Palantir Achieves 63% Growth as UiPath Marks Its First Profit
Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
Updated: 11 hour ago
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Source: Yahoo Finance
UiPath's Financial Performance: UiPath achieved its first GAAP profit with $13 million in operating income on $411 million in revenue, marking a significant milestone with an 83% gross margin and a projected Q4 revenue of $462 to $467 million.
Palantir's Revenue Growth: Palantir reported a 63% increase in revenue to $1.18 billion, driven by a 121% surge in U.S. commercial revenue, and operates at a robust 51% adjusted operating margin, highlighting its strong market position.
Business Model Comparison: UiPath focuses on automation software that executes tasks, while Palantir specializes in analytics software that interprets data, showcasing fundamentally different approaches to AI in their business models.
Valuation Insights: Palantir's high valuation reflects its established market presence and growth expectations, trading at a forward P/E of 217, while UiPath's lower valuation suggests potential upside as it continues to develop its agentic automation capabilities.
PLTR.N$0.0000%Past 6 months

No Data
Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 187.87 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 187.87 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Current: 177.920

Current: 177.920

maintain
$125 -> $170
Reason
Freedom Capital raised the firm's price target on Palantir to $170 from $125 and keeps a Sell rating on the shares. The company reported Q3 upside on U.S. commercial growth of 121% year-over-year, the analyst tells investors in a research note. The firm cites Palantir's "sustained near-term momentum" for the target boost. However, it believes the stock's "elevated valuation implies embedded hypergrowth that is unlikely to persist indefinitely."
maintain
$181 -> $197
Reason
HSBC raised the firm's price target on Palantir to $197 from $181 and keeps a Hold rating on the shares.
Neutral
maintain
$141 -> $188
Reason
Goldman Sachs raised the firm's price target on Palantir to $188 from $141 and keeps a Neutral rating on the shares.
Neutral
maintain
$165 -> $205
Reason
UBS analyst Karl Keirstead raised the firm's price target on Palantir to $205 from $165 and keeps a Neutral rating on the shares. Growth is set to accelerate again in Q4, the analyst tells investors in a research note.
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.