Palantir Technologies (PLTR) Resumen de Acciones
Palantir Technologies Inc. construye y despliega plataformas de software para la comunidad de inteligencia con el fin de ayudar en las investigaciones y operaciones antiterroristas en Estados Unidos, el Reino Unido e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 6/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en PLTR a partir de nuestros controles de riesgos.
PLTR Community Fair Values
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Analyst Price Targets
Top Community Narratives
Competidores de Palantir Technologies Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$132.51 |
| Máximo en las últimas 52 semanas | US$207.52 |
| Mínimo de 52 semanas | US$118.93 |
| Beta | 1.52 |
| Cambio en 1 mes | -7.40% |
| Variación en 3 meses | -2.52% |
| Cambio de 1 año | 7.07% |
| Variación en 3 años | 800.82% |
| Variación en 5 años | 441.96% |
| Variación desde la OPV | 1,294.84% |
Noticias y actualizaciones recientes
Seeking Alpha • May 26
Palantir: Still Not Enough Evidence For A Sell Case Here
Summary Palantir Technologies Inc. remains a Hold due to strong growth offset by persistent overvaluation and significant SBC and dilution risks. PLTR's AIP platform drives accelerating commercial revenue, gross margin expansion, and broader customer adoption, supporting premium pricing. Stock-based compensation and tax-deferred asset risks loom, but PLTR's $7.47B investment portfolio and rising interest income partially hedge these pressures. Despite high valuation and dilution overhang, PLTR's robust earnings, cash position, and strategic flexibility preclude a Sell rating. Read the full article on Seeking Alpha
Nueva narrativa • May 20
Palantir Will Anchor AI-Driven Growth in the Next Five Years
Palantir is evolving into the defining AI infrastructure company for the West, and its Q1 2026 results made that unmistakably clear. With U.S. revenue up 104% year over year, record deal value approaching $12B, and operational deployments like GE Aerospace’s 26% production lift and the Navy’s ShipOS cutting approval times from 200 hours to 15 seconds, Palantir is proving that AIP is not a demo—it’s the first real enterprise‑scale AI platform.
Nueva narrativa • May 16
Palantir is strategic geopolitical asset at the intersection of AI, defense, and Western alliances.
Investment Memorandum – Palantir Technologies Inc. (NYSE: PLTR) Date: May 2026 1.Recent updates
Seeking Alpha • May 26
Palantir: Still Not Enough Evidence For A Sell Case Here
Summary Palantir Technologies Inc. remains a Hold due to strong growth offset by persistent overvaluation and significant SBC and dilution risks. PLTR's AIP platform drives accelerating commercial revenue, gross margin expansion, and broader customer adoption, supporting premium pricing. Stock-based compensation and tax-deferred asset risks loom, but PLTR's $7.47B investment portfolio and rising interest income partially hedge these pressures. Despite high valuation and dilution overhang, PLTR's robust earnings, cash position, and strategic flexibility preclude a Sell rating. Read the full article on Seeking AlphaNueva narrativa • May 20
Palantir Will Anchor AI-Driven Growth in the Next Five Years
Palantir is evolving into the defining AI infrastructure company for the West, and its Q1 2026 results made that unmistakably clear. With U.S. revenue up 104% year over year, record deal value approaching $12B, and operational deployments like GE Aerospace’s 26% production lift and the Navy’s ShipOS cutting approval times from 200 hours to 15 seconds, Palantir is proving that AIP is not a demo—it’s the first real enterprise‑scale AI platform.Nueva narrativa • May 16
Palantir is strategic geopolitical asset at the intersection of AI, defense, and Western alliances.
Investment Memorandum – Palantir Technologies Inc. (NYSE: PLTR) Date: May 2026 1.
Nueva narrativa • Mar 18
My take on Palantir
For me, the story behind this company is the following. I read Alex Carpe's book, The Philosopher in the Valley, and I loved how structured and driven he was.Nueva narrativa • Mar 03
Analysis of Palantir Technologies: Commercial Acceleration and Financial Maturity
Palantir Technologies Inc. has evolved from a specialized government contractor into a broad-market software provider.Nueva narrativa • Feb 24
Palantir: High-Quality AI Infrastructure, but Valuation Leaves Little Room for Error
Palantir’s story is about becoming the decision engine inside complex organisations. While it is often described as an artificial intelligence company, its real strength lies in integrating data, software, and operational workflows into systems that organisations depend on to make critical decisions.Nueva narrativa • Feb 23
Valuation Analysis of Palantir Technologies: Growth Assumptions and Market Expectations
Palantir Technologies builds software that allows governments and large organisations to integrate, analyse, and act on complex data. It's platforms, such as Gotham for defence and intelligence and Foundry for commercial enterprises, help users make operational and strategic decisions.Artículo de análisis • Feb 06
Need To Know: Analysts Are Much More Bullish On Palantir Technologies Inc. (NASDAQ:PLTR)
Shareholders in Palantir Technologies Inc. ( NASDAQ:PLTR ) may be thrilled to learn that the analysts have just...
Actualización de narrativa • Jan 31
Stepping Aside on Palantir
I’ve exited my Palantir position, expecting lower prices. We could revisit the 120–107 range.
Nueva narrativa • Jan 30
The Architect of Sovereignty: Palantir’s Premium Paradox at $149
Palantir’s journey into 2026 is the story of a "Black Box" defense contractor that successfully transformed into the central nervous system of the global enterprise. Once whispered about in the halls of intelligence agencies, the company’s Artificial Intelligence Platform (AIP) has moved from secretive government basements to the front lines of heavy industry and sovereign AI alliances.Actualización de narrativa • Nov 09
Palantir Stock: AI Flywheel Is Now a Cash Machine
Palantir Technologies (NYSE: PLTR) just delivered what may be its most important quarter yet. Revenue grew 63% year-over-year to $1.18 billion , while profitability reached new highs with 40% GAAP net income margins.Actualización de narrativa • Nov 03
Palantir: Redefining Enterprise Software for the AI Era
Palantir Did It Again! Palantir came into Q2 priced for perfection...Actualización de narrativa • Aug 06
Palantir: Redefining Enterprise Software for the AI Era
Palantir Did It Again! Palantir came into Q2 priced for perfection...Seeking Alpha • Apr 28
Palantir Q1 Earnings Preview: Nothing Stops The AI Train
Summary I reiterate my "buy" rating for Palantir as the company reports its Q1 earnings on 5th of May, where revenue and EPS are expected to grow 35.9% and 62.9% YoY respectively. I had upgraded my rating to “buy” in March on the back of a strong Q4 FY24 earnings and since then the stock is up 25%, hugely outperforming the S&P500. The last two weeks saw some notable developments in the federal space, where NATO acquired Palantir’s Maven Smart System and it also teamed up with Google for its FedStart initiative. Despite a noisy macro backdrop, AI continues to remain a robust growth vector as is evidenced by latest earnings reports from ASML, TSMC, Google and ServiceNow. As a result, I remain optimistic that Palantir is headed higher as we enter the application phase of the AI Revolution, with a price target of $134. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Palantir Scores Large Contracts Going Into Q1'25 Reporting
Summary Palantir Technologies is expected to report strong q1'25 earnings, driven by significant new contracts in the banking, defense, and industrial markets. Reshoring manufacturing may drive the expansion of Palantir Warp Speed, a platform that can orchestrate industrial automation. The firm’s capital-light operating structure and strategic growth initiatives support stronger margins as revenue scales. Despite high valuation risks, Palantir's dominance in AI and robust growth justify the premium, with potential for further gains in defense and industrial sectors. Read the full article on Seeking AlphaSeeking Alpha • Apr 08
Palantir's Meltdown Is Well Deserved - Upgrade To Hold
Summary Palantir, PLTR's stock has drastically pulled back by -40.9% due to the bursting AI bubble and the macroeconomic/geopolitical uncertainties, despite its leading AI platform and minimal competition. The stock's extremely expensive valuations and exhausted buying power have also contributed to the painful selloff, with DOGE spending cuts/higher recessionary risks potentially impacting its prospects. Despite the correction, PLTR remains inflated compared to peers, with the limited near-term recovery catalysts yet deserving a Buy rating. Given the ongoing uncertainties, interested investors are advised to wait for further pullbacks to the 200 DMA/$57 ranges for an improved margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Palantir: It's Like Nvidia In 2022 (Rating Upgrade)
Summary Palantir's Q4 FY24 revenue surged 36% YoY, beating expectations by 7.6%, with FY25 revenue projected to grow above 31%, driven by AIP's 54% YoY growth. Palantir's US Commercial and Government segments saw accelerated growth, with US Commercial revenue up 64% YoY and Government revenue up 45% YoY. Despite a high valuation, Palantir's earnings are expected to grow at a 50% CAGR over the next three years, with revenue growing in the 30%+ range, justifying a premium price target of $136. With declining cost per token for inference set to explode compute demand and organizations building with AI, Palantir is at an inflection point in the AI Revolution, warranting a “buy "rating. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Palantir: AIP Con Solidified Its Future But Too Much Upside Is Priced In
Summary Palantir has shown impressive growth, closing 660 deals worth at least $1 million and achieving a 272.61% return over the past year. Despite strong business metrics, I believe Palantir's current valuation is dangerous and could lead to significant short-term downside. Risks include high valuation, increased competition, and heavy reliance on interest income and stock-based compensation, which dilutes shareholders. While I remain long-term bullish, I wouldn't add to my position unless Palantir's share price drops significantly, ideally to around $33. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Palantir: The Knife Can Fall More (Technical Analysis)
Summary Potential investors for Palantir are probably tempted to bottom fish amid the recent selloff. However, my technical analysis indicates a "falling knife" scenario. The stock price has fallen below key support levels, and I expect heightened volatility ahead by the widened Bollinger Bands. In terms of business operations, PLTR's balance of growth and profit (with a rule of 40 score of 68) could support sustainable growth. Due to these mixed signals, I recommend caution and will remain on the sidelines. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
Palantir Will Benefit From Government Efficiency
Summary Palantir may benefit from the Department of Government Efficiency bringing forth spending inefficiencies across government agencies, potentially driving stronger investment is Palantir's AI platforms. Palantir may also benefit from the reshoring of manufacturing operations with its Warp Speed offering and usher in Industry 4.0. I believe PLTR shares may have overshot their intrinsic value in the recent sell-off following the suggestion of reallocation of spending at the DoD. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Palantir's Insane Valuations: Lessons From The Dot-Com Bubble
Summary Palantir's high growth in revenue and operating income is overshadowed by significant reliance on interest income and heavy stock-based compensation, leading to investor dilution. Insider selling at Palantir is rampant, signaling potential overvaluation, and posing headwinds to continued further upside. Valuation metrics suggest it would take 17–20 years for investors to recover their investment, highlighting the stock's excessive and irrational pricing. Drawing parallels to the Dot-Com bubble, I recommend cashing in gains and reallocating to stocks with more reasonable valuations like Alphabet, Meta, or Netflix. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Palantir - 92 Times Sales Is Absurd (Rating Downgrade)
Summary Palantir stock traded at 92 times sales and 617 times GAAP earnings when this article was written. Its free cash flow was $0.51 per share in the TTM period. It would take decades for that to add up to the current stock price even if Palantir's historical 25% FCF growth rate persisted. Basically Palantir cannot pay back its investors what they are paying for it today in a reasonable timeframe. Palantir is a strong company, but it is approaching a 2000 tech bubble-like valuation. There'll probably be a major correction at some point. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Palantir: A Pivotal Quarter That Changes The Whole Outlook
Summary While being the most expensive SaaS business in the market, there's a plausible narrative that Palantir may be fairly valued at a mere 30% revenue CAGR. Q4 2024 results give confidence to prior concerns of lacking customer count growth, which is a core driver of the scalability of the business. The launch and proper monetization of Palantir’s AIP product, along with its bootcamp strategy, have driven accelerated revenue growth and customer scalability. Record low customer acquisition costs and improved sales efficiency have fueled strong U.S. commercial segment growth and promising future revenue, as indicated by robust contract metrics. Palantir's growth is of extremely high quality, showcasing not only accelerating growth but also doing so while delivering margin expansion. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Palantir Soars After Blowing Away Q4 Estimates
Summary Palantir Technologies Inc. reported a strong earnings beat, with revenue up 36% YoY and EPS beating estimates by 30%, driving PLTR shares up over 20%. The company closed 129 deals worth at least $1 million in Q4, with commercial contracts intake totaling $803 million, indicating robust future revenue. Management's 2025 guidance forecasts $3.75 billion in revenue and $1.6 billion in free cash flow, suggesting ongoing business growth acceleration. Despite strong operational performance, Palantir's high valuation at 160x free cash flow makes it less attractive compared to other high-growth AI companies like Nvidia and Broadcom. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
DeepSeek And LLM 'Commoditization': Understanding The Palantir's Bull Case
Summary I began covering Palantir Technologies Inc. in May 2024 at $24, now raising my target to $250 per share due to high expected volatility. I detail AI's evolution from LLMs to Gen AI 2.0 and AI Agents, and explain why I believe Palantir is poised to capitalize on the next wave of AI solutions. My new $250 target is grounded in the fact that AI adoption seems to be exceeding that of SaaS, expected to hit $175-250 billion by 2027 according to McKinsey. Despite market concerns, I view DeepSeek's impact as overstated, and I doubt their $6 million development cost. I think LLM “commoditization” will benefit Palantir by providing cheaper, efficient AI solutions. The Trump administration's deregulation and ties with Silicon Valley, including Palantir, acts as a further catalyst for the company. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
Palantir: Buyer Beware, Momentum Cuts Both Ways (Rating Downgrade)
Summary Palantir Technologies Inc.'s stock skyrocketed in 2024, driven largely by trading multiple expansion and to a lesser extent by fundamental business performance. The stock's Price-to-Sales ratio has soared to 65x, reflecting investor enthusiasm for AI despite the absence of Nvidia-like hypergrowth at Palantir. A reverse DCF model reveals the unrealistic sales growth expectations baked into PLTR's current market pricing, suggesting overvaluation. Given the inflated valuation and terrible risk/reward, I am downgrading PLTR stock to a “Strong Sell.”. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
Palantir To Face DOGE: Potential Bogeyman Through The Next 4 Years
Summary Palantir's valuation is excessively high, trading at 55x revenue and 161x free cash flow, significantly above peers like Nvidia and Snowflake. DOGE's push for transparency and cost efficiency threatens Palantir's government contracts, adding to risks from high costs, long sales cycles, and proprietary systems. Profitability concerns based on heavy reliance on share-based compensation, and labor-intensive, long-dated product delivery cycles. Moreover, Palantir faces competitive pressures from Snowflake, Databricks, and Microsoft Azure. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Palantir: 20% Correction After A 4x Run Means Little (Technical Analysis)
Summary Palantir Technologies Inc. stock is in a technical bear market, down 20% from its all-time high. Analysts predict a 20% annual EPS growth, but even with a 30% growth assumption, PLTR stock trades at 50 times the projected 2029 EPS. Sentiment is changing, which is good for the contrarian in me. Consider selling cash-secured puts or covered calls to profit from volatility and secure better entry points or premiums. Read the full article on Seeking AlphaNueva narrativa • Jan 02
Palantir Technologies will see a 25% revenue surge in 3 years
Given the valuation data provided, and drawing from broader market sentiment and historical trends, here's an analysis of Palantir Technologies Inc. including potential market risks:Valuation AnalysisSeeking Alpha • Dec 31
Palantir: How Is The Options Market Positioning Itself For The New Year?
Summary Palantir's stock surged 360.6% due to AI integration, strong financial performance, strategic government contracts, and inclusion in major indices, raising its valuation significantly. The current forward P/E ratio of 173x is unsustainable, suggesting a potential correction, especially given the stock's price now exceeds analyst targets by 80%. Analyzing options trades reveals mixed sentiments: Some traders are bearish, betting on price drops, while others are bullish, expecting stability or slight increases. Given the high valuation and potential for a correction, closely monitoring options market activities can provide insights into future stock price movements. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Palantir: Too Good To Sell, Too Pricey To Buy
Summary Palantir's aggressive revenue growth, solid operating leverage, and strong AI market tailwinds make it fundamentally robust and promising for long-term investors. However, the stock might face a bumpy road in early 2025 due to historically weak seasonal patterns in the first few months. I believe a 4% upside potential is not particularly attractive, especially given the recent aggressive insider selling. Read the full article on Seeking Alpha
Nueva narrativa • Dec 18
Palantir: Redefining Enterprise Software for the AI Era
Palantir’s financial performance underscores its impressive growth trajectory and operational efficiency. Over the past year, earnings surged by 223%, with a compound annual growth rate (CAGR) of 52.4Rentabilidad de los accionistas
| PLTR | US Software | Mercado US | |
|---|---|---|---|
| 7D | -3.4% | -1.0% | 1.3% |
| 1Y | 7.1% | -9.4% | 27.7% |
Rentabilidad vs. Industria: PLTR superó a la industria US Software, que obtuvo un rendimiento del -9.4% el año pasado.
Rentabilidad vs. Mercado: PLTR obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.7% el año pasado.
Volatilidad de los precios
| PLTR volatility | |
|---|---|
| PLTR Average Weekly Movement | 7.0% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Precio estable de las acciones: PLTR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de PLTR (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2003 | 4,395 | Alex Karp | www.palantir.com |
Palantir Technologies Inc. construye y despliega plataformas de software para la comunidad de inteligencia con el fin de ayudar en las investigaciones y operaciones antiterroristas en Estados Unidos, Reino Unido e internacionalmente. Proporciona Palantir Gotham se integra con otras plataformas para ofertas de defensa que permite a los usuarios ver, comprender y actuar en el espacio de batalla moderno; centros de operaciones hasta el borde táctico; integración de datos de dominios y sensores en tiempo casi real; y conocimiento de la situación y aceleración de la toma de decisiones operativas, así como facilita el traspaso entre analistas y usuarios operativos, ayudando a los operadores a planificar y ejecutar respuestas del mundo real a las amenazas que se han identificado dentro de la plataforma. La empresa también ofrece Palantir Foundry, una plataforma que ayuda a las organizaciones a operar mediante la creación de un sistema operativo central para sus datos; y permite a los usuarios individuales integrar y analizar los datos que necesitan en un solo lugar.
Resumen de fundamentos de Palantir Technologies Inc.
| Estadísticas fundamentales de PLTR | |
|---|---|
| Capitalización bursátil | US$327.47b |
| Beneficios(TTM) | US$2.28b |
| Ingresos (TTM) | US$5.22b |
139.2x
Ratio precio-beneficio (PE)60.8x
Ratio precio-ventas (PS)¿Está PLTR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de PLTR | |
|---|---|
| Ingresos | US$5.22b |
| Coste de los ingresos | US$832.01m |
| Beneficio bruto | US$4.39b |
| Otros gastos | US$2.11b |
| Beneficios | US$2.28b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.95 |
| Margen bruto | 84.07% |
| Margen de beneficio neto | 43.67% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado PLTR a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/27 14:21 |
| Precio de las acciones al final del día | 2026/05/27 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Palantir Technologies Inc. está cubierta por 42 analistas. 30 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| William Power | Baird |
| Yi Fu Lee | Benchmark Company |
| Mariana Perez Mora | BofA Global Research |