Palantir Technologies Stock Rises 6.75% Following Strong Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy PLTR?
Source: Fool
- Significant Earnings Growth: Palantir Technologies reported approximately 70% year-over-year revenue growth in its latest earnings release, with the U.S. commercial business showing remarkable strength at a 137% increase, indicating a substantial improvement in market penetration and boosting investor confidence in future growth.
- Surge in Trading Volume: Today's trading volume reached 111.3 million shares, approximately 139% above the three-month average of 46.5 million shares, reflecting strong market interest and positive sentiment among investors, which could further drive the stock price upward.
- Optimistic Analyst Ratings: Analysts have reacted positively, upgrading Palantir's stock with price targets as high as $235 per share, indicating confidence in the company's future AI-driven growth; if this growth rate is sustainable over the next several quarters, it could significantly enhance shareholder value.
- Strong Market Response: While the S&P 500 and Nasdaq indices fell by 0.85% and 1.43% respectively, Palantir's stock rose by 6.75%, demonstrating resilience amid market volatility and potentially attracting more investor attention to its long-term growth opportunities.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PLTR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 147.760
Low
50.00
Averages
192.88
High
255.00
Current: 147.760
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Palantir Reports Q4 2025 Earnings, Stock Soars
- Earnings Beat: Palantir reported Q4 2025 revenue of $1.41 billion, surpassing analysts' expectations of $1.34 billion, demonstrating strong performance in the data and software sector, which boosts investor confidence.
- Profitability Improvement: The company posted adjusted earnings per share of $0.25, exceeding the anticipated $0.23, indicating ongoing enhancements in profitability that may attract more investor interest in its stock.
- Optimistic 2026 Outlook: Management projects 2026 revenue between $7.18 billion and $7.2 billion, representing over 60% year-over-year growth, providing compelling reasons for investors to consider buying, potentially driving the stock price higher.
- Free Cash Flow Expectations: Palantir anticipates adjusted free cash flow of $3.925 billion to $4.125 billion for 2026, with the midpoint indicating a 77% year-over-year increase, showcasing the company's future financial health and growth potential.
See More
Palantir Technologies Stock Rises 6.75% Following Strong Earnings
- Significant Earnings Growth: Palantir Technologies reported approximately 70% year-over-year revenue growth in its latest earnings release, with the U.S. commercial business showing remarkable strength at a 137% increase, indicating a substantial improvement in market penetration and boosting investor confidence in future growth.
- Surge in Trading Volume: Today's trading volume reached 111.3 million shares, approximately 139% above the three-month average of 46.5 million shares, reflecting strong market interest and positive sentiment among investors, which could further drive the stock price upward.
- Optimistic Analyst Ratings: Analysts have reacted positively, upgrading Palantir's stock with price targets as high as $235 per share, indicating confidence in the company's future AI-driven growth; if this growth rate is sustainable over the next several quarters, it could significantly enhance shareholder value.
- Strong Market Response: While the S&P 500 and Nasdaq indices fell by 0.85% and 1.43% respectively, Palantir's stock rose by 6.75%, demonstrating resilience amid market volatility and potentially attracting more investor attention to its long-term growth opportunities.
See More
US Stocks Close Lower as Tech Sector Retreats
- Market Decline: The S&P 500 index fell by 0.84%, the Dow Jones by 0.34%, and the Nasdaq 100 by 1.55%, indicating a sharp sell-off after reaching record highs, which negatively impacted investor sentiment.
- Tech Sector Retreat: Data service and software stocks plummeted following the release of an automation tool by AI firm Anthropic, with Thomson Reuters and EPAM Systems down over 15% and 13% respectively, reflecting a loss of confidence in tech stocks.
- Precious Metals Rally: Gold prices surged over 6% and silver over 8%, leading to gains in mining stocks, with Hecla Mining and Freeport McMoRan rising more than 8% and 6% respectively, indicating increased demand for safe-haven assets.
- Economic Outlook Improvement: Richmond Fed President noted an improving US economic outlook despite ongoing risks, with markets focusing on upcoming economic data and the passage of a spending bill to gauge future economic trends.
See More
AI Panic Strikes Market as Software and Legal Services Suffer Major Setbacks.
- AI's Impact on Stock Market: The anticipated positive influence of artificial intelligence on the stock market has not materialized as expected.
- Market Performance: Despite initial optimism, stock market performance has been lackluster, raising questions about the actual benefits of AI in trading.
- Investor Sentiment: Investor confidence appears to be wavering as the promised AI-driven gains fail to materialize.
- Future Outlook: Analysts are reconsidering the role of AI in financial markets, suggesting a more cautious approach moving forward.
See More
Palantir Reports 70% Revenue Growth in Q4, Strong Guidance Ahead
- Accelerating Revenue Growth: Palantir's Q4 revenue reached $1.407 billion, marking a 70% year-over-year increase and a 19% sequential rise, showcasing the company's strong momentum in the AI data platform sector, particularly with a 93% growth rate in the U.S. market, indicating enhanced competitiveness in key markets.
- Strong Government Business: U.S. government revenue grew 66% year-over-year to $570 million, significantly up from 52% growth in the prior quarter, reflecting increasing demand for effective software amid rising global threats and budget pressures, further solidifying Palantir's market position.
- Surge in Contract Value: Total contract value in Q4 soared to $4.262 billion, up 138% year-over-year, with U.S. commercial contract value at $1.344 billion, a 67% increase, demonstrating the company's robust performance in new business development and customer acquisition, indicating substantial future growth potential.
- Improved Profitability: Palantir reported an operating income of $575 million, achieving a 41% operating margin, a significant improvement from 33% in Q3, while adjusted free cash flow reached $791 million, representing 56% of revenue, laying a solid foundation for sustained growth in 2026.
See More
Palantir Technologies Reports Soaring Earnings Amid AI Demand
- Significant Revenue Growth: Palantir's latest quarter saw U.S. commercial revenue surge by 137% to $507 million, while U.S. government revenue increased by 66% to $570 million, demonstrating the company's strong market performance amid rising AI demand.
- Record Profitability: The company achieved a record profit of $609 million in the latest quarter, reflecting the effectiveness of its Artificial Intelligence Platform (AIP) in driving revenue and profit growth, further solidifying its market leadership.
- Customer Base Expansion: Palantir's U.S. commercial customer count skyrocketed from 14 five years ago to 571, indicating a significant increase in market penetration with substantial growth potential ahead.
- Innovation-Driven Growth: The launch of AIP enables customers to quickly apply AI technology, streamlining data analysis processes and enhancing interaction between the company and its clients, which is expected to continue driving future contract growth and market share expansion.
See More
Palantir Reports Q4 2025 Earnings, Stock Soars
- Earnings Beat: Palantir reported Q4 2025 revenue of $1.41 billion, surpassing analysts' expectations of $1.34 billion, demonstrating strong performance in the data and software sector, which boosts investor confidence.
- Profitability Improvement: The company posted adjusted earnings per share of $0.25, exceeding the anticipated $0.23, indicating ongoing enhancements in profitability that may attract more investor interest in its stock.
- Optimistic 2026 Outlook: Management projects 2026 revenue between $7.18 billion and $7.2 billion, representing over 60% year-over-year growth, providing compelling reasons for investors to consider buying, potentially driving the stock price higher.
- Free Cash Flow Expectations: Palantir anticipates adjusted free cash flow of $3.925 billion to $4.125 billion for 2026, with the midpoint indicating a 77% year-over-year increase, showcasing the company's future financial health and growth potential.
See More
Palantir Technologies Stock Rises 6.75% Following Strong Earnings
- Significant Earnings Growth: Palantir Technologies reported approximately 70% year-over-year revenue growth in its latest earnings release, with the U.S. commercial business showing remarkable strength at a 137% increase, indicating a substantial improvement in market penetration and boosting investor confidence in future growth.
- Surge in Trading Volume: Today's trading volume reached 111.3 million shares, approximately 139% above the three-month average of 46.5 million shares, reflecting strong market interest and positive sentiment among investors, which could further drive the stock price upward.
- Optimistic Analyst Ratings: Analysts have reacted positively, upgrading Palantir's stock with price targets as high as $235 per share, indicating confidence in the company's future AI-driven growth; if this growth rate is sustainable over the next several quarters, it could significantly enhance shareholder value.
- Strong Market Response: While the S&P 500 and Nasdaq indices fell by 0.85% and 1.43% respectively, Palantir's stock rose by 6.75%, demonstrating resilience amid market volatility and potentially attracting more investor attention to its long-term growth opportunities.
See More
US Stocks Close Lower as Tech Sector Retreats
- Market Decline: The S&P 500 index fell by 0.84%, the Dow Jones by 0.34%, and the Nasdaq 100 by 1.55%, indicating a sharp sell-off after reaching record highs, which negatively impacted investor sentiment.
- Tech Sector Retreat: Data service and software stocks plummeted following the release of an automation tool by AI firm Anthropic, with Thomson Reuters and EPAM Systems down over 15% and 13% respectively, reflecting a loss of confidence in tech stocks.
- Precious Metals Rally: Gold prices surged over 6% and silver over 8%, leading to gains in mining stocks, with Hecla Mining and Freeport McMoRan rising more than 8% and 6% respectively, indicating increased demand for safe-haven assets.
- Economic Outlook Improvement: Richmond Fed President noted an improving US economic outlook despite ongoing risks, with markets focusing on upcoming economic data and the passage of a spending bill to gauge future economic trends.
See More
AI Panic Strikes Market as Software and Legal Services Suffer Major Setbacks.
- AI's Impact on Stock Market: The anticipated positive influence of artificial intelligence on the stock market has not materialized as expected.
- Market Performance: Despite initial optimism, stock market performance has been lackluster, raising questions about the actual benefits of AI in trading.
- Investor Sentiment: Investor confidence appears to be wavering as the promised AI-driven gains fail to materialize.
- Future Outlook: Analysts are reconsidering the role of AI in financial markets, suggesting a more cautious approach moving forward.
See More
Palantir Reports 70% Revenue Growth in Q4, Strong Guidance Ahead
- Accelerating Revenue Growth: Palantir's Q4 revenue reached $1.407 billion, marking a 70% year-over-year increase and a 19% sequential rise, showcasing the company's strong momentum in the AI data platform sector, particularly with a 93% growth rate in the U.S. market, indicating enhanced competitiveness in key markets.
- Strong Government Business: U.S. government revenue grew 66% year-over-year to $570 million, significantly up from 52% growth in the prior quarter, reflecting increasing demand for effective software amid rising global threats and budget pressures, further solidifying Palantir's market position.
- Surge in Contract Value: Total contract value in Q4 soared to $4.262 billion, up 138% year-over-year, with U.S. commercial contract value at $1.344 billion, a 67% increase, demonstrating the company's robust performance in new business development and customer acquisition, indicating substantial future growth potential.
- Improved Profitability: Palantir reported an operating income of $575 million, achieving a 41% operating margin, a significant improvement from 33% in Q3, while adjusted free cash flow reached $791 million, representing 56% of revenue, laying a solid foundation for sustained growth in 2026.
See More
Palantir Technologies Reports Soaring Earnings Amid AI Demand
- Significant Revenue Growth: Palantir's latest quarter saw U.S. commercial revenue surge by 137% to $507 million, while U.S. government revenue increased by 66% to $570 million, demonstrating the company's strong market performance amid rising AI demand.
- Record Profitability: The company achieved a record profit of $609 million in the latest quarter, reflecting the effectiveness of its Artificial Intelligence Platform (AIP) in driving revenue and profit growth, further solidifying its market leadership.
- Customer Base Expansion: Palantir's U.S. commercial customer count skyrocketed from 14 five years ago to 571, indicating a significant increase in market penetration with substantial growth potential ahead.
- Innovation-Driven Growth: The launch of AIP enables customers to quickly apply AI technology, streamlining data analysis processes and enhancing interaction between the company and its clients, which is expected to continue driving future contract growth and market share expansion.
See More
