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Zacks Investment Ideas feature highlights Palantir and NVIDIA
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For Immediate Release
Chicago, IL – November 28, 2025 – Today, Zacks Investment Ideas feature highlights Palantir (PLTR - Free Report) and NVIDIA (NVDA - Free Report) .
AI Earnings Roundup: NVIDIA and Palantir
The 2025 Q3 earnings cycle continues to chug along, with the vast majority of S&P 500 companies already delivering results. The period has so far been one of resilience, with overall growth remaining strong and an above-average number of companies exceeding quarterly expectations.
So far, several companies closely involved in the AI frenzy – Palantir and NVIDIA – have posted massive growth, with demand remaining red-hot. Let’s take a closer look at the releases.
Another Historic Period for NVDA
NVIDIA posted a double-beat relative to our consensus expectations, with sales of $57 million growing 62% alongside a 67% jump in EPS. Unsurprisingly, it reflected a record-setting release yet again, with both overall and Data Center sales breaking previous records.
And concerning the Data Center, revenue of $51.2 billion grew 66% from the year-ago period, also crushing our consensus estimate of $49.1 billion.
A favorable outlook remains for the AI poster-child following the release, with analysts continuing to revise their EPS expectations higher across the board. The stock sports the highly coveted Zacks Rank #1 (Strong Buy).
Notably, shares aren’t expensive on a historical basis, with the current 29.1X forward 12-month earnings multiple well below the five-year median and steep five-year highs of 106.3X. It’s worth noting that NVDA shares traded well above current valuation levels in 2020 and 2021, a period when the AI theme had yet to fully emerge and when shares were primarily driven by its gaming results.
PLTR Breaks Records
Regarding Palantir’s results, quarterly sales of $1.2 billion set another record, up a sizable 63% from the year-ago period. Growth was broad-based, with US commercial revenue surging 121% YoY and US government revenue shooting 52% higher.
PLTR inked many lucrative deals throughout the period, closing more than 200 deals worth at least $1 million, 91 worth at least $5 million, and 53 deals worth at least $10 million. It closed a record-setting $2.8 billion of Total Contract Value (TCV) overall, up a staggering 340% from the same period last year.
And for the cherry on top, Customer count grew by a massive 45% YoY. It goes without saying that the company has continued to witness extremely hot momentum, underpinned by a rapidly growing customer base. This is further reflected in the chart below, which tracks the company's YoY % change in sales.
Please note that these are not actual sales numbers, rather the YoY % growth rates.
To top off the robust results, Palantir provided its highest sequential quarterly revenue growth guide in its history for its Q4 (61% growth expected), while also increasing its current year sales, adjusted operating income, and adjusted free cash flow guidance.
The stock sports a favorable Zacks Rank #2 (Buy), with EPS expectations rising across the board.
Bottom Line
The 2025 Q3 earnings season has been one of strength, with growth remaining strong and a nice number of companies exceeding expectations.
And concerning AI earnings, both NVIDIA and Palantir crushed it, both reporting big growth and seeing positive EPS revisions post-earnings.
Why Haven't You Looked at Zacks' Top Stocks?
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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/performance for information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights Palantir and NVIDIA
For Immediate Release
Chicago, IL – November 28, 2025 – Today, Zacks Investment Ideas feature highlights Palantir (PLTR - Free Report) and NVIDIA (NVDA - Free Report) .
AI Earnings Roundup: NVIDIA and Palantir
The 2025 Q3 earnings cycle continues to chug along, with the vast majority of S&P 500 companies already delivering results. The period has so far been one of resilience, with overall growth remaining strong and an above-average number of companies exceeding quarterly expectations.
So far, several companies closely involved in the AI frenzy – Palantir and NVIDIA – have posted massive growth, with demand remaining red-hot. Let’s take a closer look at the releases.
Another Historic Period for NVDA
NVIDIA posted a double-beat relative to our consensus expectations, with sales of $57 million growing 62% alongside a 67% jump in EPS. Unsurprisingly, it reflected a record-setting release yet again, with both overall and Data Center sales breaking previous records.
And concerning the Data Center, revenue of $51.2 billion grew 66% from the year-ago period, also crushing our consensus estimate of $49.1 billion.
A favorable outlook remains for the AI poster-child following the release, with analysts continuing to revise their EPS expectations higher across the board. The stock sports the highly coveted Zacks Rank #1 (Strong Buy).
Notably, shares aren’t expensive on a historical basis, with the current 29.1X forward 12-month earnings multiple well below the five-year median and steep five-year highs of 106.3X. It’s worth noting that NVDA shares traded well above current valuation levels in 2020 and 2021, a period when the AI theme had yet to fully emerge and when shares were primarily driven by its gaming results.
PLTR Breaks Records
Regarding Palantir’s results, quarterly sales of $1.2 billion set another record, up a sizable 63% from the year-ago period. Growth was broad-based, with US commercial revenue surging 121% YoY and US government revenue shooting 52% higher.
PLTR inked many lucrative deals throughout the period, closing more than 200 deals worth at least $1 million, 91 worth at least $5 million, and 53 deals worth at least $10 million. It closed a record-setting $2.8 billion of Total Contract Value (TCV) overall, up a staggering 340% from the same period last year.
And for the cherry on top, Customer count grew by a massive 45% YoY. It goes without saying that the company has continued to witness extremely hot momentum, underpinned by a rapidly growing customer base. This is further reflected in the chart below, which tracks the company's YoY % change in sales.
Please note that these are not actual sales numbers, rather the YoY % growth rates.
To top off the robust results, Palantir provided its highest sequential quarterly revenue growth guide in its history for its Q4 (61% growth expected), while also increasing its current year sales, adjusted operating income, and adjusted free cash flow guidance.
The stock sports a favorable Zacks Rank #2 (Buy), with EPS expectations rising across the board.
Bottom Line
The 2025 Q3 earnings season has been one of strength, with growth remaining strong and a nice number of companies exceeding expectations.
And concerning AI earnings, both NVIDIA and Palantir crushed it, both reporting big growth and seeing positive EPS revisions post-earnings.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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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/performance for information about the performance numbers displayed in this press release.