The Motley Fool·13h ago
Better AI Stock: SpaceX or Palantir?SpaceX's acquisition of xAI before going public was a smart move. Palantir's growth rate is projected to slow next year.
Palantir is executing a hypergrowth phase driven by U.S. commercial adoption of its AIP platform, with revenue surging 92.8% YoY in 2026Q2 to $1.9B. Operating leverage is evident as operating margin expanded from 1.3% in 2024Q4 to 47.1% in 2026Q2, while gross ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 92.8% YoY in 2026Q2, with gross margin expanding to 84.7% and operating margin reaching 47.1%, reflecting strong operating leverage and pricing power.
Palantir's US revenue growth exceeds 100%, with overall growth around 70% year-over-year, and guidance for 2026 revenue between $7.18 billion and $7.20 billion.
The AI Platform is gaining traction in the commercial sector, highlighted by a $300 million USDA agreement and a U.S. Navy ShipOS contract.
Palantir is recognized as a leader in AI solutions, with its unique 'Ontology' differentiating it from competitors.
Palantir's stock trades at a high forward P/E multiple of around 100-111x, implying it is priced for perfection.
Major cloud providers like Amazon and Microsoft are heavily investing in AI, which could limit Palantir's market potential.
Skeptics warn that high expectations could lead to a significant downside, with potential drops below $100 if growth normalizes.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $0.41+19.0% vs $0.34 | $1.9B+6.8% vs $1.8B |
Q2 2026 May 4, 2026 | $0.33+13.8% vs $0.29 | $1.6B+5.9% vs $1.5B |
Q1 2026 Feb 2, 2026 | $0.25+8.6% vs $0.23 | $1.4B+4.9% vs $1.3B |
Q4 2025 Nov 3, 2025 | $0.21+25.1% vs $0.17 | $1.2B+8.2% vs $1.1B |
SpaceX's acquisition of xAI before going public was a smart move. Palantir's growth rate is projected to slow next year.
Palantir Technologies (PLTR), the defense and enterprise-AI software company, named Armada its first certified modular data-center partner, with shares up appro
Salesforce generated about $14.4 billion in free cash flow in fiscal 2026, which ended in January 2026, as it added Agentforce AI agents to its customer relationship management platform. Palantir Technologies grew revenue 56.2% in 2025, and its commercial customer count reached 870 for the 12 months ended June 30, 2026.
Palantir just posted numbers that left Wall Street scrambling to justify its own cautious price targets, and the real question is whether the valuation ceiling everyone keeps citing is about to become a floor.
Benchmark PLTR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Palantir Technologies Inc. (PLTR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $188.75 | $433.38B | 299.60 | 56.18% | 36.31% | 25.83% | — | |
| $341.04 | $118.2B | -86.34 | 29.16% | -20.07% | -53.56% | — | |
| $357.96 | $28.79B | -406.77 | 22.79% | 2.12% | 2% | — | |
| $277.22 | $98.68B | 924.07 | 27.68% | 4.48% | 4.57% | — | |
| $25.06 | $8.44B | -18.29 | 21.89% | -30.95% | -23.16% | — | |
| $11.01 | $1.56B | -3.29 | -35.67% | -192.1% | -62.88% | — |
Palantir Technologies Inc. (PLTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Palantir Technologies Inc. (PLTR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Jun 9, 2026·SEC
May 4, 2026·SEC
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Palantir Technologies Inc. (PLTR) stock FAQ — growth, dividends, profitability & financials explained
Palantir Technologies Inc. (PLTR) reported $6.16B in revenue for fiscal year 2025. This represents a 934% increase from $595.4M in 2018.
Palantir Technologies Inc. (PLTR) grew revenue by 56.2% over the past year. This is strong growth.
Yes, Palantir Technologies Inc. (PLTR) is profitable, generating $3.02B in net income for fiscal year 2025 (36.3% net margin).
Palantir Technologies Inc. (PLTR) has a return on equity (ROE) of 25.8%. This is excellent, indicating efficient use of shareholder capital.
Palantir Technologies Inc. (PLTR) generated $3.36B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
