{"id":19159,"date":"2026-02-02T21:19:07","date_gmt":"2026-02-02T21:19:07","guid":{"rendered":"https:\/\/www.jubi24.com\/?p=19159"},"modified":"2026-02-02T21:19:09","modified_gmt":"2026-02-02T21:19:09","slug":"palantir-earnings-arrive-just-as-stock-could-use-some-good-news","status":"publish","type":"post","link":"https:\/\/www.jubi24.com\/?p=19159","title":{"rendered":"Palantir Earnings Arrive Just as Stock Could Use Some Good News"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div data-testid=\"article-body\">\n<div class=\"bodyItems-wrapper\">\n<figure data-testid=\"article-figure-image\" class=\"yf-1ems0tc\">\n<div class=\"image-container yf-lglytj loader\" style=\"--max-height: 610px\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 610;--img-max-width: 960px\"><\/div>\n<\/div><figcaption class=\"yf-1ems0tc\"><!-- HTML_TAG_START -->Bloomberg<!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START --><span class=\"news-dateline\">(Bloomberg) &#8212;<\/span> For the first time in two years, Palantir Technologies Inc. shares are not rallying into a quarterly earnings report \u2014 a signal that investors are finding fewer reasons to snap up what has become one of the most expensive stocks in the S&amp;P 500 Index.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Shares of the software company have tumbled roughly 29% from their November peak, reached right before Palantir last reported results, and are down more than 15% to start 2026, putting them among the 15 worst performers in the S&amp;P 500 this year. While the selloff has cut into Palantir\u2019s valuation, shares still trade for about 142 times expected earnings, the third-highest multiple in the S&amp;P 500.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Most Read from Bloomberg<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Despite its hefty price tag, Wall Street expects Palantir to report another quarter of solid growth. Analysts covering the firm estimate adjusted earnings per share will increase 63% to 23 cents in the final quarter of 2025. Revenue is expected to be $1.3 billion, a 61% jump from the same period a year ago.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cInvestors are looking for \u2018show me\u2019 results and valuation \u2014 attractive investments, basically,\u201d said Mark Giarelli at Morningstar Investment Service, who has a sell rating and $135 price target on Palantir shares. Palantir stock gained as much as 3.3% in intraday trading Monday. <!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-1ems0tc\">\n<div class=\"image-container yf-lglytj loader\" style=\"--max-height: 610px\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 610;--img-max-width: 960px\"><img loading=\"lazy\" decoding=\"async\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\" \" loading=\"lazy\" height=\"610\" width=\"960\" class=\"yf-lglytj loader\" \/><\/div>\n<\/div><figcaption class=\"yf-1ems0tc\"><!-- HTML_TAG_START --> <!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Palantir\u2019s earnings come amid mounting skepticism about Big Tech, with investors demanding to see returns on high spending on artificial intelligence infrastructure. That sentiment has weighed on tech shares as traders shift their focus from the earliest winners of the AI trend to companies set to benefit from the billions of dollars pledged by hyperscalers like Amazon.com Inc., Alphabet Inc. and Microsoft Corp. Firms seen as being hurt by AI, including software stocks, are also seeing shares dragged lower.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->All of this puts pressure on Palantir to deliver forward guidance that beats expectations, proving that it deserves its premium price. However, the valuation being down from its late October peak also could be seen as a healthy sign for the stock, according to Que Nguyen, chief investment officer at Research Affiliates.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cThis is a comforting reflection that it is growing into investor expectations, and that investors are not ratcheting up hopes in a too irrational way,\u201d Nguyen said in an email.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p>     <button class=\"secondary-btn fin-size-large readmore-button    rounded   yf-r7dg9i\" data-ylk=\"elm:readmore;itc:1;sec:content-canvas;slk:Leer%20m%C3%A1s\" aria-label=\"Leer m\u00e1s\" title=\"Leer m\u00e1s\"> <span>Leer m\u00e1s<\/span> <\/button> <\/p>\n<div class=\"read-more-wrapper\" style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The stock\u2019s recent selloff could lend it some upside. It\u2019s nearing oversold territory after falling below its 50-, 100- and 200-day moving averages, key technical levels.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cThere are some smaller pockets of support down there,\u201d said Jake Behan, head of capital markets at Direxion.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->High Bar to Clear<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Palantir\u2019s earnings report Monday after the market close will dictate the direction of shares.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->There\u2019s \u201cno reason to think Palantir won\u2019t have another great quarter,\u201d said DA Davidson\u2019s Gil Luria. \u201cNothing that has transpired this quarter would change that. Having said that, they have set the bar so high in terms of expectations and the last few quarters have been so impressive, that they have a tough bar to clear.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Growth in a few key areas in the company\u2019s upcoming results could reignite the 135% rally Palantir saw last year.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Government contracts make up more than half of Palantir\u2019s revenue, and that segment is expected to increase by more than 50% in the quarter from a year ago. Investors have been particularly interested in Palantir expanding its commercial base; analysts anticipate that revenue in the US segment will be nearly $650 million in the fourth quarter, up more than 70% from a year ago.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Of course, even with bullish commentary from the company, investors may still be reticent to buy Palantir given the soured mood on software stocks. Shares of Microsoft and ServiceNow Inc. slumped after their own results, weighing on the broader market Thursday.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cTo avoid the knee-jerk reaction that ServiceNow or Microsoft has seen, it might need to be a beat and guidance that is in-line or better than expected,\u201d said Joe Tigay, portfolio manager at Equity Armor Investments, which holds Palantir shares.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->If Palantir provides a conservative outlook, the Street won\u2019t run the stock higher, Tigay added.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->One potential catalyst for shares during the earnings release could be remarks from Palantir Chief Executive Officer Alex Karp, said Direxion\u2019s Behan.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u201cHe\u2019s well known to bust out the pompoms for his company,\u201d Behan said. \u201cFrankly I\u2019d be shocked if he can\u2019t rally some buyers no matter what the report shows.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Tech Chart of the Day<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-1ems0tc\">\n<div class=\"image-container yf-lglytj loader\" style=\"--max-height: 540px\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 540;--img-max-width: 960px\"><img loading=\"lazy\" decoding=\"async\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\" \" loading=\"lazy\" height=\"540\" width=\"960\" class=\"yf-lglytj loader\" \/><\/div>\n<\/div><figcaption class=\"yf-1ems0tc\"><!-- HTML_TAG_START --> <!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Oracle Corp. plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI\u2019s growth.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Top Tech Stories<!-- HTML_TAG_END --><\/p>\n<ul class=\"yf-h8k6hx\">\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->The board of Walt Disney Co. is aligning on promoting theme-park division chairman Josh D\u2019Amaro to the role of chief executive officer and will vote on naming a new leader in the coming week, according to people familiar with the matter.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->More than $3 trillion. That\u2019s the \u00adstaggering price tag to build the data centers needed to prepare for the artificial intelligence boom.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Waymo, Alphabet Inc.\u2019s autonomous driving unit, is aiming to raise about $16 billion in a financing round that would value the unit at nearly $110 billion, according to people familiar with the matter.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Wall Street\u2019s apprehension about the cost of developing artificial intelligence technology has been simmering beneath the surface of the stock market for months. Now it\u2019s starting to boil over.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Earnings Due Monday \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 <!-- HTML_TAG_END --><\/p>\n<ul class=\"yf-h8k6hx\">\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Earnings Premarket:<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Earnings Postmarket:<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->&#8211;With assistance from Brody Ford, Se Young Lee, Subrat Patnaik and David Watkins.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->(Updates stock moves.)<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Most Read from Bloomberg Businessweek<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->\u00a92026 Bloomberg L.P.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/finance.yahoo.com\/news\/palantir-earnings-arrive-just-stock-115638369.html\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bloomberg (Bloomberg) &#8212; For the first time in two years, Palantir Technologies Inc. shares are not rallying into a quarterly earnings report \u2014 a signal that investors are finding fewer reasons to snap up what has become one of the most expensive stocks in the S&amp;P 500 Index. Shares of the software company have tumbled &#8230; <a title=\"Palantir Earnings Arrive Just as Stock Could Use Some Good News\" class=\"read-more\" href=\"https:\/\/www.jubi24.com\/?p=19159\" aria-label=\"Read more about Palantir Earnings Arrive Just as Stock Could Use Some Good News\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":19160,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1],"tags":[],"class_list":["post-19159","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/www.jubi24.com\/wp-content\/uploads\/2026\/02\/Palantir-Earnings-Arrive-Just-as-Stock-Could-Use-Some-Good.jpeg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/19159","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=19159"}],"version-history":[{"count":1,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/19159\/revisions"}],"predecessor-version":[{"id":19161,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/19159\/revisions\/19161"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/media\/19160"}],"wp:attachment":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=19159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=19159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=19159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}