Palantir Set to Report Q4 Fiscal 2025 Earnings on Feb 2
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Fool
- Significant Revenue Growth: Palantir's U.S. commercial revenues surged 121% year-over-year to $397 million in Q3 FY2025, indicating rapid adoption of its Artificial Intelligence Platform (AIP) among clients, driving growth across both government and commercial sectors.
- Strengthened Government Contracts: The company secured a contract worth up to $10 billion with the U.S. Army, consolidating 75 legacy software contracts into a single enterprise agreement for the next decade, enhancing long-term revenue visibility and standardizing software use within the Army.
- Enhanced AI Capabilities: Palantir's AIP platform is bolstered by new features like AI FDE and AI Hivemind, significantly improving data integration and application development speed and efficiency, thereby strengthening its competitive position in the market.
- Valuation Risks: Despite robust fundamentals, Palantir's forward P/E ratio of 167.2 indicates significant valuation risk, as any earnings miss could lead to sharp declines in share price, necessitating cautious investment strategies from retail investors.
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 192.88 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.
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 167.470
Low
50.00
Averages
192.88
High
255.00
Current: 167.470
Low
50.00
Averages
192.88
High
255.00
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.
