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Exclusive Story Palantir's Perfect 10: Blowout Earnings Spark a New Bull CaseSubmitted by Chris Markoch. Date Posted: 2/3/2026. 
Quick Look - Palantir posted blowout results and raised guidance, extending a decade of accelerating revenue growth.
- U.S. commercial demand is surging, with record contract value and a fast-growing customer base.
- Analysts lifted targets despite valuation concerns, and the pullback into support looks potentially buyable.
Just in time for the Winter Olympic Games, Palantir Technologies Inc. (NASDAQ: PLTR) delivered a gold-medal earnings performance, marking 10 consecutive years of accelerating revenue growth. Continuing the "perfect 10" theme, PLTR stock jumped more than 10% at the open the day after the report, after even larger gains in premarket trading. The shares have pulled back somewhat as of this writing, but the blowout report was exactly what retail investors needed after the stock fell more than 22% over the prior three months. For the quarter, Palantir reported record revenue of $1.40 billion, up 70% year-over-year (YOY). Full-year revenue came in at $4.47 billion, a 56% YOY increase. That growth remains largely driven by the U.S. market. Moreover, U.S. commercial revenue rose 137% YOY, and the company recorded a record $4.3 billion in total contract value, signaling strong future demand. Palantir’s Rule of 40 score (the sum of revenue growth and operating margin) was an eye-popping 127, and the company guided next-12-month revenue to $7.19 billion — a projected 61% YOY gain. Palantir Doesn’t Power AI, It Puts AI to Work Following strong reports from other technology names like Microsoft Corp. (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META), Palantir’s results further affirm that the artificial intelligence (AI) trade remains alive. More importantly, unlike the hyperscalers, Palantir operates higher in the AI stack. Rather than building the underlying infrastructure, Palantir delivers software that helps enterprises and governments operationalize AI for real-world decision-making. That positioning lets the company capture value from AI adoption regardless of which cloud provider or chipmaker dominates the lower layers, giving its growth story a different — and potentially more durable — profile than the hyperscalers. Commercial Business Continues to Close the Gap Palantir is often associated with its work for the U.S. government, which can be interpreted as bullish or bearish depending on investors’ political views. Either way, investors should expect growth from the government side: the U.S. is increasing Department of Defense (DoD) spending in the coming years to modernize the military, and Palantir is likely to play a key role in that transition. But viewing Palantir only through the government lens misses the company’s strong commercial momentum. The commercial business has been growing robustly. In the quarter, Palantir closed 180 deals of at least $1 million, 84 deals of at least $5 million, and 61 deals of at least $10 million. Commercial customer count increased 8% quarter-over-quarter and 49% YOY. About 48% of the company’s revenue now comes from commercial customers. Analysts Continue to Raise the Floor on PLTR Stock The Palantir analyst forecasts on MarketBeat show a mostly bullish reaction to the report. Robert W. Baird and Northland Securities upgraded PLTR, and Dan Ives of Wedbush — one of Palantir’s most prominent bulls — reiterated a Buy rating with a $230 price target. Palantir’s consensus price target is now $193.91, roughly 22% above the stock price as of this writing and about 12.5% higher than the consensus target one month ago. That trend underscores why retail investors should pay attention to what analysts are doing (upgrades and target changes) as much as to what they are saying. PLTR Stock Looks Buyable Despite Valuation Concerns Valuation concerns around PLTR are well-documented and persistent. Still, with analysts raising targets and the stock appearing oversold, this may be a buyable entry point for some investors. As of this writing, PLTR is pulling back into a key support zone that held at two different points over the past year and lines up with the stock’s 200-day simple moving average (SMA). If buyers step in, a reflex rally could reach roughly $170 — near the 20-day SMA — though that moving average will likely act as initial resistance rather than a guaranteed upside objective. 
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