Dear Palantir Stock Fans, Mark Your Calendars for February 2

Core Viewpoint - Palantir is experiencing growing momentum in both public and private sectors, driven by rising demand for AI-driven solutions, positioning the company for greater opportunities ahead [1] Company Overview - Founded in 2003, Palantir has established itself as a significant technology player, trusted by governments and major enterprises for its intelligence and operational planning platforms [2] - The company's growth is largely attributed to its Artificial Intelligence Platform (AIP), which integrates generative AI into business workflows, enhancing decision-making and efficiency [2] Financial Performance - Palantir's stock has seen a recent decline of approximately 12.19% over the last month, but this short-term dip does not reflect the overall business momentum [1][3] - In fiscal 2025 Q3, Palantir reported a 63% year-over-year revenue increase to $1.18 billion, surpassing the consensus estimate of $1.09 billion [8] - U.S. revenue rose 77% year-over-year to $883 million, with commercial revenue increasing 121% to $397 million and government revenue rising 52% to $486 million [9][10] - The company achieved a record total contract value (TCV) of $2.76 billion, up 151% year-over-year, with U.S. commercial TCV more than quadrupling to $1.31 billion [10] Profitability - Net income more than tripled to $475.6 million, or $0.18 per share, compared to $143.5 million, or $0.06 per share, a year earlier [10] - Adjusted earnings per share reached $0.21, exceeding the estimate of $0.17, indicating strong profitability growth [11] Future Outlook - Management expects Q4 revenue to be between $1.327 billion and $1.331 billion, and has raised the full-year 2025 revenue outlook to a range of $4.396 billion to $4.400 billion [13] - U.S. commercial revenue guidance has been lifted to over $1.433 billion, representing at least 104% growth [13] Market Sentiment - Despite strong fundamentals, Palantir carries a consensus "Hold" rating among analysts, with mixed opinions on the stock's valuation [14] - The average price target of $201.52 suggests a potential upside of about 21.6%, while the most bullish target of $255 indicates a possible increase of up to 54% [15]