Evidence70%Strong
FactExpectedFinancial·April 6, 2026
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.
Evidence Strength
Evidence70%Strong
Based on original reporting
Corroborated by 3 publishers
Insights
First tracked
April 1, 2026
Last updated
April 6, 2026
Sources
5 sources
Related Developments
Yahoo Finance: Assessing Palantir Valuation After Stellantis Renewal and Pentagon Maven MilestoneU.S. Commercial Revenue Surged 137% YoY in Q4 2025 to $507MSeeking Alpha: Palantir 'Hard to Replace' at Core of Business AISimply Wall St: UK Boycott, Maven, and NHS Deals Reshape Palantir OutlookNHS Staff Resist and Boycott Palantir's Federated Data Platform Over Ethical and Privacy Concerns
Sources (5)
Source Timeline

Jim Cramer on Palantir: “I Think They’ll Have a Great 2026 and 2027”Insider Monkey·Apr 4
Cramer: Palantir will have great 2026-2027 despite recent selloff24/7 Wall St·Apr 2
Evidence Strength
Evidence70%Strong
Based on original reporting
Corroborated by 3 publishers
Insights
First tracked
April 1, 2026
Last updated
April 6, 2026
Sources
5 sources
Related Developments
Yahoo Finance: Assessing Palantir Valuation After Stellantis Renewal and Pentagon Maven MilestoneU.S. Commercial Revenue Surged 137% YoY in Q4 2025 to $507MSeeking Alpha: Palantir 'Hard to Replace' at Core of Business AISimply Wall St: UK Boycott, Maven, and NHS Deals Reshape Palantir OutlookNHS Staff Resist and Boycott Palantir's Federated Data Platform Over Ethical and Privacy Concerns