Alex Karp Was Right. But Is it Too Late to Buy Palantir Stock or Does a Big Breakout Loom?

2 weeks ago 14

Joey Frenette

Fri, August 7, 2026 astatine 9:50 AM CDT 6 min read

Quick Read

Palantir's Q2 delivered 93% gross maturation and a 155% rule-of-40 score, combining hyper-growth with profitability unheard of successful endeavor software.
U.S. commercialized gross surged 149% arsenic Karp argues America's lighter regulatory interaction gives it a decisive AI vantage implicit Europe.
Palantir's 30% post-earnings popular whitethorn already terms successful its first-mover edge, which could erode faster than bulls expect arsenic rivals drawback up.
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After a "spit your dentures out" benignant of 4th for Palantir (NASDAQ:PLTR), maybe, conscionable maybe, CEO Alex Karp was close each on astir the institution being successful a league of its own, oregon being successful an "N of one," arsenic helium enactment it. Undoubtedly, expectations were precocious going into that 2nd quarter, but, somehow, the institution managed to station adjacent higher gross growth, catching conscionable astir everyone, including the bulls, disconnected guard.

It's casual to disregard Mr. Karp's heated rants during televised interviews, but this latest 4th was a statement, and I bash deliberation the antheral volition beryllium uncovering himself dancing arsenic Dr. Michael Burry, who remains abbreviated the stock, starts to consciousness a spot of pressure. Thankfully for Burry's sake, helium halved his abbreviated presumption much than a period earlier the jaw-dropping Q2.

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But, either way, Palantir is backmost successful the speech arsenic the steadfast looks to spell supra and beyond the "rule of 40," with a stunning 93% gross maturation surge alongside a 62% adjusted operating borderline (155%, which is perfectly ridiculous). It's not conscionable the hyper-growth that's beyond absurd, but the profitability. It truly is unheard of successful the satellite of software. And, for now, the N remains one. For however long, though?

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U.S. maturation is disconnected the charts

That's the trillion-dollar question. With the U.S. commercialized concern posting a 149% gross surge, it's wide that Mr. Karp has a constituent erstwhile helium compares the authorities of AI successful America versus Europe, which whitethorn person overregulated itself retired of the game.

The large question is what could hap to Palantir's commercialized maturation erstwhile ex-America catches on. One has to deliberation that Europe mightiness see pulling backmost connected regulatory hurdles to region immoderate of the friction and trim the hazard of regulating itself "out of business," arsenic Mr. Karp enactment it,

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