Palantir Stock: Palantir Earnings, Revenue Top Estimates, Guidance Above Views Investor's Business DailyBREAKING: [Stocks Edge Higher As Teradyne, Palantir Surge]---Palantir Technologies (PLTR) reported December-quarter earnings and revenue that topped Wall Street estimates amid strength in its U.S. government and commercial businesses. Palantir stock popped amid 2026 revenue and free cash flow guidance that came in well above expectations, driven by artificial intelligence products. At Citi, analyst Tyler ...

US equities were mixed on Tuesday, with the S&P 500 trading modestly higher as gains in Palantir Technologies and a rebound in gold and silver helped support broader sentiment following a strong start... ...

Let's talk about the outlook. Annual revenues seen between $7.18% billion and $7.2% billion. The estimate going in had been four $6.27% billion.So quite a beat there when it comes to the expectations. Brent, you can see that reflected in the shares. What do you make of what we learned at the top of the hour.There's still a crush in the numbers. And I think in a world of AI that is getting crushed and soft firm bite, my coverage universe is going straight south. Now, Palantir's fundamentals are are and are d ...

每经AI快讯，2月3日，美股三大指数开盘涨跌不一，纳指涨0.34%，道指跌0.05%，标普500指数涨 0.15%。存储概念持续走强，西部数据涨超4%，闪迪涨超5%。Palantir大涨超11%，公司Q4业绩大超预 期。PayPal大跌超18%，公司Q4业绩不及预期。 ...

来源：视频滚动新闻 Jefferies的分析师写道，Palantir的盈利容易受到美国联邦支出变化的影响。该公司周一公布的第四财季 盈利超出预期，因美国政府对其人工智能技术的需求增加。这些分析师指出，Palantir高管表示，美国 的需求如此之大，以至于该公司缺乏在海外开展宏大项目的能力。这些分析师称，因此，该公司正在错 失国际市场的机遇。他们还补充说，此外，Palantir的股价估值较同行及其历史交易价格存在显著溢 价。Palantir股价盘前上涨11%。 ...

Core Insights - Palantir (NASDAQ: PLTR) reported Q4 results that exceeded expectations across all metrics, indicating strong performance and positive investor sentiment [1] Financial Performance - The company achieved results that beat analyst forecasts, suggesting robust operational efficiency and growth potential [1]

Upgrades - DA Davidson upgraded Q2 Holdings (QTWO) to Buy from Neutral with an unchanged price target of $82, citing an attractive entry point due to the stock's pullback over the last 6-8 months [2] - Citi upgraded JetBlue (JBLU) to Neutral from Sell with a price target of $6, up from $4, noting "upside risks" and strategic optionality for the airline [3] - Morgan Stanley upgraded Affirm (AFRM) to Overweight from Equal Weight with a price target of $76, down from $83, highlighting a compelling risk/reward scenario following recent stock weakness [3] - Daiwa upgraded Visa (V) to Outperform from Neutral with an unchanged price target of $370, revising earnings forecasts upward in light of Q1 earnings [4] - Northland upgraded Palantir (PLTR) to Outperform from Market Perform with a price target of $190, up from $185, following the company's strong Q4 results [4] Downgrades - Piper Sandler downgraded Adobe (ADBE) to Neutral from Overweight with a price target of $330, down from $470, due to concerns over seat-compression and vibe coding narratives [5] - RBC Capital downgraded Elevance Health (ELV) to Sector Perform from Outperform with a price target of $358, down from $392, citing softer than expected 2026 guidance [5] - BofA downgraded Figure (FIGR) to Underperform from Neutral with a price target of $42, down from $43, noting a significant valuation gap compared to Coinbase [5] - BNP Paribas downgraded Exxon Mobil (XOM) to Underperform from Neutral with a price target of $125, up from $114, based on valuation concerns [5] - Roth Capital downgraded Coterra Energy (CTRA) to Neutral from Buy with a price target of $28, down from $30, believing no higher offers will materialize at this time [5]

Core Insights - Palantir reported better-than-expected quarterly results and a positive revenue growth outlook, leading to a significant increase in its stock price [1][1] - The stock, which had been declining for about three months, saw a premarket rise of approximately 12%, nearing $165, which helps mitigate year-to-date losses [1][1] - Analysts from Citi have set a price target of $260 for Palantir, indicating nearly 80% upside potential from the previous close under $150 [1][1] Financial Performance - The quarterly financial results exceeded Wall Street expectations, contributing to a positive market reaction [1][1] - CEO Alex Karp's optimistic letter further fueled investor confidence in the company's prospects [1][1] Market Context - The strong performance of Palantir may encourage investors to reconsider selling software stocks, despite recent negativity in the sector [1][1] - Citi analysts noted that Palantir's growth momentum is notable in a software market where rapid growth stories are becoming rare [1][1] Analyst Opinions - Jefferies analysts maintain a bearish outlook with a price target of $70, suggesting a potential decline of over 50% from Monday's close, citing more attractive investment opportunities elsewhere [1][1] - The contrasting views from different analysts highlight the ongoing debate about Palantir's valuation and market position [1][1]

Kevin [music] Hanks live at the CBOE. Our pre-bell playbook is underway and we go live there now. Um, you know, are we feeling that markets looking mostly higher after some of the RNAs, particularly Palanteer.Um, your thoughts. >> Good morning, Nicole. Yeah.Uh futures, E- Minis and NASDAQ both higher on the day off of, you know, let's face it, this sector of, you know, software sector of the S&P was under pressure for the last couple months, the last 90 days, as was Palunteer was one of them. And so this is ...

Core Viewpoint - Palantir's stock is expected to experience a significant rebound following an impressive fourth-quarter earnings report that has positively influenced investor sentiment [1] Group 1 - The company's fourth-quarter earnings report has impressed investors, indicating strong performance [1]