Palantir's Bears Are Likely Wrong (Earnings Review)

Palantir surged 95.9% year-over-year in Q3 revenue alongside an astounding 158% Rule of 40 score and 62% operating margin profile. U.S. Commercial total contract value leaped 11% while net dollar retention reached 165%, reflecting virtually frictionless low-cost client adoption expansion. Sovereign AI contracts feature intentionally compressed initial durations, masking massive long-term commercial pipeline expansion excluded from standard 12-month reported RPO calculations.