Mar. 02, 2026 2:42 AM ETPalantir Technologies Inc. (PLTR) Stock, PLTR:CA Stock, ZPLT:CA StockNova Capital668 FollowersCommentsSummaryPalantir reported Q4 revenue up 70% year-over-year and adjusted EPS up 79%, delivering another double beat, despite already elevated expectations from analysts.Commercial revenue surged 137% year-over-year, driven by accelerating AIP adoption and large expansion deals from both existing and newly acquired enterprise customers.Government momentum strengthened, with major contracts, like the $448 million ShipOS deal, deepening Palantir’s entrenchment across critical defense infrastructure programs.Recent geopolitical operations highlighted the importance of Palantir’s ontology platform, reinforcing its strategic role within integrated AI-driven defense ecosystems.After a 26% stock correction, forward multiples compressed meaningfully, while long-term PEG metrics improved, supporting roughly 49% upside based on revised estimates.Getty ImagesInvestment Rating Update - "Buy"Since November 2025, when I issued my first and only "Buy" rating on Palantir Technologies Inc. (PLTR), the stock has lost almost 26% despite the firm's better-than-expected Q4 results (and also strongerThis article was written byNova Capital668 FollowersA seasoned consulting specialist at a leading Central Asian bank. The author behind Novo Capital brings half a decade of experience delivering strategic insight and analysis for the bank's clientele within the private banking branch. Launching the career back in 2020 after graduating from a top CA university, the author developed a resilient methodology forged amidst global market volatility, focusing on corporate valuation, due diligence for investment opportunities, and crafting spot-on forecasts that guide long-term investment strategy. The goal of contributing to Seeking Alpha seems to be quite simple: ideas are worth discussing, and one can gain "alpha" only through gaining out-of-consensus information from opinions few professionals have nowadays. That's exactly the reason Novo Capital was created.Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments