Overview
- Palantir’s Q3 2025 results showed revenue up 63% to $1.18 billion, adjusted EPS of $0.21, a record $2.76 billion in total contract value, and higher full-year guidance.
- Nvidia will bring its CUDA software and Blackwell GPUs to Palantir’s Artificial Intelligence Platform, integrating hardware and tooling to power real-world enterprise and government workflows.
- Recent international moves include Australia’s IRAP PROTECTED certification and an expanded PwC UK alliance supported by a multi‑year, multi‑million‑pound investment.
- ARK Invest’s Cathie Wood trimmed 354,955 shares worth about $57 million yet still holds roughly $503.8 million in Palantir, while Michael Burry disclosed a bearish position that drew fresh scrutiny.
- Analysts cite triple‑digit valuation multiples and a history of sharp drawdowns as key risks even as commercial adoption accelerates, including triple‑digit U.S. commercial growth and strong net revenue retention.