Image source: © 2025 Krish Capital Pty.Ltd

Highlights

  • PLTR’s Q1FY25 revenue rose by 39.3% YoY, while net income attributable to common shareholders rose by 102.9% YoY.
  • The company launched “Warp Speed for Warships” with BlueForge to modernize U.S. Navy shipbuilding and boost fleet readiness.
  • PLTR partnered with Accenture Federal to deploy AI solutions for U.S. agencies and train 1,000 specialists.

Palantir Technologies Inc. (NASDAQ: PLTR) develops software platforms like Gotham, Foundry, Apollo, and AIP which supports counterterrorism, data integration, secure system operations, and enterprise AI deployment using large language models.

In the first quarter of the financial year 2025 (Q1FY25), the company’s revenue surged by 39.3% YoY to USD 883.9 million, driven by U.S. revenue, growing 55% YoY to USD 628 million, representing 71% of total revenue.

Net income attributable to common shareholders rose by 102.9% YoY to USD 214.0 million due to increased net revenue as well as higher interest income. Cash from operating activities surged by 139.4% YoY to USD 310.2 million, reflecting a favourable impact from changes in net working capital and increased net income.

 However, cash and cash equivalents fell by 52.7% YoY to USD 993.5 million due to cash outflows from investing and financing activities, partially offset by inflows from operating activities.

Recent Business Update

Palantir Technologies and BlueForge Alliance launched the “Warp Speed for Warships” initiative on July 2, 2025, to digitally transform U.S. Navy shipbuilding using Palantir’s Foundry and Warp Speed platforms. Funded by the Navy’s Maritime Industrial Base Program, the project connects shipbuilders and suppliers to enhance fleet readiness and address national security needs.

On June 30, 2025, PLTR partnered with Accenture Federal Services to deploy AI-powered solutions across U.S. federal agencies. The collaboration will leverage Palantir’s Foundry and AIP platforms and train 1,000 data and AI professionals to enhance automation, workflows, and mission-critical decision-making.

Company Outlook

PLTR expects Q2 2025 revenue of USD 934–938 million and adjusted operating income of USD 401–405 million. For full-year 2025, it raised guidance to revenue of USD 3.890–3.902 billion, U.S. commercial revenue above USD 1.178 billion (≥68% growth), adjusted operating income of USD 1.711–1.723 billion, adjusted free cash flow of USD 1.6–1.8 billion, and positive GAAP income each quarter.

Stock Information

 The stock has recorded a modest gain of approximately 0.06% over the past month and a substantial increase of around 74.69% in the last six months. Furthermore, it is trading above the average levels defined by its 52-week range, which spans from a low of USD 21.23 to a high of USD 148.21, with the stock closing at USD 132.12 as of July 2, 2025.

Note 1: Past performance is not a reliable indicator of future performance.
Note 2: The reference data for all price data, currency, technical indicators, support, and resistance levels is 02 July 2025. The reference data in this report has been partly sourced from EODHD/Others.

 Technical Indicators Defined

Support: A level at which the stock prices tend to find support if they are falling, and a downtrend may take a pause backed by demand or buying interest. Support 1 refers to the nearby support level for the stock and if the price breaches the level, then Support 2 may act as the crucial support level for the stock.

Resistance: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Resistance 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Resistance 2 may act as the crucial resistance level for the stock.