Klaudio Ndoja
$PLTR (Palantir Technologies Inc.) Q3 2025 ๐™€๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ ๐™Ž๐™ช๐™ข๐™ข๐™–๐™ง๐™ฎ Palantir Technologies (PLTR) delivered record-breaking results for the third quarter of 2025, significantly surpassing Wall Street expectations. The performance was primarily fueled by massive demand for its Artificial Intelligence Platform (AIP). โœ…๏ธBulls Says ๐Ÿ‚ ๐Ÿ“ŒFinancial Beat and Strong Growth: Palantir reported record revenue of $1.18 billion, a substantial 63% year-over-year increase, and adjusted EPS of $0.21, both easily beating consensus estimates. ๐Ÿ“ŒExplosive U.S. Commercial Momentum: The U.S. Commercial segment was the primary growth engine, surging 121% year-over-year. CEO Alex Karp referred to the segment as an "absolute juggernaut," demonstrating strong enterprise adoption of Palantir's AI-driven offerings. ๐Ÿ“Œ Raised Full-Year Guidance: For the third straight quarter, the company raised its full-year revenue outlook to between $4.396 billion and $4.4 billion, signaling continued confidence in its near-term trajectory. ๐Ÿ“ŒRobust Profitability Palantir maintained strong margins, reporting a record-high 51% adjusted operating margin and $540 million in adjusted free cash flow, translating to an exceptional 114% Rule of 40 score. Record TCV The company closed a record $2.76 billion in Total Contract Value (TCV), up 151% year-over-year, securing a strong pipeline of future revenue. Bears Says ๐Ÿป "Concerns" โš ๏ธNegative Stock Reaction Despite the impressive financial results, Palantir's stock fell by over 7% in subsequent trading. This suggests the market's extremely high expectations were already priced into the stock following its significant year-to-date rally. โš ๏ธValuation Concerns Some Wall Street analysts maintained concerns that the stock's current valuation remains "extreme" and may be disconnected from its fundamentals after a year of massive share price appreciation. Klaudio $NSDQ100 $SPX500
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