Strong Palantir (PLTR) Results Fail to Shift RBC’s Bearish Stance

18 hours ago 3

Ghazal Ahmed

Sat, February 7, 2026 astatine 9:10 AM CST 1 min read

Palantir Technologies Inc. (NASDAQ:PLTR) is 1 of the 10 AI Stocks to Keep connected Your Radar. On February 2, RBC Capital expert Rishi Jaluria reiterated an Underperform standing connected the banal with a $50.00 terms target. The steadfast holds its bearish presumption connected PLTR contempt its beardown guidance and beat.

The steadfast highlighted however Palantir reported a coagulated beat, with 2026 gross maturation guidance of 61% up of statement astatine 41%. Fourth 4th gross bushed statement by 5%, and shares roseate astir 8% aft hours. Growth accelerated meaningfully crossed some commercialized and authorities segments. Commercial gross was up 82% year-over-year and authorities gross up 60%, some exceeding consensus.

Margins and net besides amazed to the upside. First-quarter gross guidance of $1,532–$1,536M implies an estimated 74% YoY summation and is good supra Street expectations. Palantir besides projected an adjusted operating borderline midpoint of an estimated 72%, good supra the statement of 48.3%.

Adj. operating borderline was 57% (vs. consensus: 52.3%), portion adj. EPS was $0.25 (consensus: $0.23). 1Q gross guidance calls for $1,532–$1,536M (~74% YoY), supra statement astatine ~$1,326M, portion adj. operating borderline midpoint was acceptable astatine ~72%, supra statement of 48.3%. 2026 gross guidance was acceptable astatine $7,182–$7,198M (above statement astatine ~$6,295M) and US Commercial gross guidance exceeds $3.14B which represents astatine slightest 115% YoY growth. 2026 Adj. operating borderline midpoint was acceptable astatine ~71%, supra statement of 49.9%, portion adjusted escaped currency travel guidance was acceptable astatine $3.925–$4.125B, supra statement of ~$2.8B. On the net telephone (5:00pm ET), we look for much item connected AIP upselling trends, updates connected the national spending environment, and immoderate one-time nuances.

Strong Palantir (PLTR) Results Fail to Shift RBC’s Bearish Stance

Palantir Technologies Inc. (NASDAQ:PLTR) is simply a starring supplier of artificial quality systems.

While we admit the imaginable of PLTR arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.