Palantir

Palantir's earnings surge signals enterprise AI spending boom amid software sector slump

Palantir Technologies reported record fourth-quarter earnings with revenue of $1.41 billion, crushing Wall Street expectations and issuing a bullish 2026 revenue forecast of 61% growth. The data analytics company's U.S. commercial segment exploded 137% year-over-year, while its Rule of 40 score hit an unprecedented 127%, demonstrating that enterprises are aggressively adopting AI despite broader software sector concerns.