
Palantir (PLTR) reported strong earnings featuring 85% YoY revenue growth, a 53% net income margin, and net dollar retention exceeding 150%. Management raised the full-year revenue guidance to $7.6 billion and targets 100% growth by 2027, potentially reaching $15 billion in revenue. The sentiment is highly bullish, driven by the efficiency of the AIP platform and the company's ability to scale to nearly $2 billion in revenue with a minimal salesforce.