Palantir: Why You'll Regret Selling Now (It's Not What You Think)

Palantir Technologies Inc.'s commercial segment is driving exponential growth, outpacing government contracts, with blue-chip clients across energy, automotive, industrial, aerospace, mining, utilities, healthcare, and supply chain. Recent commercial wins and deepening integrations, such as BP, Stellantis, Airbus, and Rio Tinto, validate Palantir's platform and create high switching costs for clients. Despite a recent dip on a short-seller report, Palantir's fundamentals remain strong, with Q2 ‘25 revenue up 48% year-over-year and robust deal pipelines.