Palantir Technologies (PLTR) Projected to Post Quarterly Earnings on Monday

Key Points

• Palantir will report Q4 2025 results after the market closes on Feb. 2, 2026, with analysts expecting about $0.23 EPS and $1.3409 billion in revenue for the quarter.
• In the prior quarter (reported Nov. 3) Palantir beat estimates with $0.21 EPS (vs. $0.17 expected) and $1.18 billion in revenue, a 62.8% year‑over‑year revenue increase.
• Despite recent top‑line strength, the stock trades at rich multiples (market cap ~$404B, P/E ~404), insiders sold over 1.02 million shares (~$167M) in the last three months, and analyst consensus is a "Hold" with a $184.07 target, highlighting valuation risk into earnings.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) will likely be issuing its Q4 2025 results after the market closes on Monday, February 2nd. Analysts expect the company to announce earnings of $0.23 per share and revenue of $1.3409 billion for the quarter. Parties may visit the the company's upcoming Q4 2025 earning results page for the latest details on the call scheduled for Monday, February 2, 2026 at 5:00 PM ET.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last posted its quarterly earnings results on Monday, November 3rd. The company reported $0.21 EPS for the quarter, topping analysts' consensus estimates of $0.17 by $0.04. The business had revenue of $1.18 billion during the quarter, compared to the consensus estimate of $1.09 billion. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The company's revenue for the quarter was up 62.8% compared to the same quarter last year. During the same period last year, the firm earned $0.10 earnings per share. On average, analysts expect Palantir Technologies to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Palantir Technologies Stock Up 2.2%

Shares of Palantir Technologies stock opened at $169.60 on Monday. The business has a 50-day moving average price of $176.64 and a 200 day moving average price of $173.35. Palantir Technologies has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The firm has a market cap of $404.23 billion, a P/E ratio of 403.82, a P/E/G ratio of 4.27 and a beta of 1.54.

Insider Activity

In other news, insider David A. Glazer sold 15,557 shares of the business's stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $163.99, for a total transaction of $2,551,192.43. Following the completion of the transaction, the insider directly owned 415,612 shares in the company, valued at approximately $68,156,211.88. The trade was a 3.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Ryan D. Taylor sold 36,048 shares of the stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.36, for a total value of $5,852,753.28. Following the completion of the transaction, the insider directly owned 251,409 shares of the company's stock, valued at $40,818,765.24. This trade represents a 12.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,023,444 shares of company stock worth $167,394,629 over the last three months. Insiders own 12.93% of the company's stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Schnieders Capital Management LLC. boosted its stake in Palantir Technologies by 36.8% during the second quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company's stock valued at $858,000 after buying an additional 1,694 shares in the last quarter. Revolve Wealth Partners LLC acquired a new stake in Palantir Technologies in the 4th quarter valued at about $450,000. Bison Wealth LLC boosted its position in shares of Palantir Technologies by 37.4% during the 4th quarter. Bison Wealth LLC now owns 17,130 shares of the company's stock valued at $1,296,000 after purchasing an additional 4,667 shares in the last quarter. Capstone Wealth Management Group LLC boosted its position in shares of Palantir Technologies by 38.0% during the 1st quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company's stock valued at $1,447,000 after purchasing an additional 4,722 shares in the last quarter. Finally, Resurgent Financial Advisors LLC acquired a new position in shares of Palantir Technologies in the 3rd quarter worth approximately $267,000. Institutional investors and hedge funds own 45.65% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on PLTR shares. Wall Street Zen lowered Palantir Technologies from a "buy" rating to a "hold" rating in a research report on Friday, November 28th. Piper Sandler boosted their target price on shares of Palantir Technologies from $201.00 to $225.00 and gave the company an "overweight" rating in a research note on Tuesday, November 4th. Zacks Research upgraded shares of Palantir Technologies from a "hold" rating to a "strong-buy" rating in a research report on Thursday, January 1st. Mizuho lifted their price target on shares of Palantir Technologies from $165.00 to $205.00 and gave the company a "neutral" rating in a report on Tuesday, November 4th. Finally, Jefferies Financial Group set a $208.00 price objective on shares of Palantir Technologies in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat, Palantir Technologies has an average rating of "Hold" and a consensus target price of $184.07.

Key Headlines Impacting Palantir Technologies

Here are the key news stories impacting Palantir Technologies this week:

• Positive Sentiment: Phillip Securities initiated coverage with a Buy and $208 price target, highlighting multi‑year revenue and margin upside that supports further upside from here. Palantir (PLTR) Stock: Why This Analyst Sees 25% Upside in 2025
• Positive Sentiment: Top sell‑side voices continue to call Palantir an AI "powerhouse" after Davos discussions and large commercial wins (e.g., Hyundai), which supports momentum into earnings. NVDA, PLTR: Daniel Ives Hails Nvidia and Palantir as AI Powerhouses at Davos
• Positive Sentiment: MarketBeat highlights an institutional‑buying metric bulls watch into earnings — suggesting "smart money" positioning could amplify a beat/guidance upgrade. The One Metric Bulls Watch in Palantir Before Earnings
• Neutral Sentiment: Mizuho reaffirmed a $205 12‑month target while keeping a cautious stance (Hold) — a sign that targets are elevated but some analysts are dialing back conviction. Palantir Stock Targeted at $205 by Mizuho as Growth Slows in 2026
• Neutral Sentiment: CEO comments on the AI cycle ("We're in a lag right now.") temper overheated expectations — useful context but not a hard directional signal ahead of earnings. Palantir CEO on the AI bubble: "We're in a lag right now."
• Neutral Sentiment: Investors should note the company reports Q4 on Feb. 2 — results and forward guidance will likely be the primary short‑term driver. Should You Buy Palantir Stock Before Feb. 2?
• Negative Sentiment: Valuation critics warn the stock trades at very rich multiples; some analysts (e.g., Jefferies commentary cited in media) see material downside if growth slows — raises risk of sharp pullbacks if guidance disappoints. 2 Ultra-Popular AI Stocks to Sell Before They Drop 53% and 57%, According to Wall Street Analysts
• Negative Sentiment: Near‑term price action shows a recent pullback (down modestly over the past week/month), signaling profit‑taking after a large 12‑month rally — makes Palantir more vulnerable to negative news ahead of earnings. Palantir Technologies Trending as Analysts Weigh Upside

About Palantir Technologies

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir's product portfolio centers on a small number of core platforms.

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