Palantir Technologies (PLTR) is scheduled to announce its results for the fourth quarter of 2025 on Monday, February 2. PLTR stock has surged about 87% in 2025, driven by fast growth across its Commercial business and wider use of its Artificial Intelligence Platform (AIP). Wall Street expects PLTR to report earnings per share (EPS) of $0.23 for Q4 2025, reflecting 64.3% year-over-year growth. Furthermore, revenue is expected to increase by 62% to $1.34 billion.
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Investors will be watching for updates on commercial customer growth, AIP adoption, government contract momentum, and management’s forward guidance when the company reports its earnings.
Analysts’ Views Ahead of PLTR’s Q4 Earnings
Ahead of the Q4 print, RBC Capital analyst Rishi Jaluria reiterated a Sell rating on Palantir with a price target of $50, citing concerns about the durability of its Commercial business momentum. He pointed to slowing contract activity and rising competition, based on government spending data and investor checks, even as geopolitical uncertainty could support long-term demand.
Jaluria said the stock’s risk-reward is skewed to the downside and noted growing frustration among retail investors over the lack of capital returns despite Palantir’s strong cash position.
On the contrary, Citi Research analyst Tyler Radke upgraded Palantir stock from Neutral to Buy and raised his price target to $235 from $210. The upgrade was driven by expectations of accelerating AI adoption and stronger revenue growth into 2026, particularly across commercial and government customers.
Here’s What Options Traders Anticipate Ahead of PLTR’s Q4 Earnings
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting about a 10.44% move in either direction in Palantir stock in reaction to Q4 results.
Is PLTR Stock a Buy, Sell, or Hold?
Overall, Wall Street has a Hold consensus rating on Palantir Technologies stock based on 10 Holds, six Buys, and two Sell recommendations. The average PLTR stock price target of $189.94 indicates 25.08% upside potential.
