Overview

* Palantir Q3 2025 revenue grows 63% yr/yr, beating analyst expectations

* U.S. commercial revenue surged 121% yr/yr, reflecting strong demand

* Company raises FY 2025 revenue guidance, indicating confidence in continued growth

Outlook

* Company raises FY 2025 revenue guidance to $4.396 - $4.400 bln

* Palantir expects Q4 2025 revenue of $1.327 - $1.331 bln

* Company raises FY 2025 adjusted income from operations guidance to $2.151 - $2.155 bln

Result Drivers

* AI PLATFORM IMPACT - Palantir ( PLTR ) credits its Artificial Intelligence Platform (AIP) for compounding AI leverage and driving transformational growth

* RECORD CONTRACT VALUE - Co closed $2.76 bln in total contract value, up 151% yr/yr, supporting revenue growth

* U.S. COMMERCIAL GROWTH - U.S. commercial revenue grew 121% yr/yr, driven by strong demand

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $1.18 $1.09

Revenue bln bln (20

Analysts

)

Q3 Net $476.74

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 17 "hold" and 3 "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy."

* Wall Street's median 12-month price target for Palantir Technologies Inc ( PLTR ) is $165.00, about 21.5% below its October 31 closing price of $200.47

* The stock recently traded at 247 times the next 12-month earnings vs. a P/E of 237 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)