#palantir-pltr

#palantir-pltr

Palantir's commercial revenue surged 121% year over year in Q3 2025, signaling that enterprise customers are moving beyond pilot programs into production deployments. The company's Artificial Intelligence Platform is winning contracts because it delivers applications that work immediately, not prototypes that require months of customization. Watch quarterly earnings for two metrics: U.S. commercial customer count and average contract value. If those numbers accelerate, PTIR benefits twice over. If enterprise AI budgets tighten due to recession fears or disappointing ROI, the leveraged ETF will magnify that downside.

When the company reported Q3 earnings on Nov. 3, it beat on the top and bottom lines with EPS of 21 cents versus 17 cents expected, and revenue of $1.18 billion versus $1.09 billion expected. Palantir issued strong guidance, attributing growth to adoption of its AI software platform. Meanwhile, it announced that government sales - which have been essential to Palantir's rise - grew 52% from the same quarter a year ago.

So far this year, the stock is up more than 143%, and since its October 2022 IPO, PLTR has surged an eye-catching 1,890%. In September, it was reported that the company agreed to a £1.5 billion defense deal with the U.K. That comes not he back of an announcement in early August that the U.S. Army is consolidating 75 contracts into a single 10-year arrangement with Palantir valued at $10 billion.