PLTR stock price is currently around $139.51, reflecting a recent dip despite strong earnings. The company’s Q4 2025 results showed 70% year-over-year revenue growth, driven by a staggering 137% surge in U.S. commercial revenue, though the stock has pulled back amid broader tech sell-off concerns.
PLTR Stock Snapshot and Current Value
Palantir (ticker: PLTR) trades at approximately $139.51 as of February 11, 2026, with slight intraday decline citeturn0finance0. This positions the stock well below its 52-week high near $190, achieved in August 2025 . Despite pullbacks, the company remains highly valued, backed by aggressive growth in revenue and commercial adoption.
Q4 2025 Performance: Explosive Growth with Robust Margins
Palantir delivered one of its most impressive quarters yet. Q4 2025 total revenue jumped 70% year-over-year to $1.41 billion . The U.S. commercial segment skyrocketed 137%, making up a substantial portion of that growth . Adjusted operating income hit $798 million (57% margin) and adjusted free cash flow reached $791 million (56% margin), placing Palantir among rare software firms that scale profitably at hypergrowth . Adding to this, the “Rule of 40” score—a combined growth and margin metric—stood at an exceptional 127% .
Analyst Sentiment: Mixed Views Reflect High Stakes
Despite strong results, investor reactions have been volatile. The stock recently fell 11% following earnings, as investor caution around AI-led software valuations grew . Similarly, some analysts like Brent Thill (Jefferies) continue to sound bearish, warning that Palantir’s rich valuation leaves it vulnerable amid AI narrative shifts .
On the other hand, bullish voices remain. Daiwa upgraded PLTR to “Buy,” citing its expanding AI contract base and strong 61% projected revenue growth . Dan Ives of Wedbush describes current weakness as a “garage sale” opportunity, assigning a price target near $230, while Bank of America sees the company’s “secret sauce” in agentic AI and forward-deployed engineers as a catalyst toward $215 and projecting $10 billion in commercial sales by 2030 .
Strategic Context: Why Valuation Is So High
Palantir’s valuation sits at the upper echelons of the software space. In August 2025, the stock traded at a staggering 214 times forward earnings, versus the S&P 500 average of 22× . Jefferies emphasized this premium is near double that of peers like CrowdStrike, Snowflake, and Cloudflare . That said, the company’s consistent beats, guidance upgrades, and strong AI integration give supporters confidence in sustained upside.
Hidden Strengths: AI Platform and Commercial Expansion
Palantir’s AI Platform (AIP) continues to drive adoption across industries. Strong contract momentum is evident: Q4 saw record-large deals—61 contracts over $10 million—and U.S. commercial remaining deal value surged 145% year-over-year . Collaborations with firms like Accenture and HD Hyundai, plus initiatives like Chain Reaction and new developer tools, are broadening Palantir’s footprint in sectors such as energy, defense, and manufacturing .
Narrative Snapshot
“Palantir’s Q4 confirms it has crossed into a new phase: hyper-growth in U.S. commercial AI deployments paired with elite margins and cash generation, positioning the company as one of the few enterprise software firms simultaneously scaling revenue, profitability, and strategic relevance in the AI era.”
— Investor Relations takeaway via LinkedIn
This sentiment underscores how rare it is for a tech company to pair explosive growth with such healthy margins—an edge few publicly traded software companies enjoy.
Conclusion
Palantir’s current stock price (~$139.51) reflects short-term investor caution mixed with high expectations. Yet, fundamentally the business shows no signs of slowing. Q4 2025 results—highlighting 70% revenue growth, 137% surge in U.S. commercial revenue, elite margins, and a 127% Rule of 40 score—demonstrate operational strength backed by real, demand-driven adoption of AI solutions. While valuation debates and AI market sentiment will keep volatility alive, long-term bullishness rests on Palantir’s rare combination of scalable growth, profitable margins, and trusted enterprise presence. Strategic watchers may see current weakness as a rare blend of caution and opportunity—provided high multiples align with continued execution.
FAQs
What is Palantir’s current stock price?
Currently around $139.50 as of February 11, 2026, reflecting slight intraday downtrend on top of market-wide tech softness citeturn0finance0.
Why did PLTR stock drop despite strong earnings?
The decline reflects concerns over rich valuation multiples (many analysts cite forward P/E well above market norms) and broader AI/software sector pullback—even amid strong Q4 results and guidance .
How did Palantir perform in Q4 2025?
Q4 2025 revenue rose 70% to $1.41 billion, with U.S. commercial revenue soaring 137%. Adjusted operating margins hit 57%, free cash flow margin 56%, and Rule of 40 score reached 127%. Deal flow was strong with record large contracts .
Are analysts optimistic about Palantir’s future?
Views are mixed. Some, like Daiwa or Bank of America, have raised price targets citing Palantir’s AI edge. Others, including Jefferies, remain cautious given valuation risks and shifts in AI sentiment .
What sets Palantir apart in the AI space?
Its Artificial Intelligence Platform (AIP), forward-deployed engineer model, and deep enterprise/government penetration are key differentiators. Strategic partnerships and toolkits are broadening its commercial addressable market .
Is PLTR a buy now?
That depends on risk tolerance. Bullish investors note current weakness may offer a buying window. More cautious ones point to stretched valuations and potential AI sentiment shifts. Continued execution will be key to maintaining confidence.
