Overview
- Palantir topped estimates with roughly $1.41 billion in Q4 revenue, up 70% year over year, and adjusted EPS of $0.25, with several analysts highlighting operating margins near 57%.
- U.S. demand dominated results, as commercial revenue jumped 137% to $507 million and government revenue rose 66% to $570 million.
- The company reported $4.26 billion in Q4 bookings tied largely to multi‑year AIP deals, including 180 contracts of at least $1 million and 61 above $10 million.
- Management projected about $1.5 billion in Q1 revenue and roughly $7.2 billion for full‑year 2026, both above prior Street expectations.
- The stock climbed about 7% after the release before dropping more than 10% the next day, with options implying heightened near‑term moves and analysts split between target raises to $230–$260 and cuts such as DA Davidson’s $180 on concerns over a rich multiple.