Palantir Earnings Report: This Is Why The Stock Moved Up In After Hours

Benzinga

Palantir Technologies just reported Q4 earnings and crushed expectations, sending PLTR stock higher. At the time of recording, Palantir shares are trading around $160 after the company delivered massive revenue growth, record U.S. commercial expansion, and bullish 2026 guidance.  Palantir posted $1.41 billion in quarterly revenue, a 70% year-over-year increase, with U.S. commercial revenue up 137%. The company also raised its full-year 2026 outlook to more than $7.1 billion, far above analyst estimates.  CEO Alex Karp called this moment “the very beginning of a generational project.” This video breaks down Palantir’s earnings, guidance, cash flow, and what investors are reacting to right now.  Source: https://www.benzinga.com/markets/earnings/26/02/50317363/palantir-beats-q4-estimates-as-growth-accelerates-raises-the-bar-for-2026-we-are-at-the-outset-the-very-beginning

Transcript

00:00Palantir just blew past earnings, but the guidance is what's really moving the stock.

00:05At the time of recording, Palantir is trading around $160 a share, up more than 8% today.

00:11Here's why. Palantir reported $1.41 billion in Q4 revenue, beating expectations.

00:17Adjusted earnings came in at $0.25 a share, also above estimates.

00:21But the growth is the headline.

00:22Total revenue surged 70% year-over-year, U.S. revenue jumped 93%, and U.S. commercial revenue exploded 137%.

00:31This isn't one or two contracts either.

00:34Palantir closed 180 deals over $1 million, including 61 deals worth more than $10 million in just one quarter.

00:42Cash flow tells the same story.

00:43Palantir generated nearly $800 million in free cash flow this quarter and now sits on about $7.2 billion in cash and treasuries.

00:53Then came the guidance.

00:54Palantir told investors to expect over $7.1 billion in revenue for 2026, far above Wall Street estimates.

01:02U.S. commercial growth is projected at at least 115%.

01:06CEO Alex Karp summed it up simply, saying,

01:09We are at the outset, the very beginning of a generational project.

01:14The market heard that loud and clear.

01:16This wasn't just a beat.

01:18It was Palantir telling investors the acceleration phase may just be starting.

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