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Key areas to watch

In addition to headline revenue and EPS figures, investors will focus on several key areas during Palantir’s Q4 2025 earnings report.

Continued AIP and US commercial momentum

Investors will watch for sustained triple-digit US commercial growth, new AI Platform (AIP) bootcamps/deals, and customer additions. Expansion in commercial (now approximately 30% – 40% of revenue) is key to diversifying beyond government.

Government segment and contracts

Updates on US government deals, potential international acceleration, and any risks from government funding/shutdown scenarios.

Profitability and margins

Track adjusted operating margins, free cash flow delivery toward the $1.9 billion – $2.1 billion full year guide. Rule of 40 score remains a flagship metric – expect commentary on maintaining 100%+.

Forward guidance

Focus on forward 2026 guidance, as any softening combined with lofty valuations could trigger volatility.

Broader AI/competitive landscape

Any mentions of AIP leverage vs competitors, enterprise adoption trends, or macro headwinds.

Is Palantir a buy or a sell?

Palantir has a TipRanks Smart Score of ‘6 neutral’ and is rated as a ‘hold’ by analysts with 6 ‘buy’, 10 ‘hold’, and 12 ‘sell’ recommendations as of 27 January 2026.

Palantir TipRanks Smart Score chart