- The company reported earnings per share (EPS) of $0.25, beating last year’s same period EPS of $0.14, and above street consensus of $0.23.
- Strong demand for its artificial intelligence (AI) technologies from the U.S. government as well as American businesses bolstered a record quarter for the company.
- The company also revealed its outlook for the next quarter, announcing revenue expectations of between $1.532 billion to $1.536 billion.
Shares of Palantir Technologies Inc. (PLTR) surged over 7% in Monday's extended-trading hours after the company reported market-beating fourth-quarter (Q4) earnings results.
Strong demand for its artificial intelligence (AI) technologies from the U.S. government, as well as American businesses bolstered a record quarter for the company.
Palantir reported Q4 revenue of $1.41 billion, about 70% higher than $827.52 million reported in the same period last year, and beating analyst estimates of $1.34 billion, according to data from Fiscal.ai.
Meanwhile, the company reported earnings per share (EPS) of $0.25, beating last year’s same-period EPS of $0.14, and above street consensus of $0.23.
CEO Alex Karp called the results “one of the truly iconic performances in the history of corporate performance or technology” in a call with investors. In a shareholder letter, Karp said that the results “were essentially unprecedented, we believe, for a company entering its third decade of operations.”
Q4 Highlights
The company posted U.S. revenue growth of a whopping 93% year-over-year to $1.08 billion. U.S. commercial revenue contributed to the jump, growing 137% year-over-year to $507 million. Meanwhile, revenue from the U.S. government grew 66% year-over-year to $570 million.
Karp said that the strength of Palantir’s U.S. government results proves that in an era of intensifying global threats and budgetary pressure, the government is leveraging software that actually works, even as speed, precision, and decision advantages become extremely important.
Meanwhile, the Denver-based company said it clocked 180 deals of at least $1 million, 84 deals of at least $5 million, and 61 deals of at least $10 million in the quarter, and set a record total contract value of $4.26 billion.
Q1 2026 Outlook
The company also revealed its outlook for the next quarter, announcing revenue expectations of between $1.532 billion to $1.536 billion, far exceeding analyst expectations of $1.33 billion, as per Fiscal.ai data.
For the full year, Palantir said it expects revenue of between $7.182 billion to $7.198 billion, almost a whole billion more than analyst estimates of $6.3 billion.
“We're entering 2026 with extremely strong footing. Everything we've built over two decades is converging into this moment, and we're charging into the year with unmatched conviction as the defining enterprise software company of this generation,” Karp said.
How Did Stocktwits Users React?
On Stocktwits, retail sentiment around PLTR stock was in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.
One bullish user said the latest earnings report was ‘amazing’ and estimated the company’s shares would rocket to $200 soon.
Another bullish user called Palantir a ‘Momentum stock,’ adding that the company’s results will lift the entire market for the rest of the week.
Shares of PLTR have risen over 76% in the past year.
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