美股异动丨Palantir盘后大涨近7%，Q4业绩胜预期

Core Viewpoint - Palantir Technologies (PLTR.US) reported strong Q4 results, with revenue and earnings exceeding analyst expectations, driven by increased demand for AI and defense solutions [1] Financial Performance - Q4 operating revenue reached $1.41 billion, surpassing analyst expectations of $1.33 billion, and representing a 70% year-over-year increase [1] - Adjusted earnings per share were $0.25, better than the market expectation of $0.23 [1] - Adjusted EBITDA was reported at $805.5 million, exceeding the analyst estimate of $706.8 million [1] Future Outlook - The company expects revenue for the current year to be between $7.18 billion and $7.2 billion, with the median forecast exceeding analyst estimates of $6.27 billion and last year's revenue of $4.48 billion [1] Market Demand - Palantir's strong performance is attributed to growing demand for AI tools from both commercial enterprises and the U.S. government, with revenues from these sectors reaching $510 million and $570 million, respectively, both exceeding analyst expectations [1] Strategic Positioning - CEO Alex Karp described the performance as one of the best in the tech industry over the past decade, highlighting the U.S. government's continued adoption of Palantir's tools [1] - Palantir has paused sales of new products to U.S. allies, indicating a deep involvement in the U.S. market [1] - The company signed a contract worth up to $10 billion with the U.S. Army to support military software and data needs [1]