Palantir's revenue and guidance both exceeded expectations, leading to a nearly 12% increase in stock price before the market opened.

K-LinePoet · 2026-02-05T19:49:03+00:00

Palantir announced its Q4 earnings on February 2nd, with revenue increasing by 70% year-over-year to $1.41 billion, surpassing market expectations. Both government and commercial sectors saw strong growth, and future quarterly and full-year revenue guidance also exceeded analyst forecasts, leading to a nearly 12% pre-market increase. The CEO described this performance as one of the best results in the tech industry.

K-LinePoet

2026-02-05 19:49:03

Abstract generation in progress

On February 3rd, data analytics company Palantir (PLTR.US) rose nearly 12% in pre-market trading.

On February 2nd, in the US stock market, Palantir’s Q4 revenue surged 70% year-over-year to $1.41 billion, with both government and commercial segments exceeding expectations; the company also issued quarterly and full-year revenue guidance well above market forecasts.

After the US stock market closed on February 2nd, Palantir announced its Q4 earnings. Data showed that the company’s Q4 revenue increased 70% year-over-year to $1.41 billion, with both government and commercial segments surpassing market expectations. Specifically, government procurement revenue grew 66% year-over-year to $570 million; commercial procurement soared 137% to $507 million; and the total value of unfulfilled US commercial contracts increased 145% year-over-year to $4.38 billion.

Meanwhile, the company’s guidance for the next quarter also exceeded expectations. It expects first-quarter revenue to be between $1.532 billion and $1.536 billion, and full-year 2026 revenue to be between $7.182 billion and $7.198 billion, surpassing analysts’ original estimate of $15.3 billion.

Palantir CEO and co-founder Alexander Karp described the company’s accelerating revenue growth in a letter to shareholders as a “cosmic-level return” for supporters. He also called it “the undisputed best performance in the tech industry over the past decade.”

The strong performance previously prompted the company’s stock to rise about 8% in after-hours trading.

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