Is the market for artificial intelligence (AI) services past its expiration date?
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.
Spiking nearly +7% in Tuesday's trading session, Palantir Technologies (PLTR) stock made headlines after delivering a blowout Q4 report yesterday evening.
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.
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.