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Palantir’s AI Momentum Meets Split Analyst Views Ahead of Nov. 3 Earnings

Investors weigh rapid growth from Palantir’s AI platforms against a valuation that leaves little room for error.

Overview

  • Palantir is scheduled to report fiscal Q3 2025 results on Nov. 3, a key checkpoint after a rapid run-up in sales and bookings.
  • Piper Sandler lifted its price target to $201 on Oct. 14 with an Overweight rating, while Mizuho cut its target to $165 on Oct. 7 and kept a Hold, underscoring divided sentiment.
  • Q2 results showed revenue up 48% year over year to more than $1 billion, with U.S. commercial growth of 93% and government still contributing over half of total sales.
  • On Oct. 16, Palantir and Snowflake announced an integration connecting Snowflake’s AI Data Cloud with Foundry and AIP, enabling bidirectional, zero-copy interoperability; Eaton is cited as an early user.
  • Recent coverage highlights a roughly $425 billion market value and powerful stock gains this year, alongside warnings that price-to-sales multiples are unusually high.