(BFM Stock Exchange) – The data analysis specialist jumps by more than 20% to Wall Street on Tuesday after having delivered his fourth quarter results and communicated to the prospects returned much above expectations.

Strong increase in the S&P 500 last year, with a spectacular flight of 340%, Palantant does not really decrease the cadence.

Originally funded by the CIA and still maintaining close links with the intelligence services of national governments, the company takes 35% over a month at Wall Street, and almost 40% since the beginning of 2025.

These performances are amplified, this Tuesday, February 4, by the new fever push that the title recorded at Wall Street after having published its quarterly results. Palantant gains 10:00 p.m. around French time.

>> Access our exclusive graphic analyzes, and enter into the confidence of the trading portfolio

An AI winner

Palantant has mainly benefited on the stock market, in the stock market, from his exhibition to the theme of artificial intelligence (AI). “Palantant is now positioned as a major player in the field of AI, with its AIP platform (Artificial Intelligence Platform) at the heart of its strategy. This allows its customers to use large models in a secure and reliable manner of language (LLM), thus promoting faster and effective human decision -making, “explained last year IG Markets.

The publication of the American company specializing in the analysis of data, in particular of sensitive data, seems to demonstrate that this development of AI is only in its beginnings.

Palantant announced an increase in his income of 36% in the second quarter, at 828 million dollars, against a Bloomberg consensus located at $ 776 million, while profit per share has been 3 hundred against 4 hundred a year earlier.

Revenues from its contracts with US government agencies increased by $ 343 million by $ 343 million, while those made with the US private sector increased by $ 214 million.

Above all, the company has communicated impressive prospects for 2025, tabling on income between $ 3.741 billion and $ 3.757 billion, compared to $ 2.87 billion generated in 2024, and a consensus housed at 3.54 billion dollars . Its only income made from the US private sector are expected up more than 54% to $ 1.079 billion.

A “wild” momentum

In a letter addressed to its shareholders, its managing director, Alex Karp, explained that the company benefited from “wild” growth in the demand for AI software.

“It is not a progressive advance or a marginal acceleration of our activities. This is a new phase. And the momentum we observe in all sectors, both commercial and government, does not looks like anything that was done before, “he continued.

“Palantant has exceeded forecasts for the year 2024 and the message was clear: 2024 was only a leg. The company believes that the world is ripe for a technological revolution and AI. We think that Palantir will allow and lead this revolution in the commercial and defense markets, “writes Bank of America in a note published this Tuesday.

“The AI ​​market is increasingly congested by more trivialized solutions, we believe that the proposal for the value of Palantir is only increasing. The emphasis on the operationalization of data, the Establishment of twinning of high fidelity digital companies and the acceleration of decision -making is a winning formula, “said the establishment.