Palantir Lifts Outlook After AI-Fueled Blowout Quarter With Shares Up 7%

Investors cheered a raised outlook after record bookings drove a step-up in margins.

Overview

Palantir reported Q4 revenue of $1.4 billion, up 70% year over year, with adjusted EPS of $0.25 that topped estimates.
Management guided Q1 revenue to $1.532–$1.536 billion and set a full-year target near $7.2 billion.
U.S. commercial sales jumped 137% to $507 million while U.S. government revenue rose 66% to $570 million.
Total bookings reached a record $4.26 billion, up 138%, led by large, multi‑year contracts for its AI platform, AIP.
Analysts flagged sharply better profitability, including a reported 57% operating margin, and issued upgrades following the results.