Palantir Jumps After Blowout Q4 and Upbeat 2026 Outlook
Palantir posted a strong Q4 2025: adjusted EPS 25 cents vs. 23 cents, revenue of $1.41 billion (up 70% year over year), with U.S. revenue up 93% and commercial revenue up 137% to $507 million; government revenue was $570 million. The company issued optimistic Q1 and full-year 2026 guidance well above expectations, and Q4 operating margin was 41% with free cash flow conversion of 47% for 2025 and over $7 billion in cash and marketable securities. Palantir is expanding beyond government contracts into large-scale commercial data solutions (including a Navy contract up to $448 million), though its high valuation remains a point of critique. Shares rose about 4% in after-hours trading.
