Palantir Technologies(PLTR)

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Palantir Technologies (PLTR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-08-05 16:01
Financial Performance - For the quarter ended June 2025, Palantir Technologies Inc. reported revenue of $1 billion, which is a 48% increase compared to the same period last year [1] - The earnings per share (EPS) for the quarter was $0.16, up from $0.09 in the year-ago quarter [1] - The reported revenue exceeded the Zacks Consensus Estimate of $938.33 million by 6.97% [1] - The EPS also surpassed the consensus estimate of $0.14 by 14.29% [1] Key Metrics - Palantir Technologies had 849 customers, exceeding the three-analyst average estimate of 811 [4] - Revenue from government contracts was $552.98 million, compared to the five-analyst average estimate of $510.47 million, reflecting a year-over-year change of 49.2% [4] - Revenue from commercial contracts was $450.71 million, surpassing the estimated $429.32 million by five analysts, marking a 46.6% increase year-over-year [4] Stock Performance - Over the past month, shares of Palantir Technologies have returned +15.5%, while the Zacks S&P 500 composite saw a +1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]
Smart Money Turns Cautious; Retail Buying Fueled By Palantir, AMD And Rate-cut Optimism
Benzinga· 2025-08-05 15:58
AMD [CBV-D][M] Daily #81 CLEAN 1 DEFAULT RSI VOL | ADV MICRO DEVICES GAMMA SQUEEZE MOMO CROWD BUYING TRENDLINE RSI: 78.10 Line1: 70.00 Line2: 30.00 RSI Avg: 76.15 (Last, 9, 3, 70, 30, ring Average - Simple Avg: 53327812.00 (Volume, 5) Volume-Colored Base To gain an edge, this is what you need to know today. Extremely Positive Sentiment Please click here for an enlarged chart of Advanced Micro Devices Inc AMD. Note the following: Magnificent Seven Money Flows In the early trade, money flows are positive in A ...
Palantir Technologies Q2 Earnings and Revenues Beat Estimates
ZACKS· 2025-08-05 15:55
Core Insights - Palantir Technologies (PLTR) reported strong second-quarter 2025 results, with both earnings and revenues exceeding expectations, showcasing significant year-over-year growth [1][9] Revenue Performance - PLTR's total revenues reached $1 billion, marking a 48% increase year over year and surpassing the Zacks Consensus Estimate by 7% [1][9] - U.S. revenues amounted to $733 million, reflecting a 68% year-over-year surge, with U.S. commercial revenues growing 93% to $306 million and U.S. government revenues increasing 53% to $426 million [2][9] - The total U.S. commercial contract value was $843 million, up 222% year over year, while the remaining deal value stood at $2.79 billion, up 145% year over year [3] Profitability Metrics - Adjusted EBITDA for the quarter was $470.9 million, a 69% increase from the previous year, with an adjusted EBITDA margin of 47%, improving by 800 basis points year over year [4] Balance Sheet and Cash Flow - At the end of the quarter, Palantir had cash and cash equivalents of $929.6 million, down from $2.1 billion at the end of December 2024, with operating cash flow recorded at $539.2 million [5] Future Guidance - For Q3 2025, Palantir expects revenues between $1.08 billion and $1.09 billion, exceeding the current Zacks Consensus Estimate of $938.3 million [6] - For the full year 2025, revenues are projected to be between $4.14 billion and $4.15 billion, also above the consensus estimate of $3.92 billion, with adjusted income from operations anticipated between $1.91 billion and $1.92 billion [6]
刚刚 美股突变!特朗普:可能很快宣布美联储新任主席
Zheng Quan Shi Bao Wang· 2025-08-05 15:46
Market Overview - US stock indices opened mixed on August 5, later experiencing a collective drop, with all major indices turning negative by the time of reporting [1] - The Dow Jones Industrial Average closed at 44,004.55, down 169.09 points (-0.38%); the Nasdaq Composite at 20,995.61, down 57.97 points (-0.28%); and the S&P 500 at 6,307.92, down 22.02 points (-0.35%) [2] Chinese Stocks Performance - The Nasdaq China Golden Dragon Index saw a slight increase, with notable gains from several companies: Ascentage Pharma rose nearly 10%, Sohu increased over 6%, and Zhihu and Zai Ding Pharma both rose over 3% [3][4] Corporate Earnings and Stock Movements - Pfizer's stock rose over 5% after reporting Q2 revenue of $14.65 billion, a 10% year-over-year increase, driven by core drug sales growth [6][8] - Palantir Technologies experienced a significant increase of nearly 10%, with a market capitalization exceeding $400 billion, reporting Q2 revenue of $1.004 billion, a 48% year-over-year growth [9][10] - Arteris saw a surge of over 40% in its stock price, attributed to AMD's adoption of its new FlexGen interconnect technology for AI chip design [11][12]
Jefferies' Brent Thill: Palantir is a company we've never seen before in software history
CNBC Television· 2025-08-05 15:43
Palanteer hitting a record high this morning after a second quarter beat on the top and bottom lines. The defense tech company topping a billion dollars in quarterly revenue for the first time ever. That's up nearly 50% year-over-year.Joining me now, Jeffrey's analyst Brent Th. He has an underperform rating at a $60 price target on Palunteer. Brent, uh, great to have you weigh in here.I know that, you know, you've kind of been dealing on these two tracks when it comes to Palunteer. The fundamental performan ...
Palantir Stock Deserves Valuation Premium: Analyst Says Growth + Margin Equals 'Category Of One'
Benzinga· 2025-08-05 15:37
"The 10-year $10B Army Deal strengthens the case for further government share gains within the large $1T+ Defense TAM while 93% y/y growth in U.S. commercial reinforces an untapped AI platform opportunity for large enterprise customers," Bracelin said. Strong demand from both the government and commercial segments supports an "intermediate-term bull-case scenario" for Palantir stock, the analyst said. "While PLTR carries a rich valuation premium and remains a high-risk investment, the one-of-a-kind growth+m ...
瑞银上调Palantir目标价至165美元
Ge Long Hui· 2025-08-05 15:29
Core Viewpoint - UBS raised the target price for Palantir from $110 to $165 while maintaining a "Neutral" rating [1] Group 1 - The adjustment in target price indicates a positive outlook on Palantir's future performance [1] - Maintaining a "Neutral" rating suggests that while there is potential for growth, the company may not be a strong buy at this time [1] - The significant increase in target price reflects confidence in Palantir's business model and market position [1]
Palantir Jumps 8% To Record High After Revenue Boosted By ‘Astonishing' AI Impact
Forbes· 2025-08-05 15:27
ToplinePalantir’s stock rose more than 8% to another intraday high Tuesday, after the software firm reported $1 billion in quarterly revenue for the first time while citing an “astonishing” impact from artificial intelligence. Chief executive Alex Karp said Palantir’s business has “accelerated rapidly” after it reported $1 billion in quarterly revenue for the first time.AFP via Getty ImagesKey FactsShares of Palantir surged 8% to around $173.70 as of around 11:10 a.m. EDT, paring back earlier gains after th ...