Should cloud industry supply constraints sustain, see management expectation for doubling AWS capacity by '27 supporting multi-quarter revenue acceleration. Estimate new capacity could add $150B in annual revenue, driving material upside potential to '27/'28 estimates,
Palantir Technologies shares gained 6.43% over the past five trading sessions and have risen 114.59% in the last six months, with a dramatic 1,515% increase since its IPO.