What are Palantir's new AI partnerships?

Palantir has announced new partnerships with Snowflake and Nvidia, which are seen as key drivers of its commercial success. The Snowflake deal connects Palantir's AI platforms for faster, more secure model building, while the Nvidia partnership adds Blackwell architecture to Palantir's AI Platform, enhancing performance for clients.

How is Palantir expected to perform in Q3 2025?

Analysts expect Palantir to report strong top- and bottom-line numbers in Q3 2025, with revenue growth of nearly 50% year-over-year to $1.09 billion and a 70% jump in earnings to $0.17 per share.

What is Palantir's potential future outlook?

Wedbush analyst Dan Ives believes Palantir is on a "golden path" and could become the "next Oracle" in the fast-growing AI market in the years ahead, driven by its new partnerships and product enhancements.

Home / Business and Economy / Palantir's AI Partnerships Fuel Soaring Commercial Growth Expectations

Palantir's AI Partnerships Fuel Soaring Commercial Growth Expectations

3 Nov

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Summary

Palantir expected to report 50% revenue growth, 70% earnings jump
Analyst sees Palantir becoming the "next Oracle" in AI market
New deals with Snowflake and Nvidia seen as key growth drivers

Palantir's AI Partnerships Fuel Soaring Commercial Growth Expectations

Palantir Technologies is poised to report its third-quarter earnings on November 3, 2025, and the options market is bracing for a volatile reaction. Based on options pricing, traders are expecting a 10.48% move in either direction after the results, which is lower than Palantir's average post-earnings move of 16.8% over the past four quarters.

The anticipated volatility suggests that investors are closely watching for updates on Palantir's AI contracts, government deals, and commercial growth. Analysts expect the company to report strong top- and bottom-line numbers, driven by rising demand for its AI Platform (AIP). Wall Street forecasts Palantir to post earnings of $0.17 per share, up 70% from the previous year, and revenues to increase nearly 50% year-over-year to $1.09 billion.

Wedbush analyst Dan Ives, who has a Buy rating and a $200 price target on Palantir, believes the company is on a "golden path" and could become the next Oracle in the years ahead. Ives highlighted Palantir's new partnerships as key growth drivers, including its deal with Snowflake that connects its AI platforms for faster, more secure model building, and its tie-up with Nvidia, which adds Blackwell architecture to AIP, enhancing AI performance for clients.

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