Palantir Q2 Earnings Preview: Why August 4 Could Be a Game-Changer

Palantir (NASDAQ: PLTR) is about to report earnings — and I believe this could be the most important one yet. In this video, I’ll break down the real story behind the hype and explain what retail investors like you absolutely need to watch for on August 4, 2025. I’ve been trading since 1999, and I’ve seen what happens when expectations collide with sky-high valuations. So let’s look beyond the headlines and find out what’s really driving Palantir’s momentum — and what could derail it. Here’s what I’ll cover: The key financial targets Palantir must hit to keep soaring Whether AI and government contracts can sustain this rally Why the U.S. commercial segment is make-or-break What analysts are missing that could send the stock higher Critical risks that could trigger a pullback I’ll also dive into the company’s latest AIP bootcamp impact, Accenture partnership, and give you my personal targets for revenue, margins, and guidance. If you want clarity on Palantir before earnings — this is it. Skip ahead: 00:00 - Intro 01:06 - Current Market Status 03:04 - Metrics To Watch 04:41 - Targets 06:40 - Developments to Watch 08:15 - Some Risks to Consider 09:00 - Verdict #palantir #PLTR #AIstocks #StockMarket #RickOrford #Investing #Earnings #StockPicks #MotleyFool 🚀 Grab Your 10 Stock Picks From Stock Advisor: https://fool.com/ricko 🌐 Website: https://rickorford.com ✅ Join my Discord Community: https://rickorford.com/discord 📈 Try Barchart's Free Stock Screener: https://rickorford.com/barchart-stocks 🔔 Don’t forget to like, subscribe, and turn on notifications for more exclusive content! DISCLAIMER: Stock prices used were the market prices of July 28, 2025. The video was published on July 29, 2025. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. The Motley Fool Stock Advisor returns are 1026% as of 6/26/2025 and measured against the S&P 500 returns of 175% as of 6/26/2025. Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.