Why Palantir Is The Cockroach of AI That Just Keeps Winning—Despite Analyst Doubts…

So, it seems Palantir is doing that thing everyone on Wall Street pretends not to understand these days: winning. While the rest of the AI sector is curled up in the fetal position, Palantir is up more than 22% this month, dunking on companies like Nvidia, who are getting slapped around thanks to Trump’s new tariffs. And yet, analysts are still acting like it’s 2018 and everyone is just now finding out Alex Karp isn’t just a random Doc Brown look alike. 

(Source: Giphy) 

For instance, UBS has maintained a “Neutral” rating on Palantir and slapped a $105 price target on a stock that’s already trading around $112. Whadda joke. Their reasoning basically came down to this: “Something something government budget cuts, something something risk exposure.” Translation: It’s nothing we haven’t already known about Palantir. Yes, Palantir is tied to the U.S. government. And yes, they are tied to the defense industry like a junkie to his dealer. About 55% of their revenue comes from government contracts, and 75% of that is straight outta Washington’s wallet.

But pretending that’s some shocking revelation in 2025 is like being surprised that McDonald’s sells burgers. Despite the risks, no one can hold Palantir’s jockstrap right now. They’re building software that tracks people, predicts battles, and probably knows what you had for breakfast better than you do. And even with the hand-wringing from Wall Street’s least imaginative minds, Palantir just keeps stacking wins. In the past month alone, they locked in a $30 million contract with ICE to supercharge the government's ability to track whoever they feel like tracking. 

(Source: The Street) 

Naturally, this offended the sensible journalists who think every tech company should come with a Pride flag and a therapy dog. But real money doesn’t care about your Medium post. Real money cares about contracts. Additionally, there’s the NATO deal. Palantir’s Maven Smart System is being deployed for battlefield ops: intelligence fusion, targeting, battlespace planning—a.k.a. The fun stuff that makes Lockheed Martin executives spend an extra few bands on bottle service. In other words, Palantir is literally cashin’ checks and snappin’ necks in Trump's America 2.0. 

Of course, the haters are clinging to the old, tired narrative: "But what about government spending cuts?" Yes, DOGE is carving up budgets like a friggin’ butcher, but again, Palantir isn’t disposable. They’re embedded deep inside the federal machine — in the DoD, in NATO, in ICE. You don’t just rip that out without causing a national security migraine.

(Source: Yahoo Finance) 

But, but, but… let’s just say government spending does cool off. Well, Palantir’s private sector business then starts looking like an actual revenue engine. Big corporations are desperate to figure out how to weaponize their data (read: Anyone who ends up getting 23andMe’s treasure trove), and Palantir is basically handing them the keys to the red button. 

In the end, what I’m really trying to get at here is this: Palantir is the cockroach of AI. You can nuke the sector, you can gut federal budgets, you can have analysts downgrade them out of pure delusion, but… they’ll still be there, signing another $30 million contract while someone with to much time on their hands writes another “Why AI is Over” thinkpiece for a Substack that nobody reads. Shots fired… 

(Source: Giphy) 

For now, keep an eye on Palantir’s earnings report on May 5th. If Palantir beats—and it probably will, considering the world is already a violent, chaotic dumpster fire that’s tailor-made for Palantir’s business model—expect another melt-up of awesomeness (and a flood of mentions on the cesspool that is Wall Street Bets). So yeah, do what you will with this information. And even if Palantir doesn’t fit right in your portfolio, it’s still worth keeping an eye on. Meaning, place your bets accordingly, friends and stay safe out there. Until next time… 

P.S. Oh, I’m sorry, I didn’t know you liked getting rekt. Let’s face it, retail investors get the short end of the stick all day everyday. It’s the smart money’s world, and we are just living in it–only useful when it comes to liquidity purposes in the market. Meaning, if you’re as pissed off as I was when I found out Milli Vanilli was lip syncing the whole time, then it’s time to go from investing blind, to investing smart. Luckily for you, the key is right here as a Stocks.News premium member. Click here to see exactly how our premium members are printing while others quake in the face of today’s market chaos. 

Stocks.News holds positions in McDonalds as mentioned in the article.