Palantir Technologies Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Why Palantir Rallied Over 50% in August

AI-generated analysis

Palantir Technologies (PLTR) shares rallied 51.5% in August following a second-quarter earnings report that significantly exceeded analyst expectations. The company reported 93% year-over-year revenue growth, reaching $1.94 billion, and adjusted non-GAAP earnings per share surged 156% to $0.41. These results marked a dramatic acceleration from...

Bullish Signals

  • Shares rallied 51.5% after Q2 earnings beat expectations.
  • Revenue grew 93% YoY to $1.94 billion.
  • Adjusted EPS surged 156% to $0.41.
  • Free cash flow margins hit industry-leading 63%.
  • U.S. commercial sales jumped 149% YoY.
2
Bullish +75

Palantir (PLTR) Stock Forecast & Price Target (2026)

Analyst upgrade Earnings report Financial outlook AI-generated analysis

Palantir Technologies Inc. (PLTR) is currently trading at $186.03 as of October 18, 2026, with a market capitalization of $447.04 billion. The stock exhibits a strong technical uptrend, sitting 21.87% above its 200-day moving average and 1.90% above the 50-day average. Analyst consensus remains bullish,...

Bullish Signals

  • Revenue grew 92.80% in FY2025, outpacing sector median of 24.2%.
  • Net profit margin reached 36.5% and operating margin hit 47.12%.
  • Beat EPS estimate by 17.14%, driving 29.45% stock price surge.
  • Goldman Sachs upgraded to Buy; Barclays initiated with Overweight rating.
  • Debt-to-equity ratio is 0.02 with return on equity of 38.10%.

Bearish Signals

  • P/E ratio is 160.37, 356.9% above sector median.
  • P/S ratio is 72.62, 855.5% higher than median.
  • Insiders sold $1.3B vs $1.2M bought in 18 months.
  • Stock fell after 2 of last 6 earnings beats.
3
Bullish +75

Palantir sets November 2 results date for Palantir stock

Analyst upgrade Earnings report AI-generated analysis

Palantir Technologies Inc. has scheduled the release of its third-quarter 2026 financial results for November 2, 2026, following the close of U.S. markets. The upcoming earnings report is expected to be a critical event given the company's recent trajectory of rapid growth and elevated valuation...

Bullish Signals

  • Q2 2026 revenue hit $1.94B, up 93% YoY.
  • EPS of $0.41 beat consensus of $0.34.
  • Raised full-year guidance to $8.15B-$8.158B.
  • Goldman Sachs upgraded to Buy with $230 target.
4
Bullish +75

Palantir (PLTR) Stock Down 27% YTD β€” Analysts Project 44% Rally Ahead

AI-generated analysis

Palantir Technologies (PLTR) shares have declined approximately 27% year-to-date in 2026, trading near $128 after peaking around $215 in late November 2025. Despite the recent price correction coinciding with a broader technology sector downturn, the company's fundamental performance has been exceptionally strong, delivering its most...

Bullish Signals

  • Q1 2026 revenue hit $1.63B, an 85% year-over-year increase.
  • Domestic revenue doubled to $1.28B with 104% growth.
  • U.S. government revenue expanded 84% to $687 million.
  • Full-year 2026 projections raised to $7.65–$7.66 billion.
  • GAAP net income totaled $871 million with a 53% margin.
  • Rule of 40 score reached an exceptional 145%.
  • Analysts see ~44% upside potential with Buy ratings.

Bearish Signals

  • Shares retreated 27% since January, trading near $128.
  • 200-day moving average at $160 shows descending trend.
  • Growth trajectory may already be reflected in valuations.
5
Somewhat Bullish +45

Palo Alto Networks Is Beating Palantir by 60% This Year. Is a Rebalancing Imminent?

AI-generated analysis

Palo Alto Networks (PANW) and Palantir Technologies (PLTR) have exhibited a significant divergence in performance during 2026, with PANW rising 41% year-to-date while PLTR has fallen 23%. This split highlights contrasting market narratives for two major AI-era enterprise software leaders. Palo Alto Networks is driven...

Bullish Signals

  • Palo Alto Networks raised FY2026 revenue guidance to $11.28B-$11.31B.
  • Non-GAAP operating margin hit 30% in Q2 FY2026.
  • Palantir Q4 2025 revenue grew 70% YoY to $1.41B.
  • Palantir U.S. commercial revenue surged 137% YoY to $507M.
  • Palantir Rule of 40 score reached an impressive 127%.

Bearish Signals

  • High valuation: Forward P/E 94x, price-to-sales 63x.
  • Government revenue concentration weighs on market sentiment.
  • Polymarket targets $126 for May 2026 rebound.
  • Performance gap with Palo Alto Networks risks rebalancing.
6
Bullish +75

Argus Just Upgraded Palantir to Buy After the Sell-Off. Is $190 the New Floor?

AI-generated analysis

Argus Capital Management has upgraded its rating on Palantir Technologies (NASDAQ:PLTR) from Hold to Buy, establishing a $190 price target following a significant sell-off in the stock after recent earnings. This bullish move coincides with Citi Group reiterating its Buy rating for the company while...

Bullish Signals

  • Argus upgraded PLTR to Buy with a $190 price target.
  • Citi reiterated Buy rating and raised target to $225.
  • Q1 2026 revenue surged 85% YoY to $1.633 billion.
  • U.S. commercial revenue jumped 133% driven by AI demand.
  • Management raised full-year 2026 revenue guidance to $7.662 billion.
  • Rule of 40 score stands at an impressive 145.
  • CEO Karp states the company cannot meet current demand.
  • Sustainability proven with 60% margins and 150% net retention.
  • Argus raised FY2026 EPS view by 15 cents to $1.47.

Bearish Signals

  • Shares fell 25% YTD amid elevated P/E of 154x and forward 114x.
  • Stock trades well below $164.26 200-day moving average indicating downside pressure.
  • Insider activity tilts toward selling, raising management confidence concerns.
  • Prediction markets assign only 0.06 probability to reaching $180 by May.
  • Analyst targets range from $190 to $225 highlighting valuation uncertainty.
7
Very Bullish +95

Palantir IR - Palantir

AI-generated analysis

Palantir Technologies Inc. (NASDAQ:PLTR) reported exceptional financial results for the first quarter ended March 31, 2026, driven by a massive surge in demand for its AI platforms. The company announced U.S. revenue growth of 104% year-over-year and total revenue growth of 85%, marking its highest-ever...

Bullish Signals

  • U.S. revenue surged 104% year-over-year.
  • Total revenue growth hit a record 85%.
  • Rule of 40 score reached an exceptional 145%.
  • Full-year revenue guidance raised to 71% growth.
  • U.S. commercial guidance increased to 120%.
8
Bullish +65

Palantir Price Prediction: Where Will The AI Stock Be In 2030?

AI-generated analysis

Palantir Technologies (NASDAQ: PLTR) is currently trading at $154.78, down from its 52-week high of $207.52 but recovering after a turbulent start to 2026 where shares fell 12.92% year-to-date. Despite the recent pullback, the stock remains up nearly 60% over the past 12 months. Analysts...

Bullish Signals

  • Revenue up 56.18% to $4.475 billion with FCF doubling.
  • U.S. commercial revenue growth jumped from 71% to 137%.
  • GAAP net income surged 251.59% to $1.625 billion.
  • High net dollar retention of 139% ensures sustainability.
  • Analysts maintain buy ratings with price targets near $200.

Bearish Signals

  • High 255x P/E leaves little room for error.
  • Stock down 12.92% YTD in 2026.
  • Slowing U.S. commercial revenue could compress valuation.
  • Defense budget shifts risk government contract revenue.
  • Bear case targets $137.73 by March 2027.
9
Bullish +65

Palantir Technologies Stock (PLTR) Opinions on Government AI Vendor Shifts | PLTR Stock News - Quiver Quantitative

AI-generated analysis

Palantir Technologies (PLTR) is experiencing a market dip of roughly 40% from its peaks, which social media users and analysts are framing as a buying opportunity. The company reported robust Q4 2025 performance with revenues reaching $1.4 billion, representing a 70% year-over-year increase. This financial...

Bullish Signals

  • Q4 2025 revenue hit $1.4B, up 70% year-over-year.
  • Unprecedented profitability with expanding margins and sustained cash flow.
  • Bullish analysts: four buy ratings and $200 median target.
  • FY26 guidance beats expectations for elite growth metrics.
  • Institutions like BlackRock significantly increase positions.

Bearish Signals

  • Insiders sold $300M in six months with no buys.
  • UBS Asset Management cut position by 77.1% ($8.5B).
  • Stock retreated 40% from recent peaks.
  • RBC Capital issued 'Underperform' rating on Nov 4, 2025.
10
Bullish +72

Palantir stock flashes a rare technical pattern that points to more upside

AI integration Company update AI-generated analysis

Palantir Technologies (PLTR) stock has formed a rare cup-and-handle technical pattern, suggesting a potential breakout above the $206 resistance level with upside targets near $250. The chart remains bullish as the stock stays above the Supertrend indicator and the MACD shows rising momentum, having recently...

Bullish Signals

  • Stock pattern signals breakout above $206 toward $250.
  • Q2 revenue jumped 93% YoY to $1.57 billion.
  • US government revenue rose 90% to $809 million.
  • Commercial revenue reached $764M with robust product adoption.
  • Analysts forecast Q3 revenue increase of ~84% to $2.18B.

Bearish Signals

  • Break below $175 invalidates bullish pattern.
  • High FCFE of 114 vs S&P 19 risks.
11
Bullish +65

Palantir Technologies Stock Gets a Price Target Increase from Cantor Fitzgerald Ahead of Earnings

Company update Price target change AI-generated analysis

Palantir Technologies (PLTR) shares rose on Monday following a price target increase from Cantor Fitzgerald analyst Thomas Blakey ahead of the company's Q3 2026 earnings report. Blakey maintained his Hold rating but raised his price target to $207 from $156, citing strong AI demand, workflow...

Bullish Signals

  • Cantor Fitzgerald raised PT to $207, +12.43% upside.
12
Bullish +65

Palantir Stock Price Forecast β€” What Analysts Expect Ahead of November 2 Earnings

Analyst upgrade Financial outlook AI-generated analysis

Palantir Technologies (PLTR) is set to report its third-quarter earnings on November 2, with Wall Street expecting a significant surge in revenue of 84.7% to $2.18 billion and an EPS increase to $0.41. Analysts remain optimistic about the company's growth trajectory, driven primarily by surging...

Bullish Signals

  • Goldman upgraded to Buy with $230 target, citing hard-to-copy engineer model.

Bearish Signals

  • Piper Sandler outlook cautious on defense spending concerns.
  • Q4 commentary expected to show budget expectation shifts.
13
Bullish +65

Palantir Stock Is Up 17% This Year. Why the Return Hides a 36% Drawdown

AI integration Analyst upgrade Earnings report AI-generated analysis

Palantir Technologies (PLTR) shares have gained 17.2% year-to-date, closing at $196.75 on October 23, though this rally masks a significant 36% drawdown from the January highs. The stock surged 29.45% following a robust second-quarter report in August, reaching a record close of $209.05 in October...

Bullish Signals

  • Q2 revenue surged 93% to $1.935B, beating expectations.

Bearish Signals

  • Trades at 121.5x earnings, sensitive to growth miss.
14
Bullish +75

Palantir (PLTR) Stock Surges Past $190 Mark on Defense Contracts and AI Expansion

AI integration Defense contract International expansion AI-generated analysis

Palantir Technologies (PLTR) shares surged over 3% to surpass the $190 mark, marking their highest level in approximately 12 months. This rally extends a broader three-month gain of 69%, driven by robust earnings beats and accelerating adoption of its Artificial Intelligence Platform. The stock's momentum...

Bullish Signals

  • Shares rose over 3% to surpass $190.
  • Stock surged 69% in three months on AI adoption.
  • Q2 revenue jumped 93% year-over-year to $1.94 billion.
  • Secured $48.1M U.S. Army ammunition-management platform deal.
  • Commercial remaining deal value grew 124% to $6.24B.

Bearish Signals

  • Valuation high at 160x TTM earnings.
15
Somewhat Bullish +45

Top analyst calls Palantir too big to ignore, resets rating

AI-generated analysis

Wolfe Research has upgraded its rating on Palantir (PLTR) from 'Underperform' to 'Peer Perform', marking the end of a long bearish streak for the data and AI software company. Analysts Alex Zukin and Joshua Tilton drove the change, citing that while Palantir is not 'too...

Bullish Signals

  • Wolfe upgrades Palantir from 'Underperform' to 'Peer Perform'.
  • Most applied enterprise AI company with growth outpacing competitors.
  • Proprietary Ontology layer gaining traction with accelerating 2026 bookings.
  • Wolfe estimates annual revenue growth of 39% through 2029.
  • Stock gained over 4% in five sessions after upgrade.

Bearish Signals

  • Palantir trades at 151x earnings, making it expensive.
  • Stock fell 2% after upgrade; market doubts catalyst strength.
  • Jefferies targets $70 with unsustainable enterprise value multiples.
  • CEO sold shares in May; no executive buys this year.
16
Bullish +65

Palantir in 2026: Can the AI Momentum Stock Keep Climbing?

AI-generated analysis

Palantir (PLTR) presents a divergence between its cooling stock price and accelerating operating fundamentals in early 2026. Despite a 24.21% year-to-date decline, the company delivered record Q1 2026 adjusted EPS of $0.33 and revenue growth of 84.7%, with U.S. commercial revenue surging 133%. Management has...

Bullish Signals

  • Q1 2026 EPS beat: $0.33 vs $0.2795 consensus.
  • U.S. commercial revenue surged 133% to $595 million.
  • Full-year guidance raised to ~71% growth, +10 points.
  • Rule of 40 metric hit 145%, rivaling NVIDIA peers.
  • Net dollar retention reached 150% for existing customers.
  • Remaining deal value expanded to $4.92 billion.
  • Maven Smart System usage quadrupled in last 12 months.
  • Wolfe Research upgraded stock to Peer Perform rating.
  • Q1 2026 free cash flow margin reached 57%.

Bearish Signals

  • Shares fell 3.08% after blocked Β£50m police contract.
  • NHS deal scrutiny adds regulatory friction risks.
  • Directors sold over 880,000 shares on May 20.
  • High P/E of 190 with triple-digit forward multiple.
  • Low free cash flow yield at just 0.68%.
17
Very Bullish +85

Palantir CEO pitches company as solution to AI spending concerns

AI-generated analysis

Palantir CEO Alex Karp is positioning his company as a critical intermediary for enterprises seeking to manage AI spending costs and avoid vendor lock-in with major model providers like Anthropic. He argues that companies should route their AI infrastructure through Palantir rather than signing directly...

Bullish Signals

  • Palantir Q1 2026 revenue hit $1.63B, up 85% YoY.
  • Full-year 2026 guidance raised with projected 71% growth rate.
  • US commercial revenue surged 104% YoY to 120% by year-end.
  • Adjusted EPS reached $0.33, proving profitability during rapid expansion.
  • Outcome-based pricing ties fees to business results for clear AI returns.

Bearish Signals

  • Palantir CEO warns huge AI spending without clear returns causes regret.
  • Companies hemorrhage money deploying AI disconnected from bottom line.
18
Bullish +65

Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead - 24/7 Wall St.

AI-generated analysis

The article argues that while Palantir (PLTR) is a popular retail favorite with strong recent growth, its valuation presents significant risks. Q4 2025 revenue surged 70% to $1.41 billion, and management guides FY2026 revenue between $7.18 billion and $7.20 billion. However, the stock trades at...

Bullish Signals

  • Alphabet Q1 EPS beat by 94.1% at $5.11.
  • Google Cloud revenue surged 63% to $20.03B.
  • Alphabet backlog doubled to over $460 billion.
  • Meta Q1 EPS beat by 56.79% at $10.44.
  • Meta maintains 82% gross and 41.4% operating margins.
  • Meta's Llama model eliminates third-party inference costs.
  • Alphabet owns full AI stack from chips to distribution.
  • Palantir Q4 revenue grew 70% to $1.41B.

Bearish Signals

  • High P/E of 191 and P/FCF near 148 imply lofty expectations.
  • Stock down 23.9% year to date shows recent market weakness.
  • $684 million stock comp impacts free cash flow generation.
  • Terminable contracts create revenue uncertainty for the company.
  • High customer concentration risks stability if major clients leave.
19
Slightly Bullish +25

How Can Palantir Be Down 26% in 2026 When Stocks Are Near All-Time Highs? - 24/7 Wall St.

AI-generated analysis

Palantir Technologies (PLTR) shares are trading near $130, down 4% for the day and roughly 26% year-to-date in 2026, creating a stark divergence from the broader market. While the S&P 500 ETF sits near all-time highs with a 9% gain, PLTR remains one of the...

Bullish Signals

  • Q1 2026 revenue grew 85% YoY to $1.633 billion.
  • U.S. commercial revenue surged 133% with strong domestic penetration.
  • Management raised full-year guidance for the largest amount ever.
  • CEO confirms high U.S. demand and significant backlog.
  • Rule of 40 score reached 145, balancing growth and profit.
  • Analysts target $183.73-$190 with 18 Buy ratings.

Bearish Signals

  • Trading at extreme 155x trailing P/E and 97x forward P/E.
  • Morningstar flags high uncertainty on market estimates and competition.
  • UK NHS data privacy controversy negatively impacts stock price.
  • Significant insider selling creates downward pressure on share price.
  • Major AI labs like OpenAI threaten Palantir's market position.
  • Retail sentiment shifted sharply bearish after recent earnings release.
  • Stock classified as 'already run' winner facing rotation risk.
20
Bullish +75

Palantir's stock could rise from this 'underpenetrated' sector core to its DNA

AI-generated analysis

Palantir Technologies (PLTR) is poised for potential growth as a major U.S. government contractor, according to bullish analyst Param Singh of Oppenheimer, who initiated coverage with an "outperform" rating and a $200-per-share price target on April 30, 2026. Singh highlights that while Palantir has established...

Bullish Signals

  • Oppenheimer analyst Param Singh initiated coverage with an outperform rating and a $200-per-share price target, signaling strong bullish sentiment despite recent market volatility.
  • Government spending on software/services is projected to grow from $490 billion in 2025 to $666 billion by 2029 (8% CAGR), creating an under-penetrated opportunity for Palantir.
  • Palantir's government revenue grew 53% year-over-year to $2.4 billion in 2025, with commercial revenue increasing even faster at a 60% increase compared with 2024.
  • Oppenheimer expects Palantir to grow government revenue at a compound annual growth rate of about 36% to reach $6.1 billion by the end of 2029.
  • New major deals include a $300 million contract with the U.S. Agriculture Department and Pentagon approval seeking for $2.3 billion on Maven Smart System in fiscal 2027.
  • Analysts view Palantir as a potential trillion-dollar company over the next few years, driven by its unique DNA and strategic importance to government and commercial customers.
  • Palantir is positioned to capture value from large-scale programs like the U.S. Golden Dome missile-defense program, expected to cost about $185 billion.

Bearish Signals

  • Palantir stock has dropped 22% year-to-date amid investor concerns that new artificial intelligence tools may disrupt software business models.
  • The company trades at a high valuation with a price-to-earnings ratio of 219, which has previously attracted criticism from some investors despite recent declines.