The Motley Fool·5 days ago
1 Wall Street Analyst Believes Palantir Will More Than Double in a Year. Is She Right?Palantir's revenues have grown tremendously over the past few years. The stock still has a lot of hoped-for growth priced into it.
Palantir Technologies Inc.(PLTR)Earnings, Financials & Key Ratios
PLTR•NASDAQ
$134.37
213.3× P/E·Price updated Jul 7, 2026
SectorTechnologyIndustryInfrastructure SoftwareSub-IndustryData platforms, integration and analytics
AboutPalantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally. The company provides Palantir Gotham, a software platform which enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform. It also offers Palantir Foundry, a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place. In addition, it provides Palantir Apollo, a software that delivers software and updates across the business, as well as enables customers to deploy their software virtually in any environment; and Palantir Artificial Intelligence Platform (AIP) that provides unified access to open-source, self-hosted, and commercial large language models (LLM) that can transform structured and unstructured data into LLM-understandable objects and can turn organizations' actions and processes into tools for humans and LLM-driven agents. The company was incorporated in 2003 and is headquartered in Denver, Colorado.Show more
- Revenue$4.48B+56.2%
- EBITDA$1.44B+321.1%
- Net Income$1.63B+251.6%
- EPS (Diluted)0.63+231.6%
- Gross Margin82.37%+2.6%
- EBITDA Margin32.18%+169.6%
- Operating Margin31.6%+191.7%
- Net Margin36.31%+125.1%
- ROE25.83%+141.9%
PLTR Price & Volume
Palantir Technologies Inc. (PLTR) stock price & volume — 10-year historical chart
Loading chart...
Accelerating Revenue Growth Drives Structural Margin Expansion
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:High Valuation Multiple Sensitivity
Key Thesis Takeaways
- Palantir is successfully leveraging its AIP bootcamp strategy to drive enterprise adoption, resulting in a surge to 84.7% year-over-year revenue growth as of 2026Q1.
- The company has achieved significant operating leverage, with margins expanding to 46.2%, though the premium valuation multiple of 179.25x P/E suggests that investors are pricing in near-perfect execution.
- Future performance remains contingent on maintaining this growth velocity while managing the impact of $201.6 million in quarterly stock-based compensation on long-term shareholder dilution.
Verdict Logic
while the company demonstrates impressive 84.7% revenue growth and 53.3% net margins, the current 179.25x P/E ratio leaves little room for error regarding future competitive pressures or potential growth deceleration.
PLTR Growth Metrics
Palantir Technologies Inc. (PLTR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years32.58%
3 Years32.92%
TTM67.71%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM299.78%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM293.01%
Return on Capital
10 Years-25.7%
5 Years1.71%
3 Years10.68%
Last Year21.64%
PLTR Recent Earnings
Palantir Technologies Inc. (PLTR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
May 4, 2026Metric
Actual
Est
EPS
$0.33+19.0%
$0.28
Rev
$1.6B+5.9%
$1.5B
Q1 2026
Feb 2, 2026Metric
Actual
Est
EPS
$0.25+8.6%
$0.23
Rev
$1.4B+4.9%
$1.3B
Q4 2025
Nov 3, 2025Metric
Actual
Est
EPS
$0.21+25.1%
$0.17
Rev
$1.2B+8.2%
$1.1B
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$0.16+15.8%
$0.14
Rev
$1.0B+7.0%
$938M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 4, 2026 | $0.33vs $0.28+19.0% | $1.6Bvs $1.5B+5.9% |
| Q1 2026 | Feb 2, 2026 | $0.25vs $0.23+8.6% | $1.4Bvs $1.3B+4.9% |
| Q4 2025 | Nov 3, 2025 | $0.21vs $0.17+25.1% | $1.2Bvs $1.1B+8.2% |
| Q3 2025 | Aug 4, 2025 | $0.16vs $0.14+15.8% | $1.0Bvs $938M+7.0% |
Based on last 12 quarters of dataView full earnings history →
Latest PLTR News
Recent stock market news and headlines for Palantir Technologies Inc. (PLTR)
24/7 Wall Street·5 days ago
Palantir vs. SanDisk: Two Paths to AI Riches, One WinnerPalantir (NASDAQ: PLTR | PLTR Price Prediction) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder.
Zacks Investment Research·5 days ago
Palantir's Surging Rule of 40 Highlights Excellent AI-Driven ExecutionPLTR's Rule of 40 has more than doubled in less than two years, fueled by accelerating revenue growth and expanding profitability.
24/7 Wall Street·5 days ago
Cramer Says Palantir Is the Cheapest He's Ever Seen It, and Names 2 More AI WinnersJim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is now the cheapest he has ever seen it.
Barrons·Jun 29, 2026
Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today's MarketTechnology stocks rise as the Nasdaq Composite looks set to snap a five-day losing streak.
Peers Comparison
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 |
|---|---|---|---|---|---|---|---|
| $134.37 | $307.9B | 213.29 | 56.18% | 36.31% | 25.83% | — | |
| $262.74 | $91.07B | -66.52 | 29.16% | -23.79% | -57.17% | — | |
| $361.32 | $29.06B | -410.59 | 22.79% | -1.12% | -0.99% | — | |
| $256.81 | $91.41B | 856.03 | 27.68% | 3.69% | 3.78% | — | |
| $18.16 | $6.12B | -13.26 | 21.89% | -30.38% | -21.49% | — | |
| $8.93 | $1.27B | -2.67 | -35.67% | -187.95% | -63.91% | — |
Compare PLTR vs Peers
Palantir Technologies Inc. (PLTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PLTR SEC Filings & Documents
Palantir Technologies Inc. (PLTR) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 4, 2026·SEC
Material company update
Feb 2, 2026·SEC
Material company update
Nov 3, 2025·SEC
10-K Annual Reports
210-Q Quarterly Reports
5Get notified when PLTR posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
PLTR Frequently Asked Questions
Palantir Technologies Inc. (PLTR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Palantir Technologies Inc.'s revenue?
Palantir Technologies Inc. (PLTR) reported $5.22B in revenue for fiscal year 2025. This represents a 777% increase from $595.4M in 2018.
How fast is Palantir Technologies Inc. growing?
Palantir Technologies Inc. (PLTR) grew revenue by 56.2% over the past year. This is strong growth.
Is PLTR profitable?
Yes, Palantir Technologies Inc. (PLTR) is profitable, generating $2.28B in net income for fiscal year 2025 (36.3% net margin).
Dividend & Returns
What is PLTR's return on equity?
Palantir Technologies Inc. (PLTR) has a return on equity (ROE) of 25.8%. This is excellent, indicating efficient use of shareholder capital.
What is Palantir Technologies Inc.'s free cash flow?
Palantir Technologies Inc. (PLTR) generated $2.69B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.