«When an action is what has had the Better performance in S&P 500 so far this year (+63%) and quotes 185 times the profits of next year, such as Palantirthe expectations are very high, which Leave little margin of error«. Thus, Josh Gilbert, Etoro Market Analyst, the 12.05% drop that the Defense Technology Company on Wall Street after publicizing some after making some some Results of the first 2025 quarter that, although they have exceeded market expectations, they have shown a International segment deceleration which can be intensified with Donald Trump's tariffs. Experts agree that Palantir's figures have been very good to indicate a Net profit of 214 million dollars (+24%) and place their income at 883 million dollars (+39%)above the 863 million expected by consensus. In addition, the company has reported that its commercial income They have grown by 71% year -on -year, up to 255 million dollars, while their Sales in the government segment They have raised 45% to 373 million dollars. «Palantir publishes very positive figures and improvement of guides due to the good adoption of their artificial intelligence products. Your Artificial Intelligence Platform (AIP) It allows companies to link AI models (similar to chatgpt) to their private data and thus have a complete and real -time vision of their business. This facilitates decision -making for companies, «they say in Bankinter. And the company has Improved your income perspective for the whole year between 3,890 million and 3.9 billion dollars and anticipates that the United States commercial revenues will exceed 1,178 million dollars this year. «Palantir raised its income forecast for the whole year to between 3,890 and 3.9 billion dollars, demonstrating a strong demand for your AI software and the expansion of its commercial and government contracts. This was not enough to justify its high assessmentespecially at a time of great uncertainty and volatility in an economic climate with strong tariffs, «says Gilbert. With everything, although the domestic segment has reflected a remarkable advance, Outside the US, its evolution is not being so favorable (+13%) and that weakness could continue in the next quarter if the commercial tensions. «Its close relationship with the American administration especially the DOD (Department of Defense) makes it represent 42% of the total income, which It can be a negative point if any measure of cost cuts through Doge ends up applying (Government Efficiency Department) that affects the budget of the Department of Defense. That is why Palantir must continue diversifying towards the 'commercial/business' segment to be able to have sustainable growth in the future, «they point out in Bankinter.» This report shows us, however, that Palantir is a power in the AI revolution. His recent agreements with NATO and Google Cloud consolidate their position in the Federal and Defense Technology sector promoted by AI. With the Trump administration proposal of a 1 billion defense budget in 2026, with AI as a priority, Palantir seems to be one of the main beneficiaries. With an operational margin, 45% record in the fourth quarter of 2024, Palantir is also demonstrating that can increase its profitability while scale«Gilbert concludes.