Palantir stock pops 8% after blowout quarter driven by AI, efficiency demand

How will the higher guidance affect the share price target set by sell‑side analysts? What are the trends in the company's gross and operating margins after the quarter? Which customer segments (government vs. commercial) are driving the growth, and what is the mix? How does the new outlook impact the stock’s valuation multiples (e.g., P/E, EV/EBITDA) relative to historical levels? What is the revised revenue and earnings guidance for FY2025, and what assumptions are underlying it? What specific drivers contributed to the blowout quarter and how sustainable are they? What potential regulatory or data‑privacy risks could affect Palantir’s AI products? Is the stock’s 8% price pop fully justified or is there still upside potential? How does Palantir’s AI‑driven revenue growth compare with key competitors like Snow Snowflake, Alteryx, and Microsoft? What is the risk of a slowdown in AI spending or macro‑economic headwinds on future growth? What is the outlook for recurring revenue, and how stable is the ARR base? How does the company's cash flow and liquidity position support the expanded outlook? What is the expected contribution of AI‑related services to total revenue and margin expansion? Are there any new contract wins or renewals that support the outlook? How does the revised full‑year outlook compare to analysts' consensus estimates?