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Palantir Technologies (PLTR) has demonstrated strong financial and operational performance, with Q4 2025 revenue of $1.41 billion and adjusted EPS of $0.25, both exceeding analyst expectations. The company projects significant growth for 2026, with revenue guidance of $7.18 billion to $7.20 billion and adjusted free cash flow between $3.93 billion and $4.13 billion. U.S. Commercial revenue grew 137% year-over-year in Q4 2025, while U.S. Federal revenue increased by 66%. Palantir's Artificial Intelligence Platform (AIP) has been a key driver of growth, contributing to revenue, margin expansion, and cash flow improvements. Major government contracts, including a $10 billion Army Enterprise Agreement and a $448 million Navy deal, further solidify its position in national security and defense. Analysts have largely expressed optimism, with price targets ranging from $208 to $255, citing Palantir's leadership in AI-driven solutions and its ability to scale profitably. However, some skepticism remains, with concerns about shrinking government contracts, slowing commercial demand, and the lack of shareholder-friendly measures like dividends or buybacks. Ethical concerns regarding the potential misuse of its tools also persist. Despite these challenges, Palantir's focus on innovation and execution of high-value contracts positions it for continued growth in both commercial and government sectors.
Source content provided by Benzinga.
This content was created in whole or in part using Generative Artificial Intelligence (AI). Please read the disclosures found at the end of this content for more information.

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About PLTR

Palantir is an artificial intelligence, analytics, and automated decision-making company that leverages data to drive efficiency across its clients' organizations. The firm serves commercial and government clients via its Foundry and Gotham ... Read more

Ways to trade options* on PLTR

Bearish Option Strategy: Long Puts

Traders buy a single put option on a stock or ETF. This strategy can benefit from a price drop while risking more capital than a spread.

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