Palantir Technologies (NASDAQ:PLTR) reported fourth quarter earnings and revenue that exceeded Wall Street expectations on Monday, sending its shares up more than 8% post-earnings.
The data analytics and artificial intelligence software company said revenue rose 70% year over year to about $1.4 billion, surpassing the $1.3 billion consensus estimate.
Earnings came in at $0.25 per share, compared with $0.14 a year earlier and above Street expectations of $0.23.
Palantir also issued guidance that exceeded analyst forecasts. The company projected first quarter revenue of about $1.5 billion, compared with expectations of $1.3 billion, and full-year revenue of about $7.2 billion versus a consensus estimate of $6.3 billion.
The company’s quarterly performance was driven largely by growth in its US business. US commercial revenue climbed 137% year over year to $507 million, while US government revenue increased 66% to $570 million. Total US revenue rose 93% to $1.076 billion.
During the quarter, Palantir closed 180 deals worth at least $1 million and reported record total contract value of $4.262 billion, up 138% from a year earlier. Customer count increased 34% year over year.
For full-year 2025, Palantir reported revenue of $4.475 billion, up 56% from the prior year, with U.S. commercial revenue more than doubling and US government revenue up 55%.
CEO Alex Karp highlighted Palantir’s growth and profitability metrics, citing a “Rule of 40” score of 127% and emphasizing the company’s focus on scaling artificial intelligence-driven software offerings.
“We are also announcing a 2026 revenue growth guide of 61% year-over-year,” Karp said in a statement, adding that Palantir is focused on operational leverage enabled by advances in AI models.