TLDR
- Palantir Technologies posts Q4 2025 earnings Monday after market close with Wall Street projecting $1.34 billion in revenue
- Analysts forecast $0.23 earnings per share, representing 64.3% growth versus Q4 2024
- The data analytics firm beat revenue forecasts by 8% in Q3 with $1.18 billion in sales, up 62.8% year over year
- Stock has gained 78% in 2025 despite recent 12.3% pullback over the past month
- Analysts remain divided with price targets ranging from $50 to $235
Palantir Technologies announces its fourth quarter 2025 financial results on Monday, February 2, after the closing bell. The timing comes as the stock has surged 78% over the past year.
Palantir Technologies Inc., PLTR
Wall Street analysts expect revenue of $1.34 billion for the quarter. This represents 62% growth compared to Q4 2024. The projected growth rate exceeds the 36% increase the company posted in the year-ago period.
Earnings per share are forecast at $0.23. That would mark 64.3% growth year over year.
The company brings momentum into the report after strong Q3 performance. Revenue hit $1.18 billion last quarter, beating estimates by 8%. Sales jumped 62.8% from the prior year.
Palantir also topped EBITDA projections and issued revenue guidance above analyst expectations. The company has beaten revenue estimates in every quarter over the past two years by an average of 4.4%.
Over the last 30 days, analysts have generally held their estimates steady. This indicates expectations for continued execution as the earnings date approaches.
Key Metrics to Watch
Investors will focus on several critical areas when results drop. Commercial customer additions remain a top priority for the market.
Adoption rates for the Artificial Intelligence Platform (AIP) will signal product traction. Government contract momentum matters given the segment’s contribution to total revenue.
Forward guidance from management will likely drive the stock’s post-earnings reaction. Options traders currently price in a 10.44% move in either direction after the announcement.
Wall Street Disagreement
Analyst opinions on the stock span a wide range. RBC Capital’s Rishi Jaluria holds a Sell rating with a $50 price target.
His concerns center on commercial business durability. Jaluria points to slowing contract activity and rising competition based on spending data and investor checks. He also notes retail investor frustration over limited capital returns despite strong cash reserves.
Citi Research’s Tyler Radke takes the opposite stance. He upgraded shares from Neutral to Buy with a $235 target.
Radke sees accelerating AI adoption driving stronger revenue growth into 2026. He expects gains across both commercial and government customer bases.
Sector Context
The broader data and analytics software space has struggled recently. Average sector share prices fell 10.9% over the past month.
Palantir dropped 12.3% during the same stretch. The stock trades at $146.96 versus an average analyst price target of $189.94.
Wall Street’s consensus rating is Hold based on 10 Hold calls, six Buy recommendations, and two Sell ratings. The average target implies 25.08% upside potential.
Among sector peers, only Commvault has reported earnings so far. That company beat revenue estimates by 4.9% with 19.5% year-over-year growth but saw shares plunge 30.5% on the results.
Palantir’s government business continues leading total revenue with commercial growth improving gradually. The company’s strong cash position and AIP platform remain key differentiators heading into Monday’s report.
