To The Moon

🌟🌟🌟Palantir $Palantir Technologies Inc.(PLTR)$  is down nearly 18% in 2026 and honestly it feels like deja vu.  We have watched this movie before.  Early 2024 looked just as gloomy.... right before the stock jumped like a rocket to the moon by 340% for the full year.  If Palantir has a personality trait, it is this: it looks terrible before it looks brilliant.

Now we are heading into Q4 2025 earnings on February 2 and expectations are sky high:

Revenue: >USD 1.34 billion, Adjusted EPS : >0.23 and 2026 growth : >43%.

This isn't a "Hope for the Best" quarter. This is a "Prove the AI Flywheel Is Real" quarter.

Why The Selloff Wasn't About Palantir 

Bulls argue that the post Q3 drop wasn't about fundamentals at all.  It was classic high beta software derisking - the market's version of everyone suddenly deciding to eat salad in January.

Meanwhile Palantir's business didn't flinch.  Enterprise AI adoption is accelerating.  Government demand is steady.  Unlike legacy software peers tied to cyclical IT budgets, Palantir is plugged directly into the AI transformation wave.  

If AI is  the new electricity, Palantir is selling the grid.

What the Charts Are Saying 

The technical charts tell a story that matches the fundamentals of Palantir:

The pullback looks corrective, not catastrophic :  Palantir remains well above its long term uptrend and the recent 18% drop resembles a normal retracement after a massive multi year run.

Buyers are defending key support: Palantir bounced near a major support zone - the same region that acted as resistance before the 2024 breakout.  It is the classic "old ceiling becomes new floor" behaviour.

Momentum indicators are resetting, not collapsing : RSI cooled from overbought levels without breaking into Bearish territory.  This is the kind of reset strong stocks use as a springboard.

Volume patterns show accumulation on dips: Down days have lighter volume than up days - A quiet sign that institutions are buying weakness, not abandoning ship.

In short : the chart looks like a coiled spring, not a broken trend.

Will Palantir Stage A Comeback?

Palantir has all the ingredients for a comeback :

A massive pipeline of AI platform deals 

Strong government contracts 

Expanding commercial adoption 

A balance sheet that doesn't panic under pressure. 

Palantir is a company that tends to surge after the market stops paying attention. 

Can This Earnings Repeat Meta's AI Rally?

If Palantir beats on revenue, guides above 43% growth and shows expanding AI platform adoption, the setup is there.

Meta Platforms proved one thing : When AI revenue becomes visible, the market doesn't walk - it sprints.

Palantir just needs  one clean quarter to remind investors why it became such a special stock in the first place. 

Is USD 200 Easy in 2026?

"Easy" is a strong word.  But "Possible"? Absolutely.  If Palantir delivers sustained 40 to 45% growth with expanding margins and its commercial flywheel compounds, then USD 200 stops sounding like a fantasy and starts becoming a reality.

Is Palantir An AI Beneficiary?

Palantir is not just a beneficiary.  It is a direct conduit.  Palantir isn't selling AI tools.  It is selling AI outcomes.  That is a very different business  model and one that scales beautifully when enterprises finally decide to modernise.

The Bottom Line 

Palantir has been punched in the face before.   It usually responds by running a marathon.

This earnings call could be the moment the market remembers that while other software companies are talking about AI, Palantir is already deploying it at scale, across industries and with real revenue attached. 

Hi Five to the Palantir Bulls - your conviction might be tested but history suggests it is often rewarded.  So be patient and let Palantir weave its magic.

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