Palantir: Nvidia’s Earnings Changes Everything Comments Summary I am reiterating my ‘Buy’ rating on Palantir Technologies with a $200 per-share price target, reflecting a 21% upside driven by robust Q3 results and an increase in forward guidance. PLTR’s Q3 revenue and earnings far exceeded expectations, with U. S. commercial revenue up 121% YoY. However, the stock has been under pressure from growing AI bubble concerns. Nvidia’s Q3 earnings yesterday proved that we are still in the early stage of AI buildout, proving AI bears wrong, marking a potential inflection in investor sentiment in the AI landscape. PLTR will stand to benefit from an improved investor sentiment, while its strategic partnership with Nvidia and rising enterprise AI adoption position it as a key player in agentic AI. Despite recent stock pressure from AI bubble concerns, Palantir’s fundamentals and upward earnings and revenue revisions support its high valuation and long-term growth thesis. Black Friday Sale 2025: Get 20% Off Introduction and Investment Thesis When I last wrote about Palantir Technologies Inc. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Comments Recommended For You.
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Palantir: Nvidia’s Earnings Changes Everything
