Palantir rides AI momentum to another record quarter

Palantir reported Q4 2025 revenue of $1.41B, up 70% YoY, with net income of $609M and adjusted EPS of $0.25, beating estimates. U.S. commercial revenue surged 137% to $507M and government revenue rose 66% to $570M, helped by a Navy ShipOS contract and Palantir’s AI Platform linking LLMs to private data. Full-year 2026 revenue guidance is $7.18–$7.20B (about 61% growth); Q1 2026 revenue guidance is $1.53–$1.54B. Palantir stock rose ~7% after hours as CEO Alex Karp highlighted AI demand and criticized rivals investing in undifferentiated large language models.