As a Palantir (NYSE:PLTR) shareholder, I couldn’t be happier with its ~35% post-earnings surge. The AI-driven data analytics and intelligence software company impressed investors, highlighting strong traction in bootcamps, growing AIP (Artificial Intelligence Platform) adoption, and improving profits. Management expects continued acceleration in its Commercial division. In the meantime, Palantir is gradually turning into a free cash flow powerhouse.
That said, while I will remain invested in Palantir for its long-term prospects, I have now adopted a neutral stance following the stock’s massive gains.
Bootcamps Driving Explosive Commercial Growth
One of the highlights of Palantir’s Q4 report was how the company was able to drive explosive growth in its Commercial division. Just to break it down a bit, Palantir’s business is split into two parts: Government (bringing in 53% of revenues) and Commercial (raking in the other 47%)….
