However, Karp's exuberance about Palantir's Q3 results is warranted. The company blew past the consensus Wall Street revenue estimate of $1.09 billion. Its revenue growth accelerated from a 48% year over year in the second quarter of 2025.

Palantir Technologies Inc. stock surges on Q3 results and accelerating revenue growth. Discover why PLTR is rated a Buy amid strong commercial demand.

Meanwhile, Veteran analyst Stephen Guilfoyle credits Palantir’s growth to strong fundamentals, noting, “Sales are running wild as are margins. The commercial business is exploding. Cash flows are not just robust; they are enormous. The balance sheet is simply the greatest balance sheet I can remember seeing. The CEO is focused and aggressive.”

Palantir reported third-quarter financial results after the market close on Monday. Here's a rundown of the report.

Palantir stock jumped 7% on Monday after it reported third-quarter numbers that beat Wall Street estimates and pushed guidance higher for the fourth quarter.

Data analytics company Palantir Technologies (NASDAQ:PLTR) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 62.8% year on year to $1.18 billion. On top of that, next quarter’s revenue guidance ($1.

Palantir stock fell 2.9% after-hours despite a massive Q3 2025 earnings beat. Revenue jumped 63% to $1.181 billion, topping $1.09 billion estimates. Adjusted EPS hit $0.21, up 110%. GAAP net income surged 231% to $476 million.