Palantir Technologies(US:PLTR) Xin Lang Cai Jing·2025-11-07 06:11Core Viewpoint - Palantir Technologies' stock has declined by 6.84% amid market volatility, with a total drop of 15.51% over three days, despite strong Q3 earnings performance [1][2] Financial Performance - In Q3, Palantir reported an adjusted earnings per share of $0.21, with revenue increasing by 63% to $1.18 billion, surpassing analyst expectations of $0.17 earnings per share and $1.09 billion in revenue [1] Market Environment - The stock's decline is attributed to broader market adjustments and a pullback in AI-related stocks, despite Palantir's strong financial results [1] - The stock has fallen below the 21-day exponential moving average, indicating a bearish signal [2] Strategic Shifts - Palantir is transitioning from predictive AI to generative AI, which is seen as a key strategy for growth in the U.S. commercial markets, particularly in healthcare and financial services [1] - Growth in government contracts is also a significant factor driving the company's revenue [1] Analyst Sentiment - Analysts remain optimistic about Palantir's growth prospects, with some raising revenue and earnings forecasts for Q4 and the coming years [2] - Concerns about the company's valuation persist, especially with growth rates expected to peak by 2026 [2] Leadership Perspective - CEO Alex Karp publicly countered bearish views on the AI market, labeling them as "irrational" [2] Long-term Outlook - Despite short-term uncertainties in stock price, Palantir's positioning in the AI sector and increasing government contracts may support its stock in the long run [2]