Palantir announced strong fourth-quarter and full-year results today, surpassing Wall Street forecasts.
In Q4, the company’s strong performance was driven by its domestic sales. Palantir’s US commercial revenue increased 137% to $507 million, surpassing the forecast of $479 million. Meanwhile, its US government revenue rose 66% to $570 million, exceeding analysts’ estimate of $522 million.
The company’s full-year revenue surged 70% year over year to $1.4 billion, ahead of Wall Street’s $1.3 billion expectation. Adjusted earnings per share rose to $0.25 from $0.14 during the previous year.
Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies, told investors: “Palantir’s Rule of 40 score is now an incredible 127%. Last quarter, our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called ‘commodity cognition’ well before others started repeating it.”
Looking ahead to Q1 2026, the company forecasts an adjusted income from operations of $870 million to $874 million. Revenue is expected to range from $1.532 billion to $1.536 billion.
For the full year, Palantir expects 2026 revenue to be between $7.182 billion and $7.198 billion, with U.S. commercial revenue exceeding $3.144 billion, representing a 115% increase.
The company’s stock rose 12% in premarket trading on Tuesday after the announcement.
By CEO NA Editorial Staff
