05:20 PM EST, 11/03/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
PLTR reported Q3 revenues of $1.181B, up 63% Y/Y and 18% Q/Q, beating consensus by $90M. Non-GAAP EPS of $0.21 exceeded estimates by $0.04, while the company achieved a remarkable Rule of 40 score of 114%, underscoring impressive operational efficiency as AI adoption accelerates across its customer base. U.S. commercial momentum reached unprecedented levels with revenue surging 121% Y/Y to $397M, validating its AIP strategy, though U.S. Government sales showed slight sequential deceleration (+52% Y/Y, vs 53% in Q2). Management raised 2025 revenue guidance to $4.396-$4.400B from $4.142-$4.150B, reflecting accelerating momentum with its U.S. commercial segment - U.S. commercial guidance expected to exceed $1.433B (104% growth). We believe the strong profitability metrics with adjusted operating margin of 51%, combined with net dollar retention of 134% and robust cash generation of $508M from operations, demonstrate PLTR's impressive execution amid a competitive AI landscape.