We recently put together a list of the 15 Software -Infrastructure shares that perform better than in 2025. In this article we will look at where Palantir Technologies Inc. (Nasdaq: PLTR) stands against the other software infrastructure shares.
Software shares had a disturbing ending in the past year and some even kept falling in January. After a solid year, taking profit would have been acceptable. However, the continuous decline in January was worried, with some media personalities called the end of software shares.
However, it was not long before the market changed its opinion. In general, software shares are not so negatively influenced by rates such as hardware stocks. Since Trump took over, people have evaluated their options and with rates on the horizon, software found software as a relatively safe sector.
There were also some worries on the AI front. The rise of Deepseek AI has led companies in the US to be no longer willing to spend more on their AI companies. Similarly, companies can easily use the much cheaper technology of Deepseek, which causes, for example, a downward pressure on subscription prices. So far this all seems to be no reality, so on the back of solid income, most software shares have comfortably surpassed the market.
We have decided to view the top 15 shares that are performing better this year than the market. In order to come up with our list of 15 software infrastructure shares that perform better in 2025, we only considered shares with a market capitalization of at least 2 billion that surpassed the wider market until the end of last week.
A software engineer manipulates a huge network of code on virtual monitors.
Palantir Technologies Inc. is a software platforms builder and implementation for the intelligence community. The company offers Palantir Foundry, Palantir Gotham, Palantir Apollo and Palantir Artificial Intelligence Platform (AIP). The stock, which was the best S&P 500 artist in 2024, has already risen 46% this year!
As one of the most important AI companies that are there today, it was the recent winning report that stimulates the YTD returns for PRTR investors. The commercial turnover grew by 54% JoJ, while government revenues have risen by 45%. The share shot almost 25% after the winning report.
Palantir offers a fast and scalable use of AI in existing workflows, which makes his company scalable to different industries. In the last quarter, for example, the company signed a $ 67 million deal with a large pharmacy in the US and a $ 40 million deal with a telecom company. The improvements in productivity and the resulting cost efficiency mean that companies do not hesitate to spend money on Palantir’s offer.
