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Palantir's 93% revenue surge puts enterprise AI's first-mover gap on the map

8/7/2026

Against the backdrop of a widening regulatory divide between the United States and Europe, enterprise data analytics firm Palantir Technologies (NASDAQ: PLTR) posted second-quarter revenue growth of 93%, a result that sent the stock up 30% in a single session.

Combined with a 62% adjusted operating margin, that growth produced a rule-of-40 score of 155%, a combination of hyper-growth and profitability that chief executive Alex Karp has long said places Palantir in a category of its own within enterprise software.

commercial segment at full throttle The number that repriced the stock was a 149% surge in U.S.

Karp has argued in public interviews that America's lighter regulatory approach to artificial intelligence gives domestic operators a structural advantage over European competitors, and the commercial segment now supplies numbers to support that case.

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