Palantir (PLTR) Stock: What to Expect From Q4 Earnings Monday

TLDR

• Palantir reports Q4 2025 earnings on Monday, February 2, after market close with analysts expecting 62% revenue growth to $1.34 billion
• Wall Street expects earnings per share of $0.23, reflecting 64.3% year-over-year growth
• The company beat revenue estimates by 8% last quarter with revenues of $1.18 billion, up 62.8% year on year
• Options traders anticipate a 10.44% price move in either direction following the earnings announcement
• Analyst opinions remain divided with RBC maintaining a Sell rating at $50 while Citi upgraded to Buy with a $235 target

Palantir Technologies releases its fourth quarter 2025 results on Monday, February 2, after the market closes. The data analytics company enters the report with strong momentum from its previous quarter performance.

Palantir Technologies Inc., PLTR

Wall Street expects the company to deliver $1.34 billion in revenue for Q4 2025. This represents a 62% increase compared to the same period last year. The growth rate shows improvement from the 36% increase recorded in Q4 2024.

Analysts project earnings per share of $0.23 for the quarter. This would mark a 64.3% jump year over year.

The company has a solid track record of beating expectations. Over the past two years, Palantir exceeded revenue estimates in every single quarter by an average of 4.4%.

Last quarter delivered impressive results for the company. Revenue reached $1.18 billion, beating analyst expectations by 8%. This represented a 62.8% increase from the prior year period.

The company also surpassed EBITDA estimates and provided revenue guidance for the following quarter that topped analyst projections. Palantir stock has climbed roughly 78% in 2025 alone.

Analysts have largely maintained their estimates over the past 30 days. This suggests they expect the business to continue its current trajectory heading into the earnings release.

Investor Focus Areas

Several key metrics will draw investor attention when results are announced. Commercial customer growth remains a primary focus area for market watchers.

The Artificial Intelligence Platform (AIP) adoption rate will provide insight into product momentum. Government contract activity also carries weight given the company’s strong presence in that segment.

Management’s forward guidance will shape market reaction to the results. Options traders currently expect about a 10.44% stock move in either direction following the announcement.

Analyst Divide

Wall Street remains split on the stock’s prospects. RBC Capital analyst Rishi Jaluria maintains a Sell rating with a $50 price target.

Jaluria expressed concerns about the sustainability of commercial business momentum. He cited slowing contract activity and increasing competition based on government spending data and investor research.

The analyst also pointed to growing frustration among retail investors over the lack of capital returns. This comes despite Palantir’s strong cash position.

Citi Research analyst Tyler Radke took the opposite view. He upgraded the stock from Neutral to Buy with a $235 price target.

Radke expects accelerating AI adoption and stronger revenue growth into 2026. He sees particular strength across both commercial and government customer segments.

The broader data and analytics software sector has faced challenges recently. The group has underperformed with share prices down 10.9% on average over the last month.

Palantir stock declined 12.3% during the same period. The stock currently trades at $146.96 against an average analyst price target of $189.94.

Wall Street’s consensus rating stands at Hold. This includes 10 Hold recommendations, six Buy ratings, and two Sell ratings. The average price target suggests 25.08% upside from current levels.

Among peers in the data and analytics software segment, only Commvault has reported results so far. That company beat revenue estimates by 4.9% with 19.5% year-over-year sales growth. However, the stock dropped 30.5% following its earnings release.

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