"Palantir Technologies reported Q4 2025 revenue of $1.406 billion, up 70% year-over-year, beating estimates by 5.74%. Adjusted EPS came in at $0.25 versus the $0.18 estimate, a beat of nearly 39%. These are not the numbers of a company in trouble."
"The U.S. commercial segment is the real headline. U.S. commercial revenue hit $507 million, up 137% year-over-year, while U.S. government revenue reached $570 million, up 66%. Total U.S. revenue of $1.076 billion represented 93% growth. Free cash flow for the quarter came in at $791.4 million, up 73.1%."
"The pullback is not a story about a broken company. It's a story about a stock that got very far ahead of itself, and is now digesting a valuation that still demands a lot of future perfection."
Palantir Technologies reported Q4 2025 revenue of $1.406 billion, up 70% year-over-year, with adjusted EPS of $0.25 beating estimates by 39%. U.S. commercial revenue surged 137% to $507 million, while U.S. government revenue grew 66% to $570 million. Full-year 2025 revenue reached $4.475 billion with net income up 251.59% to $1.625 billion and free cash flow nearly doubling to $2.270 billion. Despite these impressive fundamentals, PLTR trades around $152, down 27% from its 52-week high of $207.52. The stock's pullback reflects not business deterioration but rather valuation digestion, with the market questioning whether current pricing justifies future growth expectations.
Read at 24/7 Wall St.
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