Palantir Q4 Revenue Jumps 70% on AI, Defense Demand; Shares Surge 6% After Hours

Palantir Technologies (PLTR) reported fourth-quarter revenue of $1.41 billion for fiscal 2025, up 70% year-over-year and ahead of the $1.33 billion consensus estimate, driven by surging demand for its AI tools from U.S. government agencies and commercial clients. Adjusted EPS came in at $0.25, beating expectations of $0.23. The stock rose more than 6% in after-hours trading on February 2, 2026. Full-year revenue reached $4.48 billion, with Q4 net income soaring to $608 million ($0.24 per share) from $79 million ($0.03 per share) a year earlier. U.S. government revenue grew 66% to $570 million, while commercial revenue more than doubled to $507 million. The company forecasts Q1 2026 revenue of $1.532–$1.536 billion, well above the $1.32 billion estimate, and full-year 2026 revenue of $7.182–$7.198 billion versus a $6.22 billion consensus.