Palantir: Competition Is For Losers (Rating Upgrade)

Palantir is upgraded to Strong Buy following blowout Q2 earnings and accelerating revenue growth. Q2 revenue surged 93% YoY and 19% QoQ, with a Rule of 40 score at an exceptional 155, reinforcing PLTR's moat. Management raised FY26 guidance and US commercial outlook, signaling confidence in sustained acceleration and AI-driven tailwinds.