Palantir Technologies is rated Strong Buy due to accelerating revenue growth, expanding margins, and a durable AI-as-a-service moat. PLTR's model should benefit when AI infrastructure costs fall; its margins are already widening while peers' compress, backed by deep government and commercial client entrenchment. Quarterly revenue grew 93% YoY, U.S. commercial revenue surged 149%, and adjusted operating margin expanded to 62%, outperforming software peers.
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