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What Is Really Driving Palantir’s Growth?
Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying?
Those figures come from the fiscal second quarter of 2026. What these customers buy is control. Management said enterprises demand ownership of their own data, logic, actions, and security.
They do not want to hand that to an outside model. Palantir’s software is the layer that lets a customer work that way.
Palantir Reveals Its AI Sovereignty Strategy And Wall Street Is Starting to Believe It
Palantir Technologies Inc. (NASDAQ:PLTR) is up roughly 10% year-to-date and about 1% over the past year. Wall Street expects strong commercial momentum for Palantir following its latest updates around AI sovereignty. Palantir's AIPCon 11 focused heavily on AI sovereignty rather than new models or compute partnerships, reinforcing the idea that enterprises and governments need AI systems that are model-agnostic, auditable, and fully under their control.
DA Davidson analyst Gil Luria made a move on PLTR's price target, raising it from $200 to $250. Luria states that customers' concerns lie around AI models, and they are increasingly sophisticated about AI model selection. The analyst further emphasized that Palantir's AIP platform is built precisely for that moment. Moreover, Palantir has achieved consistent GAAP profitability, a rare distinction among high-growth software peers and a key to its optimism.
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