US · Technology · Software - Infrastructure
EPS came in at 0.41 against a street estimate of 0.28 — a beat of 46.4%.
Analysts rate Palantir Technologies Inc. a buy (21 buy, 8 hold, 3 sell out of 32) with an average price target of $206.43.
CONFIDENT Palantir delivered 93% YoY revenue growth and $1.22B adjusted FCF (63% margin) on sovereign AI demand. U.S. commercial grew 149% YoY. Full-year guidance raised significantly. Rule of 40 hit 155%. Q2 2026 U.S. revenue now 81% of total ($1.573B). International commercial and government combined grew slower but remained positive. Analysts pressed on why sovereignty insight was missed and model lock-in risk. Executives attributed advantage to artistic conviction, anti-parasitic philosophy, and FDE tradecraft—structural moats competitors lack. Emphasized platform's ability to swap models and build customer-controlled weights. 2026-08-03…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 7.90% |
| Vanguard Capital Management, LLC | 6.08% |
| State Street Corp | 4.35% |
| Amvescap Plc. | 2.93% |
| Geode Capital Management, LLC | 2.30% |
| Vanguard Portfolio Management, LLC | 2.09% |
| Morgan Stanley - Brokerage Accounts | 1.42% |
| NORGES BANK | 1.29% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 PALANTIR TECHNOLOGIES INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $1,935.5 million (93% increase vs Q2 2025's $1,003.7 million) | 2026-08-04 |
| Results announced · Q3 2026 PALANTIR Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $1.935 billion, up 93% year-over-year and 19% quarter-over-quarter • U.S. Reve | 2026-08-03 |
| Shareholder vote results · Q2 2026 PALANTIR TECHNOLOGIES INC. - FORM 8-K SUMMARY Annual Meeting of Stockholders (June 3, 2026) --- HEADLINE NUMBERS • Annual shareholder meeting held | 2026-06-09 |
| Quarterly report · Q1 2026 PALANTIR TECHNOLOGIES INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $1,632,583 thousand ($1.63 billion) for Q1 2026, up 84.6% from $883,85 | 2026-05-05 |
| Results announced · Q2 2026 PALANTIR Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Q1 2026 Revenue: $1.633 billion, up 85% year-over-year and 16% quarter-over-quarter • U.S | 2026-05-04 |
| Proxy statement · Q2 2026 PALANTIR TECHNOLOGIES INC. — PROXY STATEMENT SUMMARY CEO COMPENSATION • Alexander Karp (CEO) total compensation for fiscal 2025: exact figures not p | 2026-04-24 |
| Annual report FY2025 PALANTIR TECHNOLOGIES INC. — 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue 2025: $4.5 billion • Revenue Split: 54% government, | 2026-02-17 |
| Results announced · Q1 2026 PALANTIR Q4 2025 EARNINGS SUMMARY HEADLINE NUMBERS • Q4 2025 Revenue: $1.407 billion, up 70% year-over-year and 19% quarter-over-quarter • Full Year | 2026-02-02 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.