Dear Palantir Stock Fans, Mark Your Calendars for November 3

Core Insights - Palantir Technologies has achieved a market capitalization of $450 billion and a stock return of 2,290% over the past three years [1] - The company specializes in software platforms that help government agencies and enterprises manage and analyze large datasets [1] Product Overview - Core products include Gotham for intelligence and defense, Foundry for enterprise data management, Apollo for software deployment, and an AI platform utilizing large language models [2] Financial Performance - Revenue has grown from $742.5 million in 2019 to $2.86 billion in 2024, with the last 12 months showing revenue of $3.44 billion [3] - Analysts predict a 50.5% year-over-year revenue increase to $1.09 billion in Q3 2025, with adjusted earnings expected to rise nearly 70% to $0.17 per share [4] - Wall Street forecasts a revenue increase of 45% year-over-year to $4.16 billion in 2025, with earnings growth projected at 58% [4] Market Position - Palantir is now among the 20 most valuable U.S. companies, surpassing established firms like Cisco and IBM [5] - The company achieved quarterly revenue exceeding $1 billion for the first time in Q2, with full-year sales anticipated to reach $4.2 billion, nearly six times the 2019 figure [5] Customer Growth - The customer base expanded from 125 in early 2020 to 849 by mid-2025, with U.S. commercial revenue nearly doubling year-over-year to $306 million and government revenue increasing by 53% to $426 million [6] Growth Catalysts - The launch of the AIP platform in April 2023 has been a key growth driver, enabling secure integration of large language models with sensitive data [7] - Notable corporate clients include Wendy's and American Airlines, alongside strengthened ties with government agencies [7] - The Pentagon has increased Palantir's Maven Smart Systems contract ceiling to $1.3 billion, and the company secured a software deal with the Army worth up to $10 billion [7]