核心业务进展： Palantir三季度营收11.8亿美元，同比暴增63%，超分析师预期的10.9亿美元，这已经是该公司连续第21个季度超出华尔街预期。全年营收指引上调至 44.0亿美元，较此前41.4-41.5亿美元大幅提升。这是今年第三次上调年度指引。 11月3日，Palantir发布第三季度财报， 三季度营收11.8亿美元，同比暴增63%，这已经是该公司连续第21个季度超出华尔街预期。 具体表现来看： 财务表现： Palantir营收创纪录"疯狂"增长，估值也正趋于"疯狂"。 三季度营收11.8亿美元，同比增长63%，超分析师预期的10.9亿美元。调整后每股收益0.21美元，超预期0.17美元。 全年营收指引上调至44.0亿美元，较此前41.4-41.5亿美元大幅提升。 这是今年第三次上调年度指引。 四季度营收预期13.3亿美元，远超市场预期11.9亿美元。 美国商业客户营收暴增121%至3.97亿美元。 美国政府业务增长52%至4.86亿美元，国防AI工具需求强劲。 值得注意的是，今年Palantir股价累计涨幅超100%，市值达488亿美元。 12个月远期市盈率高达246.2倍，远超英伟达的33.3倍 ...

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]