Overview
- Adoption of the Artificial Intelligence Platform helped drive Q3 2025 revenue up 63% year over year, with U.S. commercial sales jumping 121% and profits accelerating.
- Shares trade at extreme multiples, including roughly 110 times sales and more than 160 times forward earnings, raising sensitivity to any growth slowdown that analysts forecast into 2026.
- Palantir is scheduled to report fourth-quarter results after the market close on Feb. 2, which investors view as the next major test.
- On Jan. 20, Palantir and HD Hyundai expanded their partnership to broaden deployment of Foundry and AIP across the group and establish a Center of Excellence.
- Phillip Securities initiated coverage with a Buy rating and a $208 target alongside robust FY25 estimates, even as other analysts expect peers like Broadcom, Microsoft, and Nvidia to outperform in 2026.