Q4 revenue of $1.407 billion beat estimates and FY26 revenue guidance of $7.18-$7.20 billion exceeded expectations

Palantir Technologies reported Q4 2025 revenue of $1.407 billion, surpassing estimates of $1.328 billion by nearly 5%, with adjusted EPS of $0.25 versus $0.23 consensus, up 79% year-over-year. U.S. commercial revenue grew 137% year-over-year, driven by AI demand. FY26 revenue guidance of $7.18-$7.20 billion topped analyst expectations of $6.21 billion, reflecting 61% projected growth from existing customer AI spending increases.