Palantir Technologies has emerged as a key player in the age of AI and big data. Backed by strong government contracts and expanding rapidly into the private sector, the company delivered record-breaking financials in 2024. With rising profitability and growing adoption of its AI platforms, Palantir is becoming a long-term investment worth watching.
Palantir: A Core Player in the AI Era and Why It Matters for Long-Term Investors
As the global AI wave continues to build, investors are turning their eyes to companies that offer real, scalable solutions. Palantir Technologies (Ticker: PLTR) stands out with its unique business model and stable revenue streams, making it one of the most promising long-term growth stocks in the market.
Q4 2024 Earnings: Stronger Than Ever
Palantir posted a remarkable performance in Q4 2024, with $828 million in revenue, marking a 36% year-over-year increase.
U.S. revenue grew by an impressive 52%, driven by both government and commercial demand. The commercial segment alone saw a 19% increase.
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GAAP Net Income: $79 million
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Adjusted Operating Margin: 45%
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Free Cash Flow: $517 million (63% margin)
Palantir has demonstrated it can scale revenue while improving profitability and maintaining a strong balance sheet.
Expanding from Government to Commercial Sectors
Palantir’s strength lies in its long-standing relationships with government and defense agencies. Partnerships with the U.S. Department of Defense, CIA, and FBI have given it a stable revenue base.
Now, Palantir is rapidly expanding into commercial sectors like healthcare, manufacturing, and finance. Its AI Platform (AIP) is gaining traction among private clients, with new collaborations including Mount Sinai and HCA Healthcare.
Why It Appeals to Long-Term Investors
Palantir was added to the S&P 500 index in 2024, increasing visibility among institutional investors.
For 2025, the company has guided revenue between $3.74 to $3.76 billion, targeting 31% annual growth.
Risks to Watch
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Potential cuts in U.S. defense budgets
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Valuation concerns amid high investor expectations
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Rising competition in AI analytics (e.g., Snowflake, Databricks)
Conclusion: Think Long-Term
Palantir is more than just a software company. It provides real-time, actionable insights that drive high-stakes decisions in both government and industry.
Despite short-term volatility, its strong product-market fit, expanding client base, and growing profitability make it a stock worth considering for long-term portfolios.
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