Palantir Technologies Inc. (PLTR)
Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch
Earnings season keeps sending the same signal: companies that beat expectations and raise guidance are being rewarded aggressively by the market. Palantir Technologies NASDAQ: PLTR and Woodward Inc. NASDAQ: WWD offered two recent examples of that dynamic—moves that help explain why investors are increasingly focused on guidance as the primary catalyst.
Palantir Q4 Earnings Beat Spells Opportunity With These ETFs
Late Monday, Palantir (PLTR) delivered fourth-quarter earnings and the results were good enough to send the stock soaring Tuesday.
Palantir: 10x Growth Comes With 10x Risk
Palantir is the highest-quality name in software but trades at a 10x valuation premium to peers. PLTR posted 70% YoY revenue growth, 41% GAAP operating margins, and guides for continued acceleration. I expect the company to challenge Microsoft for the title of the most profitable software company.
Palantir Cracked Agentic AI: Is This The Only Real AI Company?
Palantir Technologies Inc. leads the AI race with organic, non-circular commercial growth, delivering value in the application layer and Agentic AI, working directly with customers. Karp correctly predicted LLM commoditization (Q3 2024) and application-layer dominance (2023) years ahead of consensus; he is now framing Agentic AI as human-empowering, not replacing. Palantir's Rule of 40 reached an exceptional 127% in Q4 2025, signaling unmatched profitable growth and strong organic demand versus peers. I think Palantir has cracked Agentic AI.
Will Palantir (PLTR) Stock Hit $200 in 2026?
Is the market for artificial intelligence (AI) services past its expiration date?
Palantir Is Challenging The Enterprise Software And IT Services Industries
Palantir is delivering exceptional, margin-accretive growth as AIP and Foundry displace traditional enterprise software and IT services. Large guidance beats suggest that the market is not yet recognizing the potential. Q4 FY25 revenue growth accelerated to 70% year over year, with remaining performance obligations jumping to 2.48 billion dollars as a strong leading indicator of further growth. Palantir's normalized EBIT margin is already 41 percent, with very high incremental margins suggesting significant additional operating leverage ahead.
Is Palantir a Top Tech Pick for 2026 After Strong Q4 Results & Guidance?
Spiking nearly +7% in Tuesday's trading session, Palantir Technologies (PLTR) stock made headlines after delivering a blowout Q4 report yesterday evening.
Palantir has analysts bullish on growth trajectory, expanding margins
Palantir Technologies Inc (NYSE:PLTR)' latest earnings reinforced bullish views on the company's growth trajectory and its role in enterprise AI, with analysts pointing to accelerating revenue growth, expanding margins and strong demand from both commercial customers and US government agencies. UBS said Palantir delivered “its 10th straight quarter of revs growth acceleration,” calling the results “a turnaround that we've never seen before,” as revenue growth climbed from 13% in mid-2023 to 70% in the just-reported fourth quarter of 2025.
Palantir Earnings Are 'A Warning to Peers' as Software Stocks Slump
Yet again, investors are showing that they have plenty of love left for companies that are seeing real results from the AI boom.
After Stellar Earnings, Should Investors Buy, Hold, or Sell Palantir?
PLTR posts 70% Q4 revenue growth, 57% operating margins and surging U.S. demand, but lofty expectations leave the stock a near-term hold.
Palantir's stock price is back on the rise. This 1 factor may determine if shares keep going up
Shares in Palantir Technologies (Nasdaq: PLTR) are rising this morning, one day after the AI data analysis software company with significant U.S. government contracts reported better-than-expected Q4 earnings. Here's what you need to know about Palantir's latest results and its rising stock price.
Palantir Earnings: Another Blowout Quarter
Palantir again continued to fire on all cylinders throughout its latest period, with overall sales of $1.4 billion flying 70% year-over-year.
