Palantir Technologies

Palantir’s revenue has grown rapidly due to AI tailwinds, but the growth path is cyclical. The company itself notes that large government and enterprise deals are unpredictable and can shift across quarters.

About 40–50% of revenue comes from governments, which should offer steady contracts, yet these are often annual budgets that can be cut or reprioritized. The remaining commercial business is ramping quickly, but it’s early stage and also lumpy. Overall we consider the revenue stream only moderately predictable. We rate predictability ~50/100.