Palantir (NASDAQ: PLTR) has been struggling so far in 2026, enjoying only a brief uptick following February 2 earnings report, which was not enough to offset the generally negative trend that has pushed the prices down 14% year-to-date.
Coca-Cola (KO) posted mixed earnings that led shares to the downside after Tuesday's opening bell. Onsemi (ON) showed similar results, but investors favored the report more and pushed the stock higher.
A story on Palantir was yanked and then reposted with negative comments about its work with ICE.
There's been quite the volatility storm going on in shares of Palantir (NASDAQ:PLTR) of late.
Palantir is a winner during the ongoing AI SaaS consolidation, as observed in the robust FQ4'25 numbers and the Rule of 127% outperformance, along with the outsized FY2026 guidance. Particularly, AIP (and the boot camp strategy) has delivered renewed growth opportunities in the US commercial segment, as its multi-year backlog expands by the triple digits. Despite the prior government shutdown, PLTR remains indispensable in the US defense sector, as observed in the robust revenue performance in FQ3'25 and FQ4'25.
Palantir remains a buy after a 30% pullback, as Q4 results far exceeded expectations and reinforced its robust growth narrative. PLTR delivered 70% YoY revenue growth in Q4 2025, 139% net dollar retention, and nearly 700% YoY net income growth, demonstrating operational leverage. Record billings, accelerating deal volume, and an 85% Q1 2026 revenue growth forecast underpin continued momentum despite slowing new customer growth.
Palantir Technologies Inc. delivered Q4 results with 70% sales growth, robust margin expansion, and beat analyst estimates. PLTR guides for 60% revenue growth in 2026, expects U.S. commercial revenues to rise at least 115%, and projects strong free cash flow. Valuation approach now uses a conservative, growth-adjusted EV/EBITDA multiple, raising the price target from $183.84 to $228.91—implying 72% upside.
Palantir Technologies Inc (NYSE:PLTR)' stock has fallen sharply this year, and Jefferies analysts say valuation concerns could continue to weigh on the shares even as the company's operating performance improves. Jefferies noted Palantir's stock is down about 27% in the year-to-date and warned that further multiple compression could occur.
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Shares of data analytics firm Palantir (NASDAQ:PLTR) seemed to buck the trend this earnings season by soaring higher after the release of solid quarterly earnings.
Palantir's AI-powered platforms are experiencing explosive demand, particularly in the U.S. commercial sector where revenue surged 137%. The company has built a fortress around its business through its unique approach.