Tyler Radke

Senior equity analyst and Co-Head US Software Research at Citi, covering Palantir and providing expert insight on the company's earnings, customers, and competitive landscape.

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Nov 9, 2025 • 23min

Palantir Analyst Breaks Down “Grand Slam” Earnings, Explosive Commercial AI Growth

Tyler Radke, a Senior Equity Analyst and Co-Head of US Software Research at Citi, shares his insights on Palantir's impressive Q3 earnings. He discusses how the company could navigate potential challenges, such as an AI spending slowdown and its lagging international growth. Radke also highlights the nuances of Palantir's market valuation, the unique role of AIP in unlocking enterprise data, and the limited competition they face. Lastly, he addresses how retail investor dynamics can impact stock volatility.

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