Palantir: Buy Before The Next Leg Higher

Dhierin Bechai Investing Group Leader Follow Summary Palantir Technologies delivered Q2 results far ahead of expectations, with 93% revenue growth and significant margin expansion. US commercial revenue surged 149%, US government revenue rose 90%, and net dollar retention climbed to 157%, underscoring robust customer expansion. Management raised full-year 2026 revenue guidance by nearly $500 million, now projecting 82% annual growth and strong free cash flow. I maintain a Buy rating with a $284 price target, supported by elite growth, exceptional margins, and sustained revenue momentum despite valuation and concentration risks. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » eriksvoboda/iStock via Getty Images Palantir Technologies ( PLTR ), the leading provider of artificial intelligence software for government and commercial customers, reported second-quarter results that were well ahead of analyst estimates. Shares have gained 36.6% since my last report This article was written by Dhierin Bechai 24.56K Followers Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.