Palantir’s Stellar Performance Fails to Impress Top Investor Amid Valuation Concerns
Palantir's Q3 2025 earnings report showcased another quarter of explosive growth, with revenues surging 63% year-over-year and U.S. commercial sales skyrocketing 121%. The company's Rule of 40 score hit 114%, leaving competitors trailing. Yet, top investor Julian Lin remains skeptical, arguing the stock's premium valuation already reflects decades of aggressive expansion.
'The excellence is now priced for perfection,' notes Lin, ranked among TipRanks' top 1% analysts. While acknowledging Palantir's unprecedented growth metrics and bulletproof balance sheet, he highlights diminishing surprise factor as exceptional performance becomes baseline expectation.