Whoa, where to even start with Palantir? This company’s been on a wacky rollercoaster ever since it decided to take on the big, scary world of public trading in September 2020. Okay, so imagine your favorite rollercoaster, except it’s shooting up a ridiculous 714% until, like, bam, early 2023 when it suddenly encountered a bit of a dodgy descent. Why? Because they launched their AI platform, and suddenly their value skyrocketed. But then the stock started coughing and wheezing again — like someone who ate way too fast — and dropped 38% from where it was in February. Woah. Deep breath. The cause? Trade wars and all that economic drama, but hey, that’s another rabbit hole for a different day.
Our good old techie friend, the Nasdaq Composite, had its own melodramatic moments, plummeting 20% in 2025. It’s like, everyone’s ready to pound that panic button like it’s a whack-a-mole game whenever recession rumors start buzzing. Yet, amidst this chaos, some growth-hungry lunatics might see this as a juicy opportunity. Who doesn’t like a risk when there’s potential upside down the line for another decade, right?
Now, looking closer — peek behind the curtain into the magical world of AI. Yeah, that’s where Palantir has been flexing its muscles. Since 2023, Palantir’s AIP has been dropping jaws and making waves in both the commercial and government sectors. They’re like the cool kid on the AI block, and everyone wants to know them. Their customer count shot up by 43%! Think about it, almost half more people saying, “Hey, Palantir, take my money.” Existing customers are forking out even more cash for those million-dollar deals. More zeros, more problems? Nah, more zeros, more ka-ching in Palantir’s world.
The AI market is like that never-ending buffet — just keeps growing. You got this jaw-dropping $5.2 trillion revenue buffet set for 2035. That’s massive. It’s like trying to picture how many hotdogs you can fit in Yankee Stadium. Bonkers. And guess who’s scored top vendor in the AI game via IDC and Forrester’s stamp of approval? Yep, Palantir, standing there with its AI crown.
Contract-wise, it’s all going gangbusters. Like, a 56% leap in total contract value? Impressive. Oh, and revenue pipeline — boom, a right-up-there 40% hike in remaining deal value. Phew, that’s a lot of buzzwords, but bottom line: they’re rolling in the success.
Now, unit economics — the sexy talk about how much dough per customer. Palantir’s got that down, tweaking those margins to make more moolah from each customer. You’d think it’s like baking — a pinch more here, a dash there, and suddenly, margins are rising like a perfectly baked soufflé.
But let’s chat valuation. That’s where things get wibbly-wobbly. Palantir’s not exactly a thrift store bargain. With a pricetag that’s like trying to buy a piece of the moon — trading at 66 times sales, 145 times forward earnings. If the market keeps throwing tantrums, sure, Palantir might have to tighten its belt. But should the price drop — well, that’s your signal to pounce.
Palantir’s growing quicker than a teenager on a diet of Red Bull and candy — faster than the 31% CAGR predicted for AI. And guess what? Its 36% revenue growth sprints ahead, while RPO improves even further.
So, should you be a Palantir fan? Keep your eyes peeled. This chaotic can of worms might just offer a golden ticket if the evaluations settle down. Invest if you dare! But caution, it’s a wild ride, strap in tight!
