{"id":59842,"date":"2025-09-12T16:22:07","date_gmt":"2025-09-12T16:22:07","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/59842\/"},"modified":"2025-09-12T16:22:07","modified_gmt":"2025-09-12T16:22:07","slug":"analyst-negates-investor-worries-about-palantir-pltr-says-company-can-become-operating-system-of-enterprise-ai","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/59842\/","title":{"rendered":"Analyst Negates Investor Worries About Palantir (PLTR), Says Company Can Become \u2018Operating System\u2019 of Enterprise AI"},"content":{"rendered":"\n

We recently published 10 Buzzing AI Stocks to Watch in September<\/a><\/strong>. Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks to watch in September.<\/p>\n

Derek Yan, KraneShares Senior Investment Strategist, said in a recent program on CNBC that Palantir Technologies Inc. (NASDAQ:PLTR) has the potential to become the \u201coperating system for enterprises\u201d in the world of AI. He also explained the key reasons investors usually worry about Palantir and mentioned why he\u2019s bullish on the stock:<\/p>\n

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\u201cPalantir is offering the similar opportunity here for investors to really disrupt the enterprise world along with many other agentic AI solutions. So the recent like selling I would think that\u2019s largely driven by macro factors and there\u2019s some profit taking. We own Palantir over a year ago and now it\u2019s over $150. So many other investors they\u2019re concerned about valuation and worry about like potential risk off triggered by the fat policies that\u2019s coming. Well I believe this is a singular grow structural growth opportunity right. So AI agent option is accelerating. The cost per token will keep declining. As a result, the return on investment for enterprises to deploy AI and use Palantir service to automate their workflow will become increasingly attractive.\u201d<\/p>\n<\/blockquote>\n

\"Analyst Analyst Negates Investor Worries About Palantir (PLTR), Says Company Can Become \u2018Operating System\u2019 of Enterprise AI <\/p>\n

Palantir has proved its skeptics wrong and so far defied conventional valuation approaches, enjoying an insanely high P\/E ratio. The company is consistently growing. In the recently reported quarter, its revenue rose 48% year over year. The company\u2019s full-year outlook points to sales growth of about 45%. While Palantir bears have highlighted its high dependence on just a few customers for most of its revenue, all signs indicate that the company\u2019s growth won\u2019t stop anytime soon. Why? Because Palantir\u2019s Artificial Intelligence Platform (AIP) is becoming indispensable for companies to deploy and operate AI systems and infrastructure. The AI software boom is just getting started, paving the way for more growth for companies like Palantir. Hyperscaler capex is expected to reach $1.15T from 2025 through 2027, more than double the $477B spent from 2022 through 2024.<\/p>\n

Carillon Eagle Mid Cap Growth Fund stated the following regarding Palantir Technologies Inc. (NASDAQ:PLTR) in its\u00a0second quarter 2025 investor letter<\/a>:<\/p>\n

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\u201cPalantir Technologies Inc.<\/strong>\u00a0(NASDAQ:PLTR), a leader in artificial intelligence (AI) software and services to governmental organizations, reported robust results and provided a strong outlook, as both the U.S. military and NATO purchased large contracts. Palantir also has had success penetrating non-military agencies of the U.S. government, as well as the commercial (corporate) side of the market with AI use cases that deliver quantifiable added value through its bootcamp product demonstrations.\u201d<\/p>\n<\/blockquote>\n

Story Continues <\/p>\n","protected":false},"excerpt":{"rendered":"We recently published 10 Buzzing AI Stocks to Watch in September. Palantir Technologies Inc. (NASDAQ:PLTR) is one of…\n","protected":false},"author":2,"featured_media":59843,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,1494,289,290,18,21973,19,17,20422,82],"class_list":{"0":"post-59842","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-stock","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-eire","13":"tag-growth-opportunity","14":"tag-ie","15":"tag-ireland","16":"tag-palantir-technologies","17":"tag-technology"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/59842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=59842"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/59842\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/59843"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=59842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=59842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=59842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}