Palantir Reports Q4 2025 U.S. Comm Revenue Growth of 137% Y/Y and Revenue Growth of 70% Y/Y; Issues FY 2026 Revenue Guidance of 61% Y/Y and U.S. Comm Revenue Guidance of 115% Y/Y, Crushing Consensus E

Go back to Palantir Reports Q4 2025 U.S. Comm Revenue Growth of 137% Y/Y and Revenue Growth of 70% Y/Y; Issues FY 2026 Revenue Guidance of 61% Y/Y and U.S. Comm Revenue Guidance of 115% Y/Y, Crushing Consensus E

William Blair on Palantir (PLTR): 'the main risk to shares is its premium valuation relative to public comps and political factors'

February 2, 2026 4:51 PM EST

William Blair analyst Louie DiPalma reiterated an Outperform rating and {REMOVEPT} price target on Palantir Technologies Inc. (NASDAQ: PLTR).

The analyst comments "Palantir shares are trading up 5% after the company issued its 2026 revenue and a free cash flow outlook well above consensus. We expect shares to rebound back to its prior highs as fourth-quarter results and our Dotted Line tracker suggest that the U.S. Department of War is going all-in on Palantir for its... More