Palantir (PLTR) is executing an aggressive upward-guidance cycle, with FY26 revenue growth now projected at 82% YoY, up from 61% at the start of the year, driven by US Commercial. Karp's stretch target aims for total company growth at or above US Commercial rates, potentially delivering $19–24B in FY27 revenue—vastly exceeding consensus. PLTR's moats in AI sovereignty and economic value creation from token consumption underpin the size of eight-figure contracts and net dollar retention at 157%.
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