On August 1, 2025, Palantir Technologies Inc. (PLTR) announced that Director Moore Alexander D. made a series of transactions involving the sale of 1804 shares at $151.78 per share, 2803 shares at $152.82 per share, 2213 shares at $153.93 per share, 6634 shares at $154.86 per share, 3431 shares at $155.87 per share, 2109 shares at $156.9 per share, and 1006 shares at $157.72 per share.
On August 1, 2025, Palantir Technologies Inc. (PLTR) reported its second-quarter (Q2) 2025 financial results, which saw significant growth and a subsequent surge in stock price. The company's stock rose more than 7% early in the trading session following the announcement, with revenue topping $1 billion for the first time in a quarter.
Palantir's Q2 2025 earnings per share (EPS) of $0.16 exceeded analyst estimates of $0.14, marking a 77% increase year over year. The company's total revenue for the quarter was $1.004 billion, up 48% year over year, surpassing analyst forecasts of $939.25 million. This strong performance was driven by robust growth in both U.S. commercial and government sectors, with commercial revenue growing by 93% year over year to $306 million, and government revenue increasing by 53% to $426 million [1].
Palantir CEO Alex Karp attributed the company's success to the integration of AI technology into its offerings, stating, "It has been a steep and upward climb — an ascent that is a reflection of the remarkable confluence of the arrival of language models, the chips necessary to power them, and our software infrastructure, one that allows organizations to tether the power of artificial intelligence to objects and relationships in the real world" [1].
In addition to its financial results, Palantir also announced a significant contract with the U.S. Army, valued at up to $10 billion over the next decade, further bolstering its government business [1]. This deal, described as "one of the largest ever DOD software contracts in US history" by Wedbush analyst Dan Ives, underscores Palantir's strong market position and growth trajectory [1].
Despite the positive news, some analysts have expressed concerns about Palantir's valuation. RBC Capital Markets analyst Rishi Jaluria noted that the company's valuation seems unsustainable absent a substantial beat-and-raise quarter [1]. However, Palantir's Q2 results and subsequent stock performance may alleviate these concerns.
On the same day, Director Moore Alexander D. made a series of transactions involving the sale of 1804 shares at $151.78 per share, 2803 shares at $152.82 per share, 2213 shares at $153.93 per share, 6634 shares at $154.86 per share, 3431 shares at $155.87 per share, 2109 shares at $156.9 per share, and 1006 shares at $157.72 per share. These transactions totaled $4,347,167.30 [2].
References:
[1] https://finance.yahoo.com/news/palantir-stock-surges-after-company-reports-first-billion-dollar-quarter-201043179.html
[2] https://www.theglobeandmail.com/investing/markets/stocks/PLTR/pressreleases/33900868/palantir-technologies-reports-strong-q2-2025-financial-results/
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