And the reason why it's hot. Katie, take a listen to this. Revenue up 63% in the most recent period to $1.18% billion.Saw a decent performance here on the bottom line as well. And more importantly, the guidance for the current quarter, the full year, if you will. The idea here that some of those gains can continue.The shares, which had been up about 6% in the after hours trade, now almost unchanged. Gloria joins us right now, head of technology research at D. A.Davidson. And Gail, I don't think anyone came ...

Core Viewpoint - The company has demonstrated exceptional growth, with a 63% increase in revenue to $1.18 billion, and continues to raise expectations for future performance [1][5]. Financial Performance - Revenue growth of 63% is an acceleration from the previous quarter's 50% growth, indicating a strong upward trend [5]. - The company has achieved a $4 billion run rate, which is unprecedented in the software industry [4]. - Operating margins exceed 50%, showcasing strong profitability alongside revenue growth [11]. Business Segments - The government segment saw a 52% increase in revenue, while the commercial side more than doubled in the most recent quarter [6][11]. - The commercial business is expected to surpass the government business in size within one to two years due to its rapid growth [8][12]. Market Position - The company is recognized as a leading provider of AI solutions, effectively integrating disparate data for clients [10][13]. - The unique ability to deliver comprehensive AI solutions positions the company favorably against competitors [9][10]. Investor Sentiment - The company has a strong retail shareholder base, driven by individual investors who resonate with its mission and growth potential [14][16]. - The excitement among individual investors contributes significantly to the company's high valuation, which may not align with traditional institutional investor metrics [15][17].

Palanteer's third quarter results are hitting the wire and let's take a look at where some of these numbers landed. So Palanteer reporting third quarter earnings and revenue above expectations. Also raised its fourth quarter and fullear sales outlook.You're seeing shares up around 4% in after hours trading revenue coming in at 1.18% billion for the three months ending September 30th. That's a 63% increase from the previous year and above the 1.09% billion Wall Street expected. Now driving that revenue beat ...

Palantir revenue hits another record as defense work booms https://t.co/R5ZBRR2spZ ...

Q3 Business Update ©2025 Palanr Technologies Inc. 2025 PLANE Q3 Business Update Rule of 40 - Enterprise Soware Companies with >$1B in TTM Revenue Disclaimer Safe Harbor This presentaon contains "forward-looking" statements within the meaning of the federal securies laws, and these statements involve substanal risks and uncertaines. All statements other than statements of historical fact could be deemed forward-looking, including, but not limited to, statements regarding our financial outlook, product develo ...

Core Insights - Palantir's third quarter earnings and revenue exceeded expectations, leading to an increase in fourth quarter and full-year sales outlook [1] - The company's shares rose approximately 4% in after-hours trading following the earnings report [2] Financial Performance - Revenue for the third quarter reached $1.18 billion, a 63% increase year-over-year, surpassing Wall Street's expectation of $1.09 billion [2] - Revenue from US government contracts increased by 52% to $486 million, exceeding the expected $470 million [2] - The US commercial segment saw a remarkable revenue increase of 121%, reaching $397 million [6][2] - Adjusted earnings per share were reported at 21 cents, above the expected 17 cents and more than double the EPS of 10 cents from the same quarter in 2024 [3] Business Segments - Palantir's artificial intelligence software is utilized by both businesses and governments, focusing on applications such as supply chain analysis and military target identification [4] - The US government business is crucial for Palantir, especially as defense spending continues [4] Market Reaction and Valuation - Despite strong results, the stock's movement was limited due to its already high valuation, which has increased by 388% over the past year [11] - Analysts noted that the stock is priced for perfection, reflecting high expectations for future growth [13] International Business - The international segment has struggled, with commercial business abroad falling below expectations in recent quarters [17] - Palantir has indicated a focus on selling to the US and its allies, limiting its market reach [18] Ethical Considerations - Ethical concerns regarding Palantir's contracts with entities like ICE and the Israeli military have been raised, but analysts suggest that current market dynamics favor capitalism over these concerns [21]

Well, let's get another check on Palanteer with those results out just a few moments ago. Strong numbers across the board, a beaten raise, but shares bouncing around here in overtime, now up fractionally, uh, giving up their initial pop. And this is coming into the print.This was the fifth best performing stock in the S&P 500 year to date, up a whopping 170%. That pushed its forward price to sales ratio to 85 times. It's the highest in the S&P.So, let's bring in Brent Bill, Jeff equity analyst. He has a sel ...

Well, let's get another check on Palanteer with those results out just a few moments ago. Strong numbers across the board, a beaten raise, but shares bouncing around here in overtime, now up fractionally, uh, giving up their initial pop. And this is coming into the print.This was the fifth best performing stock in the S&P 500 year to date, up a whopping 170%. That pushed its forward price to sales ratio to 85 times. It's the highest in the S&P.So, let's bring in Brent Bill, Jeff equity analyst. He has a sel ...

Palanteer's results are [music] out. It's an big beat and a raise for Palanteer. Again, EPS adjusted 21 cents per share.That's 4 cents better than estimates. Revenue also better than expected at $1.18% billion. For Q4, revenue now forecast at 1.33% billion.This is above street estimates, too. Full year revenue 4.4% billion. Also stronger.2025 free cash flow guidance also revised higher for QC beats in both US commercial and US government. US commercial revenue up 121%. US government revenue was up 52%.Rule ...

Core Viewpoint - The discussion centers around the AI sector, with a focus on the sustainability of its growth and the potential for a market shakeout, suggesting that while some companies are performing well, many others may not be as unique or valuable as perceived [1][3][5]. Group 1: AI Market Dynamics - The AI investment landscape is characterized by a mix of exceptional stocks, but many companies are growing at similar rates, indicating a lack of uniqueness among top performers [3][4]. - There is a belief that the AI sector may experience a deeper shakeout, as not all companies creating value will continue to thrive, leading to a differentiation between successful and struggling firms [5][6]. - The economic impact of AI is acknowledged as significant, but the investment narrative may be disappointing due to overcapitalization, which could lead to lower long-term returns despite rapid sector growth [7][8]. Group 2: Comparison of Asset Classes - Cryptocurrencies are viewed as a speculative asset class influenced by financial conditions, contrasting with gold, which is seen as a hedge against uncertainty [10][11]. - The notion that cryptocurrencies serve as "digital gold" is rejected, emphasizing that they operate under different market dynamics and are not directly comparable to gold [12].