Palantir Technologies Inc. PLTR
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The news check keeps the assessment current.
General analysis — not personal advice.
Existing positions can be maintained while new positions should be timed after upcoming reports or consolidation.
Exceptional growth and profitability are weighed against already high expectations and valuation, supporting the hold signal.
The market reacts positively to record growth and new AI partnerships while simultaneously discussing high valuation levels and insider sales.
HOLD is the call. Positive is the market mood. High risk means a lot can go wrong.
Latest change
- 3 Nov 2026 — The report shows record growth driven by commercial expansion that for the first time surpassed government revenue.
The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.
Show all changes (2) — follow the company freeAbout the company
Palantir Technologies develops software platforms for data integration and decision-making. The company delivers Gotham, Foundry, Apollo and AIP to government and commercial customers. Operations are profitable with strong growth, especially in the US commercial sector.
Bull case
Strong growth in the US commercial segment and new enterprise partnerships support continued momentum.
Bear case
High valuation, accounting criticism and insider sales create short-term uncertainty.
Sensitivity analysis
| Factor | If it weakens | If it strengthens |
|---|---|---|
| US commercial growth | Slowdown in commercial growth → lower revenue growth and margin expansion. | Continued strong US commercial growth → higher revenues and strengthened market position. |
| Government contracts and Maven program | Reduced or lost government contracts → lower visibility in revenue forecasts. | New large government deals via Maven → increased long-term revenue stability. |
Why this signal
Exceptional growth and profitability are weighed against already high expectations and valuation, supporting the hold signal.
Recent news
Palantir reported Q3 2026 revenue of USD 2.313 billion (+96 % YoY). US commercial revenue surpassed US government revenue for the first time. The company raised full-year guidance to USD 8.53 billion and adjusted free cash flow to USD 4.8–5.0 billion. The stock fell to USD 178.34 after the report due to high valuation.