Palantir Expects Q4 Revenue of $1.33 Billion Amid U.S. Navy Contract and AI Developments
DEFENSEDATA AND AI INFRASTRUCTURE
Palantir Technologies Inc. projects Q4 revenue between $1.33 billion and $1.34 billion, marking a year-over-year increase of approximately 61-63%, alongside an adjusted EPS of around $0.23. The company has secured significant government contracts, including a three-year extension with France’s DGSI and AI deployment for the U.S.
Navy, potentially worth up to $448 million. Analysts cite AI adoption and government contracts as primary growth drivers, following a strong Q3 performance that exceeded revenue estimates.

Feb 4, 2026, 6:19 AM