Palantir Technologies’ (PLTR) stock is up 10% after the data analytics company reported fourth-quarter 2025 financial results that surpassed Wall Street estimates.
The company led by CEO Alex Karp announced earnings per share (EPS) of $0.25 U.S., which was ahead of forecasts that called for a profit of $0.23 U.S.
Revenue in the period totaled $1.41 billion U.S., which topped the $1.33 billion U.S. expected on Wall Street. Sales grew 70% from a year earlier.
Management attributed the strong results to more business from the U.S. government and businesses purchasing its artificial intelligence (A.I.) software.
Revenue from the U.S. government and commercial customers totaled $570 million U.S. and $507 million U.S., respectively. Those results also beat estimates from analysts.
In terms of guidance, Palantir, which largely makes A.I.-powered software, said it expects $1.532 billion U.S. to $1.536 billion U.S. in revenue for the current quarter.
That revenue outlook is above the $1.32 billion U.S. that analysts had penciled in for the company.
For all of 2026, the company forecast revenue of $7.182 billion U.S. to $7.198 billion U.S., also ahead of expectations for $6.22 billion U.S.
Most of Palantir’s work comes from U.S. government agencies such as the Department of Defense, the Internal Revenue Service (IRS), and the Department of Homeland Security.
Last year, the company signed a $10 billion U.S. contract with the U.S. Army to support its software and data needs and a $448 million U.S. deal with the U.S. Navy.
Revenue from Palantir’s U.S. commercial business more than doubled in 2025, while its U.S. commercial deal value rose 145% year-over-year to $4.38 billion U.S.
Prior to today (Feb. 3), PLTR stock had risen 77% over the last 12 months to trade at $147.78 U.S. per share.
Tech Insider
