Palantir (NASDAQ:PLTR) kicked off the new year with serious momentum, and its February earnings report only turned up the heat, highlighting growing revenues, improving margins, and increasing clientele.
Though Palantir is not immune from the overall trends that have beset global economies, the company also shows no indications that its growth is slowing down. Just last month, at the company’s AIPCon 6 gathering, Palantir announced a slew of new partnerships with major firms such as Qualcomm and Databricks.
The proof, as the saying goes, is in the pudding, and PLTR’s share price has risen over 60% in 2025 – no trivial matter considering most of the tech industry has been sinking this year.
The company is gearing up to release its Q1 2025 results next week, on May 5, having guided for revenues between $858 million and $862 million. This would represent year-over-year growth of ~35%.
The big question facing investors is whether the company’s white-hot growth trajectory has continued unabated through the early turbulence of 2025.
Investor Adria Cimino remains bullish on Palantir’s long-term potential but isn’t rushing to hit the buy button just yet.
“Rushing out to buy Palantir before May 5 to potentially benefit from earnings news is a bet on the short term, and that’s risky,” cautions the 5-star investor.
Cimino notes that Palantir’s previous track record has set a high bar, meaning that any stumbles – regardless of the cause – could spark a downslide. President Trump’s on-again, off-again tariff policy has wreaked havoc throughout the markets, leaving the geopolitical situation far from stable.
“And any potential words of uncertainty from Palantir regarding this might worry investors,” adds Cimino.
Still, the investor points out that there are many reasons to be “optimistic” about PLTR, such as the company’s proven ability to expand its commercial and sovereign businesses by offering “game-changing” AI-powered solutions specifically designed using the clients’ own data.
“Aggressive tech investors who don’t mind paying a bit more for a top-performing company may scoop up a few shares today — and keep this player in their portfolio for the long haul,” Cimino summed up. (To watch Cimino’s track record, click here)
Meanwhile, Wall Street is erring on the side of caution. With 12 Hold recommendations accompanied by 3 Buys and Sells, each, PLTR holds a consensus Hold (i.e., Neutral) rating. The 12-month average price target of $93.69 would translate into losses approaching 24% in the year ahead. (See PLTR stock forecast)
To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights.
Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.