Palantir Technologies CEO Alex Karp announced strong Q4 results, beating Wall Street estimates with adjusted earnings per share of 25 cents and revenue of $1.41 billion, up 70% from the previous year. The company expects first quarter revenue of $1.532 billion and fiscal 2026 revenue of $7.182-$7.198 billion, driven by increasing demand for AI tools.

Palantir saw substantial growth in U.S. government and commercial sectors, with revenues reaching $570 million and $507 million, respectively. CEO Alex Karp called the earnings the best in tech in a decade and highlighted the company’s engagement with the U.S. government, leading to a 66% growth in that segment. Palantir’s stock has rallied 81% in the last year.

Despite concerns about its high valuation, Palantir’s net income totaled $608 million, or 24 cents per share, a significant increase from the previous year. The company’s commercial segment has experienced robust growth, with U.S. commercial revenues doubling from last year and commercial deal value rising 145% year over year to $4.38 billion. Palantir also announced a partnership with Nvidia.

Palantir has faced criticism for its work with U.S. Immigration and Customs Enforcement, leading to backlash and protests. CEO Alex Karp defended the company’s work, emphasizing the importance of conforming with Fourth Amendment data protections. The company’s commercial segment has benefitted from the demand for software to structure large language models, driving its profitability.

Read more at CNBC: Palantir (PLTR) Q4 2025 earnings