Palantir projects FY25 revenue between $4.396B and $4.4B, surpassing consensus estimate of $4.16B.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 03 2025
0mins
Should l Buy PLTR?
Revenue Guidance Increase: The company has raised its FY25 U.S. commercial revenue guidance to over $1.433 billion, indicating a growth rate of at least 104%.
Adjusted Income Guidance: FY25 adjusted income from operations guidance has been increased to a range of $2.151 - $2.155 billion.
Free Cash Flow Guidance: The adjusted free cash flow guidance for FY25 has been raised to between $1.9 - $2.1 billion.
Ongoing Expectations: The company continues to anticipate GAAP operating income and net income in each quarter of the current year.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PLTR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 135.900
Low
50.00
Averages
192.88
High
255.00
Current: 135.900
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Palantir's Stock Pullback Amid AI Potential
- Stock Performance Review: Palantir's shares have surged 1,666% over the past three years, yet have declined 10% year-to-date, reflecting market concerns about future growth amid current high valuations.
- Significant Revenue Growth: In Q4 2024, Palantir's revenue soared 93% year-over-year to $1.1 billion, with U.S. commercial sales jumping 137% to $507 million, indicating a successful pivot towards business clients.
- AI Platform Launch: The introduction of Palantir's Artificial Intelligence Platform (AIP) enables clients to securely integrate large language models with internal data, enhancing data querying and analysis efficiency, particularly in public safety and military applications.
- Competitive Landscape Analysis: Despite Palantir's market advantages in data analytics, it faces fierce competition from companies like Microsoft and Snowflake, and its forward P/E ratio of 158 significantly exceeds the S&P 500's 22, limiting future growth potential.
See More
Tech Stocks Maintain Strong Earnings Growth Amid Market Volatility
- Sustained Earnings Growth: Deutsche Bank strategists highlighted that tech stocks maintained an earnings growth rate near 30% in Q4, which continues to bolster investor confidence despite a three-day market downturn.
- Software Stocks Struggle: The iShares Expanded Tech-Software Sector ETF (IGV) tumbled nearly 9% over eight consecutive days last week, reflecting investor concerns about potential disruptions to business models from artificial intelligence, leading to increased market volatility.
- Future Earnings Expectations: While analysts anticipate a slowdown in tech profit growth to 23%, forward estimates indicate an uptick in earnings expectations for megacap tech firms, suggesting sustained market confidence in future profitability.
- Market Digestion Phase: CFRA's chief investment strategist noted that the recent volatility in the information technology sector is a necessary digestion of prior gains, with projections for record earnings growth in 2026 and 2027, encouraging investors to remain patient.
See More
Palantir Stands Out Amid Software Stock Selloff
- Significant Revenue Growth: In the same week that software stocks faced a selloff, Palantir reported a remarkable 137% year-over-year growth in U.S. commercial revenue, indicating strong enterprise demand for AI and highlighting its unique market position.
- Enhanced Profitability: The company achieved a 57% adjusted operating margin and a Rule of 40 score of 127%, demonstrating not only revenue growth but also exceptional profitability, which boosts investor confidence in its business model.
- Shift in AI Application: Palantir's platform is designed to tackle structural barriers like data sprawl and workflow governance, enabling enterprises to operationalize AI effectively within existing systems, underscoring its critical role in enterprise AI transformation.
- Strong Market Signal: Analysts emphasize that Palantir's growth is not just about one stock but serves as a high-signal indicator of where enterprise AI spending is concentrating, suggesting that traditional SaaS tools may struggle to meet the new demands posed by AI.
See More
Palantir Stock Surges in Premarket Trading
- Stock Rebound: Palantir Technologies Inc. shares rose 1.25% to $137.60 in premarket trading on Monday, extending Friday's 4.53% gain, indicating a positive market response to volatility in the software sector.
- Technical Analysis: Currently, Palantir's stock is approximately 14.7% below its 20-day simple moving average and 21.9% below its 100-day SMA, indicating a bearish short-term trend, although shares have increased by 16.5% over the past 12 months, reflecting relatively strong long-term performance.
- Earnings Expectations: Palantir is set to release its next financial update on May 4, 2026, with an EPS estimate of 26 cents (up 100% YoY) and a revenue estimate of $1.54 billion (up 74% YoY), showcasing robust growth potential.
- Analyst Ratings: The stock carries a Hold rating with an average price target of $161.33, with recent analyst actions including DA Davidson lowering its target to $180.00 and Citigroup raising it to $260.00, reflecting differing market perspectives on its future performance.
See More
Analysis of Peter Thiel's Investment Portfolio
- Tesla Position Change: Peter Thiel reduced his Tesla holdings by 76% in Q3 2025, yet it remains the largest position in his portfolio, indicating ongoing confidence in the electric vehicle market despite skepticism towards Musk's humanoid robot strategy.
- Microsoft Investment Increase: Thiel purchased 49,000 shares of Microsoft in Q3, elevating it to the second-largest holding at 34% of his total portfolio, reflecting his optimism about Microsoft's cloud services and AI integration, even as the company faces growth slowdowns.
- New Investment in Apple: Thiel initiated a new position in Apple by acquiring over 79,000 shares in Q3, suggesting he sees potential in Apple's AI capabilities, particularly its vast iPhone sales network and upcoming AI-powered smart glasses.
- AI Stock Selection: Although Thiel's hedge fund holds only three AI stocks, his choices of Microsoft and Apple demonstrate a preference for technology builders, indicating a belief that these companies will play a more significant role in future technological revolutions.
See More
Palantir's Stock Volatility and AI Bubble Risks
- Stock Volatility: Palantir's stock has surged over 1,900% since the start of 2023, adding more than $300 billion in market value, yet it has plummeted 37% since hitting an all-time high in November, indicating market concerns about its future.
- Core Platform Advantage: Palantir's Gotham and Foundry platforms have driven profitability ahead of Wall Street expectations, with Gotham providing critical support to the U.S. government and Foundry helping commercial clients optimize data flows, although with only 780 customers, it highlights significant long-term growth potential.
- Historical Bubble Warning: While AI is seen as the next major technological trend, history suggests that similar bubbles, like the internet, may emerge, as investors often overestimate the speed of technology adoption and optimization, potentially leading to significant value loss for Palantir and its peers.
- Valuation Risks: Palantir's price-to-sales (P/S) ratio reached 100 before the fourth quarter, and although it has dropped to 69.3, it remains well above historically sustainable levels, indicating that its stock may need to decline by at least 60% to escape bubble territory.
See More
Palantir's Stock Pullback Amid AI Potential
- Stock Performance Review: Palantir's shares have surged 1,666% over the past three years, yet have declined 10% year-to-date, reflecting market concerns about future growth amid current high valuations.
- Significant Revenue Growth: In Q4 2024, Palantir's revenue soared 93% year-over-year to $1.1 billion, with U.S. commercial sales jumping 137% to $507 million, indicating a successful pivot towards business clients.
- AI Platform Launch: The introduction of Palantir's Artificial Intelligence Platform (AIP) enables clients to securely integrate large language models with internal data, enhancing data querying and analysis efficiency, particularly in public safety and military applications.
- Competitive Landscape Analysis: Despite Palantir's market advantages in data analytics, it faces fierce competition from companies like Microsoft and Snowflake, and its forward P/E ratio of 158 significantly exceeds the S&P 500's 22, limiting future growth potential.
See More
Tech Stocks Maintain Strong Earnings Growth Amid Market Volatility
- Sustained Earnings Growth: Deutsche Bank strategists highlighted that tech stocks maintained an earnings growth rate near 30% in Q4, which continues to bolster investor confidence despite a three-day market downturn.
- Software Stocks Struggle: The iShares Expanded Tech-Software Sector ETF (IGV) tumbled nearly 9% over eight consecutive days last week, reflecting investor concerns about potential disruptions to business models from artificial intelligence, leading to increased market volatility.
- Future Earnings Expectations: While analysts anticipate a slowdown in tech profit growth to 23%, forward estimates indicate an uptick in earnings expectations for megacap tech firms, suggesting sustained market confidence in future profitability.
- Market Digestion Phase: CFRA's chief investment strategist noted that the recent volatility in the information technology sector is a necessary digestion of prior gains, with projections for record earnings growth in 2026 and 2027, encouraging investors to remain patient.
See More
Palantir Stands Out Amid Software Stock Selloff
- Significant Revenue Growth: In the same week that software stocks faced a selloff, Palantir reported a remarkable 137% year-over-year growth in U.S. commercial revenue, indicating strong enterprise demand for AI and highlighting its unique market position.
- Enhanced Profitability: The company achieved a 57% adjusted operating margin and a Rule of 40 score of 127%, demonstrating not only revenue growth but also exceptional profitability, which boosts investor confidence in its business model.
- Shift in AI Application: Palantir's platform is designed to tackle structural barriers like data sprawl and workflow governance, enabling enterprises to operationalize AI effectively within existing systems, underscoring its critical role in enterprise AI transformation.
- Strong Market Signal: Analysts emphasize that Palantir's growth is not just about one stock but serves as a high-signal indicator of where enterprise AI spending is concentrating, suggesting that traditional SaaS tools may struggle to meet the new demands posed by AI.
See More
Palantir Stock Surges in Premarket Trading
- Stock Rebound: Palantir Technologies Inc. shares rose 1.25% to $137.60 in premarket trading on Monday, extending Friday's 4.53% gain, indicating a positive market response to volatility in the software sector.
- Technical Analysis: Currently, Palantir's stock is approximately 14.7% below its 20-day simple moving average and 21.9% below its 100-day SMA, indicating a bearish short-term trend, although shares have increased by 16.5% over the past 12 months, reflecting relatively strong long-term performance.
- Earnings Expectations: Palantir is set to release its next financial update on May 4, 2026, with an EPS estimate of 26 cents (up 100% YoY) and a revenue estimate of $1.54 billion (up 74% YoY), showcasing robust growth potential.
- Analyst Ratings: The stock carries a Hold rating with an average price target of $161.33, with recent analyst actions including DA Davidson lowering its target to $180.00 and Citigroup raising it to $260.00, reflecting differing market perspectives on its future performance.
See More
Analysis of Peter Thiel's Investment Portfolio
- Tesla Position Change: Peter Thiel reduced his Tesla holdings by 76% in Q3 2025, yet it remains the largest position in his portfolio, indicating ongoing confidence in the electric vehicle market despite skepticism towards Musk's humanoid robot strategy.
- Microsoft Investment Increase: Thiel purchased 49,000 shares of Microsoft in Q3, elevating it to the second-largest holding at 34% of his total portfolio, reflecting his optimism about Microsoft's cloud services and AI integration, even as the company faces growth slowdowns.
- New Investment in Apple: Thiel initiated a new position in Apple by acquiring over 79,000 shares in Q3, suggesting he sees potential in Apple's AI capabilities, particularly its vast iPhone sales network and upcoming AI-powered smart glasses.
- AI Stock Selection: Although Thiel's hedge fund holds only three AI stocks, his choices of Microsoft and Apple demonstrate a preference for technology builders, indicating a belief that these companies will play a more significant role in future technological revolutions.
See More
Palantir's Stock Volatility and AI Bubble Risks
- Stock Volatility: Palantir's stock has surged over 1,900% since the start of 2023, adding more than $300 billion in market value, yet it has plummeted 37% since hitting an all-time high in November, indicating market concerns about its future.
- Core Platform Advantage: Palantir's Gotham and Foundry platforms have driven profitability ahead of Wall Street expectations, with Gotham providing critical support to the U.S. government and Foundry helping commercial clients optimize data flows, although with only 780 customers, it highlights significant long-term growth potential.
- Historical Bubble Warning: While AI is seen as the next major technological trend, history suggests that similar bubbles, like the internet, may emerge, as investors often overestimate the speed of technology adoption and optimization, potentially leading to significant value loss for Palantir and its peers.
- Valuation Risks: Palantir's price-to-sales (P/S) ratio reached 100 before the fourth quarter, and although it has dropped to 69.3, it remains well above historically sustainable levels, indicating that its stock may need to decline by at least 60% to escape bubble territory.
See More
