Palantir Earnings in Charts: U.S. Business Fuels Record-Breaking Quarter $Palantir Technologies Inc.(PLTR)$   has once again announced earnings that exceeded market expectations. Its overall quarterly revenue growth has been consistently accelerating since Q3 2023. The continuously increasing Total Contract Value (TCV) provides order assurance for maintaining high growth in the future. The company disclosed that TCV increased by 138% to $4.262 billion. Core Financial Indicators Revenue: $1.41 billion, exceeding expectations of $1.33 billion, a 70% year-over-year increase, surpassing expectations by 4.88%. Earnings Per Share (EPS): $0.24, higher than analysts' expectations of $0.182, a 698.83% year-over-year

After a sharp drawdown earlier and now jump in overnight trading, probably just a relief rally.

Palantir's Q4 earnings beat and upbeat guidance are significant developments, especially given the current market environment. Let's analyze the implications of this news and the potential for a durable re-rating. 1. Government-Led AI Demand: A Key Driver The U.S. government and defense sectors are driving demand for Palantir's services, which is a positive sign: Stable Revenue Stream: Government contracts often provide a stable revenue stream, which can help sustain growth. AI Adoption: The government's increasing adoption of AI solutions is a testament to the technology's potential and Palantir's position as a leader in this space. 2. Durable Re-Rating or Relief Rally? The question remains whether Palantir's recent surge is a durable re-rating or just a relief rally: Relief Rally: The sh

$Palantir Technologies Inc.(PLTR)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  I see this earnings window as a critical positioning pivot across AI, software, and semiconductors, with both $PLTR and $AMD sitting at levels where expectations, liquidity, and options flow can rapidly reprice direction across markets. All eyes are now on $PLTR reporting after the bell, with $AMD following immediately after as momentum builds into its own print. 🔎 Why $PLTR matters right now • $PLTR trades below its 200DMA for the first time since Aug 2024 • Lowest close since July, signalling optimism has cooled • Positioning has materi

One of the most controversial names in the entire U.S. equity market—and a true outlier in the global data analytics and AI applications space $Palantir Technologies Inc.(PLTR)$ reported its Q4 2025 earnings after market close on February 2. Overall, this was a report with very few real flaws to pick apart. Revenue, profitability, leading indicators, and forward guidance all came in above expectations. More importantly, growth re-accelerated in Q4, directly easing the market’s core concern that Palantir’s premium valuation depends on high growth that might be peaking. What’s intriguing, however, is the market’s reaction. The stock rose less than 8% post-earnings, noticeably below the 10%+ moves investors had grown accustomed to in recent quarters.

$Palantir Technologies Inc.(PLTR)$   Earnings and Guidance Highlights Palantir reported Q4 2025 results that significantly beat expectations with revenue of about $1.41 billion (up ~70 per cent year-on-year) and adjusted EPS topping forecasts. The company’s strong performance was driven by both U.S. government and commercial segments.  Management issued upbeat guidance for 2026, forecasting full-year revenue of approximately $7.18–7.20 billion (around ~61 per cent growth) and guiding first-quarter revenue ahead of consensus.  After the results the stock rallied meaningfully in after-hours and pre-market trading, reversing some earlier weakness this year.  Drivers of Growth Demand remains very strong from U.S. government an

On February 2, US time, the data analysis giant$Palantir Technologies Inc. (PLTR) $Will announce the fourth quarter and full-year financial results of fiscal year 2025. The market consensus expects the company's Q4 revenue to be approximately US $1.34 billion, a year-on-year increase of more than 60%, and non-GAAP earnings per share (EPS) to be approximately US $0.23, up from US $0.14 in the same period last year. Analysts pointed out that if the performance meets expectations, Palantir will continue its rapid growth trend. Palantir's core business includes the Gotham platform for government and the Foundry platform for enterprises. AI-driven data analysis needs are an important driving force for performance growth. Furthermore, the company's two-whe

Palantir Q4 Earnings Preview: High Stakes for a High Valuation $Palantir Technologies Inc.(PLTR)$   is scheduled to report Q4 results after market close on February 2nd, Eastern Time. The company's stock price surged 340% in 2024 and 135% in 2025, but has fallen 17.53% year-to-date. Maintaining Palantir's current high valuation critically depends on its ability to sustain its rapid growth rate. Core Financial Indicators – Palantir's revenue is expected to be $1.34B for 2025 Q4, up 62.09% YOY; – Consensus diluted EPS is estimated to be 0.182, up 505.67% YOY. – PLTR's free cash flow has consistently exceeded its reported net income, suggesting that its actual earning power may be underestimated. In Q3 2025, c

$Palantir Technologies Inc.(PLTR)$   1. Why Palantir is down despite strong recent gains Palantir’s share price is weaker in early 2026 with a ~18% drawdown from recent highs and pressure on high-beta tech names at the start of the year. Softness reflects risk-off behaviour in the broader market rather than a fundamental collapse. Palantir has delivered strong performance over the past few years, mirroring classic momentum and AI-driven positioning in software.  Market psychology has been volatile as AI-linked stocks rotate, and some longer-term holders take profits after outsized moves. Price action does not necessarily imply deterioration in Palantir’s core growth trends. 2. Fundamental expectations for Q4 2025 (reported 2 Feb 202

$Palantir Technologies Inc.(PLTR)$  above 160

$Palantir Technologies Inc.(PLTR)$ Palantir has taken a beating so far in 2026, plunging nearly 18% year-to-date 😭. The drop feels painfully familiar, echoing the sharp early-2024 pullback that set the stage for an astonishing 340% surge across the full year. Now, as Q4 2025 results approach on February 2, the big question looms: will fresh numbers flip the script and propel shares back toward the $200 mark? 📈 The stock's weakness appears tied to broader rotation away from high-beta software names rather than any core deterioration at Palantir. While legacy software giants grapple with cyclical pressures, Palantir continues carving out a dominant position in enterprise AI deployments. Its platforms power everything from predictive analytics to mis

Palantir Shares Jump 7% as Fourth Quarter Revenue, 2026 Forecast Surpass Estimates $Palantir Technologies Inc.(PLTR)$  's fourth quarter revenue and fiscal 2026 forecast blew past estimates, sending the stock 7% higher in extended trading Monday.  Fourth-quarter revenue grew 70% to a record $1.41 billion, exceeding the average estimate of $1.33 billion. The company expects revenue for fiscal 2026 to reach $7.18 billion and $7.2 billion, blowing past the $6.27 billion expected by analysts, according to estimates compiled by Bloomberg.  "Our U.S. commercial business, once a promising yet mostly theoretical backwater of our company, is now growing at an astonishing rate, generating $507 million last quart

🌟🌟🌟Palantir $Palantir Technologies Inc.(PLTR)$  is down nearly 18% in 2026 and honestly it feels like deja vu.  We have watched this movie before.  Early 2024 looked just as gloomy.... right before the stock jumped like a rocket to the moon by 340% for the full year.  If Palantir has a personality trait, it is this: it looks terrible before it looks brilliant. Now we are heading into Q4 2025 earnings on February 2 and expectations are sky high: Revenue: >USD 1.34 billion, Adjusted EPS : >0.23 and 2026 growth : >43%. This isn't a "Hope for the Best" quarter. This is a "Prove the AI Flywheel Is Real" quarter. Why The Selloff Wasn't About Palantir  Bulls argue that the post Q3 drop wasn

$Palantir Technologies Inc.(PLTR)$   1. Current Context • The stock has pulled back in 2026, down roughly 18% year-to-date, echoing a similar early-year slump in 2024 that preceded a very strong rally.  • Consensus expectations for the Q4 results are for revenue north of ~US$1.34 billion and adjusted EPS around US$0.23, representing high-teens to low-double-digit growth relative to prior periods.  • Valuation remains elevated relative to traditional software peers, with forward multiples reflecting very high expectations.  2. Fundamentals and AI Positioning Bullish structural factors: • The company’s growth has been underpinned by accelerating adoption of its Artificial Intelligence Platform (AIP) by both government and co

$Palantir Technologies Inc.(PLTR)$   The Pullback Nobody Wanted Palantir Technologies is down nearly 18% YTD, and sentiment has flipped fast. Just a year ago, PLTR was written off early in 2024, only to rip +340% by year end. That memory is exactly why this selloff feels uncomfortable. Investors have seen this movie before and are wondering if history is about to rhyme. The recent drop looks less like a company-specific failure and more like high-beta AI de-risking. Software names with premium multiples were sold first as macro uncertainty rose, even when fundamentals stayed intact. Why This Earnings Matters Q4 2025 earnings on Feb 2 are shaping up as a defining moment. Expectations are high: Revenue above $1.34

$Palantir Technologies Inc.(PLTR)$  did you see pltr's A* earnings. This is not top 10 or top 3... This is the top top. This is what perfection looks like. The cream of the crop. The tip of the top.  Even the Nasdaq and SPX got scared by it's earnings, and now futures start trending up. The 100 day moving average did it's work as support. Now market is above 20 day moving average.   Good times are coming 

My call for Friday’s close (post-earnings): $140–$160 is the highest-probability outcome. Why: The market is already pricing a large move. A clean beat on revenue and EPS is likely, but to push above $160, Palantir needs clearly upgraded 2026 guidance and strong commentary on US commercial AI momentum. A “beat but guide inline” outcome usually caps upside. Below $140 only comes into play if guidance disappoints or macro risk-off intensifies. Will Palantir stage a comeback? Yes, but it is more likely a grind, not a vertical move. Fundamentals remain intact and the sell-off looks positioning-driven, not thesis-breaking. Is $200 easy to hit in 2026? No. Possible, but not easy. It requires sustained commercial growth acceleration, expanding margins, and a supportive macro for high-multiple A