve under political spotlight as data credibility questioned President Donald Trump, who is currently serving his second term, has put fresh pressure on the Federal Reserve and federal agencies. In a surprise weekend move, Trump fired the commissioner of the Bureau of Labor Statistics (BLS) following the disappointing jobs report, raising concerns about the political independence of key economic data agencies. Additionally, Fed Governor Adriana Kugler announced her resignation, intensifying speculation that the Trump administration may reshape the Federal Reserve's leadership ahead of critical policy decisions. The President has openly called for more aggressive rate cuts, framing the current economic slowdown as an opportunity to support American households and boost consumer confidence. Top Stocks to Watch Now Apple (AAPL) Apple is holding strong near $203/share with a market cap of over $3 trillion. A well-established leader in consumer devices and services, it continues to generate solid earnings and cash flow. Microsoft (MSFT) Microsoft's shares trade around $536, fueled by soaring demand for Azure cloud services and AI investments. Analysts praise its growth and expect strong momentum ahead. Alphabet (GOOGL) Google's parent company sits near $195/share with a focus on search advertising, cloud, YouTube, and AI opportunities. Valuation remains attractive relative to peers. Treasury yields fall, gold hits record high as dollar weakens The weak payroll data sparked a sharp drop in U.S. Treasury yields, particularly on the 2-year note, reflecting the market's strong expectation for easing monetary policy. At the same time, the U.S. dollar slid against major global currencies, including the euro and yen, helping boost demand for commodities. Gold prices surged past $3,400 an ounce, hitting a new all-time high as investors sought safer assets. Analysts at Citi even lifted their gold outlook, forecasting prices may soon reach $3,500 to $3,600 per ounce if rate cut momentum continues and economic uncertainty grows. Oil prices slide as OPEC+ raises production While equities soared, oil markets moved in the opposite direction. Crude oil prices dropped on news that OPEC+ has agreed to increase oil production in September, aiming to cool off global prices. This weighed on energy stocks and raised concerns about potential oversupply in the months ahead. Lower oil prices could benefit consumers and help slow inflation, giving the Federal Reserve even more flexibility to ease monetary policy. However, energy sector stocks lagged behind Monday's rally due to weaker pricing power. Other Notable Movers Palantir (PLTR) : The S&P 500's best performer year-to-date, up over 100%, driven by AI growth and government contracts. But sky-high valuation (~690× P/E) presents risk. IDEXX Laboratories (IDXX) : A standout performer Monday, shares soared after strong quarterly results and raised guidance, pushing it to lead the S&P 500 rally. Wayfair and Others : Wayfair surged double digits on better-than-expected earnings, helping fuel broader sentiment across the market. Key earnings and economic reports to watch this week Investors will be watching closely as more corporate earnings roll out this week. Major names like Disney, AMD, Eli Lilly, and Palantir are set to report, and their guidance could further validate—or contradict—Wall Street's growing belief in an economic soft landing. Here's what's coming up: Date Report/Event Why It Matters Aug 5–6 ISM Services PMI, Jobless Claims Could confirm labor market softening Aug 7 Consumer Credit Data Indicates consumer spending and debt sustainability Aug 8 Fed speeches and Treasury remarks May offer insight into policy direction All week Q2 earnings (Disney, AMD, Eli Lilly) Tech and healthcare guidance will shape sentiment Wall Street rally driven by Fed pivot bets Today's strong stock market rebound reflects renewed investor confidence in interest rate cuts, fueled by soft job market data and growing signs of economic moderation. While optimism is high, the market remains on edge as the Federal Reserve navigates political pressure, inflation goals, and evolving economic risks. For now, traders are betting that lower rates will give equities another leg up, but upcoming earnings, inflation data, and Fed commentary will ultimately determine if this bounce marks a turning point—or just a brief relief rally. What investors should watch now Here's what smart investors are keeping an eye on: More economic data this week, including factory orders and weekly jobless claims, which could confirm or challenge the softening labor trend. Earnings season , which has so far been strong, with over 80% of S&P 500 companies beating expectations—helping support overall market strength. Tech sector momentum , especially AI-related stocks like Nvidia, Microsoft, and Palantir, which continue to lead the rally. Political volatility , as Trump's influence over economic institutions and Fed policy becomes a bigger factor heading into the 2026 election cycle. FAQs: Q1: Why did the stock market rally today after the weak payroll report? The weak jobs data boosted hopes that the Federal Reserve will cut interest rates soon. Q2: How did President Trump respond to the July jobs report? Trump fired the BLS commissioner, raising new questions about the Fed's independence and economic data credibility.
