Percepta, founded by two former Palantir engineers, has accused Palantir of using meritless trade‐secret and breach‐of‐contract claims to stifle competition and deter other employees from leaving. In its legal filing, Percepta alleges that Palantir’s complaint rests on an overly broad interpretation of standard post‐employment confidentiality provisions. Percepta reports that its proprietary algorithm has been under development since early 2024 and that none of its novel code or documentation overlaps with Palantir’s work. The startup is seeking a declaratory judgment that its platform does not infringe Palantir’s intellectual property and has asked the court for an award of attorneys’ fees, arguing that Palantir’s suit was strategically timed to coincide with Percepta’s Series A fundraising round.

On January 12, Citi analyst Tyler Radke upgraded Palantir to Buy/High-Risk and raised his 2026 revenue forecast by 22%, projecting up to 80% upside potential in sales next year. Radke highlights accelerating enterprise AI budgets revealed in recent CIO surveys, and points to Palantir’s growing exposure to defense ‘supercycle’ tailwinds driven by an anticipated 66% increase in the U.S. defense budget for FY 2027. He also notes Palantir’s expansion in Europe, where he estimates continental government contracts could contribute an incremental $500 million in revenue through 2026 as EU nations boost spending on intelligence and border security platforms.

Palantir announced that it will report its fourth‐quarter and full‐year 2025 results on Monday, February 2, following market close. The webcast is scheduled for 3:00 PM Mountain Time and will include management commentary on segment performance, including its U.S. Commercial division, which grew 121% year-over-year in Q3 2025. Investors will be able to submit and vote on questions via the Say Technologies platform prior to the event, reflecting Palantir’s emphasis on shareholder engagement. The company reaffirmed its target for full-year adjusted operating margin of 22% and reiterated plans to deploy an additional $500 million in share repurchases in 2026.

A detailed forecast prepared by independent research indicates that Palantir could see revenue climb from $4.2 billion in 2026 to $8.5 billion by 2030, representing a compound annual growth rate of 19%. Net income is projected to increase from $1.5 billion in 2026 to $3.0 billion in 2030, driven by rising operating leverage and expanding AI platform adoption across defense, space and commercial sectors. Based on an assumed sector multiple of 20× forward earnings, the model implies a year-end 2030 valuation that could translate into over 60% upside from current levels, underpinning a bullish long-term investment thesis.