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Money

Palantir forecasts fourth-quarter income above estimates on stable AI demand

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Last updated: November 5, 2025 7:53 am
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Palantir forecasts fourth-quarter income above estimates on stable AI demand
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By Arsheeya Bajwa

(Reuters) -Palantir Applied sciences forecast fourth-quarter income above analysts’ estimates on Monday, because the fast adoption of synthetic intelligence boosts demand for its knowledge analytics providers from companies and governments.

The corporate’s shares, which hit a document excessive in common buying and selling, have been final up 1% in uneven prolonged buying and selling.

The inventory has greater than doubled in worth this 12 months, outpacing the good points on the planet’s most useful agency – Nvidia – and the benchmark S&P 500 Index, amid mounting considerations of an “AI bubble”.

Palantir expects fourth-quarter gross sales of between $1.327 billion and $1.331 billion, in contrast with analysts’ common estimate of $1.19 billion, in accordance with knowledge compiled by LSEG.

The forecast implies a slight deceleration in income progress to roughly 61%, from the third quarter’s 63% bounce – a “reason behind concern given the inventory’s lofty valuation,” stated Blake Anderson, affiliate portfolio supervisor at Carson Group.

The inventory trades at a whopping 12-month-forward price-to-earnings ratio of 246.2, in contrast with Wall Road darling Nvidia’s 33.3, in accordance with LSEG knowledge.

D.A. Davidson analyst Gil Luria, nevertheless, stated the outcomes must be sufficient to fulfill the expectations required to maintain shares at these “unprecedentedly excessive valuation ranges”.

The corporate, which final month introduced a cope with Nvidia to make use of the AI chip chief’s processors and software program to assist its prospects pace up selections, additionally raised its annual gross sales forecast to a variety of $4.396 billion to $4.40 billion.

Palantir had earlier anticipated annual income of between $4.142 billion and $4.15 billion.

It recorded adjusted per share earnings of 21 cents within the third quarter, beating estimates of 17 cents. Palantir reported income of $1.18 billion for the quarter ended September 30, beating estimates of $1.09 billion.

Initially backed by the CIA, Palantir’s outcomes have additionally been buoyed by expectations of elevated protection spending on its military-grade AI instruments.

The U.S. Military has issued an official public memo directing all military organizations to make use of the corporate’s ‘Vantage’ platform, chief know-how officer Shyam Sankar stated on a post-earnings name.

(Reporting by Arsheeya Bajwa in Bengaluru; Enhancing by Sriraj Kalluvila)

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