Overview
- Poland’s defense minister and CEO Alex Karp signed a Oct. 27 letter of intent in Warsaw to deepen cooperation on data integration, AI, and cybersecurity, with interest signaled in battlefield management and logistics.
- Palantir shares set a new intraday high of $192.83 on Oct. 27 and are up more than 150% in 2025.
- Third-quarter results are due Nov. 3, with Wall Street estimating roughly $1.09 billion in revenue (about 50% growth) and earnings of $0.17 per share.
- The latest results context includes Q2 revenue of $1.004 billion, up 48% year over year, with government sales at $553 million (~55% of total) and U.S. commercial revenue up 93%.
- Retail interest remains elevated, with an RBC survey highlighting speculation about a potential stock split as valuation stays rich by conventional metrics.