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Will Top-Line Improvement Benefit Palantir in Q2 Earnings?

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Key Takeaways

  • PLTR is expected to post $938.3M in Q2 revenues, up 36% year over year.
  • Government and Commercial revenues are projected to grow 37.7% and 39.7%, respectively.
  • AIP is fueling PLTR's commercial momentum with scalable, deployment-ready AI solutions.

Palantir Technologies Inc. (PLTR - Free Report) will report its second-quarter 2025  results on Aug. 4, after the bell.

We expect a significant year-over-year improvement in the company’s top line in the to-be-reported quarter, driven by healthy business from both existing and new customers, strengthening both the Government and Commercial segments. The current Zacks Consensus Estimate for total revenues stands at $938.3 million, indicating 36% growth from the year-ago reported quarter.

According to the consensus estimate, government revenues are projected to be $510.5 million, representing a 37.7% year-over-year increase. The consensus mark for Commercial revenues is pegged at $429.3 million, indicating 39.7% year-over-year growth. Revenues are likely to have benefited from the increased adoption of products and services through new as well as existing customers.

Palantir Technologies Inc. Price and EPS Surprise

Palantir Technologies Inc. Price and EPS Surprise

Palantir Technologies Inc. price-eps-surprise | Palantir Technologies Inc. Quote

The backbone of Palantir’s business is its Artificial Intelligence Platform (AIP), which is rapidly transforming into the company’s biggest commercial catalyst. At its core, AIP enables organizations to embed autonomous AI agents across workflows, shrinking decision timelines and scaling productivity by multiples, not mere percentages. While competitors focus on AI model development, PLTR is winning on deployment, offering turnkey, enterprise-ready solutions that drive real results from day one. The U.S. commercial business has now become Palantir’s most dynamic revenue driver, and AIP is the key accelerant.

PLTR currently carries a Zacks Rank #5 (Strong Sell).

Stocks That Warrant a Look

Stantec (STN - Free Report) : The Zacks Consensus Estimate for the company’s second-quarter 2025 revenues is pegged at $1.2 billion, indicating year-over-year growth of 8.4%. The consensus estimate for earnings is pegged at 98 cents per share, up 19.5% from the year-ago quarter’s actual. The company beat the consensus estimate in all the past four quarters, with an average surprise of 6%. The company is scheduled to declare second-quarter 2025 results on Aug. 13. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Montrose Environmental Group (MEG - Free Report) : The Zacks Consensus Estimate for the company’s second-quarter 2025 revenues is pegged at $186.6 million, indicating year-over-year growth of 7.7%. The consensus mark for earnings is pegged at 25 cents per share, increasing 25% from the year-ago quarter. The company beat the consensus estimate in two of the past four quarters and missed twice, with an average surprise of 38.1%. The company is scheduled to declare second-quarter 2025 results on Aug. 6.


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