Key takeaways
- New today: Palantir announced two partnerships—one with Stagwell to build an AI-driven marketing platform and another with Valoriza to modernize urban environmental services in Spain. [1]
- Context: Earlier this week, Palantir posted Q3 revenue of $1.181B (+63% Y/Y) and adjusted EPS of $0.21, and raised FY25 revenue guidance to $4.396–$4.400B. [2]
- Pipeline detail: Management disclosed 204 Q3 deals ≥ $1M (including 91 ≥ $5M and 53 ≥ $10M). [3]
- Stock check: See the live price and intraday move below.
What’s new on November 6
1) Stagwell partnership: AI platform for marketers
Palantir and Stagwell unveiled a joint product effort that pairs Palantir Foundry with Stagwell’s Code and Theoryorchestration layer and The Marketing Cloud data to give large brands a centralized, privacy-aware hub for campaign planning, audience alignment, and AI agents that automate complex marketing workflows. Early MVP adoption is underway via Stagwell’s media agency Assembly, with a broader opt‑in rollout planned. Stagwell CEO Mark Penn said the opportunity could scale to “hundreds of millions of dollars” over time, while Palantir CEO Alex Karp said the collaboration should make marketing “more dynamic.” [4]
Why it matters: It’s another proof point of Palantir’s push beyond defense into commercial AI at scale, a segment that led growth in Q3. [5]
2) Valoriza partnership: smarter cities & environmental services
Separately, Palantir said Valoriza—a major Spanish environmental-services provider—will use AIP and Foundry to unify near‑real‑time data from IoT‑enabled waste containers, vehicle fleets, city infrastructure, and field workers. The goal: optimize routes, reduce emissions, and improve service quality for municipalities across Spain. Financial terms weren’t disclosed. [6]
Why it matters: It extends Palantir’s European footprint and showcases industrial and municipal use cases for its AI stack—an area investors are watching as the company scales outside U.S. government programs. [7]
The backdrop: a big Q3 sets the stage
- Revenue: $1.181B (+63% Y/Y, +18% Q/Q).
- Adjusted EPS: $0.21; GAAP EPS: $0.18.
- Cash/short‑term treasuries: $6.4B; no debt.
- Deal activity: 204 deals ≥ $1M; 91 ≥ $5M; 53 ≥ $10M.
- U.S. commercial revenue: +121% Y/Y to $397M; U.S. government: +52% Y/Y to $486M.
All figures per the company’s earnings release and investor materials. [8]
Guidance: For Q4 2025, Palantir guided to $1.327–$1.331B in revenue and $695–$699M in adjusted operating income. For FY 2025, management raised revenue guidance to $4.396–$4.400B and now expects $1.9–$2.1B in adjusted FCF. [9]
Street & market reaction this week: Coverage emphasized that robust AI demand underpins the outlook; valuation remains a debate even after the raise. [10]
What it means for PLTR
Short term: Today’s Stagwell and Valoriza announcements add near‑term commercial catalysts—one in adtech/marketing and another in smart‑city operations—that could translate to incremental deal flow as MVPs turn into network‑wide deployments. [11]
Medium term: The two wins reinforce the Q3 trend: commercial is now the growth engine. If Palantir continues to land cross‑industry platforms (manufacturing, marketing, municipal services), the company’s mix should grow more diversified and less episodic than traditional government awards. [12]
Risks to monitor: Execution and conversion risk from pilots to scaled contracts; macro‑driven budget delays; and the ever‑present valuation debate after a major run‑up this year. [13]
Today’s PLTR price at a glance
Use the interactive chart above for the latest move and intraday range. (Data time‑stamped in the widget.)
The bottom line
On Nov. 6, 2025, Palantir pressed its AI advantage beyond defense with two new commercial partnerships—a marketer‑facing platform with Stagwell and a smart‑city deployment with Valoriza—while investors continue to digest this week’s record Q3, strong Q4/FY25 guidance, and what all of it implies for PLTR’s premium multiple. [14]
Sources & further reading
- Palantir–Stagwell partnership announcement (press release). [15]
- Palantir–Valoriza partnership announcement (press release). [16]
- Palantir Q3 2025 earnings release (SEC Exhibit 99.1). [17]
- Q3 2025 investor presentation (revenue, deals, guidance visuals). [18]
- Coverage of Q4 outlook and valuation backdrop. [19]
This article is for informational purposes only and is not investment advice.
References
1. www.prnewswire.com, 2. investors.palantir.com, 3. investors.palantir.com, 4. www.prnewswire.com, 5. www.sec.gov, 6. www.businesswire.com, 7. www.businesswire.com, 8. www.sec.gov, 9. investors.palantir.com, 10. www.reuters.com, 11. www.prnewswire.com, 12. www.sec.gov, 13. www.reuters.com, 14. www.prnewswire.com, 15. www.prnewswire.com, 16. www.businesswire.com, 17. www.sec.gov, 18. investors.palantir.com, 19. www.reuters.com
