Overview
- Wedbush reaffirmed an Outperform rating on Palantir and outlined a path to a $1 trillion valuation within the next few years.
- Palantir reported fourth-quarter revenue of $1.4 billion, up 70% year over year, with rapid gains in U.S. commercial sales.
- Stellantis renewed its partnership for five years and will start using Palantir’s Artificial Intelligence Platform in select business functions.
- President Trump praised Palantir’s role in the U.S.–Iran conflict as the company’s CTO described it as the first large-scale AI-driven operation.
- Some analysts caution on rich valuation and competition, while Wedbush says Anthropic’s rapid growth has not come at Palantir’s expense.