"Palantir is basically building a new base because boy, their business is strong. I'm relying on the customers. The customers love them. And therefore I think they've got a great product. And therefore I think they will have a great 2026 and 2027."
"We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called 'commodity cognition' well before others started repeating it."
Palantir Technologies is experiencing strong business fundamentals despite a stock price decline. The company reported Q4 2025 revenue of $1.406 billion, a 70% year-over-year increase. U.S. commercial revenue surged 137% year-over-year. The Rule of 40 score reached 127%, indicating exceptional performance. Management forecasts 2026 revenue between $7.182 billion and $7.198 billion, suggesting 61% growth. CEO Alex Karp emphasized Palantir's unique focus on operational leverage through AI advancements, supporting expectations for a prosperous 2026 and 2027.
Read at 24/7 Wall St.
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