Palantir: Third Quarter Growth and New Partnerships

Palantir Technologies Announces Q3 2025 Results

Palantir Technologies reported results for the third quarter of 2025 that exceeded Wall Street expectations. The company recorded a year-over-year revenue increase of 63% and a whopping 121% growth in commercial sales in the United States. Another significant highlight of this quarter was the announcement of New Artificial Intelligence focused partnerships, including a collaboration with Nvidia and the launch of the Aither joint venture with Dubai Holding.

This quarter showed that Palantir's total contract value reached an all-time high of $2.8 billion. Additionally, the adjusted operational margins demonstrated the rapid adoption of the company’s Artificial Intelligence Platform in both government and commercial sectors.

For investors, the story of Palantir is not only about rapidly growing revenues and demand for the Artificial Intelligence Platform, but also the belief that the company can sustain this momentum in corporate and government sectors. The Aither joint venture with Dubai Holding stands out as a significant step towards deeper international expansion for the company's Artificial Intelligence platforms. Combined with influential partnerships like Nvidia and Lumen, Palantir's position as an Artificial Intelligence infrastructure provider in both commercial and government sectors is strengthened.

Despite consistently beating expectations and updating its guidance, the company remains a high-profile stock of interest. Recent price fluctuations and the lukewarm reactions to positive news indicate that investors are particularly concerned about valuation issues outside of the main U.S. markets and the risks of execution. How Palantir manages profitability and contract wins in the face of high stock prices emerges as a key risk to monitor closely.

Unlike the notable contract wins highlighted in its headlines, Palantir's high valuation poses a risk that some investors may overlook. Palantir Technologies's stock price has begun to decline and may be experiencing a deeper pullback into the valuation range. It's important to assess whether there is an opportunity at this price.

Among 161 correct value opinions in the Simply Wall St community, predictions for Palantir range from $66 to $699.78. Bulls are seeking substantial gains well above current levels, while some point out significant risks if growth stalls or international expansion disappoints. Exploring these contrasting perspectives is essential for assessing Palantir's performance potential.

If you disagree with the current narratives, you can form your own opinion in just 3 minutes. Extraordinary investment returns do not come from following the majority.

To start your research on Palantir Technologies, you can check out our analysis summarizing 2 key rewards that could influence your investment decisions. Our free Palantir Technologies research report provides a comprehensive fundamental analysis summarized in a single visual, allowing you to evaluate overall financial health at a glance.

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