Palantir Down 18% YTD😭 Can Earnings Send PLTR Back Toward $200?
Palantir is down nearly 18% in 2026, echoing an early-2024 slump that later reversed into a 340% full-year rally. With Q4 2025 earnings due Feb 2, expectations are high: revenue above $1.34B, adjusted EPS over $0.23, and 2026 growth >43%.
Bulls argue the post-Q3 selloff was non-fundamental, driven by high-beta software de-risking, while Palantir remains a direct beneficiary of accelerating enterprise AI adoption—unlike more cyclical legacy software peers.
Will Palantir stage a comeback?
Can this earnings repeat Meta’s AI rally?
Is $200 easy to hit in 2026?
Is Palantir AI beneficiary?