"When the company reported Q3 earnings on Nov. 3, 2025, it beat on the top and bottom lines with EPS of 21 cents versus 17 cents expected, and revenue of $1.18 billion versus $1.09 billion expected. Palantir issued strong guidance, attributing growth to adoption of its AI software platform. Meanwhile, it announced that government sales - which have been essential to Palantir's rise - grew 52% from the same quarter a year ago."
"In September 2025, it was reported that the company agreed to a £1.5 billion defense deal with the U.K. That comes not he back of an announcement in early August that the U.S. Army is consolidating 75 contracts into a single 10-year arrangement with Palantir valued at $10 billion. However, the so-called smart money have been selling the stock in flurries lately, leaving Palantir's institutional ownership at just 56.44%."
"While the stock's forward P/E ratio of 192.14 can be concerning, Palantir's federal contracts and aerospace ties are expected to continue fueling growth. While earnings are rear-facing, the emerging trends seen in the company's Q3 results can serve as a foundation for further rewards for shareholders. However, PLTR's market multiple implies it could take an investor nearly half a century to recover their initial investment, assuming earnings remained constant."
Palantir's stock gained nearly 152% year-to-date and 1,865.65% since its October 2022 IPO, despite a recent five-session decline. Q3 results (Nov. 3, 2025) beat expectations with EPS of $0.21 versus $0.17 and revenue of $1.18 billion versus $1.09 billion. Management issued strong guidance and credited AI software platform adoption. Government sales rose 52% year-over-year. The company secured a £1.5 billion U.K. defense deal and faces a potential $10 billion U.S. Army 10-year consolidation. Institutional ownership fell to 56.44% amid notable selling. Forward P/E stands at 192.14, implying high valuation risk absent continued earnings growth.
Read at 24/7 Wall St.
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