Palantir stock has struggled in 2026, falling 22% year-to-date, but Ives says he sees it as one of the best examples of the shift he’s predicting: as a platform, it helps turn extensive enterprise data into actionable insights for other businesses.
“The company continues to see unprecedented demand for AIP especially across the commercial & federal landscapes, by taking AI solutions that solve mission-critical use cases at enterprise scale with shorter sales cycles, expanding deal sizes, and faster deployment/ ROI timelines,” Ives noted.