Wedbush Analyst Dan Ives Bullish on Palantir’s AI Potential Ahead of Q3 Earnings
Palantir Technologies (PLTR) is poised to report its fiscal Q3 2025 results on November 3, with Wedbush analyst Dan Ives forecasting another robust quarter. Ives highlights surging demand for the company's Artificial Intelligence Platform (AIP) across commercial and government sectors, positioning Palantir as a potential "trillion-dollar" AI leader.
Ives draws parallels between Palantir's trajectory and Oracle's (ORCL) rise, citing product enhancements, talent acquisition, and global expansion as key drivers. "The company has a golden path ahead," he notes, emphasizing its growing dominance in the AI race.
Wedbush's research indicates AIP is accelerating client acquisition and expanding existing contracts, suggesting consensus estimates may underestimate Palantir's commercial growth. Strategic partnerships are further amplifying its AI capabilities, though specific details remain undisclosed.