Palantir figured it out. | | After watching Disney beat earnings and go flat, Apple beat and barely move, and Microsoft beat and crash 10%, Palantir showed the market exactly what it takes to actually rally on earnings in 2026. | The stock jumped 8% after hours Monday night. Here's what they did differently. | The numbers: | | But here's the real kicker—the guidance: | Palantir's first quarter revenue guidance of $1.5 billion was also higher than the $1.3 billion estimated by analysts Yahoo (15% above consensus) | Full-year revenue outlook of roughly $7.2 billion was above the expected $6.3 billion (14% above consensus) | The formula that worked: | Beat by MORE than expected — 8.7% EPS beat, 6% revenue beat. Not just 2-3%. Raise guidance aggressively — Q1 guidance 15% above estimates. Full-year 14% above. This is the difference. Conservative guidance kills stocks now (see: Microsoft, ServiceNow). CEO confidence — CEO Alex Karp called the earnings "indisputably the best results that I'm aware of in tech in the last decade". Bold statements matter. Confidence moves markets. Prove the AI spending thesis — US commercial revenue up 137% to $507M. US government revenue up 66% to $570M. They showed AI demand is REAL and accelerating.
| Why this matters: | The market isn't rewarding "beats" anymore. It's rewarding blowouts with aggressive guidance raises. | Compare: | Microsoft: Beat estimates, guided conservatively on margins → down 10% Disney: Beat estimates, guidance in-line → flat Palantir: Beat estimates, raised guidance 15% → up 8%
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| If PLTR holds $151 today and pushes through $170, it could retest the $185-190 zone. | What's next: | AMD reports tonight. Alphabet and Amazon report Wednesday. They're all watching Palantir's playbook. | The question: Can they replicate it? Beat big, raise guidance aggressively, sound confident. | If AMD guides conservatively tonight, expect a Microsoft-style selloff—even if they beat. | Bottom line: Palantir didn't just beat earnings. They showed the market the new formula for success in 2026: massive beats + aggressive raises + CEO conviction = rally. | Everyone else is taking notes. | -Investimonials | P.S. Palantir's stock is still down 12% from its November highs despite the 8% pop. At $163, it trades at ~145x forward earnings—still expensive, but the guidance raise justifies the premium IF they can execute. Watch for any guidance cuts in Q1. That's when the music stops. | | RESOURCES: | Palantir Q4 2025 Earnings - CNBC | Palantir Expected Strong Q4 Report - Yahoo Finance | US Stock Market Today - Trading Economics | Your interaction with our content, in any format, is appreciated. We value your time and the trust you place in our communications. Thank you for being an active member of our community, and we look forward to continued exchanges in the future. Privacy Policy Wall Street Watchdogs ("the Company") values the privacy of visitors to Wall Street Watchdogs site and users of our services. This notice explains how we collect, use, and protect information. Why You're Receiving This Email You're receiving this email because at some point, you opted in to receive updates, news, or information on a specific topic we've previously discussed or shared. 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