Palantir’s AI Dominance Faces Valuation Skepticism Despite Stellar Growth
Palantir Technologies has solidified its position as a leader in AI adoption, with Q3 2025 earnings revealing explosive growth: 63% revenue surge to $1.18 billion and 151% jump in total contract value. The company's Rule of 40 score reached an exceptional 114%, defying expectations for firms at this scale.
Investor concerns center on whether Palantir's valuation has outpaced reality. Rick Orford, a top-tier analyst, frames the investment thesis as a wager on institutional willingness to centralize decision-making with a single AI provider. "This isn't just another AI story—it's a bet on who controls the algorithmic brain of governments and corporations," he observes.