Reward 500 Tiger-coins$Palantir Technologies Inc.(PLTR)$ will release earnings on Monday.
Wall Street currently expects Q4 EPS of $0.23 and revenue of $1.34 billion, representing YoY growth of 64% and 62%.
Notably, consensus revenue estimates now exceed Palantir’s own prior guidance, suggesting the market is already pricing in a beat. As a result, attention may shift quickly to 2026 outlook, particularly U.S. commercial growth and free cash flow trends.
Whether Palantir is approaching its “Google moment”
The tone set by CEO Alex Karp and CFO Ana Soro on guidance will be critical.
Since its Q3 earnings, $Palantir Technologies Inc.(PLTR)$ has pulled back roughly 20%, yet analyst consensus estimates for future earnings have not been revised lower.
Historically, PLTR’s stock price has tracked changes in forward EPS expectations closely. If management once again raises guidance — something it has done multiple times in the past — the stock could quickly re-rate.
Valuation risk remains elevated.
Skeptics point to extreme valuation and warn that expectations may already be too high.
PLTR trades at roughly 274x forward earnings, far above the sector median. While valuation alone doesn’t cap upside, it can amplify downside if growth disappoints. Investors will also scrutinize GAAP free cash flow, given prior declines in adjusted FCF margins and ongoing stock-based compensation.
Palantir has staged dramatic comebacks before, including a 340% surge in 2024 after an early-year pullback. Whether history rhymes again will depend on whether this earnings report can reset expectations.
Comment to join the guess to win tiger coins:
After Monday’s earnings, where do you think PLTR will close by Friday?
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🟢 Above $160
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🟡 $140–$160
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🔴 Below $140
Will Palantir stage a comeback?
Is $200 easy to hit in 2026?
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