Palantir Technologies (NYSE:PLTR) is scheduled to report fourth-quarter earnings on Monday, February 5th, after market close.
Analysts expect a year-over-year increase in both the top and bottom lines, with earnings per share of $0.08 on revenues of $602.8 million.
Investors expect the data analytics provider to report robust numbers from its commercial division, with commercial revenue growth driving upside to overall revenue. Palantir's (PLTR) commercial division represents about one-fifth of its sales.
However, Palantir's (PLTR) overall growth is expected to lag rivals Snowflake (SNOW) and Databricks, due to "widening cracks in the firm’s U.S. government, international government, and international commercial businesses", according to investment firm William Blair.
Analysts see the company's government and international commercial segments weighing on its fourth-quarter results.
Palantir (PLTR) is also expected to guide to a full-year expected outlook to a wider achievable range and narrow the range down throughout the year.
"The 4Q setup is mixed, with a high hurdle on commercial growth that implies the largest q/q increase in >8 Qs and more tempered expectations on govt growth," said analysts at Jefferies.
Brokerage Jefferies noted, "PLTR has faced some execution issues over the past several quarters with growth stalling in both its government and commercial businesses."
Over the last three months, the company has seen significant revisions to its estimates. Its earnings per share estimates have been revised upwards nine times, while revenue estimates have seen nine upward revisions vs. two downward moves.
Seeking Alpha analysts at large consider a Hold. This compares with average Wall Street rating and SA Quant rating of Hold.