As Palantir Technologies Inc. (NASDAQ: PLTR) prepares to unveil its financial performance for the fourth quarter, market watchers are keenly observing the updated projections from prominent Wall Street analysts. The Denver-based data analytics firm is slated to report its earnings post-market close on Monday, February 2nd. Expectations are high, with a noticeable surge in anticipated earnings per share and revenue, reflecting a confident outlook on the company's trajectory. This period has also seen strategic collaborations, further solidifying Palantir's position in the evolving tech landscape.
Insightful Analyst Revisions Precede Palantir's Q4 Earnings Disclosure
In the lead-up to Palantir Technologies Inc.'s crucial fourth-quarter earnings announcement, scheduled for after market close on February 2nd, leading financial experts have recalibrated their forecasts, signaling a robust growth trajectory for the company. Analysts are projecting earnings per share to reach 23 cents, a notable increase from the 14 cents reported in the same quarter last year. Revenue expectations are equally optimistic, with a consensus estimate of $1.34 billion, significantly surpassing the $827.52 million recorded previously, according to Benzinga Pro data.
Adding to the positive sentiment, on January 29th, Innodata announced its selection to provide specialized data training and engineering support for Palantir Technologies' AI-driven rodeo analytics initiatives. This collaboration underscores Palantir's ongoing innovation in artificial intelligence. Despite a 3.5% dip in Palantir shares to $146.59 on Friday, the broader analyst community has shown renewed confidence. For instance, Citigroup's Tyler Radke upgraded Palantir from Neutral to Buy on January 12, 2026, boosting the price target from $210 to $235. Truist Securities' Arvind Ramnani initiated coverage with a Buy rating and a $223 target on January 6, 2026. Other firms, including DA Davidson, Baird, and UBS, have maintained or raised their price targets, reflecting a generally positive sentiment towards Palantir's financial prospects and strategic direction.
This renewed focus on Palantir's potential, underscored by analyst upgrades and strategic partnerships, suggests a company poised for continued expansion. The forthcoming earnings report will undoubtedly provide a clearer picture of its recent performance and future outlook.