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Palantir Q4 earnings summary: Revenue up 70% and strong 2026 guidance

Palantir Q4 earnings summary: Revenue up 70% and strong 2026 guidance

Palantir stock jumped 7% after releasing Q4 results on Feb 2. Revenue increased 70% year over year to $1.4 billion, and adjusted operating margins expanded to 57%. The growth is largely being driven by their AI platform, with existing customers spending more and total customer count rising 34% to 954. Looking ahead, management guided for $7.2 billion in revenue for 2026, a 61% increase. They also reported a 105% increase in remaining deal value to $11.2 billion. Analysts suggest that if this growth rate holds, revenue could potentially hit $37 billion by 2030.
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@MasonCarter10 1 week ago

said “run it back.” AI is printing, margins are nasty, and that 2026 guide got bulls feeling real comfy.