Quick Read – Palantir (PLTR) reported Q4 2025 revenue of $1.406B, up 70% year-over-year with U.S. commercial revenue surging 137% and a Rule of 40 score of 127%, yet shares are down 22.99% year-to-date due to valuation compression and growth multiple contraction hitting the…
ock’s 1.521 beta twice as hard. – Palantir’s path to $225 per share requires U.S. commercial maintaining triple-digit growth, adjusted free cash flow near the high end of guidance at $4.125B, and continued AI sector momentum to expand earnings into the current 123x forward P/E multiple rather than relying on multiple expansion. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn’t make the cut. Grab the names FREE today
Palantir (NASDAQ:PLTR | PLTR Price Prediction) just reported one of the cleanest growth quarters from a software company at this scale. Q4 2025 revenue of $1.406 billion grew 70% year-over-year, U.S. commercial surged 137%, and the Rule of 40 score hit an absurd 127%. Yet shares are down 22.99% year-to-date.
That disconnect raises the key question: Can PLTR reach $225 in 2027, and what has to break right? The Real Reason Palantir Is Down 22.99% This Year The problem is valuation. The stock closed 2025 near $183.25 and never made the math work into 2026.