花旗维持Palantir买入评级、目标价仅由245美元微调至250美元，预判11月2日Q3财报强劲

Palantir ( PLTR ) is expected to deliver another quarter of stronger-than-expected revenue growth from its U.S. government and commercial segments despite facing significantly tougher comparisons, according to Citi Research. "Our intra-Q checks with partners were strong, especially for US federal FYE with a specialized federal partner citing 60%+ YoY growth across the broader technology practice with PLTR a top beneficiary, reflecting a sharp rebound from the DOGE-related headwinds seen last year," said Citi analysts in a Thursday investor note. Citi maintains its Buy rating and inched up its price target to $250 from $245 ahead of Palantir's third-quarter fiscal 2026 earnings results. "We expect a similar F2Q upside with commercial revenue, driven by 140%+ US Commercial growth despite 30pts harder compares, and another reacceleration in Intl Com. USG should also beat by DD%, similar to last 1Qs," Citi added. "While our Federal Contracts Tracker showed a decline, it would point to healthy growth if we normalize for typical lag of DOD contracts in the $300-400M+ quarterly runrate in the last 6Qs. We expect another strong guidance raise for FY26 revenue growth of ~10 pts driven by US." Palantir is slated to release its Q3 results post-market on Monday, Nov. 2. A consensus estimate expects adjusted earnings per share of $0.41 on revenue of $2.18B. During the same quarter last year, Palantir reported adjusted EPS of $0.21 on $1.18B in revenue.