Palantir Technologies Is on Fire with U.S. Growth and AI Momentum—But One Risk Could Derail It All!

Palantir Technologies entered 2025 with first-quarter results that underscore both the power of its artificial intelligence portfolio and the hurdles that still shadow its global ambitions. Revenue climbed 39% year over year to roughly $1.02 billion, led by a 55% jump in the United States, where commercial sales surged 71% and government revenue rose 45%. Management highlighted that U.S. commercial activities have crossed a $1 billion annualized run rate and that uptake of its new Artificial Intelligence Platform is “racing ahead” across healthcare, financial-services, and industrial clients. Robust execution translated into an adjusted operating margin of 44% and free-cash-flow margin of 42%, allowing the company to raise its full-year revenue outlook to a range of $3.89 billion–$3.902 billion.