New York, January 27, 2026, 10:53 EST — Regular session
- Palantir shares ticked up roughly 0.3% in mid-morning trading following a drop on Monday
- Investors are shifting positions ahead of Wednesday’s Fed rate decision and next week’s Palantir earnings
- Attention centers on guidance, commercial momentum, and any signs of demand linked to AI spending
Palantir Technologies Inc (PLTR) shares ticked up Tuesday, recouping part of Monday’s losses. Investors weighed the upcoming Federal Reserve decision alongside the company’s earnings report due next week.
The modest shift masks a bigger story. Palantir, a heavily traded name among “AI software” stocks, faces earnings with barely any margin for error in its guidance — not just for the past quarter, but the company’s forward-looking estimate as well.
The broader market held steady, with the S&P 500 inching up about 0.2% and the Nasdaq climbing roughly 0.5% in early trading as earnings reports came in. The Dow, however, lagged following a drop in UnitedHealth shares. Charlie Ripley, senior investment strategist at Allianz Investment Management, described the market’s advance as “an earnings story rather than a multiples story.” Reuters
Palantir edged up roughly 0.3% to $167.94 by 10:44 a.m. EST, with intraday swings from $165.87 to $169.41. The stock had dropped 1.26% on Monday.
Palantir plans to report its fourth-quarter and full-year results for the period ending Dec. 31, 2025, after U.S. markets close on Monday, Feb. 2. The company will also hold a webcast at 5:00 p.m. ET.
Investors are focused on the company’s forward-looking “guidance”—management’s forecast for revenue and demand in both commercial and government sectors. Back in November, Palantir projected fourth-quarter revenue between $1.327 billion and $1.331 billion. It also upped its full-year revenue forecast to a range of $4.396 billion to $4.40 billion, thanks to strong uptake of its AI-driven analytics. Reuters
A non-financial challenge looms. WIRED revealed this week that Palantir staff confronted management about the firm’s contracts with U.S. Immigration and Customs Enforcement following a deadly federal agent shooting in Minneapolis. Executives, in turn, stood by the partnership in internal documents.
Palantir moves with the interest rate tide, even absent company-specific news. Growth stocks like this take the brunt when rate forecasts climb, since their value leans heavily on profits expected far down the line.
Key dates are coming up fast: the Fed will release its policy statement at 2:00 p.m. EST Wednesday, with the chair’s press conference set for 2:30 p.m. Then, Palantir is scheduled to report after the close on Feb. 2.
