Palantir's New Defense Moat Could Be A Goldmine

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27 days ago

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I reiterate my 'Buy' rating on Palantir, driven by new catalysts like the 'Warp Speed for Warships' Navy initiative and ...

I reiterate my 'Buy' rating on Palantir, driven by new catalysts like the 'Warp Speed for Warships' Navy initiative and expanding government partnerships. Palantir's AI-powered Foundry platform is uniquely positioned to transform U.S. defense and commercial operations, fueling rapid contract wins and sector leadership. Financials are outstanding: Q1 2025 revenue up 39%, U.S. commercial growth 71%, and free cash flow margin at 42%, supporting robust guidance upgrades.

Palantir's New Defense Moat Could Be A Goldmine

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