Key numbers investors cared about
- Revenue & profits: Q3 revenue topped expectations and EPS beat Street estimates; management cited the strongest sequential revenue growth guide in company history.
- Guidance raised: FY25 revenue guide was lifted to roughly the mid-$4.39–$4.40B range with high margins and robust free cash flow outlook.
- Deal velocity: Management highlighted hundreds of seven-figure deals and continued expansion in both public sector and enterprise.
- U.S. commercial: Triple-digit growth year over year underscored AIP-driven adoption in core industries.
2026 watchpoints (bulls & bears)
- Commercial durability: Can U.S. commercial growth above 100% Y/Y sustain as AIP pilots convert to scaled deployments?
- Gov’t runway: Renewal/expansion cadence across DoD, Treasury, and allied-nation programs remains a core stabilizer.
- Operating leverage: Margins expanded; investors will watch if efficiency holds as hiring and go-to-market investments rise.
- Macro & procurement cycles: Budget timing, elections, and procurement windows can shift quarterly optics even in healthy pipelines.
Strategic developments to keep in view
Palantir has leaned into Western-aligned defense and critical infrastructure, including new and extended public-sector work and a UK partnership footprint that positions the company for longer-term European demand. Commercially, the company’s AI Platform (AIP) continues to be the cross-sell engine into industrials, healthcare, and financial services as enterprises standardize on AI-assisted decision workflows.
Further reading
- Top AI Stocks: 2025 Shortlist & Signals
- High-Yield ETF Ideas (2025)
- Private Banking in 2025: HNWI Playbook
- How to Receive U.S. Stock Dividends
- Offshore Holding Companies in 2025
- AI Wealth Clustering in 2025
- Quantum-Encrypted Foundations
- Best LLC Formation Tools (2025)
- Freelance Platforms vs Deel
Updated: 2025-11-07