Palantir: A Secular AI Winner with a Platform for Building New AI Applications

Brent, a finance expert and Bloomberg veteran, initiates coverage of Palantir with an overweight rating. He believes the company is a secular AI winner, like Open AI and Anthropic, due to its platform for building new AI applications. Palantir has turned competitors like Databricks and Accenture into partners, and Brent sees a sea change in the company's opportunity. He acknowledges the stock's volatility but believes it will be a key app platform addressing two trillion dollar markets in defense and enterprise.

Brent, a finance expert and Bloomberg veteran, has initiated coverage on Palantir Technologies (NASDAQ: PLTR) with an overweight rating, citing the company's potential as a secular AI winner. Brent believes Palantir's platform for building new AI applications positions it as a key player in the rapidly evolving AI landscape. The stock, which has been volatile, is now trading near $155 per share, according to the latest market data [3].

Brent's analysis highlights Palantir's unique growth model and margin structure, projecting a potential $24 billion revenue run-rate by 2032. This outlook is driven by market share gains in the government and U.S. commercial sectors, each valued at over $1 trillion. The firm's bullish outlook underscores Palantir's ability to turn competitors like Databricks and Accenture into partners, indicating a sea change in the company's opportunities [3].

Palantir's platform, known as the Artificial Intelligence Platform (AIP), gathers data from multiple sources and links it to real-world assets and processes. This capability allows organizations to use AI more intelligently and efficiently, addressing a wide range of applications from military operations to healthcare and logistics [2].

Despite the stock's volatility, Brent remains optimistic about Palantir's future prospects. He believes the company's platform will be a key app for addressing two trillion-dollar markets in defense and enterprise, positioning it as a long-term winner in the AI space. The Motley Fool Stock Advisor team has also recognized Palantir's potential, noting its ability to execute well and its high valuation [2].

References:
[1] https://analyticsindiamag.com/ai-features/natwest-partners-with-accenture-and-aws-in-5-year-deal-to-drive-ai-and-data-transformation/
[2] https://www.aol.com/forget-palantir-buy-3-tech-093000338.html
[3] https://247wallst.com/investing/2025/07/25/palantir-hits-new-all-time-high-near-155-is-200-next/