Palantir’s AI-Driven Growth Sparks Stock Surge Amid Record Revenue

Palantir Technologies Inc. shares reached an all-time high of $160.92 after reporting a 48% year-over-year revenue jump to $1.004 billion in Q2 2025. The data analytics firm's U.S. commercial sales skyrocketed 93%, fueled by adoption of its Artificial Intelligence Platform across manufacturing and healthcare sectors.

Government contracts remained robust, with U.S. defense revenue climbing 53% to $426 million. CEO Alex Karp positioned these results as evidence of Palantir's central role in what he called a 'tectonic shift' toward enterprise AI adoption. The company raised full-year guidance to $3.9 billion revenue with 44% operating margins.

Market reaction was immediate, with PLTR closing up 4.14% at $160.66. The $100 million U.S. Army contract and strategic partnerships suggest this growth trajectory may continue. Palantir's performance serves as a bellwether for AI implementation across both public and private sectors.