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NASDAQ · US · Software - Infrastructure

PLTR Palantir Technologies

AI platform (AIP) for enterprise and defence

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$199.0
+1.13% today
1W
+2.5%
1M
+4.9%
3M
+61.1%
YTD
+11.9%
1Y
+7.8%
Off 52w high
−4.8%
Next earnings (est.): 2026-11-02
Market cap$473B
P/E (trailing)174.1Forward 83.7
EV / sales75.1×EV/EBITDA 173.7×
Revenue (TTM)$6.16BGrowth 92.8% y/y
Margins84.8%gross · op 47.1%
Free cash flow$2.16BCash $9.41B · debt $211M
Analyst target$206.6+3.8% upside · 26 analysts · buy
Riskβ 1.6Short 2.6% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

PLTR · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-03EarningsBeat / raise

    Reported EPS 0.41 vs 0.35 expected (+18.5% surprise).

  2. 7
    2026-05-04EarningsBeat / raise

    Reported EPS 0.33 vs 0.28 expected (+18.1% surprise).

  3. 6
    2026-02-02EarningsBeat / raise

    Reported EPS 0.25 vs 0.23 expected (+8.6% surprise).

  4. 5
    2025-11-03EarningsBeat / raise

    Reported EPS 0.21 vs 0.17 expected (+25.5% surprise).

  5. 4
    2025-08-04EarningsBeat / raise

    Reported EPS 0.16 vs 0.14 expected (+15.6% surprise).

  6. 3
    2025-05-05EarningsBeat / raise

    Reported EPS 0.13 vs 0.13 expected (+1.1% surprise).

  7. 2
    2025-02-03EarningsBeat / raise

    Reported EPS 0.14 vs 0.11 expected (+23.7% surprise).

  8. 1
    2024-11-04EarningsBeat / raise

    Reported EPS 0.1 vs 0.09 expected (+10.1% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-030.350.41+18.5%
2026-05-040.280.33+18.1%
2026-02-020.230.25+8.6%
2025-11-030.170.21+25.5%
2025-08-040.140.16+15.6%
2025-05-050.130.13+1.1%
2025-02-030.110.14+23.7%
2024-11-040.090.1+10.1%
2024-08-050.080.09+10.6%
2024-05-060.080.08+4.1%
2024-02-050.080.08+5.4%
2023-11-020.060.07+25.1%
2023-08-070.050.05−0.8%
2023-05-080.040.05+25.0%
2023-02-130.030.04+49.5%
2022-11-070.020.01−38.6%
2022-08-080.03-0.01−131.7%
2022-05-090.040.02−45.4%
2022-02-170.040.02−44.1%
2021-11-090.040.04+10.2%
2021-08-120.030.04+16.0%
2021-05-110.040.04+7.9%
2021-02-160.020.06+128.0%
2020-11-120.030.06+145.2%

About Palantir Technologies

Website ↗

Palantir 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. It provides Palantir Gotham integrates with other platforms for defense offerings which enables users to see, understand, and act in the modern battlespace; operations centers to the tactical edge; integrating data from domains and sensors in near real-time; and situational awareness and accelerating operational decision-making, as well as facilitates the hand-off 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 helps organizations operate by creating a central operating system for their data; and allows individual users …

4,401 employees · Aventura, United States

Enterprises need clean data, orchestration and monitoring before AI agents do useful work. Data platforms and observability are the picks-and-shovels of AI software.

Data→Models→Agents→Workflows

What would prove us wrong. Weakens if consumption growth slows while model costs fall — value would be leaking to the model layer.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
SNOW
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MDB
MongoDB
Operational database for AI apps $389.1+4.84%−5.2%−7.3%
DDOG
Datadog
Observability for AI workloads $281.5+4.40%+5.0%+107.0%
NOW
ServiceNow
Enterprise workflows and AI agents $155.3−2.27%+14.5%+1.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.