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Palantir Stock News: Palantir Technologies Inc 27% below Its All-Time High

US Street Talk News Desk February 2, 2026
5 min read
Palantir Stock Price Forecast 2026 to 2030 - Here is the latest PLTR stock news - US Street Talk
Palantir Stock Price Forecast 2026 to 2030 - Here is the latest PLTR stock news - US Street Talk

New York, 02 February 2026: Palantir Technologies Inc. (NASDAQ: PLTR) is a leading American artificial intelligence (AI) and data analytics company operating in both government and commercial sectors. Today, on 2 February 2026, the company is set to release its FY2025 fourth-quarter earnings report, which is expected to cause significant stock movement. The stock has dropped 18% since the start of the year and is currently trading around $146.

Still, analysts remain positive due to growth in the AI sector and government contracts. In this article, we’ll take a look at the opinions of American market analysts and discuss the points in detail.

Palantir Q4 FY25 Earnings: What Investors Should Watch

Palantir’s Q4 FY2025 (October-December 2025) earnings will be announced after the market closes today. Analysts expect the company’s revenue to be $1.34 billion (62% YoY growth) and EPS $0.23 (64% YoY growth). Investors should pay attention to the following points:

  • Growth in business and government sectors: American business revenue is expected to rise 73.5% to $646 million, while government revenue will go up 55.4% to $707 million. With the increasing reliance on AI platforms (AIP), the business sector is expanding rapidly.
  • Margins and cash flow: Focus on EBITDA and free cash flow margins. The company’s operational efficiency is improving, and customer acquisition has sped up thanks to AIP bootcamps.
  • 2026 Guidance: Revenue for FY2026 is expected to grow by 47%, which will impact the stock valuation. Global geopolitical tensions and AI budget increases could boost government deals, like the $448 million US Navy contract.

The company’s AIP system gives customers real-time insights, making it a major player in the AI space. However, with a high valuation (142x forward earnings), the stock could drop if earnings miss.

Palantir (PLTR) Stock: Why US market Analysts see 51% upside Despite 6 Months SlideAI predicts Palantir stock price after Q4 2025 earnings

At the beginning of 2026, Palantir stock fell 29% and has dropped 18% over six months. Still, analysts see a 51% upside, with an average price target of $190

  • AI and business expansion: AIP platform is expected to boost business revenue by 51%, which is higher than government revenue (43%). Citi has upgraded the stock to ‘buy’ with a $235 PT, as a business and government supercycle is expected in 2026.
  • Valuation and growth: Even though the stock is trading at 170x forward P/E, growth is expected due to AI adoption and government budget increases. Phillip Securities has given a $208 PT. Bank of America considers the stock one of the top picks for 2026.
  • Risk: High valuation can lead to a drop if earnings are missed, but the AI supercycle and $8.4 billion cash reserve strengthen the company.

Palantir Rides Nvidia-Backed AI Expansion into Q4 Earnings

According to AI models, Palantir’s stock price is likely to remain volatile after Q4 earnings. ChatGPT predicted that if earnings beat expectations, the stock could go up to $150-$155 but then consolidate to $135-$145. Main prediction:

  • Possible reaction: Earnings beat and strong 2026 guidance could push it up to $160-$170. However, a ‘sell-the-news’ reaction could cause a drop.
  • Risk: Options market expected to move 9-10%. Due to high valuation, if earnings miss, a drop to $133 is possible.
  • Long-term view: AI growth is bullish, but valuation correction expected.

Palantir heads towards Q4 earnings with Nvidia-powered AI expansion

Palantir is expanding its AI infrastructure in partnership with Nvidia, which has strengthened the path towards Q4 earnings. Key points:

  • Nvidia partnership: Nvidia and CenterPoint Energy are backing the Chain Reaction initiative, boosting AI infrastructure and enterprise AI.
  • Government and commercial contracts: The $448 million US Navy contract has sped up AI adoption, cutting down planning times. AIP bootcamps are increasing commercial clients.
  • Market impact: Due to mixed signals in the AI sector, this partnership could support the stock, but there is a risk of market volatility.

Prediction: AI Titan Palantir Technologies Inc is 27% Below Its All-Time High & This Decline Is Just Getting Started

Some analysts are bearish, with Palantir down 27% from its ATH, and a decline is expected. Reasons:

  • High valuation: the stock is trading at 142x forward earnings, which is the third highest in the S&P 500. After a 2,300% rally since 2023, $350bn market value has been added, but a correction is expected now.
  • Slowing growth: EPS may slow down, which could lead to a big drop in the stock.
  • Risk: If competition increases and AI hype decreases, the stock could drop to $81.

Review of American market analysts’ opinions

American analysts are mixed on Palantir. Out of 25 analysts, the average rating is ‘Hold’, with 25% ‘Strong Buy’, 10% ‘Buy’, 55% ‘Hold’ and 10% ‘Sell’. Morgan Stanley has a bull case of $382, and a bear case of $81 PT. Citi and Philip Securities are bullish, while some are cautious due to valuation. Overall, a 26.81% upside is expected due to AI growth and deals.

Conclusion

Palantir stands as a key player in the AI sector with today’s earnings report, but high valuations and market volatility bring risks. Investors should watch post-earnings moves. This article is for general information; seek expert advice for professional guidance.