Palantir Stock Faces Valuation Concerns Despite AI-Driven Growth
Palantir Technologies (PLTR) shares fell more than 5% on Friday amid broad market volatility, yet maintain a staggering 300% year-to-date gain. The AI-focused data analytics firm reported a 48% year-over-year revenue surge in Q2 2025, surpassing $1 billion, while expanding its customer base by 43%.
Top investor Keithen Drury highlights a 'split investment case,' acknowledging Palantir's dual-engine growth from government and commercial contracts while cautioning about stretched valuations. 'The one-two punch of revenue streams has been remarkable, but multiples give pause,' said Drury, ranked among TipRanks' top 3% of analysts.