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)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
