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Palantir Foundry: Driving the Next Wave of Enterprise Intelligence

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Key Takeaways

  • Palantir's Foundry unifies enterprise data through 200 connectors and low-code automation.
  • U.S. commercial revenue soared 93% to $306M in Q2 2025, led by Foundry-driven adoption.
  • The new Foundry DevOps streamlines app delivery, expanding PLTR's enterprise footprint.

Palantir Technologies’ (PLTR - Free Report) Foundry platform has become the foundation of its commercial growth, redefining how organizations transform data into actionable intelligence.

Foundry integrates information from ERP systems, databases, and IoT streams through 200+ connectors, using automated, low-code pipelines to unify and analyze both structured and unstructured data. Its built-in analytics and machine learning tools power use cases from manufacturing optimization to anti-money laundering and supply chain efficiency.

Security and governance are central to Foundry’s design, with role-based permissions, end-to-end data lineage and real-time workload management via engines like Apache Spark and Flink. This makes it both resilient and enterprise-ready, ideal for organizations managing critical operations across diverse datasets.

Commercial adoption is surging. In the second quarter of 2025, Palantir’s U.S. commercial revenues jumped 93% year over year to $306 million, fueled largely by Foundry-driven workflows. Clients such as Lear Corporation have expanded Foundry across manufacturing, procurement and finance, reporting significant cost savings and broader employee adoption.

The August 2025 launch of Foundry DevOps further enhances its reach, streamlining application delivery and lifecycle management for enterprise teams. Meanwhile, its ontology-powered framework continues to serve as the operational backbone of Palantir’s commercial deployments, delivering measurable ROI through improved throughput, compliance and decision-making.

By enabling large-scale data unification, automation and secure intelligence workflows, Foundry has evolved into a key growth engine, positioning Palantir as a major force in enterprise AI and digital transformation, extending beyond its defense roots.

Peer Comparison: Snowflake and Teradata

Snowflake (SNOW - Free Report) and Teradata (TDC - Free Report) both operate in the data analytics and warehousing space, overlapping with Palantir’s Foundry use cases. Snowflake provides cloud-native data warehousing and sharing across systems, enabling analytical workflows at scale. Snowflake continues to deepen and broaden enterprise adoption, growing both customer count and wallet share. Teradata specializes in enterprise analytics and hybrid/multi-cloud data platforms, focusing on large organizations with heavy data workloads. Both Snowflake and Teradata compete indirectly with Palantir in enabling scalable, secure analytics-driven operations across commercial clients.

PLTR’s Price Performance, Estimates

The stock has surged a whopping 137% year to date, significantly outperforming the industry’s 19% rally.

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From a valuation standpoint, PLTR trades at a forward price-to-sales ratio of 81.51, well above the industry’s 5.53. It carries a Value Score of F.

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                                                                 Image Source: Zacks Investment Research

The Zacks Consensus Estimate for PLTR’s 2025 earnings has remained unchanged at 66 cents over the past 30 days.

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PLTR stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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