Palantir Technologies (PLTR 2.34%). The name sounds like a villain from a spy novel, doesn’t it? They make software. Good software, apparently. The kind that helps people sort through information, which is, let’s face it, mostly just noise these days. They recently reported some numbers. The numbers went up. That’s what companies are supposed to do. The stock price wobbled a bit, but mostly went up too. It’s up over 30% in the last year. A temporary victory in the grand, meaningless march of time, but a victory nonetheless. So it goes.
Let’s look at those numbers. Just to confirm they actually happened. And to try and figure out if it’s too late to join the party. Or if the party’s already over, and we’re just cleaning up the confetti.
A Blowout, Relatively Speaking
For ten quarters now, Palantir’s revenue growth has accelerated. That’s…consistent. In the artificial intelligence space, that’s apparently a big deal. They went from 13% growth in the second quarter of 2023 to 70% last quarter. Numbers. They mean something, probably. Q4 revenue hit $1.41 billion. They expected a little less. Adjusted earnings per share went from $0.14 to $0.25. More numbers. It’s all very…organized. So it goes.
| Metric | Q2 2023 | Q3 2023 | Q4 2024 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue growth | 13% | 17% | 20% | 21% | 27% | 30% | 36% | 39% | 48% | 63% | 70% |
U.S. commercial revenue was the star, jumping 137% to $507 million. People are buying this stuff. Remaining deal value surged 145% to $4.38 billion. That’s a lot of future money. They closed $1.34 billion in deals. More numbers. It’s all very…efficient. Net revenue retention was 139%. Existing customers are spending more. They’re adding new ones too, about 34% more. It’s a good business, if you like that sort of thing. So it goes.
Government revenue jumped 60% to $730 million. U.S. government revenue climbed 66% to $570 million. International government revenue increased 43% to $160 million. International commercial growth is…not a priority, apparently. They made $171 million there. It’s all about priorities, isn’t it? So it goes.
They’re projecting Q1 revenue of $1.532 to $1.536 billion. That’s 74% growth. For the full year, they’re looking at $7.182 to $7.198 billion. That’s 61% growth. U.S. commercial revenue is expected to rise by at least 115%. More numbers. It’s relentless. So it goes.
Is It Still Worth the Fuss?
Palantir is, arguably, important. In the artificial intelligence software space. Their AIP is becoming an operating system for organizations. Helps them solve problems. Real-world problems. Growth has been…explosive. There’s not much competition. Which is either a good thing or a terrifying thing. Probably both. So it goes.
The stock trades at around 59 times forward price-to-sales. It’s not cheap. It’s expensive, actually. But it’s proving to be a premier AI stock. Outside of the infrastructure sector. It has the potential to grow into its valuation. I wouldn’t chase it. But I’d keep an eye on it. And maybe buy some if it dips. Just a little. Because everything dips eventually. So it goes.
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2026-02-11 01:32