Palantir Technologies (NASDAQ: PLTR) is set to report fourth-quarter 2025 earnings after the market closes on February 2, 2026, as investors assess whether the data analytics firm can support its elevated valuation.
With PLTR shares trading at $146.59 ahead of the report, expectations are high following a strong rally fueled by optimism around Palantir’s artificial intelligence platform and accelerating commercial adoption.
In its third-quarter update, management struck a confident tone, guiding fourth-quarter revenue to $1.327 billion–$1.331 billion, implying roughly 61% year-over-year growth. The company also lifted its full-year revenue forecast to $4.396 billion–$4.4 billion, highlighting sustained demand for its AI-driven software across government and commercial clients.
Wall Street estimates largely mirror that outlook, with consensus projecting fourth-quarter revenue of about $1.34 billion, up 61.9% year over year, and earnings per share of $0.23, a gain of more than 64%. These expectations explain why Palantir remains one of the most closely watched AI-linked stocks heading into earnings season.
PLTR stock price prediction
Looking beyond consensus forecasts, Finbold turned to OpenAI’s ChatGPT to predict how the stock is likely to trade after the earnings release. The model noted that Palantir’s post-earnings reaction is likely to be volatile, with a bias toward consolidation rather than a sustained breakout.
According to ChatGPT, the most probable short-term outcome is an initial positive reaction immediately after the earnings report, driven by strong headline growth numbers and upbeat commentary. That initial move could lift the stock into the $150 to $155 range within the first 24 hours.
However, ChatGPT expects that early strength to fade as investors reassess the valuation for the technology giant. In its most likely scenario, the stock experiences a classic sell-the-news reaction, retreating from post-earnings highs and settling into a consolidation range between $135 and $145 over the following sessions.
The prediction is based on the view that Palantir is already priced for near-perfect execution, meaning results that merely meet or modestly beat expectations may not be enough to drive further upside.
In a more bearish outcome outlined by ChatGPT, profit-taking could intensify if forward guidance fails to meaningfully exceed what the market has already priced in, potentially pushing shares toward the $125 to $135 range.
Conversely, the bullish case would require a clear earnings beat accompanied by notably stronger 2026 guidance, which could propel the stock above $160 and toward the $170 area if momentum investors remain engaged.
Wall Street cautious on PLTR share price
Meanwhile, Wall Street analysts remain cautious on Palantir as the company heads into 2026 with a consensus ‘Hold’ rating. Based on 18 analyst reviews over at TipRanks, sentiment is split between six ‘Buy’, ten ‘Hold’, and two ‘Sell’ ratings, reflecting growing optimism tempered by valuation concerns.
The average 12-month price target stands at $189.94, implying 29.6% upside from the recent share price. Bullish analysts see the stock climbing as high as $235, while the most bearish outlook projects a drop to $50.
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