Palantir Technologies has been one of the hottest stocks of 2025, up more than 130% year-to-date. But according to analysts, the rally may not be over. The reason? Palantir’s so-called “secret sauce” – a unique way of working with customers that most competitors can’t copy.
What makes Palantir different?
At the core are Forward-Deployed Engineers (FDEs). Unlike traditional software engineers who sit in Silicon Valley, Palantir embeds its people directly inside customer organizations – from governments to big corporates.
That means:
- Engineers work side by side with clients.
- They don’t just sell software, they actively help implement it.
- They find new use cases and encourage adoption in real time.
This model builds loyalty, increases switching costs, and creates a moat that rivals can’t easily break.
Adding AI to the mix
Now, Palantir is taking it a step further. With the rise of agentic AI, the company is scaling its FDE approach. Think of it as AI-powered engineers that can extend Palantir’s know-how into even more industries and workflows.
Bank of America analysts call this a major accelerator for growth, predicting that Palantir’s commercial revenue could surpass $10 billion by 2030.
Big deals on the government side
Palantir isn’t just about business clients. In September, the company struck a £750 million ($1 billion) AI defense deal with the U.K.’s Ministry of Defence – its first billion-dollar deal outside the U.S.
This builds on its role as a digital backbone for U.S. defense, where adoption of its Maven AI system has grown 8x since 2024. NATO is already on board. Analysts expect more allies to follow, making Palantir a key player in global defense tech.
Why this matters for investors
- Scalability: FDEs + AI make it faster for customers to adopt Palantir’s platform.
- Moat: Deep integration means fewer clients will try to build their own solutions.
- Growth runway: Both commercial and government sales are projected to exceed $18 billion by 2030.
With analysts setting fresh price targets of $215 per share (about 18% upside from today), Palantir could keep its momentum as one of Wall Street’s most-watched AI names.
Everytrade24 What-If Scenario
Let’s put this into perspective.
If you had invested €10,000 in Palantir via Everytrade24 one year ago, your portfolio would now be worth roughly €23,700 – a gain of +137%.
That’s not just numbers on a screen – that’s a real-life double-up in 12 months. And here’s the kicker:
- With Everytrade24’s instant funding (now boosted by EU-wide real-time payments), your money hits your account immediately.
- That means you never miss out on opportunities like Palantir’s explosive run.
- Fast in. Fast out. Full control.
Because in trading and investing, time isn’t just money – it’s profit.
Key Takeaways
- Palantir’s edge isn’t just software – it’s people. Forward-deployed engineers embed with clients and make the product stick.
- AI agents are scaling this model, opening the door to billions more in revenue.
- A $1 billion defense deal in the U.K. shows global demand is accelerating.
- With Everytrade24, a simple €10,000 investment in Palantir last year would have nearly doubled.
