Palantir Expects Q4 Revenue of $1.33 Billion Amid U.S. Navy Contract and AI Developments
Palantir Technologies Inc. anticipates Q4 revenue between $1.33 billion and $1.34 billion, reflecting a year-over-year increase of approximately 61-63%. The company is also projecting an adjusted EPS of around $0.23.
In December 2025, Palantir launched Chain Reaction to enhance AI infrastructure efficiency, supported by partners Nvidia and CenterPoint Energy. The company has secured government contracts, including a three-year extension with France’s DGSI and AI deployment for the U.S.
Navy under the ShipOS program, with potential funding of up to $448 million. Additionally, Palantir has expanded its partnership with HD Hyundai for AI integration in various sectors. Q3 results showed revenue of $1.18 billion, surpassing estimates, and total contract value grew to $2.76 billion, a 151% increase year over year. Analysts highlight AI adoption and government contracts as key growth drivers.
