AI-Driven Growth at Palantir Faces Disruptive Threats, Warns Investor

Palantir’s AI-powered growth helped lift 2025 results (Q4 revenue up ~70% YoY; US commercial sales +137%) and support bullish 2026 guidance (~60% growth), but a valuation north of $300B makes any slowdown costly. Stone Fox Capital warns that AI disruption could come from internal AI tools like Anthropic’s Claude Code, possibly dethroning Palantir’s platform, a scenario the investor calls “AI disrupting AI.” Despite the risk, Wall Street remains cautious but positive with a Moderate Buy consensus and about 44% upside to a ~$191 target over the next year.