Core Insights - Palantir Technologies (PLTR) reported first-quarter 2025 earnings that matched the Zacks Consensus Estimate, with revenues exceeding expectations [1] - Adjusted earnings per share increased by 62.5% year over year, reaching 13 cents, while revenues grew by 39.3% year over year to $883.9 million, surpassing the Zacks Consensus Estimate by 2.4% [1] Revenue Details - U.S. revenues amounted to $628 million, reflecting a 55% year-over-year increase [2] - U.S. commercial revenues surged by 71% year over year to $255 million, while U.S. government revenues rose by 45% year over year to $373 million [2] - The company closed 139 deals of at least $1 million, 51 deals of at least $5 million, and 31 deals of at least $10 million during the quarter [2] Contract Value and Customer Growth - Total U.S. commercial contract value reached $810 million, marking a 183% year-over-year increase [3] - U.S. commercial remaining deal value was $2.32 billion, up 127% year over year [3] - Customer count grew by 39% compared to the previous year [3] Margin Expansion - Adjusted EBITDA for the first quarter of 2025 was $397.3 million, a 69% increase from $235 million in the prior year [4] - The adjusted EBITDA margin improved by 800 basis points year over year to 45% [4] Balance Sheet and Cash Flow - At the end of the quarter, Palantir had cash and cash equivalents of $993.5 million, down from $2.1 billion at the end of the previous quarter [5] - Operating cash flow for the quarter was $310.3 million, with capital expenditures of $6.2 million [5] Guidance - For Q2 2025, Palantir expects revenues between $934 million and $938 million, exceeding the current Zacks Consensus Estimate of $898.5 million [6] - For the full year 2025, revenues are projected to be between $3.89 billion and $3.90 billion, above the current Zacks Consensus Estimate of $3.77 billion [7] - Adjusted income from operations is anticipated to be between $1.71 billion and $1.72 billion, with adjusted free cash flow expected between $1.6 billion and $1.8 billion [7]

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Palantir Technologies Inc.（PLTR）、马斯克旗下初创公司xAI、TWG Global宣布，通过Enterprise AI重 新定义金融服务。 ...

There are earnings calls that are dry, numbers-first, scripted events. And then there’s Palantir Technologies Inc. (NASDAQ: PLTR ). Q1 2025 was another quarter of what I can only describe as controlled chaosI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating investm ...

Shares of Palantir Technologies (PLTR -13.31%) are falling on Tuesday. The company's stock slid 14.1% as of 10:10 a.m. ET and was down as much as 14.6% earlier in the day. The move comes as the S&P 500 and the Nasdaq Composite fell by 1% and 1.2%, respectively.Shares of the big data analytics and artificial intelligence (AI) software company were falling after the company released its first-quarter earnings.The numbers weren't enoughPalantir reported Q1 earnings per share (EPS) of $0.13 on sales of $884 mil ...

Palantir Technologies TodayPLTRPalantir Technologies$107.24 -16.53 (-13.36%) 52-Week Range$20.50▼$125.41P/E Ratio563.09Price Target$75.95Add to WatchlistIt would be hard to blame investors for being excited about the Palantir Technologies Inc. NASDAQ: PLTR earnings report. The stock has been the best-performing stock in 2025, delivering a return of over 60% since January. However, after a strong earnings report in which the company beat on revenue and raised its full-year guidance on both its government an ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

Group 1 - Palantir Technologies Inc. reported earnings that exceeded high expectations, continuing its trend of beating and raising forecasts [2] - The company is recognized for its strong performance in the financial markets, particularly in the growth stock sector [3] Group 2 - The focus of the analysis is on identifying potential winners early in their growth cycles, emphasizing efficient capital use [3]

Summary⚈ Palantir posted Q1 EPS in line and beat revenue estimates with $844 million.⚈ Major banks raised price targets but still expect a possible stock correction ahead.⚈ Analysts remain cautious due to Palantir’s high valuation and rising short interest.Five banking giants — DA Davidson, Morgan Stanley, Goldman Sachs, Raymond James, and Mizuho, have revisited their price targets on Palantir stock (NASDAQ: PLTR) following the artificial intelligence (AI) company’s Q1 2025 earnings report.The Alex Karp-led ...