Palantir (PLTR) Stock: Dan Ives Sees 77% Upside After “Drop the Mic” Earnings
The post Palantir (PLTR) Stock: Dan Ives Sees 77% Upside After “Drop the Mic” Earnings appeared on BitcoinEthereumNews.com.
TLDR Palantir (PLTR) stock dropped 27% year-to-date despite strong Q4 earnings, with revenue up 70% to $1.407 billion and adjusted EPS of $0.25 beating estimates by $0.02 Wedbush analyst Daniel Ives maintains $230 price target on PLTR, suggesting 77% upside potential, calling the current software sell-off “a major head scratcher” Palantir reported 2025 full-year revenue of $4.475 billion, up 56% year-over-year, with US commercial revenue surging 109% and US government revenue up 55% The company’s AI Platform (AIP) drove unprecedented demand with 137% growth in US commercial revenue in Q4 and closed 180 deals worth at least $1 million Ives believes fears about AI disrupting traditional software companies are “extremely overblown” and predicts Palantir has “a golden path to becoming a trillion-dollar market cap company” Palantir stock has fallen 27% in 2026 even as the company delivered another quarter of strong financial results that beat Wall Street expectations. Palantir Technologies Inc., PLTR The data analytics company reported Q4 revenue of $1.407 billion, up 70% from the prior year and $65.4 million above forecasts. Adjusted earnings per share came in at $0.25, beating estimates by $0.02. US commercial revenue grew 137% in the quarter. The company closed 180 deals worth at least $1 million during the three-month period. For the full year 2025, Palantir posted revenue of $4.475 billion, up 56% from 2024. US revenue reached $3.32 billion, climbing 75% year-over-year. US commercial revenue surged 109% for the year while US government revenue increased 55%. Adjusted free cash flow totaled $2.270 billion in 2025. The stock decline reflects investor concerns about the company’s valuation and whether it can maintain its rapid growth trajectory. Software stocks broadly have faced pressure as investors worry that AI agents could disrupt traditional seat-based subscription models. Analyst Pushes Back on Software Sector Pessimism Wedbush analyst Daniel…
Filed under: News - @ February 6, 2026 7:24 pm