Jackson said he is “long” Palantir, pointing to the analytics company’s results as evidence of a marked shift in how easily it is now winning business.
Data analytics company Palantir Technologies (NASDAQ:PLTR) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 70% year on year to $1.41 billion. On top of that, next quarter’s revenue guidance ($1.53 billion at the midpoint) was surprisingly good and 15.3% above what analysts were expecting. Its non-GAAP profit of $0.25 per share was 8.6% above analysts’ consensus estimates.
The voice-based agentic AI outfit's tech is impressive, but winning enough customers is proving challenging. There's an artificial intelligence prospect out there that doesn't need to prove its marketability.
