--- title: "'A Backwater No Longer': This Investor Doesn't Expect Palantir to Keep Dropping" description: "Palantir Technologies (NASDAQ:PLTR) is experiencing significant growth in its U.S. commercial sales, which surged 137% year-over-year to $507 million in Q4 2025, while government sales reached $570 mi" type: "news" locale: "en" url: "https://longbridge.com/en/news/275229413.md" published_at: "2026-02-08T13:38:16.000Z" --- # 'A Backwater No Longer': This Investor Doesn't Expect Palantir to Keep Dropping > Palantir Technologies (NASDAQ:PLTR) is experiencing significant growth in its U.S. commercial sales, which surged 137% year-over-year to $507 million in Q4 2025, while government sales reached $570 million. CEO Alex Karp highlighted this shift in his quarterly letter, indicating that the commercial sector is no longer a "backwater". Investor Adria Cimino is optimistic about future gains, citing strong demand for AI solutions and expanding client contracts. Despite an 8% drop in share price, PLTR holds a Moderate Buy consensus rating with a 12-month price target suggesting over 40% potential gains. **Palantir Technologies (NASDAQ:PLTR)** earned its stripes by selling its wares to the U.S. defense and intelligence community, something that CEO Alex Karp has been very open and upfront about. ### Valentine's Day Sale - 70% Off - Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions - Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Palantir clearly wasn't satisfied with only sourcing revenues from this segment, as can be seen from its last few quarterly reports. While government clients still account for the majority of the company's revenues, the gap has been shrinking. Fast. In Q4 2025, Palantir's U.S. commercial sales grew at an astounding rate of 137% year-over-year to reach a total of $507 million. (U.S. government sales came in at $570 million.) It was a development that Karp felt the need to highlight in his quarterly letter to shareholders. "Our U.S. commercial business, once a promising yet mostly theoretical backwater of our company, is now growing at an astonishing rate," wrote the CEO. While the company's share price has dropped some 8% since its latest quarterly release, the commercial growth is one of the reasons that 5-star investor Adria Cimino expects gains are on the horizon. "The company delivered yet another quarter of mind-boggling growth, with double-digit revenue gains, a record level of profit, and an outlook that suggests many more good days ahead," she explains. Cimino explains that Palantir's AIP ontology provides clients with a platform to quickly apply AI for their needs, without the need to construct these solutions themselves, saving both time and money. This explains why Palantir has been able to more than double its commercial business in just twelve months. Moreover, Cimino believes there are significantly more opportunities lying in wait. "Considering the demand for AI in the corporate world right now and moving forward, there's reason to be optimistic about this momentum continuing," she adds. And that's not all. Cimino points out that a number of Palantir's clients are expanding their contracts, many of which are "significant in size." In other words, according to Cimino, investors in PLTR are likely to continue reaping the benefits of the company's expanding commercial revenues, which can clearly no longer be classified as simply a "backwater." "The commercial business may continue to supercharge growth well into the future, and that's great news for Palantir shareholders," concludes Cimino. (To watch Adria Cimino's track record, click here) After a number of months in a holding pattern, Wall Street is getting back on the Palantir express. With 10 Buys, 6 Holds, and 2 Sells, PLTR enjoys a Moderate Buy consensus rating. Its 12-month average price target of $192.38 implies gains north of 40% in the year ahead. 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