Palantir’s Q4 Earnings Bomb: How PLTR Defied Gravity While the Dow Tanked
Wall Street went absolutely bananas on Thursday as PLTR stock skyrocketed 22% in premarket trading after Palantir Technologies dropped a nuclear-grade earnings report. The data analytics giant smashed Q4 expectations, posted its fifth straight profitable quarter, and dropped a 2025 forecast so bullish it left analysts scrambling to upgrade their price targets. And all this happened while the Dow Jones today slumped 1.2% amid recession fears.
“We’re not just growing—we’re accelerating,” CEO Alex Karp growled during the Palantir earnings call, citing a 40% spike in U.S. commercial contracts. The numbers don’t lie:
- Revenue: $1.67B (vs. $1.53B estimates)
- EPS: $0.12 (blowing past $0.08 predictions)
- 2025 Guidance: $7.2B revenue (up from $6.8B)
But the real story? Palantir’s AI-powered platforms are now the Pentagon’s go-to toy, securing a $900M Army contract this quarter alone.
PLTR Earnings Breakdown: Government Cash and AI Hype Fuel the Fire
Let’s crack open Palantir’s wallet. Government revenue jumped 23% year-over-year to $1.1B, thanks to that massive Army deal and expanded partnerships with NATO allies. But the commercial side stole the show, exploding 45% as industries like healthcare and energy doubled down on AI analytics.
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Why Commercial Growth Is Palantir’s New Superpower
- Foundry Platform Adoption: 78 new enterprise clients added in Q4.
- AIP (Artificial Intelligence Platform): Now used by 300+ companies, including 12 Fortune 500 giants.
- U.S. Commercial Sales: Up 40% (Karp called it “the fastest-growing segment in our history”).
“Commercial is no longer the sidekick,” CFO David Glazer told Barrons. “It’s the engine.”
PLTR Stock Price Chaos: Premarket Panic Buying and Short Squeeze Suspicions
Trading floors turned into mosh pits at 4:00 AM ET as PLTR stock ripped from $18.50 to $22.70 in premarket trading—a 22% moonshot—on triple the average volume. Short sellers got obliterated, with over $500M in bearish bets incinerated by noon.
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Key Market Moves
- Dow today: Down 1.2% as tech stocks diverged sharply.
- PLTR’s Market Cap: Surged $12B overnight to $52B.
- Options Frenzy: Calls outnumbered puts 10-to-1, with $25 strike prices trending on Reddit.
“This wasn’t just FOMO—this was institutional FOMO,” quipped CNBC’s Jim Cramer. “Hedge funds got caught with their pants down.”
Analysts Lose Their Minds: PLTR Upgrades and “$30 Price Target” Hype
Wall Street’s analyst community did a full 180 after months of skepticism. Morgan Stanley upgraded PLTR to “Overweight,” while Goldman Sachs slapped a $30 price target on the stock (up from $15). Even permabear Citron Research admitted, “We were wrong. AI demand is real.”
Bullish vs. Bearish Takes
- Bull Case: PLTR could hit $35 by EOY 2025 if commercial growth holds.
- Bear Case: Valuation concerns linger (P/E ratio now 120x).
- Wildcard: A potential S&P 500 inclusion rumor gaining traction.
But as Karp bluntly warned shorts during the earnings call: “Bet against us at your own peril.”
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