PLTRPalantir Technologies Inc.
Palantir Technologies Inc. sells software platforms for government and enterprise data analytics, with a focus on integrating vast datasets into actionable intelligence. The next catalyst is Nov 3, 2026 — Q3 2026 Earnings Release, which will test whether the company can sustain its 56% YoY revenue growth and maintain its 47.5% net margin.
- Revenue hit $5.75B in 2026, with U.S. commercial revenue up 149% YoY.
- Net income reached $2.73B, with a 47.5% net margin, driven by strong operational leverage.
- Shareholders’ equity stands at $7.39B, with no debt on the balance sheet.
The schedule
- Tue3Nov
Q3 earnings print testing the sustainability of hyper-growth against extreme valuation multiples.
- Thu14Jan
Expected renewals of key Titan and IL6 government contracts under the incoming defense budget.
- Tue9Feb
Full-year 2026 results and crucial initial outlook for FY27.
- Tue4May
First-quarter results tracking early FY27 execution and commercial AI adoption.
- Tue3Aug
Mid-year earnings print assessing dual-segment traction in a stabilizing macro environment.
Past
- Tue22Sep
Interim update on AIP bootcamp conversion metrics and commercial pipeline expansion.
- Wed13May
Actual outcome: Mixed · $135.14 at outcome
Palantir reported in-line EPS of $0.36 and delivered strong underlying growth, highlighted by its U.S. business segment doubling year-over-year alongside significant profit expansion. However, despite the impressive fundamental performance, the stock declined as extreme valuation concerns meant that years of growth were already priced in, leaving shares well below the bull target.
Palantir reported in-line EPS of $0.36 and delivered strong underlying growth, highlighted by its U.S. business segment doubling year-over-year alongside significant profit expansion. However, despite the impressive fundamental performance, the stock declined as extreme valuation concerns meant that years of growth were already priced in, leaving shares well below the bull target.
- Mon2Feb
Actual outcome: Bear · $130.01 at outcome
Palantir reported a Q4 EPS beat ($0.25 vs. $0.2302), but the stock fell 12.0% and breached the bear floor of $148.00. The negative reaction was driven by the market rejecting the results as insufficient to justify the extreme valuation, which was the key risk entering the event. Concerns over the pace of Commercial segment acceleration or 2026 guidance triggered the feared multiple contraction, pushing the price down to $132.74.
Palantir reported a Q4 EPS beat ($0.25 vs. $0.2302), but the stock fell 12.0% and breached the bear floor of $148.00. The negative reaction was driven by the market rejecting the results as insufficient to justify the extreme valuation, which was the key risk entering the event. Concerns over the pace of Commercial segment acceleration or 2026 guidance triggered the feared multiple contraction, pushing the price down to $132.74.
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