Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc - Ordinary Shares - Class A

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Market Cap$359.43B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Palantir Technologies Inc - Ordinary Shares - Class APalantir Technologies Inc - Ordinary Shares - Class A164.2-27%71.10.1

Earnings Call Q1 2026

May 4, 2026 - AI Summary

Blowout growth + guidance raise (good / surprising): Palantir reported Q1’26 revenue of $1.633B (+85% YoY, +16% QoQ)—its strongest Q1 YoY growth as a public company—and raised full-year 2026 revenue guidance midpoint to $7.656B (~+71% YoY). CFO also said this is an 11th straight quarter of accelerating revenue growth rate, and reiterated durability at scale.
U.S. acceleration is the core driver (good): U.S. revenue grew +104% YoY to $1.282B (+19% QoQ), reaching triple-digit growth in Q1 for the first time since DPO. U.S. commercial grew +133% YoY (+18% QoQ); U.S. government grew +84% YoY (+21% QoQ). Key operating “tell”: U.S. business is now 79% of total revenue. Customer count grew to 1,007 (+31% YoY).
AI platform demand + bookings/RPO strength (good): Management emphasized AIP as enabling “operational AI” (not just model output). Commercial traction: $1.3B commercial TCV bookings in Q1 (+42% YoY). Government: $2.4B TCV bookings (+61% YoY) and dollar-weighted duration bookings +135% YoY. Retention: net dollar retention 150% (noted as rising but not fully capturing recent U.S. acceleration since NDR excludes revenue from new customers acquired in the last 12 months). Balance/visibility: $11.8B total remaining deal value (+98% YoY) and $4.5B RPO (+134% YoY).

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$172.71

Target Price by Analysts

21.5% upsidePalantir Technologies Target Price DetailsTarget Price
$17.84

Current Fair Value

87.5% downside

Overvalued by 87.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$359.43 Billion
Enterprise Value$357.86 Billion
Dividend Yield$- (-)
Earnings per Share$0.69
Beta1.52
Outstanding Shares2,393,869,000

Return

Return on Equity27.00%ROE
Return on Assets22.37%
Return on Invested Capital23.31%

Valuation & Multiples

P/E Ratio164.25P/E Ratio
PEG53.55PEG
Price to Sales71.1Price to Sales
Price to Book Ratio47.4Price to Book Ratio
Enterprise Value to Revenue68.5
Enterprise Value to EBIT174.16
Enterprise Value to Net Income156
Total Debt to Enterprise0
Debt to Equity0.09Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 11, 2026
EPS Estimate
$0.28
Average shareholder expectation
Revenue Estimate
$1.54 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 3, 2026
EPS Estimate
$0.35
Average shareholder expectation
Revenue Estimate
$1.81 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.1868 14.37%
Total Calls96,713,380 4.64%
Total Puts114,777,762 8.50%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %55.09% 0.79%
Total Invested$209.37B 11.13%
Investors Holding3,177 65.00%

ESG Score

No data

About Palantir Technologies Inc

CEO: Alexander Karp

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, directly influencing corporate tax structures and the overall tax burden on Palantir, similar to the Finance committee but with a technical gatekeeper role.

Finance

This powerful committee controls taxation and trade policy, which directly influences corporate valuations, profitability, and investment decisions for all companies, including Palantir.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise cash flow for defense, intelligence, and other government programs, directly impacting Palantir's order books and revenue from federal contracts.

Judiciary

This committee oversees antitrust laws and intellectual property, crucial areas for a major software company like Palantir. It also oversees the DOJ, which could be a significant client for Palantir's data analytics solutions.

Armed Services

Palantir is a significant defense contractor. This committee oversees the Department of Defense and authorizes the annual NDAA, directly determining funding, procurement, and R&D for military technologies that are core to Palantir's government segment.

Budget

This committee sets overall spending ceilings and influences the macroeconomic environment, directly impacting the federal budget allocations for defense, intelligence, and other agencies that are major clients for Palantir.

Select Committee on Intelligence

Palantir is a key contractor for the Intelligence Community (CIA, NSA). Members of this committee receive classified briefings directly relevant to Palantir's core government business and contracts, offering significant potential for non-public material information.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, including 'Big Tech,' data privacy, and AI regulation, which are critical areas directly impacting Palantir as a major software and data analytics provider.

Homeland Security and Governmental Affairs

This committee oversees the Department of Homeland Security, a key federal client for Palantir, and regulates government procurement and AI in federal operations, directly impacting Palantir's core business model and contract opportunities.