All articles tagged with #palantir
Dell’s stock fell despite reporting 1,000 new AI Factory customers last quarter, bringing its AI client base to about 5,000 as enterprises move AI workloads in-house; the company is pushing in-house AI with the Deskside Agentic AI and partnering with Google, Palantir and SpaceX, while analysts rate the stock a Moderate Buy with an average target of $218.87, implying about 7.3% downside.
Palantir argues the traditional software-as-a-service model is fading in favor of platform-based, customizable data operating systems that integrate across tools and data. The company positions its Foundry platform as a long‑term, bespoke solution that emphasizes deep data integration and ongoing partnerships over one‑off SaaS licenses, signaling a shift in how enterprise software is sold and deployed.
Palantir’s Q1 results show accelerating growth powered by its AI Platform, with revenue up 85% YoY to $1.63B—the 11th straight quarter of accelerating growth—driven by strong US commercial demand and a government win (USDA). Margins are robust (adjusted operating margin 60%, GAAP net income margin 53%), and the company posts a Rule of 40 of 145% with net revenue retention at 150%, signaling a durable moat. Valuation remains premium (forward P/S ~42x, forward P/E ~93x), but analysts see potential upside if EPS doubles and growth persists; Palantir sits on a debt-free balance sheet with roughly $8B in cash. Overall, while expensive, the growth trajectory and margins make a compelling case for a long-term buy for some investors, with a Moderate Buy consensus and about 45% upside to a ~$188 target.
SAP and Palantir are expanding their partnership to use AI-powered data-migration tooling alongside SAP’s migration toolchain to accelerate cloud ERP migrations for customers, with Accenture as a global partner. The effort includes Palantir AIP for data migrations, SAP Endorsed App on the SAP Store, and a planned SAP Solution Extension for SAP Cloud ERP, targeting faster value realization and AI-enabled operations in 2026 and beyond.
Palantir reports Q1 2026 revenue up 85% to $1.633B with a 60% operating margin and a Rule of 40 score of 145%, prompting a raised outlook; however the stock fell about 6% after the results and is down around 22% year-to-date, as one investor argues the results are strong but not enough against lofty expectations, while Wall Street maintains a bullish consensus with a 12-month target near $187.56 (roughly 36% upside).
Palantir Technologies posted 85% year-over-year revenue growth in Q1, the fastest growth since going public, driven by broader adoption of its AI Platform across Commercial and Government segments. Despite the strong top line and profitability gains, PLTR is down about 22% year-to-date as investors worry the rally is priced in, given its lofty valuation (forward P/E around 94x, forward P/S about 43x). Wall Street remains cautiously optimistic: Benchmark issued a Hold, while Truist issued a Buy, noting Palantir’s ongoing revenue growth and role as an AI infrastructure layer, but warning that the stock needs sustained “hyper” growth of 70–80% to justify the premium.
The FAA is piloting an AI initiative called SMART with Thales, Air Space Intelligence, and Palantir to forecast airspace demand and adjust departure timing, aiming to reduce delays without replacing safety-critical controller duties. The effort focuses on upstream planning using schedules and weather data to smooth flows, with an operational demonstration targeted for September 2026 and no finalized budget line item yet. NATCA has backed the broader modernization push as the project progresses.
Both SoundHound AI (SOUN) and Palantir Technologies (PLTR) beat Q1 2026 earnings but the stocks slid on valuation concerns; SOUN posted $44.2 million in revenue and a 6-cent loss while reaffirming 2026 guidance and is rated Strong Buy with roughly 45% upside, whereas PLTR delivered $0.33 EPS on $1.63 billion revenue (up 85% YoY) but trades near 100x forward earnings with a Moderate Buy and ~36% upside; Palantir’s larger scale and government/enterprise contracts provide stability, while SoundHound’s smaller, unprofitable profile implies higher risk and less visibility on margins. The bottom line: valuation and profitability trajectories are the key forks for investors deciding which AI stock to own.
Palantir posted an 85% year‑over‑year revenue jump to $1.63 billion in Q1—the fastest growth since going public—driven by surging AI demand, but the stock slid on concerns the company is now priced for perfection at a multibillion-dollar valuation; billionaire short-seller Michael Burry reportedly bets against PLTR while CEO Alex Karp defends Palantir’s “scarce” AI platform and warns that competitors’ demos overstate capabilities. Analysts remain cautiously optimistic with a Moderate Buy consensus and an average target around $187, signaling substantial upside if momentum holds.
Michael Burry says he sold his entire GameStop stake and opened an outright short on Palantir, arguing the proposed eBay deal conflicts with his Instant Berkshire thesis and would entail too much leverage. He also expanded bearish bets by buying puts on the iShares Semiconductor ETF (SOXX), the Nasdaq-100 (QQQ), and Nvidia, with additional shorts on Palantir and Tesla, signaling a broad bearish stance on AI-focused tech stocks.
Palantir posted an 85% year-over-year revenue increase in the first quarter, led by strong demand from the U.S. government and commercial clients, signaling continued growth for the data-analytics software company.
Palantir Technologies reported its Q1 2026 results with revenue up 85% year-over-year and raised its full-year guidance.
Palantir posted Q1 2026 revenue of $1.633B, up 85% YoY, with U.S. revenue at $1.282B (+104%), U.S. commercial revenue $595M (+133%), and government revenue $687M (+84%). Total TCV reached $2.41B, remaining RDV $4.92B; GAAP net income $871M and GAAP EPS $0.34; adjusted EBITDA $990M and adjusted EPS $0.33. Cash/near-cash liquidity stood around $8.0B (about $2.29B in cash and equivalents plus $5.73B in marketable securities). Palantir raised its full-year 2026 revenue guidance to $7.65–$7.662B (about 71% YoY), with U.S. commercial revenue guided above $3.224B (over 120% YoY); adjusted op income guidance to $4.44–$4.452B and adjusted free cash flow to $4.2–$4.4B, while continuing to expect GAAP quarterly profitability. The company’s Rule of 40 stands at 145%.
An Oppenheimer analyst initiated Palantir (PLTR) coverage with an Outperform rating and a $200 target, arguing Palantir’s Ontology moat, growing U.S. government AI software spending, and an expanding commercial base justify a premium. With government and commercial opportunities expanding (government software spend expected to reach about $666B by 2029 and a $2.1T commercial TAM by 2030), Palantir’s land-and-expand strategy supports bullish momentum, while the market remains mindful of valuation. The stock carries a Moderate Buy consensus and about 31–38% upside to a near-term target.
Palantir Technologies is due to report Q1 2026 results today. The options market is pricing in roughly a 9.8% move in PLTR after earnings, with a three-quarter average around 9.28%. Analysts expect revenue to reach about $1.54B (roughly +74% YoY) and earnings near $0.28 per share, with Palantir maintaining profitability through 2026. Management’s full-year revenue target is $7.18–$7.19B, supported by AI Platform momentum and expanding US commercial demand, plus steady government contracts. The Street’s consensus is Moderate Buy with a $191.74 target (~38% upside). PLTR has fallen ~19% YTD on valuation concerns.