Wall Street Breakfast Palantir’s big gains, bigger drop
16 snips
Nov 4, 2025 Palantir's stock takes a surprising dive despite impressive Q3 results and raised guidance, sparking investor debate on valuation. Denny's is set to go private in a $620 million deal, thrilling shareholders with a cash premium. Meanwhile, Starbucks is offloading a majority stake in its China business for $4 billion, shaking up its Asian strategy. Additionally, the market reacts to emerging trends, including SNAP benefits changes and Hims & Hers ambitious revenue goals. Stay tuned for a snapshot of market movements!
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Strong Quarter, Stock Drop
- Palantir reported strong Q3 revenue growth and raised full-year guidance, yet the stock fell over 7% in pre-market trading.
- The market may be focusing on valuation concerns despite 63% revenue growth and sizable deal wins.
Revenue And Deal Momentum
- Revenue jumped 63% year-over-year to $1.18 billion driven by big U.S. growth across commercial and government segments.
- Palantir closed 204 large deals and increased customer count 45%, supporting upgraded profit and cash flow guidance.
Trade Takeover Premiums Carefully
- Accept takeover premiums can drive sharp pre-market moves for target stocks and create short-term trading opportunities.
- Consider positioning ahead of deal closes but account for regulatory and financing risks.