Overview
- Shares have climbed 134% this year and more than 2,000% since AIP’s April 2023 launch, lifting market value to roughly $422 billion.
- Third-quarter results showed 63% year-over-year revenue growth and a 200% jump in EPS, with U.S. commercial revenue up 121%.
- Management raised guidance to at least 61% revenue growth, extending a streak of accelerating quarterly performance.
- Over the past year, Palantir generated about $1.8 billion in free cash flow on roughly $3.9 billion of revenue, a margin near 47%.
- New analysis highlights a steep valuation—about 109 times trailing revenue versus roughly 24 times for Nvidia—while questioning how far Palantir’s addressable market can stretch beyond government-focused analytics.