Yet again, investors are showing that they have plenty of love left for companies that are seeing real results from the AI boom.
PLTR posts 70% Q4 revenue growth, 57% operating margins and surging U.S. demand, but lofty expectations leave the stock a near-term hold.
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 again continued to fire on all cylinders throughout its latest period, with overall sales of $1.4 billion flying 70% year-over-year.
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Just in time for the upcoming Winter Olympic Games, Palantir Technologies Inc. NASDAQ: PLTR delivered an earnings report that would be considered a gold medal performance. Palantir delivered a perfect 10, as in 10 consecutive years of accelerating revenue growth.
Palantir Technologies Inc. delivered blockbuster Q4 results, with 70% Y/Y revenue growth and a 137% surge in US commercial sales, driven by AI platform adoption. Despite stellar growth and a 127% Rule of 40 score, PLTR's valuation remains extreme, trading at a GAAP P/E of 339.54 and P/S of 89.09. Guidance for $7.19B sales in 2026 implies 61% growth, but sustainability is questioned amid potential mean reversion and intensifying competition from hyperscalers.
Although the revenue and EPS for Palantir Technologies (PLTR) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Palantir Technologies Inc. delivered strong Q4 results, beating revenue and EPS estimates, and issued robust Q1 and 2026 guidance. PLTR's expanding government and commercial customer base, high switching costs, and wide moat reinforce long-term growth prospects. Despite impressive KPIs and profitability, valuation remains only fair, with a projected 2030 P/E of ~30x even under optimistic scenarios.
Palantir (NASDAQ: PLTR) reported Q4 results that beat across the board, and investors are carrying that momentum into Tuesday's open.
Palantir looks primed to bounce.
After a lackluster start to the year, Palantir's stock is set to rebound in a big way after the company's fourth-quarter earnings report impressed investors.