Palantir Proved AI Can Make Money. But There Is An ETF Problem - REX AI Equity Premium Income ETF (NASDAQ
benzinga.com/etfs/sector-etfs/26/02/50332347/palantir-proved-ai-can-make-money-but-there-is-an-etf-problem
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Palantir's Undervalued Role in AI ETF PortfoliosPalantir reported 70% revenue growth, yet many AI ETFs allocate below its fundamental contribution as of early 2026.
Key FactsFeb 3, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: benzinga.com
Summary created with AI assistance · Source: benzinga.com
- Palantir delivered a 70% year-over-year revenue increase and a 56% free cash flow margin, demonstrating strong operational performance.
- Numerous AI ETFs underweight Palantir due to a focus on hardware and cloud infrastructure companies.
- The company monetizes AI-driven decision-making across sectors like defense and healthcare, a model overlooked by many ETFs.
- Government contracts provide steady cash flow, while accelerating commercial growth reduces customer concentration risks for investors.
Government remained the anchor, but this quarter showed it was far from stagnant — it accelerated alongside commercial, which strengthens Palantir's overall story.— Jake Behan, Head of Capital Markets at Direxion, discusses the role of government in Palantir's business model.
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American software and services company, specializing in data analysis
field of computer science that develops and studies software enabling machines to exhibit intelligent behavior
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Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Palantir upgraded its annual revenue forecast again, citing strong demand for AI solutions from government and corporate clients.
- The stock price doubled this year, becoming the top performer in the S&P 500 and tripled over the last three years.
- Government sales jumped 53% in Q2 to $426 million, accounting for over 42% of total revenue near $1 billion.
- Despite rapid growth, analysts warn the stock's valuation is stretched, trading above 200 times forward earnings amid rising expenses.
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