New York, Jan 26, 2026, 10:28 ET — Regular session.
- Palantir shares slipped 0.4% to $168.98 in morning trading, with the stock fluctuating between $167.56 and $170.51.
- U.S. stocks inched up as investors awaited earnings reports from mega-cap tech firms and a Federal Reserve rate announcement
- Palantir will release its fourth-quarter 2025 earnings after the market closes on Feb. 2
Shares of Palantir Technologies Inc edged down 0.4% to $168.98 on Monday, retreating slightly from Friday’s $169.60 close. So far, the stock has fluctuated between $167.56 and $170.51, with roughly 5.4 million shares traded by mid-morning.
Wall Street edges up as the week kicks off, loaded with major tech earnings and a key Federal Reserve policy announcement. Investors are demanding clearer returns on hefty AI investments, pushing company guidance to the forefront amid stretched valuations.
Palantir plans to report its fourth-quarter and full-year 2025 earnings on Monday, Feb. 2, right after U.S. markets close. The company will also hold a webcast at 5 p.m. ET, it announced earlier this month.
Palantir is sticking to a familiar playbook. The software company markets data tools to governments and businesses, offering platforms that consolidate information and guide decision-making, now with more AI capabilities built in.
That places the stock squarely in the fast-moving “AI trade,” where even a slight wobble in risk appetite can send the whole group tumbling. When concerns arise over rates or doubts surface about the payoff from spending, pricey software shares usually bear the brunt first.
The Federal Open Market Committee will convene on Jan. 27-28. The policy statement drops at 2 p.m. ET Wednesday, followed by a press conference at 2:30 p.m. ET.
Macro uncertainty is creeping back into the market story. The economy isn’t showing clear signs of major job losses or accelerating inflation. “The near-term outlook is benign,” said Michael Pearce, chief U.S. economist at Oxford Economics, in a note last week. Still, he cautioned that factors beyond the Fed could throw off the trajectory. Reuters
Palantir shareholders face a clear risk: expectations. Should the company’s outlook fall short or if customers pull back on spending, the stock could drop sharply. This is especially true if interest rates remain elevated and investors continue shedding pricey growth names.
This week, traders are zeroing in on earnings from mega-cap tech giants like Apple, Microsoft, Meta, and Tesla. They’re searching for clues on whether AI spending is slowing or changing direction—insights that could ripple through smaller software stocks.
Palantir faces the Fed’s decision on Wednesday, followed by its earnings report on Feb. 2 after the close — an event that can often steer the stock’s direction for weeks to come.
