Palantir Beats Q4 Estimates, Guides 60% Growth for 2026

Palantir Technologies Inc. reported stronger-than-expected financial results for the fourth quarter of 2025 on Monday evening, surpassing analyst estimates on revenue and earnings while issuing optimistic guidance for 2026 that propelled its shares higher in after-hours trading.

The Denver-based data analytics and software company posted quarterly revenue of $1.41 billion, exceeding the consensus forecast of $1.34 billion and marking a 70 percent increase from the $827.52 million recorded in the same period a year earlier. Adjusted earnings per share came in at $0.25, topping the anticipated $0.23 and reflecting growth from $0.14 in the prior-year quarter. These figures build on a pattern of outperformance, as Palantir has delivered positive earnings surprises in each of the past four quarters.

The results underscore accelerating momentum in the company's core segments, particularly in the United States, where revenue is projected to have surpassed $1 billion for the first time in a quarter, up 80 percent year over year. U.S. commercial sales, a key growth driver, expanded by 121 percent in the period, fueled by larger enterprise agreements and broader adoption of Palantir's...