Market Watch·8h ago
Palantir's stock is heading for its highest close of the year, in a dramatic comebackPalantir's last earnings report reignited investor enthusiasm, and now the company is basking in the glow of a real-world AI boom.
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 9/24/2026, 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 |
Palantir's last earnings report reignited investor enthusiasm, and now the company is basking in the glow of a real-world AI boom.
Palantir Technologies (PLTR), the defense and enterprise AI software company, put AI liability in the spotlight as CEO Alex Karp questioned whether frontier AI
Palantir Technologies (PLTR) shares rose more than 4% Wednesday as fresh applications of its software highlighted the company's push across government and comme
Palantir Technologies Inc. (NASDAQ:PLTR) shares are rising Wednesday, following through on the breakout setup flagged earlier this week after the stock cleared its prior $188 resistance level.
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 |
|---|---|---|---|---|---|---|---|
| $191.79 | $440.36B | 304.43 | 56.18% | 36.31% | 25.83% | — | |
| $334.81 | $116.05B | -84.76 | 29.16% | -20.07% | -53.56% | — | |
| $428.36 | $34.45B | -486.77 | 22.79% | 2.12% | 2% | — | |
| $251.49 | $89.52B | 838.30 | 27.68% | 4.48% | 4.57% | — | |
| $24.10 | $8.12B | -17.59 | 21.89% | -30.95% | -23.16% | — | |
| $10.86 | $1.54B | -3.24 | -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.
