Palantir Q4 AI Earnings Surge, UBS Buy & Political Backlash
Key Questions
What were Palantir's Q4 financial highlights?
Palantir reported Q4 revenue up 70% to $1.41 billion, with commercial revenue surging 137%. It had 954 AIP customers, 50% margins, $7.2 billion cash, and guided for $45 billion.
What is UBS's outlook on Palantir stock?
UBS set a $200 price target for Palantir despite its 143x P/E ratio drawing backlash. This reflects strong AI platform (AIP) growth and commercial expansion.
What political issues surround Palantir?
Some lawmakers rejected Palantir-linked campaign donations citing surveillance concerns. This adds to scrutiny over its government contracts.
Q4 rev +70% $1.41B/commercial +137% AIP/954 cust/50% margins/$7.2B cash/$45B guide. UBS $200 PT despite 143x P/E backlash.
Sources (2)
Updated Apr 8, 2026