Is This Beaten-Down AI Stock Ready for a Massive Comeback?

Core Insights - The company is projecting a remarkable 97% revenue growth for the year, with adjusted income expected to rise by 90% from the previous year [9][10] - Despite recent stock price declines, the company is anticipated to rebound and potentially reach new all-time highs by 2026 [2][11] Company Overview - Palantir Technologies specializes in software and data mining, utilizing AI to provide actionable insights for government and commercial clients [2][3] - The company has been expanding its Artificial Intelligence Platform (AIP) through bootcamps to demonstrate its capabilities to potential customers [3] Customer Growth - Palantir's U.S. commercial customer count increased by 65% over the past year, indicating strong growth in a segment traditionally dominated by government contracts [6] - The company reported a significant increase in U.S. commercial revenue, which rose 121% year-over-year to $397 million [6] Revenue Performance - The U.S. commercial revenue showed consistent quarter-over-quarter growth, with Q3 2025 revenue reaching $396.7 million, a 29.4% increase from the previous quarter [7] - The company closed 204 deals in Q3 2025, with a notable number valued at over $1 million, highlighting the strength of its commercial operations [7] Financial Guidance - For Q4 2025, Palantir expects revenue between $1.327 billion and $1.331 billion, representing a 60% increase from Q4 2024 [8] - The full-year revenue guidance is between $3.741 billion and $3.757 billion, marking a 97% increase from the previous year [9] Market Position - The company has a market capitalization of $395 billion and a gross margin of 80.81%, indicating strong financial health [8] - Despite a high forward price-to-earnings ratio of 230, the company is viewed as having unique and effective solutions in the AI space, which may justify its valuation [10]