Societe Generale partners with Palantir Technologies to battle financial crimes
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2025
0mins
Should l Buy PLTR?
Source: SeekingAlpha
Partnership Announcement: Palantir Technologies has partnered with Societe Generale to deploy its anti-financial crime solutions for the bank's international retail banking operations.
Objective of Collaboration: The collaboration aims to enhance Societe Generale’s capabilities in managing and mitigating risks related to financial crime across its international retail networks.
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Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 135.900
Low
50.00
Averages
192.88
High
255.00
Current: 135.900
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AI Platform Launch: The introduction of Palantir's Artificial Intelligence Platform (AIP) enables clients to securely integrate large language models with internal data, enhancing data querying and analysis efficiency, particularly in public safety and military applications.
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- Strong Profitability: In Q4 2025, Palantir achieved a 43% profit margin, ranking among the best in the software industry, indicating that the company maintains high profitability while experiencing rapid growth, enhancing its competitive position in the market.
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- U.S. Market Dominance: The U.S. business now accounts for 77% of total revenue, with a remarkable 93% year-over-year increase, indicating Palantir's growing penetration among enterprise clients and substantial future growth potential.
- Strategic Contract Wins: The company secured 180 contracts worth at least $1 million during the quarter, including 61 contracts exceeding $10 million, demonstrating rapid adoption and trust in Palantir's platforms by enterprise customers.
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See More
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- Stock Performance Review: Palantir's shares have surged 1,666% over the past three years, yet have declined 10% year-to-date, reflecting market concerns about future growth amid current high valuations.
- Significant Revenue Growth: In Q4 2024, Palantir's revenue soared 93% year-over-year to $1.1 billion, with U.S. commercial sales jumping 137% to $507 million, indicating a successful pivot towards business clients.
- AI Platform Launch: The introduction of Palantir's Artificial Intelligence Platform (AIP) enables clients to securely integrate large language models with internal data, enhancing data querying and analysis efficiency, particularly in public safety and military applications.
- Competitive Landscape Analysis: Despite Palantir's market advantages in data analytics, it faces fierce competition from companies like Microsoft and Snowflake, and its forward P/E ratio of 158 significantly exceeds the S&P 500's 22, limiting future growth potential.
See More
Palantir Stock Valuation Remains Difficult to Understand
- Product Superiority: Palantir's AI-powered software enables real-time decision-making, with government revenue reaching $730 million in Q4 compared to $677 million in commercial revenue, highlighting strong performance in both sectors, although commercial growth at 82% outpaces government growth at 60%.
- Strong Profitability: In Q4 2025, Palantir achieved a 43% profit margin, ranking among the best in the software industry, indicating that the company maintains high profitability while experiencing rapid growth, enhancing its competitive position in the market.
- Valuation Risks: Trading at 80 times sales, Palantir is one of the most expensive stocks on the market; despite being profitable, the effectiveness of using the price-to-sales ratio diminishes, necessitating a focus on future earnings growth potential for valuation assessment.
- Uncertain Future Growth: While Palantir's future prospects appear promising, sustaining the projected rapid growth is crucial; otherwise, the current high valuation may not hold, prompting investors to carefully weigh risks against potential returns.
See More
Tech Stocks Surge as AI Drives Market Recovery
- Market Recovery: The S&P 500 rose by 0.47% to 6,964.82, indicating a rebound in investor confidence towards tech stocks, particularly in the context of AI-driven rotations, suggesting an improvement in market sentiment.
- Tech Stock Performance: Oracle's stock surged by 9.85%, becoming a key winner in the S&P 500 and nearly recovering last week's losses, reflecting analysts' optimistic outlook on its future performance and bolstering investor confidence in the software sector.
- AI-Driven Rotation: Nvidia's stock increased by 2.58%, continuing to benefit from the AI infrastructure boom, while software and service stocks generally declined, indicating market concerns over the traditional SaaS business model, which may lead to shifts in industry dynamics.
- Future Outlook: Investors are focused on upcoming U.S. jobs data and inflation reports, which could influence market trends, with expectations that tech stocks will remain volatile during earnings season, necessitating vigilance from investors.
See More
Investment Comparison: Palantir vs Nvidia
- Sustainable Software Revenue: Palantir's AI-powered data analytics software provides long-lasting subscription revenue, akin to Microsoft's Office platform, ensuring a steady cash flow that enhances the stability and attractiveness of its business model.
- Growth Rate Comparison: Palantir reported a 70% year-over-year revenue increase to $1.4 billion with a 43% profit margin, showcasing strong performance in profitability and market demand, slightly outperforming Nvidia's growth expectations.
- Valuation Discrepancy: Palantir's price-to-earnings ratio stands at 106, significantly higher than Nvidia's 23, indicating that investors must pay a premium of up to 360% to own Palantir's stock, reflecting high market expectations for its future growth.
- Market Outlook: While Nvidia's stock is relatively cheaper and expected to benefit from a surge in AI spending by 2026, Palantir's business model and sustainable revenue potential still make it attractive for long-term investment, requiring investors to balance short-term and long-term gains.
See More
Investment Value Comparison: Nvidia vs. Palantir
- Business Model Comparison: Palantir's AI-powered data analytics software offers a sustainable revenue stream akin to Microsoft's Office platform, while Nvidia's GPU business may face growth slowdowns in the future as computing capacity could reach saturation post-2030, leading to revenue growth reliant on replacing outdated equipment.
- Financial Performance: Palantir reported a 70% year-over-year revenue increase to $1.4 billion with a 43% profit margin, showcasing strong profitability; in contrast, Nvidia's profit margin hovers in the mid-50% range, slightly ahead, yet both companies exhibit blistering growth rates.
- Valuation Discrepancy: Palantir's price-to-earnings ratio stands at 106 times, significantly higher than Nvidia's 23 times, indicating that Palantir's earnings would need to rise by 360% to match Nvidia's valuation, making the cost of investing in Palantir appear excessive.
- Market Outlook: While Nvidia is viewed as the better investment amid surging AI spending, the market sentiment is oddly bearish on its stock, presenting a prime opportunity to buy Nvidia shares, especially ahead of its upcoming fourth-quarter earnings report.
See More
Palantir Reports 70% Revenue Growth in Q4
- Significant Revenue Growth: Palantir's Q4 revenue surged 70% year-over-year to $1.41 billion, exceeding market expectations of $1.34 billion, showcasing the company's robust performance and heightened demand in the AI sector.
- U.S. Market Dominance: The U.S. business now accounts for 77% of total revenue, with a remarkable 93% year-over-year increase, indicating Palantir's growing penetration among enterprise clients and substantial future growth potential.
- Strategic Contract Wins: The company secured 180 contracts worth at least $1 million during the quarter, including 61 contracts exceeding $10 million, demonstrating rapid adoption and trust in Palantir's platforms by enterprise customers.
- Optimistic Future Outlook: Palantir projects revenue between $7.18 billion and $7.20 billion for 2026, implying a sustained growth rate of 61% that far exceeds Wall Street's previous estimate of $6.2 billion, reflecting the company's confidence in future market opportunities.
See More
