"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 56.19%."
Palantir shares fell modestly in early 2026, reversing prior momentum but remain up 175.41% year-over-year and 1,854.22% since the October 2022 IPO. Q3 results on Nov. 3, 2025 showed EPS of $0.21 versus $0.17 expected and revenue of $1.18 billion versus $1.09 billion, with guidance citing AI platform adoption and government sales rising 52% year-over-year. Major deals include a £1.5 billion U.K. defense agreement and a consolidated U.S. Army 10-year contract valued at $10 billion. Institutional ownership fell to 56.19% amid large fund reductions. The forward P/E of 175.44 raises valuation concerns despite expected earnings growth.
Read at 24/7 Wall St.
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