New York, January 30, 2026, 17:01 EST — Trading after hours.
- Palantir shares slipped roughly 3.4% in after-hours trading on Friday.
- Options markets are pricing in a significant move once earnings come out Monday.
- A UK defence contract and a new AI partnership will be back in the spotlight next week.
Palantir Technologies Inc. shares slipped 3.4% to $146.59 in after-hours trading on Friday, adding to a volatile start for pricey software stocks this year.
Palantir’s stock faces a crucial moment Monday, with the company slated to release Q4 results after the close. Options pricing suggests traders are bracing for a swing of at least 9% by next week’s end. Wall Street is eyeing record revenue alongside strong adjusted earnings per share—figures that exclude certain costs to reveal the core trend. (Investopedia)
That sensitivity is clear across the sector. “For companies with sky-high expectations, the pressure to deliver is intense,” said Jim Baird, chief investment officer at Plante Moran Financial Advisors. A heavy earnings slate and the Feb. 6 U.S. jobs report now stand as key upcoming tests. (Reuters)
The Ministry of Defence has inked an enterprise agreement with Palantir’s UK unit worth £240.6 million, according to a UK government procurement notice. The contract spans from April 1, 2026, to March 31, 2029, and was awarded directly under a defence-and-security framework. (Find a Tender)
Investors often view deals like this as a way to validate Palantir’s hold on government contracts, even if the revenue trickles in gradually rather than all at once. The key issue for the stock next week will be whether the company’s outlook supports a valuation that remains vulnerable to any misstep.
Data-engineering firm Innodata announced Thursday it was chosen by Palantir to provide training data and related services for AI-powered rodeo video analysis. Dimitrios Lymperopoulos, Palantir’s head of machine learning, said Innodata’s contribution “can help us to scale these capabilities” to keep pace with customer needs. (Innodata)
On Monday, traders will focus on any updates about how fast Palantir is turning AI product interest into steady commercial rollouts—and what impact that has on margins and cash flow. Typically, guidance shifts the needle more than just beating the headline.
The typical earnings-week pattern is in play: large implied moves can swing either way. Strong growth might still disappoint if investors feel the stock’s price already reflects it.
Reputational risks tied to government contracts don’t always show up clearly in spreadsheets. WIRED revealed that U.S. immigration enforcement is deploying a Palantir AI system to sift through and summarize tip submissions, according to a Department of Homeland Security inventory. Palantir hadn’t responded to requests for comment at the time of the report. (WIRED)
Next week throws a lot at tech: more megacap earnings, evolving rate forecasts, and new labor-market figures. Palantir will be part of the mix, though it usually charts its own course when earnings roll around.
Palantir is set to announce quarterly results on Monday, Feb. 2, right after markets close. Investors will also get their first glimpse of the company’s 2026 outlook then.
