"Palantir's Q4 2025 delivered $1.406 billion in revenue, representing a 70% year-over-year growth, and adjusted EPS of $0.25, beating estimates by 38.89%. U.S. commercial revenue grew 137% YoY to $507 million, with remaining deal value up 145%. CEO Alex Karp stated, 'Palantir's Rule of 40 score is now an incredible 127%.'"
"Management has guided FY2026 revenue to be between $7.182 billion and $7.198 billion, indicating a 61% year-over-year growth. They promised U.S. commercial revenue in excess of $3.144 billion, which represents at least 115% growth for FY2026."
"Despite strong growth metrics, Palantir continues to trade at a steep valuation, with current multiples of 112x forward earnings and 77x sales. The stock's performance could be influenced by revenue exceeding the $1.536 billion guidance and U.S. commercial growth above 130% YoY."
Palantir Technologies is set to report Q1 fiscal 2026 earnings on May 4, 2026. Current share price is $147.83, down 18.95% year to date. EPS consensus is $0.28 non-GAAP, with revenue consensus at $1.54 billion. Last quarter, Q4 2025 revenue was $1.406 billion, showing 70% YoY growth. U.S. commercial revenue grew 137% YoY. Management expects FY2026 revenue between $7.182 billion and $7.198 billion. The stock faces valuation concerns despite strong growth metrics and high expectations for future performance.
Read at 24/7 Wall St.
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