)' earnings report scheduled for today after the close, investors and analysts alike are eagerly awaiting insights into the company's performance and future trajectory.
“With the AI Revolution now quickly heading towards the key use case and deployment stage, Palantir, with its flagship AIP platform and myriad of customer boot camps, is in the sweet spot to monetize a tidal wave of enterprise spend now quickly hitting the shores of the tech sector in our opinion,” he stated. “The big focus tonight will be hearing about AIP customer conversion, US commercial strength momentum, and the trajectory of larger deals in the pipeline.
“We expect some strength in Q1 US commercial as the latest sold out AIPCon highlighted ramping customer tractions from all verticals including OpenAI, though we note typically weak seasonality could be a factor,” said Citi. “This may help offset the underwhelming federal deal activity this Q .”
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