Palantir Technologies (PLTR) Earnings Growth Forecast: Is Now the Time to Invest?

Palantir Technologies Inc. (PLTR) is expected to report significant earnings growth in its upcoming earnings report for the quarter ending September 2025. Analysts forecast a year-over-year earnings increase driven by higher revenues. The earnings report is scheduled for November 3, 2025.

Earnings Forecast and Revenue Expectations

The consensus estimate suggests that Palantir will post earnings of $0.17 per share, reflecting a remarkable 70% increase compared to the previous year. Additionally, revenues are projected to reach $1.09 billion, up 50.7% from the same quarter last year.

Estimate Revisions

• The EPS estimate has seen a 3.3% increase over the last 30 days, indicating a positive outlook from analysts.
• However, the Most Accurate Estimate is currently lower than the Zacks Consensus Estimate, resulting in a negative Earnings ESP of -5.88%.

Understanding Earnings ESP

The Earnings ESP (Expected Surprise Prediction) is a model that compares the Most Accurate Estimate to the Zacks Consensus Estimate. A positive Earnings ESP often signals that a company may beat earnings expectations, especially when combined with a favorable Zacks Rank. Currently, Palantir holds a Zacks Rank of #3 (Hold).

Historical Performance and Market Sentiment

Analyzing past performance, Palantir has beaten consensus EPS estimates three out of the last four quarters. In the last reported quarter, the company had expected earnings of $0.14 per share and instead reported $0.16, resulting in a positive surprise of 14.29%.

Investment Considerations

Investors should consider several factors beyond earnings reports before making investment decisions. A positive earnings beat may not guarantee upward stock movement if other aspects disappoint. Conversely, unexpected catalysts can drive stock prices higher despite missing earnings expectations.

In summary, while Palantir Technologies shows promising potential for earnings growth, the combination of a negative Earnings ESP and a neutral Zacks Rank warrants careful consideration. Investors should stay informed and conduct thorough research prior to the earnings release.

Industry Comparison

In comparison, Alkami Technology (ALKT), another company within the software sector, is expected to post earnings of $0.15 per share, indicating a 66.7% year-over-year growth. Despite having a similar Earnings ESP of -3.45%, Alkami holds a Zacks Rank of #1 (Strong Buy), which enhances its potential for a positive earnings surprise.

For those interested in stocks positioned for growth and positive earnings surprises, reviewing the Zacks Earnings ESP and related insights is essential. This analytical approach can aid in identifying promising investment opportunities.