Palantir's $7.19B FY2026 Revenue Guidance Draws Support from Cramer, Defense AI Analysis

Palantir's FY2026 revenue guidance of $7.19 billion (61% YoY growth) is gaining analyst backing despite recent stock volatility, with Jim Cramer calling it a "rule of 40 juggernaut" that will have "great 2026 and 2027" performance. The guidance follows accelerating Q4 2025 results showing 70% revenue growth and 137% U.S. commercial growth, while Wedbush's Dan Ives positions Palantir as the "first mover" in defense AI integration alongside Oracle and Microsoft.