In the first quarter of 2025, Palantir Technologies (NASDAQ: PLTR) reported a revenue increase of 39% year-over-year, reaching $884 million. U.S. commercial business grew by 71%, achieving a $1 billion annual run rate for the first time. The company closed $810 million in total contract value, marking a 239% year-over-year growth. Additionally, Palantir holds $5.4 billion in cash with negligible debt and generated $370 million in adjusted free cash flow.
CrowdStrike (NASDAQ: CRWD) reported $1.1 billion in revenue for the first quarter of fiscal 2026, meeting analyst expectations. The company added $194 million in net new annual recurring revenue and maintained a 97% customer retention rate. CrowdStrike also generated $279.4 million in free cash flow, representing 25% of revenue, and authorized a $1 billion share buyback program, supported by its $4.6 billion in cash.
Palantir trades at 208 times forward earnings, while CrowdStrike is priced at approximately 28.8 times sales. Both companies are seen as long-term investment picks due to their roles in AI, data analytics, and cybersecurity.
