Palantir reports strong Q4 earnings and positive guidance, shifting focus from government to commercial

From Nasdaq: 2025-02-06 03:28:00

Palantir Technologies reported strong Q4 earnings, with earnings of $0.14 per share and revenues of $827.52 million. The company also provided solid guidance for 2025, with expected revenues of $3.741 to $3.757 billion. Palantir’s shift from government to commercial revenues has boosted its stock price by 24%.

The company’s commercial business growth, driven by its AI platform, has diversified its revenue sources. Palantir signed 129 deals in Q4, with RPO climbing to $1.73 billion. The generative AI market has vast potential, estimated to reach $2.6 to $4.4 trillion. Major tech giants like Meta Platforms, Microsoft, and Alphabet are also investing heavily in gen AI.

Despite a 500% stock price surge in the past year, Palantir still has long-term growth potential. With a Zacks Rank #2 (Buy), the company’s EPS growth projection is 36.1%. Analysts recommend buying on dips as Palantir’s AI applications expand into various sectors. Zacks Investment Research highlights Palantir, Meta Platforms, Microsoft, and Alphabet as top stocks for investment.



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