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Palantir's AI Partnerships Fuel Soaring Commercial Growth Expectations
2 Nov
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 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.
