Palantir's AIP Platform Drives 63% Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3h ago
0mins
Source: NASDAQ.COM
- Significant Revenue Growth: Palantir achieved a 63% year-over-year revenue increase in Q3 2025, reaching approximately $1.33 billion, reflecting strong market demand and business expansion capabilities, particularly in the commercial sector.
- AI Platform Advantage: Palantir's Artificial Intelligence Platform (AIP) serves as an operational layer for enterprise AI deployments, enhancing customer experience and driving 204 deals over $1 million, including 53 exceeding $10 million, indicating substantial future market potential.
- Surge in Commercial Revenue: U.S. commercial revenue soared 121% year-over-year to $397 million in Q3, with AIP playing a crucial role in customer expansions and acquisitions, and this growth momentum is expected to continue into 2026, albeit at a moderated pace.
- Government Business Outlook: While government business growth lags behind commercial, it is projected to grow 51% year-over-year in 2026, benefiting from rising global defense spending and multi-year modernization programs, potentially leading to larger, longer-term contracts.
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: 170.960
Low
50.00
Averages
192.88
High
255.00
Current: 170.960
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.
