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Feb 2, 2026 4:30 PM

Palantir Beats Q4 Estimates As Growth Accelerates, Raises The Bar For 2026: 'We Are At The Outset, The Very Beginning'

Palantir Technologies Inc (NASDAQ:PLTR) reported financial results for the fourth quarter after the market close on Monday. Here’s a look at the key details from the print.

Palantir Technologies stock is trading in a tight range. What’s next for PLTR stock?

Palantir Tops Revenue, EPS Estimates In Q4

Palantir reported fourth-quarter revenue of $1.41 billion, beating analyst estimates of $1.33 billion. The AI software company reported adjusted earnings of 25 cents per share for the fourth quarter, beating analyst estimates of 23 cents per share, according to Benzinga Pro.

Total revenue was up 70% year-over-year in the quarter as U.S. revenue grew 93% year-over-year to $1.08 billion. U.S. Commercial revenue increased 137% year-over-year to $507 million and U.S. Government revenue jumped 66% year-over-year to $570 million. Palantir noted that its Rule of 40 score is now at 127%.

Palantir’s customer count grew 34% year-over-year ...