The use of the US analysis software Palantir Gotham in German security authorities also ensures controversial debates. Investors also have an eye on the upcoming quarterly figures.
• Political dispute over Palantir software: Wildberger welcomes commitment, Hubig warns the rule of law
• Software already active in several federal states: nationwide use is checked, data protection remains controversial
• A share under observation: Despite AI boom, analysts see overvaluation and warn of exaggerated expectations
Digital Minister Karsten Wildberger is generally open to the use of technologies such as the controversial analysis software of the US company Palantir in German security authorities. “But we should also have European companies that can offer such solutions,” the CDU politician told the Funke media group newspapers.
Wildberger pointed out that Germany had to protect itself: “People and countries who have other values and threaten entire countries are increasingly using technology. We should also use technologies to protect our state and our democracy,” said the minister. “If a provider provides such a technology, we should invest in you.”
He reacted to the question of whether it was a good idea that several federal states wanted to use Palantir’s software for their police.
With the software, investigators should automatically identify suspects and prevent or clarify crimes. It is already being used in Bavaria, Hesse and North Rhine-Westphalia, and now the police in Baden-Württemberg should also be able to fall back on it. Federal Minister of the Interior Alexander Dobrindt (CSU) shows whether the software should be used nationwide.
Hubig sees use skeptical
Federal Minister of Justice Stefanie Hubig (SPD) had previously identified suspicion. It is “important that our investigative authorities have contemporary instruments in order to clarify serious crimes and to be able to ward off dangers,” she told the “Süddeutsche Zeitung”. However, only those funds that were compatible with the rule of law could be used.
The Palantir company was founded in the United States in 2003 – including Tech billionaire Peter Thiel. He is known for his libertarian and right-wing positions, his proximity to US President Donald Trump and his criticism of liberal democracies. Many Thiel therefore see critical in Europe. Data protectionists also criticize the software.
Wildberger demands more digital independence
Wildberger issued the goal that Germany had to be digitally sovereign. “75 percent of the cloud solutions we use come from the big American tech companies,” he said. They have been working with these companies as a trusting partner for many years. At the same time, however, it must also be about “using our talents to benefit from the huge fields of growth”.
Investors also look at the Palantir share
The public debate about the Palantir software is also reflected in the financial market. The Palantir share is under enormous pressure to succeed shortly before the figures were published in the second quarter of 2025. After a strong increase in price of 104 percent since the start of the year, investors are wondering whether even excellent results will be enough to meet the high expectations.
The Palantir share itself weakened after a strong rally in the run-up to the number template. On Friday, the share at Nasdaq dropped by 2.58 percent to $ 154.27. However, the record high of over $ 160 remains in sight. The company’s market capitalization has now reached the considerable mark of $ 364.06 billion – a value that is increasingly skeptical about the actual sales figures.
AIP AIP platform as a central growth driver
The unprecedented high-altitude flight of the Palantir share is mainly based on the resounding success of the AIP (Artificial Intelligence Platform). Cooperation with the US Army in particular turned out to be lucrative and gave the company access to billions in orders.
Palantir himself had promised sales of $ 934 to $ 938 million for the second quarter – the analyst estimates are therefore slightly above the company’s own expectations. A central topic in the upcoming presentation of results will be whether Palantir can keep his operational margin.
Warning signals despite growth story
Analysts are increasingly warning of a dangerous overvaluation of the Palantir share. The average price target of the analysts is $ 111.14 on Tipranks – the share certificate would currently act around 28 percent above its fair value. 17 analysts have the share under Tipranks under observation: Four buying recommendations face 10 holding ratings and three sell ratings.
Crucial questions for investors
For investors, there are crucial questions before the quarterly figures: How sustainable is growth in the AI segment? Can Palantir keep the high margins? And above all: even justifies an excellent quarterly result the current market capitalization of over $ 364 billion?
The answers to these questions will not only be trend-setting for Palantir investors, but could also have a signal effect for the evaluation of other AI-focused companies.
Redaktion finanzen.net with material from dpa (afx)
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