$PLTR shares surged 4% on July 27, 2025, after securing a $100 million defense contract to deploy its AI-driven Gotham platform for military analytics, as reported by industry sources. The deal, with the U.S. Department of Defense, boosts $PLTR’s role in AI Stocks, leveraging its expertise in big data and machine learning.
Q2 2025 earnings, due July 30, are projected to show EPS of $0.08, up 60% year-over-year, with revenue of $700 million, driven by government and commercial contracts.
The stock, up 25% year-to-date, trades at a forward P/E of 50, reflecting high growth expectations. Tariff risks on software infrastructure could raise costs, but $PLTR’s domestic focus limits exposure.
The market’s strength, with 80% of S&P 500 companies beating Q2 earnings, supports $PLTR’s rally, per Investopedia. $AAPL’s AI initiatives, like Apple Intelligence, compete indirectly, but $PLTR’s niche in defense and enterprise analytics sets it apart.
Investors should watch $PLTR’s earnings for updates on commercial client growth, as expansion beyond government contracts could drive upside. Compared to $MSFT, $PLTR’s smaller $90 billion market cap offers higher risk and reward.
The company’s $4 billion cash reserve supports AI platform enhancements, positioning $PLTR for long-term growth in AI-driven decision-making across sectors. This news highlights $PLTR’s momentum in AI Stocks and Earnings Report categories.
