Palantir reported blockbuster Q4 2025 earnings on February 2nd. The company achieved 70% year-over-year revenue growth during the quarter. U.S. commercial revenue surged 137% as a standout performer. Management issued 2026 revenue growth guidance of 61%, surpassing consensus expectations. The stock price rose significantly in after-hours and pre-market trading immediately following the announcement.
Analyst sentiment remains divided despite the strong financial performance. Seeking Alpha reiterated a Sell rating on February 7th, citing an excessive valuation. RBC Capital maintained its Underperform rating while acknowledging the earnings and guidance beat. Both firms argue that the current stock price remains too high relative to the company's outlook.