Palantir: Why U.S. Commercial Growth Justifies The Challenging Valuation (NASDAQ:PLTR)

· seekingalpha.com

Palantir (PLTR) is rated a buy, driven by explosive U.S. commercial revenue growth of 149% YoY and strong AI enterprise demand.

In my November 2025 update , I argued that the U.S. commercial segment is currently all that matters to Palantir ( PLTR ). This continues to be true and it’s ...


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