NASDAQ:PLTR
Palantir Technologies (PLTR)
Financials 
Technical Analysis 
Jun 11, 2026, 12:00 amThis summary was created by AI, based on 38 opinions in the last 12 months.
Palantir Technologies Inc. (PLTR-Q) is experiencing strong revenue growth, particularly in its government and defense sectors, achieving an impressive annual growth of around 85% in the last quarter. Despite this success, concerns surrounding its high valuation persist, with many experts noting a price-to-earnings ratio exceeding 200x, causing caution among investors. There is a considerable enthusiasm about the company's role in AI-driven analytics, which is positioned as a critical asset for many organizations. However, the volatility in its stock price, combined with contrasting sentiment due to speculation from notable investors like Michael Burry, creates a complex outlook for prospective shareholders. While the overall performance indicators support a bullish perspective, the market's reaction to valuation concerns may suggest potential risks ahead.
PLTR's numbers were solid: 63% revenue growth, high margins, strong balance sheet, and guidance was raised. Business is good. But the stock dropped, on usual valuation concerns. Also, Michael Burry (famous from 'The Big Short') has bet against the company, and this has worried some investors. EPS of 21c beat estimates of 17c; revenue of $1.18B beat estimates of $1.09B. EBITDA of $606B beat estimates by 21%. Palantir's accelerated sales cycle continues to be fueled by expanding use of its Ontology product with large language models for mission-critical applications. US Commercial customer growth eased slightly to 9% sequentially vs. 12% in the prior two quarters, while remaining deal value growth improved to 30% in 3Q from 20% in 2Q, indicating larger up-front orders. The net retention rate climbed to 134%, with strong results in the Government segment serving as a key driver. Though Palantir's Commercial segment gains outside the US remain tepid, the company likely lifted its US win rates against traditional data-warehousing vendors by using its Ontology offering to differentiate integrations with frontier LLM providers.
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PLTR's numbers were solid: 63% revenue growth, high margins, strong balance sheet, and guidance was raised. Business is good. But the stock dropped, on usual valuation concerns. Also, Michael Burry (famous from 'The Big Short') has bet against the company, and this has worried some investors. EPS of 21c beat estimates of 17c; revenue of $1.18B beat estimates of $1.09B. EBITDA of $606B beat estimates by 21%. Palantir's accelerated sales cycle continues to be fueled by expanding use of its Ontology product with large language models for mission-critical applications. US Commercial customer growth eased slightly to 9% sequentially vs. 12% in the prior two quarters, while remaining deal value growth improved to 30% in 3Q from 20% in 2Q, indicating larger up-front orders. The net retention rate climbed to 134%, with strong results in the Government segment serving as a key driver. Though Palantir's Commercial segment gains outside the US remain tepid, the company likely lifted its US win rates against traditional data-warehousing vendors by using its Ontology offering to differentiate integrations with frontier LLM providers.
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Now becoming a core player in AI decision-making. New AI platform driving over 40% revenue growth YOY. US government continues to rely heavily on it for defense and intelligence software. Government sales up more than 50%, and commercial adoption accelerating. PE ratio more than 600x. Value: 2/10.
Hold, or take some profits off the table. On a healthy pullback, she'd take a look at it.
Added again yesterday. 12-month price target of $180.50. The place to work on AI in Silicon Valley. $363B market cap. So popular because total addressable market is massive. CEO is one of the smartest guys in the Valley. No dividend.
(Analysts’ price target is $153.91)
Kim Bolton
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Premium contentPalantir Technologies Inc. is a public American software company that specializes in big data analytics. Founded in 2003, the company is headquartered in Denver, Colorado. Palantir's platforms, including Palantir Gotham and Palantir Foundry, are designed to integrate and analyze data from various sources. The company serves a broad range of customers including commercial enterprises and government agencies, primarily focusing on defense, intelligence, and law enforcement sectors. Social media mentions are up 27.5% in the past 24h.
Has strong margins and cash flow. Their organic revenue growth is 35% for 2025; hard to find another software company like this. Yes, the PE is rich at 229x and he gets why so many are skeptical. Yes, a pullback is possible.
Joe TerranovaIt reports after the closing bell. Owns a small position. A year ago, they were all-in with AI. They already had a proven track record with government. She expects 38% and 53% revenue and earnings growth this quarter. The chart looks exponential, but it will march higher tomorrow. PLTR is one of the few companies implementing AI, a rare pure-play.
Bryn TalkingtonPremium contentPalantir Technologies Inc. is a pioneering data analytics company that provides software solutions to a broad range of industries, including government, finance, healthcare, and manufacturing. Established in 2003, the company has grown to become a prominent player in the data analytics field, offering platform solutions that enable organizations to effectively integrate, visualize, and analyze large volumes of data. Palantir's key products include Palantir Gotham, Palantir Metropolis, and Palantir Foundry. Social media mentions are up 5.1% in the past 24h.
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Palantir reported a revenue of 1.18B, which is a 17.7% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood at 974M, marking a 20.1% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 21.7% in the past 24h.