Overview
- Palantir reports after the close, with consensus at $0.17 in EPS and roughly $1.09 billion in revenue on about 50% year‑over‑year growth.
- Analyst estimates sit just above the company’s prior $1.083–$1.087 billion revenue guidance, putting scrutiny on any beat and on the Q4 outlook for a richly valued stock trading near a forward P/E of about 217.
- Shares have surged roughly 150%–165% year to date and trade near all‑time highs around $200, while options markets imply a move of nearly 10% by week’s end.
- Product and deal momentum remains a focus, with the Oct. 28 Nvidia partnership integrating its chips and software into Palantir platforms to sharpen logistics and complex decision‑making as AIP drives rapid commercial adoption.
- Analysts have reset targets ahead of the print, including Wedbush lifting its price target to $230 (Outperform) and Citi to $190 (Neutral), even as some note security and contracting questions that could color sentiment.