Palantir (PLTR.US) U.S. Commercial Revenue Surges 148%, Yet Wall Street Debates Whether the "AI Application Myth" Can Continue

Zhito Finance APP has learned that after Palantir Technologies (PLTR.US), the leading AI application player focused on "AI + data analytics," disclosed its earnings report on Tuesday morning Beijing time, two key facts can be said to hold true simultaneously: namely, U.S. commercial revenue surpassed U.S. government revenue for the first time, proving that AI software is being monetized at scale on the enterprise side; however, on the other hand, the year-over-year growth rate of the total value of newly signed U.S. commercial contracts fell from over 153% in the previous quarter to 11%, and institutional and retail investors have developed sharp divergences over how far they can see Palantir's next round of AI application growth trajectory amid the AI agent frenzy. This is why, even though both results and guidance exceeded Wall Street analysts' consensus expectations, the stock price still at one point fell sharply by about 10% in U.S. premarket trading.