Key News on Palantir Technologies (PLTR) from July 27 to October 27, 2025Over the last three months, Palantir has been in the spotlight due to strong earnings performance, expanded government contracts, and optimistic analyst outlooks amid its ongoing AI and data analytics push. Coverage has been dominated by financial media, with a focus on revenue growth, international expansion, and stock valuation debates. Below is a chronological summary of major developments, drawn from recent reports:Date
Headline/Event
Summary
Source Citation
August 4, 2025
Q2 2025 Earnings Report
Palantir reported record Q2 revenue of $733 million in U.S. operations (up 68% YoY and 17% QoQ), with total revenue growth of 48% YoY. U.S. commercial revenue surged 93% YoY. The company raised FY 2025 revenue guidance to 45% YoY growth and U.S. commercial guidance to 85% YoY, far exceeding consensus estimates. This marked the first $1 billion quarter in company history.
September 30, 2025
5-Year NYSE Anniversary
Shares have risen over 1,700% since Palantir's direct listing debut, highlighting its transformation from a secretive government contractor to a high-growth AI software leader. The milestone underscored investor enthusiasm for its commercial pivot.
October 10, 2025
Analyst Upgrade and Price Target Raise
Wedbush analyst Dan Ives raised his PT to $215 (from $160), citing robust demand for Palantir's AIP platform. FY 2025 revenue guidance was revised upward to $4.14–$4.15 billion.
October 14, 2025
Rating Upgrade to "Buy" Post-Earnings
Seeking Alpha upgraded PLTR to "buy" after the $1 billion Q2 milestone and accelerating U.S. commercial growth. Emphasis on AI-driven deals in healthcare and manufacturing.
October 19, 2025
Long-Term Valuation Prediction
Motley Fool forecasted Palantir surpassing Oracle's market cap by 2030, projecting 2025 revenue at $4.16 billion (forward P/S of 101). Bullish on enterprise AI adoption.
October 20, 2025
12-Month Price Forecast
24/7 Wall St. predicted $120/share by October 2026, with EPS at $0.43, based on sustained 40%+ growth trajectory.
October 26, 2025
Brokerage Consensus and Q3 Preview
Average rating remains "Hold" despite Q3 revenue up 48% YoY. FY 2025 EPS guidance reiterated; stock dipped 3.86% in recent sessions amid broader market volatility.
October 27, 2025
Poland Defense Ministry LOI
Palantir signed a letter of intent with Poland's Defense Ministry, deepening its NATO eastern flank presence. This builds on European expansion and could lead to multi-year contracts.
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Other mentions include technical analyses suggesting a path to $220/share
finbold.com
and ongoing discussions of Palantir's role in AI ethics and government tech (e.g., via X chatter on Epstein-related analytics tools, though speculative).How Bullish Are They?On a scale of 1–10 (1 being bearish, 10 extremely bullish), the overall sentiment rates an 8/10. Bullish Drivers (Strong Positive Tilt): Earnings beats, guidance hikes, and new deals (e.g., Poland) signal accelerating growth, especially in U.S. commercial (now 55% of revenue) and international defense. Analyst PTs ($120–$220) imply 50–150% upside from current levels (~$100/share as of late October). Long-term forecasts emphasize PLTR's AI moat, with revenue potentially doubling by 2030.
Neutral/Mixed Elements: "Hold" consensus reflects valuation concerns (high P/S multiple of 100x+ forward sales), recent 4% weekly dip, and competition from Snowflake/Snowflake. No major scandals or downgrades emerged.
Bearish Risks (Minimal in Coverage): Broader market rotations away from tech megacaps could pressure shares, but no company-specific negatives like contract losses.
In summary, news portrays Palantir as a high-conviction AI play with momentum building toward Q3 earnings (expected early November). Investors appear optimistic, with X sentiment echoing "parabolic" upside potential.
$Palantir Technologies Inc.(PLTR)$
I will be almost halfway to my target if pltr hit $220. What is your view?
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