MIT NANDA’s paper, “The GenAI Divide: State of AI in Business 2025,” raises concerns as 95% of organizations investing billions in AI development see zero return, sparking fears of an AI bubble burst. Meanwhile, Palantir excels with boot camps and software engineers solving customer problems directly.

Palantir reports phenomenal Q2 2025 results, with revenue growth of 48% year-over-year, net income of $327 million, and various impressive margins and figures. The company’s success is attributed to its Ontology architecture and FDEs, setting it apart in the AI industry.

Palantir continues to expand its partnerships, collaborating with Lear Corporation and Lumen Technologies to accelerate technological transformations. Analysts praise Palantir’s growth and profitability, estimating it will outperform industry growth in a budget-constrained environment.

Analysts highlight lower-than-expected market growth for AI platforms, potential commoditization, and competition catching up with technologies as challenges. Despite these, Perez Mora reiterates a buy rating and $180 target price for Palantir, reflecting sustained high growth and profitability.

Read more at Yahoo Finance: Bank of America revamps Palantir stock outlook after AIPCon