2.5 Points Of EPS Growth Nearly Double My Palantir Valuation

Palantir Technologies Inc. delivers exceptional 96% revenue growth and 47% GAAP operating margin, but valuation at 52x forward sales leaves no margin of safety. U.S. commercial revenue now surpasses U.S. government revenue, yet international commercial growth remains sluggish, and customer signings are decelerating. Despite strong customer expansion and pilot conversions, execution risks persist as growth relies on senior-driven sales and competition from partners like Anthropic intensifies.