Is Palantir stock a buy after the Q4 beat?

It can be, but position sizing matters. Valuation is heavy at about 314 times TTM EPS and near 85 times sales, so delivery must remain strong. Consider scaling in only if guidance confirms commercial momentum, conversions to production improve, and free cash flow expands. Use stops given neutral technicals and active daily swings.

What drove Palantir earnings strength this quarter?

Stronger demand for AIP and Foundry, steady AI government contracts, and improving conversion from pilots to production supported revenue and EPS. Management also highlighted Nvidia linked Chain Reaction as a pipeline lever. Together, these factors raised confidence in growth durability, which helped sentiment and pushed shares higher after the report.

How important are AI government contracts to Palantir?

They matter for stability and visibility. Defense and national security programs are multi year and mission critical, which can buffer softer enterprise spending. That base funds product development while commercial Foundry scales. Investors still need updates on renewals, pricing, and delivery timelines to judge durability and any impact on margins.

What should Australian investors consider before buying PLTR?

Trades settle in USD, so consider FX risk, brokerage, and tax. Time entries to U.S. market hours and post earnings drift. Focus on guidance for commercial growth, conversion rates, and free cash flow. Use staged buys, set clear stops, and avoid chasing gaps on open. Reevaluate if execution or contracts soften.

Global Market Insights

PLTR Stock Today: February 03 — Shares Jump on Q4 Beat, AI Outlook

ByHuzaifa Zahoor February 3, 2026February 3, 2026

Palantir stock rallied after Q4 results beat revenue and EPS, highlighting faster AI adoption and new government work. The company reported after 21:00 UTC on 2 Feb, roughly 8:00 am AEDT on 3 Feb, which suits Australian investors following U.S. tech before the ASX opens. Shares of PLTR drew attention as management pointed to commercial Foundry wins and Nvidia linked Chain Reaction efforts. We review what the beat means, where guidance matters most, and simple steps for locals to act.