Palantir’s AI Momentum Signals Long-Term Upside
Palantir Technologies (PLTR) is proving its staying power in the AI revolution. In Q3 2025, the company posted $1.18B in revenue, a 63% year-over-year increase and EPS of $0.21, beating Wall Street expectations⁽¹⁾⁽²⁾. Its U.S. commercial revenue surged 121%, driven by rapid adoption of its Artificial Intelligence Platform (AIP)⁽²⁾⁽³⁾.
Strategic partnerships with Lumen Technologies and Lowe’s further validate Palantir’s enterprise AI capabilities⁽⁴⁾⁽⁵⁾. These deals expand its footprint across telecom and retail, showcasing its versatility beyond government contracts.
Management raised full-year guidance, now projecting 53% revenue growth, up from 45%⁽³⁾. With a market cap nearing $476B and expanding margins, Palantir is transitioning from a speculative AI play to a mature data infrastructure leader.
For investors, Palantir offers exposure to scalable AI deployment across sectors. While valuation remains a concern for some, its execution and commercial traction suggest strong long-term potential. Keep an eye on Apollo and Foundry platforms as catalysts for future growth.
Disclosure: Not financial advice. Do your own research.
[1] Palantir Technologies Lifts 2025 Guidance After Strong Q3... - EconoTimes (https://www.econotimes.com/Palantir-Technologies-Lifts-2025-Guidance-After-Strong-Q3-Earnings-Beat-on-AI-Driven-Growth-1724997)
[2] Earnings call transcript: Palantir Q3 2025 sees strong earnings beat (https://www.investing.com/news/transcripts/earnings-call-transcript-palantir-q3-2025-sees-strong-earnings-beat-93CH-4328895)
[3] Palantir Stock Edges Down Despite Stellar AI-Driven Q3 Earnings Results... (https://www.fool.com/investing/2025/11/03/pltr-stock-q3-earnings-best-ai-stocks/)
[4] Why Lumen Technologies (LUMN) Is Up 11.0% After Announcing Strategic AI Partnership With Palantir Technologies (https://finance.yahoo.com/news/why-lumen-technologies-lumn-11-091101936.html)
[5] Is Lowe's (LOW) AI Collaboration With NVIDIA and Palantir Changing Its Investment Narrative? (https://finance.yahoo.com/news/lowes-low-ai-collaboration-nvidia-140813105.html)
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