Palantir (PLTR) is rated a buy, driven by explosive U.S. commercial revenue growth of 149% YoY and strong AI enterprise demand. PLTR's top-line growth is expected to converge toward its commercial segment, with consensus forward revenue growth rates appearing conservative given current momentum. International commercial growth improved to 26% YoY, but limited global traction could cap PLTR's ultimate TAM and trigger valuation compression if not addressed.
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