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PLPLTR

Palantir Technologies Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 85% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (6.9K/wk), no spike
$PLTR·$480B·Software - Infrastructure·Technology
$186.03-7.2%YTD+15.1%1Y+4.4%
Price updated 6h ago·X counts updated 5d ago
PLPLTR
$PLTRPalantir Technologies Inc.
$186.03-7.22%6.9k posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $PLTR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

6,930X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $PLTR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 88% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data22 posts analyzed · as of 2026-10-02

Sentiment leans bullish on momentum and execution — Maven Smart System's US defense user count doubled to 100,000, the "rule of 83 → rule of 155" meme is being passed around, and bulls who called the move at $120 are quietly waiting for $200+. The honest dissent is one voice asking "am I crazy for thinking PLTR is extremely overvalued" at ~74x trailing, and a 10-high-multiple callout naming PLTR as a classic sky-high name.

Read what X is saying about $PLTR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PLTR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Defense-and-enterprise AI software with absurd growth and an even more absurd multiple — the next print has to carry both.

Palantir sells data and AI platforms into US defense, intelligence, and large enterprises. The product-market fit question most SaaS companies are still working on, Palantir has resolved — the only question left is how much growth justifies a ~70x sales multiple.

  • Growth is the real thing, not spin: Q1 revenue grew 85% YoY at a 46% operating margin, and Maven Smart System's US defense user base doubled to 100,000 — this is a company monetizing deployment velocity, not just winning RFPs.
  • The multiple is where the risk sits: at ~74x trailing earnings and 81% of its 52-week range, the stock has priced several more quarters of acceleration — any deceleration into the 60s on revenue growth is the first real excuse to compress the multiple.

The setup into Nov 2 earnings is tight — volume compressed below average while the stock sits near 52-week highs. A clean beat with commercial US growth holding above 60% YoY is what trips the next leg; a decel back into the 50s is where the overvaluation voice finally has data to point at.

Agrees with X sentimentThe bullish execution read on X is grounded — Maven adoption and the rule-of-155 inflection are real datapoints. The one 'extremely overvalued at 74x' voice is also right on math; both can be true, which is why I'm leaning real-business+coiling rather than hot-momentum+accelerating.

What to watch: Nov 2 earnings — US commercial revenue growth (needs 60%+), net dollar retention, and any color on international commercial. A commercial decel into the 50s or a soft NDR is the first real crack.

On the calendar: 2026-11-02 — Q3 earnings

event ahead 30dhigh multiple

Read the AI verdict on $PLTR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds AI data platforms for US intelligence agencies, military, and commercial enterprises to analyze complex operational data.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $PLTR.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $PLTR

Partial — Builds AI data platforms for US intelligence agencies, military, and commercial enterprises to analyze complex operational data.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
142.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
22.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
38.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
59.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
32.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
84.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.41$0.34+19.0%
Q1 2026May 4, 2026$0.33$0.29+13.8%
Q4 2025Feb 2, 2026$0.25$0.23+8.6%
Q3 2025Nov 3, 2025$0.21$0.17+25.1%
Next earningsMon, Nov 2·consensus EPS $0.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+84.7%86.8%46.2%$0.36$891.8M
Q4 FY25$1.4B+70.0%84.6%40.9%$0.26$764.0M
Q3 FY25$1.2B+62.8%82.4%33.3%$0.20$501.9M
Q2 FY25$1.0B+48.0%80.8%26.8%$0.14$531.6M

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.2B$8.2B – $8.3B$1.59$1.28 – $1.7322
FY27$12.3B$11.7B – $13.0B$2.29$1.61 – $2.9323
FY28$17.9B$16.9B – $19.4B$3.42$2.61 – $4.1317
FY29$33.4B$31.6B – $36.3B$6.70$6.21 – $7.4313
FY30$70.1B$66.2B – $76.0B$14.38$13.34 – $15.968

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 9Eric H. WoerschingDirector1.0K sh$205KSellOct 8Stat Lauren Elaina FriedmanDirector5.0K sh$1.0MSellOct 8Ryan D. TaylorSee Remarks18.0K sh$3.6MSellOct 1Stat Lauren Elaina FriedmanDirector1.3K sh$254KSellSep 15Alexander D. MooreDirector16.0K sh$2.8MSellSep 1Stat Lauren Elaina FriedmanDirector1.3K sh$245KSellAug 21Jeffrey BuckleySee Remarks1.3K sh$218KSellAug 20Jeffrey BuckleySee Remarks2.1K sh$359KSellAug 20Alexander C. KarpSee Remarks492.3K sh$86.1MSellAug 17Alexander D. MooreDirector16.0K sh$2.8M
1–10 of 26
+ 21 other (9 awards · 6 conversions · 4 exempts · 2 gifts) in window

See when $PLTR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PLTR filed an 8-K (Item 2.02) reporting its financial results, filed 2026-08-03. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KShareholder voteJun 98-K — Item 5.07: Shareholder vote
AI summary

Palantir Technologies (PLTR) held its 2026 Annual Meeting on June 3, 2026, with all seven director nominees elected, including Alexander Karp, Stephen Cohen, Peter Thiel, Alexander Moore, Alexandra Schiff, Lauren Friedman Stat, and Eric Woersching. The meeting utilized a tri-class voting structure (Class A = 1 vote, Class B = 10 votes, Class F = ~160-1,260 votes per share depending on proposal), concentrating significant control in founding insiders. Additional proposals (2-6) were voted on but the body excerpt was truncated before final tabulation; the filing is routine governance disclosure with no immediate financial impact.

8-KPress release / Reg FDMay 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PLTR reported period ending 2026-05-04 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 10 other (3 13Gs · 2 10-Qs · 2 PX14A6Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Palantir stock reverses after hitting key resistance: is it a good buy?invezz.com·11h agoEnterprise Software Stocks Fall as AI Financing Worries Spread: Palantir and ServiceNow Drop 5%, Salesforce Slides 4%247wallst.com·15h agoPalantir's Potential Next Catalyst After Retail Profit-Takingmarketbeat.com·16h agoOndas and Palantir Launch Regna AI to Expand Sovereign AI Capabilitieszacks.com·16h agoPalantir Stock Is Near Its Record. Here's the Price at Which I'd Buy It.fool.com·17h ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAgentic AI & Enterprise SoftwareDefense & Drones

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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