Palantir Technologies Inc. PLTR will report fourth-quarter results Today after the closing bell.

Wall Street expects Palantir to report Q4 revenue of about $1.33$1.34 billion (roughly +6163% YoY) and adjusted EPS near $0.23 (about +6065% YoY).

In December 2025, the company rolled out Chain Reaction, a new platform aimed at improving AI infrastructure efficiency. It focuses on power and compute optimization, helping utilities, data centers, and energy firms modernize assets. Founding partners Nvidia NVDA and CenterPoint Energy are backing the initiative.

Government contracts remain strong. Palantir extended a three-year deal with France’s DGSI and is deploying AI tools for the U.S. Navy under the ShipOS program. The Navy has approved up to $448 million, with early pilots reportedly cutting planning timelines from weeks to minutes.

Commercially, Palantir expanded its partnership with HD Hyundai, integrating AI across electric systems, robotics, and marine services to improve coordination and operational efficiency.

Financially, Q3 revenue of $1.18 billion beat analysts’ $1.09 billion estimate, with adjusted EPS of $0.21. Q4 guidance of $1.327-$1.331 billion surpasses the $1.19 billion forecast. Shares dipped 1.7% premarket but have a consensus price target near $163.

Analysts remain focused on AI adoption, government deals, and commercial expansion as key growth drivers.