Analysts significantly increased Palantir’s near-term forecasts following the company's strong fourth-quarter 2025 earnings report.
The consensus estimate for 2026 revenue rose from $6.3 billion to $7.3 billion. Statutory earnings per share projections increased from $0.81 to $1.14.
Palantir reported 70% year-over-year revenue growth in the fourth quarter. The U.S. Commercial business grew by 137% during this period.
The stock price initially surged after the February 3 announcement before retracing those gains in subsequent sessions. Analysts suggest the company's high valuation and broader technology sector weakness contributed to this mixed market reaction. Investors may have already priced in Palantir's AI leadership and performance.