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Zacks Investment Ideas feature highlights: American Express and Palantir

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For Immediate Release

Chicago, IL – November 12, 2025– Today, Zacks Investment Ideas feature highlights American Express (AXP - Free Report) and Palantir (PLTR - Free Report) .

Q3 Earnings: These Companies Posted Record-Breaking Results

The 2025 Q3 earnings season continues to chug along, with a nice variety of companies reporting results this week. We've already sorted through the bulk of S&P 500 results, which have largely been positive and reflective of broader momentum.

And throughout the reporting cycle so far, a few companies, namely American Express and Palantir posted record-breaking results, owing to their business momentum. Let's take a closer look at what drove the positivity for each.

AXP Raises Guidance

American Express posted a double-beat relative to our headline expectations, with adjusted EPS climbing 19% alongside a 10% sales increase. AXP raised its current year sales and EPS outlook thanks to the strong results, with shares seeing a positive post-earnings reaction.

Quarterly sales of $18.4 billion reflected a quarterly record for AXP, driven by the successful launches of updated Platinum Cards. Increased Card Member spending also drove positivity, partly reflecting a healthy underlying consumer. The sales outlook for its current fiscal year has shifted positively following the guidance upgrade.

PLTR Breaks Records (Again)

Quarterly sales of $1.2 billion for Palantir set another record, up 63% year-over-year. Growth was broad-based, with US commercial revenue surging 121% YoY and US government revenue rising 52%.

Importantly, PLTR inked many lucrative deals throughout the period, closing more than 50 deals worth at least $10 million. Total Contract Value (TCV) totaled $2.8 billion overall, more than tripling (+340%) year-over-year.

Similar to AXP, PLTR wrapped up the positive results by increasing its current-year sales, adjusted operating income, and adjusted free cash flow guidance. Analysts took note of the favorable outlook, raising their EPS expectations across the board post-earnings.

The stock is currently a Zacks Rank #2 (Buy).

Bottom Line

We continue to wade through the 2025 Q3 earnings cycle, which has been largely positive so far. Several companies, including American Express and Palantir, posted record-breaking results, owing to their business momentum.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.


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