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Palantir三季度营收超预期,上调全年营收指引 | 财报见闻
Hua Er Jie Jian Wen· 2025-11-03 21:34
Financial Performance - Palantir reported a record revenue of $1.18 billion for Q3, representing a year-over-year increase of 63%, exceeding Wall Street expectations [1][4] - Adjusted earnings per share were $0.21, surpassing the expected $0.17 [4] - The full-year revenue guidance was raised to $4.4 billion, significantly up from the previous guidance of $4.14 to $4.15 billion, marking the third upward revision this year [4] Core Business Progress - Revenue from U.S. commercial customers surged by 121% to $397 million [4] - U.S. government business grew by 52% to $486 million, driven by strong demand for defense AI tools [4] - The Q4 revenue forecast is set at $1.33 billion, well above the market expectation of $1.19 billion [4] Market Valuation - Palantir's stock price has increased over 100% year-to-date, with a market capitalization of $48.8 billion [1] - The 12-month forward price-to-earnings ratio stands at 246.2, significantly higher than Nvidia's 33.3 [1]