Alex Karp, general director of Palantir Technologies Inc., speaks during the AIPCON conference at Palo Alto, California, USA, March 13, 2025.
David Paul Morris Bloomberg Getty images
Technical supplies They fought in 2025 as a recession and Trade war He is afraid of the appetite for the SAP investor for more risky assets.
Palantir is an exception.
According to Factet on the unstable background of the market, the software manufacturer's shares have gained 45% and are the best result among companies worth $ 5 billion or more. The nearest technology names are Verisignan increase of 33%, Octaan increase of 30%, Robinhoodincrease by 29%and UberGrowth by 29%.
President Donald TrumpGovernment frenzy Department review I would like to thank you for pop.
“When you think about macroeconomic fears, you as a company must be more efficient and that's where it is there Palantir It is developing, “said Bank of America Marian Pérez Mora.
Palantir stood out in the world of software because of its artificial intelligence tools, recognizing defense and software agreements with US key government agencies, including the army. In the fourth quarter it is Government revenues increased by 45% From year to year to $ 343 million.
The companies stood in the face of a huge variability in 2025, because the tariffs are threatened with global threat supply chains And stop daily production operations through tourist costs. These fears reduced the wide market rate by about 7% this year, while NASDAQ's heavy composite dropped by 11%.
Megacap Tech – AppleIN MicrosoftIN NvidiaIN AmazonIN AlphabetIN Finish AND Tesla – This year they fell between 7% and 31%.
At the same time, the Trump administration reduced government expenditure, giving Tesla CEO Elon Musk'S Department of Government Freedom to reduce public sector costs. Some administrative officials advertised the transfer of dollars from advisory contracts to commercial software suppliers such as Palantir, said William Blair analyst Louie Dipalma.
“Palantir's business model is highly adapted to the priorities of Trump's administration in terms of increasing agility and very fast on the market,” he said.
It placed a palace in the league with the main contractors such as Lockheed Martin AND Northrop Grummanwhich achieved better results in this year's screenshot. Dipalma said that many companies in space also want to cooperate with the company and tend to gather in defense during recession.
Palantir vs. NASDAQ composite
CEO Alex Karp He was also a supporter of American Innovation and the central role of the company in supporting what he called “the stage of the best technology in the world” During an interview with CNBC Early this year. Carp also told CNBC that the United States needs “effort throughout the country” to compete with emerging opponents.
But riding on Palantir was far from smooth, and the shares were susceptible to unstable swings. Shares sold almost 14% in the week, which Trump announced for the first time Tariffs. Actions increased by 22% one day in February in relation to strong earnings.
Dipalma said that its inclusion in more passive and quantum funds and the growing attention of retail traders brought these turbulence. Last year, the company joined both S&P and NASDAQ. Palantir trades in one of the highest prices to profit in software and recently traded 185 times earnings over the next twelve months. This puts a steep strap on herds.
“There is really no error margin,” he said.
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