Palantir also gave stronger guidance than Wall Street anticipated. Management estimates that first-quarter revenue will increase 36% to $860 million in 2025, while full-year revenue increases 31% to $3.7 billion. That upbeat outlook led multiple analysts to raise their earnings forecasts and fair value estimates, as detailed below:

Palantir Technologies continues to surge, fueled by its AI platform, and saw its stock rise by 49%. Analysts, particularly Dan Ives from Wedbush Securities, predict Palantir could reach a $1 trillion market cap in two to three years.

Palantir Technologies saw its shares jump as much as 22% in extended trading on Monday after the company reported fourth-quarter earnings.