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Palantir Technologies Inc.

PLTRNasdaq

Technology · CIK 0001321655

Price

$131.48

Market cap

$301.4B

Last synced Jul 2, 2026, 5:30 PM

Analyst report

Numbers from SEC XBRL filings; narrative bound to those numbers only.

Generated · Jul 2, 2026, 5:30 PM

Overview

Palantir Technologies Inc. is a company with a current financial posture marked by significant revenue growth of $1.63B, a substantial increase of 84.7% year-over-year. The company's net income has also seen a notable rise to $870.5M, representing a 306.7% year-over-year increase. This growth trajectory suggests a strong financial foundation for the company.

Key metrics — latest reported

Revenue

Q1 · 2026-03-31

$1.63B

+84.7% YoY+38.2% QoQ

The 84.7% year-over-year increase in revenue to $1.63B is significant as it reflects the company's ability to expand its customer base and increase sales, contributing to its growth trajectory.

SEC filing ↗

Net income

Q1 · 2026-03-31

$870.5M

+306.7% YoY+83% QoQ

Net income of $870.5M for Q1 2026 is up 306.7% year-over-year, per the company's SEC filing.

SEC filing ↗

Diluted EPS

Q1 · 2026-03-31

$0.34

+325% YoY+88.9% QoQ

Diluted EPS of $0.34 for Q1 2026 is up 325% year-over-year, per the company's SEC filing.

SEC filing ↗

Gross profit

Q1 · 2026-03-31

$1.42B

+99.3% YoY+45.5% QoQ

The 99.3% year-over-year increase in gross profit to $1.42B is significant as it indicates the company's ability to maintain profitability while experiencing rapid revenue growth.

SEC filing ↗

Operating income

Q1 · 2026-03-31

$754.0M

+328.3% YoY+91.7% QoQ

Operating income of $754.0M for Q1 2026 is up 328.3% year-over-year, per the company's SEC filing.

SEC filing ↗

Operating cash flow

Q1 · 2026-03-31

$899.2M

+189.8% YoY+189.8% QoQ

The 189.8% year-over-year increase in operating cash flow to $899.2M is significant as it demonstrates the company's capacity to generate cash from its operations, which can be used for investments or debt repayment.

SEC filing ↗

R&D expense

Q1 · 2026-03-31

$161.0M

+19.3% YoY+11.6% QoQ

R&D expense of $161.0M for Q1 2026 is up 19.3% year-over-year, per the company's SEC filing.

SEC filing ↗

Cash & equivalents

Q1 · 2026-03-31

$2.29B

+61% YoY+61% QoQ

Cash & equivalents of $2.29B for Q1 2026 is up 61% year-over-year, per the company's SEC filing.

SEC filing ↗

Total assets

Q1 · 2026-03-31

$10.20B

+14.6% YoY+14.6% QoQ

Total assets of $10.20B for Q1 2026 is up 14.6% year-over-year, per the company's SEC filing.

SEC filing ↗

Stockholders' equity

Q1 · 2026-03-31

$8.45B

+14.4% YoY+14.4% QoQ

Stockholders' equity of $8.45B for Q1 2026 is up 14.4% year-over-year, per the company's SEC filing.

SEC filing ↗

Earnings take

The latest reported period, Q1, shows a remarkable surge in key financial metrics, including a 325% year-over-year increase in diluted EPS to $0.34 and a 328.3% year-over-year increase in operating income to $754.0M. These figures indicate a robust earnings performance for the quarter.

Risks

  • !Margin compression is not immediately visible in the provided numbers, but the 19.3% year-over-year increase in R&D expense to $161.0M could potentially impact future profitability if not managed effectively.
  • !The company's ability to sustain its high growth rates is a risk, as it may be challenging to maintain such rapid expansion in revenue and earnings.
  • !The lack of detailed information on the company's sector and specific business operations makes it difficult to assess industry-specific risks.

Watch next quarter

  • →The company's ability to continue growing its revenue and earnings at high rates will be a key area to watch in future quarters.
  • →The management of R&D expenses and their impact on profitability will be important to monitor, as excessive spending could erode margins.
  • →The company's cash generation and its use of operating cash flow will be crucial to observe, as it can indicate the company's financial health and ability to invest in growth initiatives.

Sources

  • 8-K · filed 2026-06-09 ↗
  • 10-Q · filed 2026-05-05 ↗
  • 8-K · filed 2026-05-04 ↗
  • DEF 14A · filed 2026-04-24 ↗
  • 10-K · filed 2026-02-17 ↗
  • 8-K · filed 2026-02-02 ↗
  • 10-Q · filed 2025-11-04 ↗
  • 8-K · filed 2025-11-03 ↗

Quarterly trend — SEC XBRL

As reported in 10-Q/10-K filings; newest quarter first.

MetricQ1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23
Revenue$1.63B$1.18B$1.00B$883.9M$725.5M$678.1M$634.3M$558.2M
Net income$870.5M$475.6M$326.7M$214.0M$143.5M$134.1M$105.5M$71.5M
Diluted EPS$0.34$0.18$0.13$0.08$0.06$0.06$0.04$0.03
Gross profit$1.42B$973.8M$810.8M$710.9M$578.9M$549.6M$518.1M$450.2M
Operating income$754.0M$393.3M$269.3M$176.0M$113.1M$105.3M$80.9M$40.0M
Operating cash flow$899.2M——$310.3M——$129.6M—

SEC filings

10-K annual, 10-Q quarterly, 8-K current events — earnings-related filings are flagged.

  • 8-Kfiled 2026-06-09period 2026-06-03View on SEC ↗
  • 10-QEarningsfiled 2026-05-05period 2026-03-31View on SEC ↗
  • 8-KEarningsfiled 2026-05-04period 2026-05-04View on SEC ↗
  • DEF 14Afiled 2026-04-24period 2026-06-03View on SEC ↗
  • 10-KEarningsfiled 2026-02-17period 2025-12-31View on SEC ↗
  • 8-KEarningsfiled 2026-02-02period 2026-02-02View on SEC ↗
  • 10-QEarningsfiled 2025-11-04period 2025-09-30View on SEC ↗
  • 8-KEarningsfiled 2025-11-03period 2025-11-03View on SEC ↗
  • 10-QEarningsfiled 2025-08-05period 2025-06-30View on SEC ↗
  • 8-KEarningsfiled 2025-08-04period 2025-08-04View on SEC ↗
  • 8-Kfiled 2025-06-09period 2025-06-05View on SEC ↗
  • 10-QEarningsfiled 2025-05-06period 2025-03-31View on SEC ↗
  • 8-KEarningsfiled 2025-05-05period 2025-05-05View on SEC ↗
  • DEF 14Afiled 2025-04-25period 2025-06-05View on SEC ↗
  • 8-Kfiled 2025-02-28period 2025-02-27View on SEC ↗
  • 10-KEarningsfiled 2025-02-18period 2024-12-31View on SEC ↗
  • 8-KEarningsfiled 2025-02-03period 2025-02-03View on SEC ↗
  • 8-Kfiled 2024-11-14period 2024-11-14View on SEC ↗
  • 10-QEarningsfiled 2024-11-05period 2024-09-30View on SEC ↗
  • 8-KEarningsfiled 2024-11-04period 2024-11-04View on SEC ↗
  • 10-QEarningsfiled 2024-08-06period 2024-06-30View on SEC ↗
  • 8-KEarningsfiled 2024-08-05period 2024-08-05View on SEC ↗
  • 8-Kfiled 2024-06-10period 2024-06-05View on SEC ↗
  • 10-QEarningsfiled 2024-05-07period 2024-03-31View on SEC ↗
  • 8-KEarningsfiled 2024-05-06period 2024-05-06View on SEC ↗
  • DEF 14Afiled 2024-04-26period 2024-06-05View on SEC ↗
  • 10-KEarningsfiled 2024-02-20period 2023-12-31View on SEC ↗
  • 8-KEarningsfiled 2024-02-05period 2024-02-05View on SEC ↗
  • 10-QEarningsfiled 2023-11-03period 2023-09-30View on SEC ↗
  • 8-KEarningsfiled 2023-11-02period 2023-11-02View on SEC ↗

News

Third-party headlines, each linked to its original source.

  • Prediction: Palantir Will End The Year at This Price

    Yahoo · Jul 2, 02:54 PM

    Our Palantir (NASDAQ:PLTR) call is straightforward heading into the back half of 2026: after a brutal drawdown, the stock has room to run, but not as much as the loudest bulls think. The 24/7 Wall St. price target for Palantir is $153.09, implying roughly 21.76% upside from the $125.73 close on July 1. Our recommendation ... Prediction: Palantir Will End The Year at This Price

  • How Investors Are Reacting To NVIDIA (NVDA) Expanding Into Full‑Stack AI Infrastructure Partnerships

    Yahoo · Jul 2, 02:20 PM

    Nvidia recently unveiled a wave of AI infrastructure moves, including the Vera Rubin scientific computing platform, the BioNeMo Agent Toolkit for life sciences, the Halos safety stack for robotics, and multiple new collaborations spanning Palantir, Firmus, CIQ, Verkada, and others. Together, these initiatives extend Nvidia’s role from chip supplier to core AI infrastructure partner across government, healthcare, clean energy, robotics, and security workloads built on its accelerated...

  • Palantir Stock Is Surging Again. A Bullish Upgrade Adds to the Nvidia Momentum.

    Yahoo · Jul 2, 02:07 PM

    Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.

  • Robinhood, Strategy, Micron, Tesla, Palantir, Bending Spoons, and More Stocks That Explain Today’s Market

    Yahoo · Jul 2, 02:03 PM

    FEATURE Stocks rose Thursday following a jobs report that showed the U.S. labor market grew at a slower pace in June. Strategy advanced 9% as higher cryptocurrencies prices boosted the largest corporate holder of Bitcoin Robinhood Markets rose 7.

  • Palantir Stock Gets Analyst Upgrade Amid Anthropic, OpenAI Rivalry

    Yahoo · Jul 2, 01:46 PM

    D.A. Davidson upgraded Palantir stock to buy from neutral on views that it's a better option for enterprises than OpenAI or Anthropic.

  • Palantir, Chevron upgraded: Wall Street's top analyst calls

    Yahoo · Jul 2, 01:42 PM

    Palantir, Chevron upgraded: Wall Street's top analyst calls

  • Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere

    Yahoo · Jul 2, 01:37 PM

    A Bloomberg TV segment on July 1, 2026 with anchor Romaine Bostick surfaced a striking data point from President Trump’s latest financial disclosure filed with the Office of Government Ethics: the president reported more than $1.4 billion in crypto earnings in 2025. As Bloomberg’s reporter noted on air, “More than 1.2 billion in crypto earnings, ... Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere

  • PLTR Stock Rises Premarket – This Analyst Called Palantir A ‘Gift’ For Investors Ahead of Independence Day

    Yahoo · Jul 2, 12:46 PM

    DA Davidson upgraded Palantir’s rating to ‘Buy’ from ‘Neutral’ and hiked the price target to $175 from $165, according to TheFly.

  • Karp unleashes on frontier AI labs

    Yahoo · Jul 2, 12:33 PM

    For 20 minutes on CNBC Wednesday, Palantir CEO Alex Karp unloaded on frontier AI labs, arguing they've become so obsessed with building ever-more-powerful models that they're failing their biggest enterprise customers.

  • Zeta Global (ZETA) Teams With Palantir To Build Enterprise AI Marketing Stack

    Yahoo · Jul 2, 12:11 PM

    Zeta Global Holdings (NYSE:ZETA) has entered into a partnership with Palantir Technologies to build an enterprise AI infrastructure layer for data driven, agentic marketing. The collaboration includes rearchitecting Zeta's Data Cloud on Palantir Foundry and upgrading Athena, Zeta's AI powered decisioning system, for real time and secure marketing at scale. The partnership targets large enterprises that place a high priority on data security, governance, and effective marketing...

  • Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

    Yahoo · Jul 2, 12:07 PM

    Pre-Market Stock Futures: Futures are trading higher as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

  • Lindsay, Palantir rise premarket; Ouster, Bending Spoons fall

    Yahoo · Jul 2, 11:57 AM

    Investing.com - U.S. stock futures were mixed on Thursday as investors awaited a closely watched U.S. employment report that could help shape expectations for Federal Reserve interest rate policy in the months ahead.

  • The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race

    Yahoo · Jul 2, 11:29 AM

    The AI gold rush continues in mid-2026, with companies racing to turn flashy models into actual money-making systems. While the market obsesses over token prices and frontier lab drama, a quieter shift is underway. Governments and enterprises want AI they control — not rent — especially when national security or trade secrets sit on the ... The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race

  • Palantir Technologies Inc. (PLTR) Is a Key Enterprise AI Player, Says Wedbush

    Yahoo · Jul 2, 11:28 AM

    Palantir Technologies Inc. (NASDAQ:PLTR) is among the most profitable software stocks to buy right now. On June 24, Wedbush reiterated an Outperform rating and a price target of $230 on Palantir Technologies Inc. (NASDAQ:PLTR). In its analysis, the firm highlighted the company’s partnership with Zeta, which is focused on marketing infrastructure within the AI landscape. […]

  • Software Bounced Exactly Where I Wanted; What's Next?

    SeekingAlpha · Jul 2, 11:22 AM

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