Palantir Technologies Inc. (PLTR) is gearing up to report its quarterly earnings for the period ending September 2025, and analysts are anticipating a significant year-over-year increase in earnings as well as higher revenues. The company’s earnings report is expected to be released on November 3, and how its actual results measure up against estimates will likely impact its stock price.
Currently, the consensus estimate suggests Palantir is set to post earnings of $0.17 per share, which represents a 70% increase compared to the same quarter last year. Additionally, revenues are projected to reach approximately $1.09 billion, reflecting a substantial growth rate of 50.7% from the previous year.
Within the last month, the consensus EPS estimate has been revised upwards by 3.3%, indicating that analysts are becoming more optimistic regarding Palantir’s financial performance. However, it’s essential to remember that individual analysts may have differing opinions, and their estimate revisions might not uniformly depict the overall trend.
A key tool used to gauge potential earnings surprises is the Zacks Earnings ESP (Expected Surprise Prediction). This model compares the Most Accurate Estimate against the Zacks Consensus Estimate, helping to clarify how recent estimate revisions might influence eventual earnings. For Palantir, the current Most Accurate Estimate is slightly lower than the consensus estimate, resulting in an Earnings ESP of -5.88%. Coupled with a Zacks Rank of #3, this implies a somewhat cautious view of the company’s earnings performance, making it challenging to predict a positive earnings surprise.
Examining Palantir’s recent earnings history can shed light on future outcomes. In the past quarter, the company exceeded analyst expectations, posting earnings of $0.16 per share against an expectation of $0.14, leading to a 14.29% positive surprise. Over the last year, Palantir has beaten consensus EPS estimates in three out of the last four quarters.
While earnings surprises can influence stock prices, it’s crucial to consider that other factors may also play a role in how shares react post-earnings. For instance, a positive earnings release may not always result in a stock price increase if other aspects disappoint investors. Conversely, unforeseen good news can buoy stocks even amid earnings misses.
In the tech sector, another player, Alkami Technology (ALKT), is also slated to release earnings soon, with expectations of a 66.7% increase in profits alongside a strong track record of beating estimates.
As the market watches Palantir’s upcoming earnings report, investors should stay attuned not just to expectations but also to broader market trends. While sentiment may be tempered with the current Earnings ESP indication, a strong earnings performance still remains a possibility. Understanding these dynamics is vital for informed decisions in the lead-up to the earnings announcement.