Palantir Technologies Sees 121% Growth in U.S. Commercial Clients, Strong Profitability Ahead of Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Yahoo Finance
- Significant Revenue Growth: Palantir's revenue rose 63% year-over-year to $1.18 billion last quarter, with commercial revenue increasing by 73% to $548 million, demonstrating strong performance across multiple sectors.
- Outstanding U.S. Commercial Performance: The U.S. commercial segment saw a staggering 121% year-over-year growth, reaching $397 million, making it the company's best-performing segment and indicating substantial future growth potential.
- Strong Profitability: Palantir achieved a profit margin of 40% in Q3, a level rarely seen in the software industry, indicating robust profitability that supports future valuation assessments.
- Long-Term Growth Expectations: While analysts project a 43% revenue growth rate for 2026, the anticipated 40% compound annual growth rate suggests that significant stock price changes may not occur over the next 4.5 years, prompting investors to exercise caution.
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: 165.900
Low
50.00
Averages
192.88
High
255.00
Current: 165.900
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.
