PLTR : Earnings exceed forecasts again ?
$Palantir Technologies Inc.(PLTR)$ is scheduled to report quarterly results after the bell Mon, 05 May 2025, with analysts largely taking a wait-and-see approach on the artificial intelligence software firm.
Analysts’ Ratings.
Of the 12 analysts covering the stock and tracked by Visible Alpha:
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1 analyst has a “Buy” rating.
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8 analysts have a “Hold” rating.
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3 analysts have a “Sell” rating.
The stock has an average price target of nearly $88, well off Friday's close above $124.
Analyst’s assessment.
Wedbush analyst Daniel Ives said Palantir’s earnings are a major barometer for the pace of US commercial AI projects & initiatives.
The analyst expects good news from the ‘Messi of AI’ after the bell on Monday.
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“Palantir is well positioned for this new disciplined spending environment at the Pentagon and this will ultimately be a positive growth catalyst as PLTR gets a bigger seat at the table in the Beltway,” he added.
Ives strongly believes that Palantir’s proprietary platform, The AIP product is unmatched.
Earnings - Future & Past.
For Q1 2025, The Street expects Palantir to report:
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Revenue of $862.3 million, that will be a +36% YoY gain.
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Earnings per share (adjusted) of $0.13.
This compares to the year-ago quarter’s of $634.34 million and $0.08 per share.
And the previous quarter’s of $828 million and $0.14 per share.
Financial Year 2025.
PLTR’s revenue guidance for the full year is for $3.741 - $3.757 billion.
For operating income (adjusted), guidance will be $1.551 - $1.567 billion.
Wall Street’s consensus estimates calls for revenue of $3.75 billion for 2025.
NATO’s Contract.
On 14 Apr 2025, the North Atlantic Treaty Organization (NATO) announced that it acquired Palantir's AI-enabled military system.
The deal with the Brussels-based military alliance helped ease investor concerns that Europe may rely less on American defense contractors amid an uncertain trade outlook.
Other Contract.
Three days later, on 17 Apr 2025, US Immigration and Customs Enforcement (ICE) has also awarded Palantir a $30 million contract to deploy its software add-ons to track immigrants overstaying their visas. (see above)
Stock Price Movement.
On 14 Apr 2025, Palantir share price was still reeling from Trump’s tariffs scarce.
As of Fri, 02 May 2025, PLTR stock price has more than recovered and is within striking distance of its all-time high of $125.41, that it hit on 19 Feb 2025. (see above)
Statistically, PLTR is up about +64% YTD and some +450% over the past 12 months.
It is currently the best-performing S&P 500 in 2025. Let’s hope it stays that way for the remaining 8 months.
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Do you think PLTR’s earnings will exceed market’s forecast ?
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