Overview
- Palantir posted Q4 2025 revenue of about $1.41 billion, up roughly 70% year over year, with a sharp jump in adjusted operating margin.
- Remaining performance obligation reached $4.21 billion, up 143% from a year earlier, signaling substantial multi‑year booked demand.
- Management guidance cited 2026 revenue growth of about 61% and a free cash flow margin near 56%, well ahead of prior expectations reported by analysts.
- Airbus renewed its multi‑year Skywise partnership on Feb. 10, extending a decade‑long collaboration that supports the civil aviation data platform.
- Michael Burry published a detailed Substack arguing Palantir could be worth as little as $46 per share, and shares fell nearly 5% Thursday to around $129, with analysts split between upgrades and valuation caution.