Palantir Technologies Performance degli utili passati
Criteri Il passato verificati 6/6
Palantir Technologies ha registrato una crescita degli utili a un tasso medio annuo di 79.7%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 31.8%. I ricavi sono stati in crescita a un tasso medio annuo di 28%. Il ritorno sul capitale proprio di Palantir Technologies è 30.7% e ha margini netti di 49%.
Informazioni chiave
79.69%
Tasso di crescita degli utili
79.83%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 28.04% |
| Rendimento del capitale proprio | 30.66% |
| Margine netto | 49.00% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • Sep 08
Palantir Is Out Of Catalysts (Rating Downgrade)
Summary Palantir Technologies Inc. delivered a record Q2 '26, with 93% YoY revenue growth and major beats in U.S. commercial and government segments. PLTR raised FY2026 guidance substantially, but its elevated valuation (108x P/E, 50x EV/Sales) and lack of near-term catalysts create downside risk. The AI sovereignty strategy advanced with Nebius as a preferred infrastructure partner and an expanded PwC alliance, reinforcing PLTR's differentiated enterprise AI positioning. I am downgrading PLTR stock not on fundamentals but due to timing, sentiment, and valuation overhang, with technicals suggesting further downside if support breaks. I hereon share my sentiment on Palantir and why I think the risk-reward is unfavorable at current levels. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 03
PLTR: AI Demand And Record Q2 Execution Will Drive Long-Term Upside
Analysts have lifted the Palantir Technologies price target from $185.70 to $191.68 as they factor in higher modeled revenue growth, stronger profit margins, and a lower assumed future P/E multiple following what several firms describe as an exceptional Q2 and reinforced AI demand. Analyst Commentary Recent research highlights a wide range of views on Palantir Technologies, with most firms reacting to the Q2 report and updated guidance.
Aggiornamento narrativa • Aug 19
PLTR: Record AI Wins Will Likely Struggle To Justify Lofty Expectations
Palantir Technologies' fair value estimate has been raised by analysts from $96.21 to $99.77. The change reflects updated assumptions for slightly higher revenue growth, a modestly higher discount rate, resilient profit margins and Street research that highlights what analysts describe as exceptional recent results, stronger U.S. commercial momentum and expanding AI partnerships.
Nuova narrativa • Aug 11
The Fifty-Five Percent Margin Is A Tax Holiday, Not The Business
Palantir's Q2 2026 was genuinely extraordinary: revenue of $1.935 billion grew 93% year over year, US commercial revenue grew 149%, and the company raised full-year guidance to roughly $8.15 billion, about 82% growth. That part of the story is real and it is the reason to be interested.Articolo di analisi • Aug 11
Palantir Technologies' (NASDAQ:PLTR) Solid Earnings Are Supported By Other Strong Factors
Palantir Technologies Inc. ( NASDAQ:PLTR ) recently posted some strong earnings, and the market responded positively...Aggiornamento narrativa • Aug 04
PLTR: Surging AI Demand Will Likely Outrun Execution And Regulatory Risks
Analysts have lifted their fair value estimate for Palantir Technologies from $90.50 to $96.21, citing higher Street price targets in the $156 to $245 range, supported by stronger recent revenue trends, record profitability, raised 2026 guidance, and ongoing traction for the company’s AI platform across U.S. commercial and government customers. Analyst Commentary Street research on Palantir Technologies has turned meaningfully more constructive in recent months, with several firms lifting price targets into a wide range from about US$80 to US$245 and, in some cases, upgrading ratings after what multiple analysts describe as exceptional quarterly results and stronger profitability.
Aggiornamento narrativa • Aug 03
Palantir: Redefining Enterprise Software for the AI Era
Earlier this year, I exited my Palantir position, expecting lower prices and a potential revisit to the $107–$120 range. While I maintained that it remains a great company, the valuation and price action did not look attractive in the near/medium term, leading me to seek better opportunities elsewhere.Aggiornamento narrativa • Jun 26
PLTR: Elevated AI Hype Will Likely Outrun Execution And Regulatory Setbacks
Analysts have lifted their price target on Palantir Technologies to $90.50 from $87.03 as they factor in higher assumed revenue growth, improved profit margins, and a lower future P/E multiple that underpins the updated fair value estimate. Analyst Commentary Recent research on Palantir Technologies highlights a mix of optimism around its Artificial Intelligence Platform and concerns around how much of that story is already reflected in the stock.Nuova narrativa • Jun 25
Palantir hits 52 week low.
Palantir has not stopped growing its earnings and revenue, making now an opportune time to initiate a position near its 52-week low. An effective strategy for a long-term position is to scale in across three buying increments.Articolo di analisi • Jun 20
Palantir Technologies (PLTR) Stock Could Be 20% Overvalued Even If Growth Stays Strong
Palantir Technologies (PLTR) continues to attract attention as investors assess its position in data analytics and AI software, with the stock recently closing at $128.47 and a market value of about $308b. See our latest analysis for Palantir Technologies. Recent trading in Palantir Technologies has been choppy, with the share price down 6.5% over the past month and 14.7% over 90 days. The year to date share price return has declined 23.5%, while the three year total shareholder return...Nuova 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.
Nuova 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.
Nuova 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.Nuova 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.Nuova 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.Nuova 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.Articolo di analisi • 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...Aggiornamento narrativa • Jan 31
Stepping Aside on Palantir
I’ve exited my Palantir position, expecting lower prices. We could revisit the 120–107 range.Aggiornamento 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.Aggiornamento narrativa • Nov 03
Palantir: Redefining Enterprise Software for the AI Era
Palantir Did It Again! Palantir came into Q2 priced for perfection...Aggiornamento 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Palantir Technologies guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 6,156 | 3,017 | 1,944 | 641 |
| 31 Mar 26 | 5,224 | 2,282 | 1,816 | 584 |
| 31 Dec 25 | 4,475 | 1,625 | 1,715 | 558 |
| 30 Sep 25 | 3,896 | 1,095 | 1,713 | 586 |
| 30 Jun 25 | 3,441 | 763 | 1,625 | 559 |
| 31 Mar 25 | 3,115 | 571 | 1,554 | 533 |
| 31 Dec 24 | 2,866 | 462 | 1,481 | 508 |
| 30 Sep 24 | 2,646 | 477 | 1,335 | 446 |
| 30 Jun 24 | 2,479 | 405 | 1,292 | 434 |
| 31 Mar 24 | 2,334 | 299 | 1,273 | 425 |
| 31 Dec 23 | 2,225 | 210 | 1,269 | 405 |
| 30 Sep 23 | 2,125 | 147 | 1,285 | 377 |
| 30 Jun 23 | 2,045 | -48 | 1,312 | 373 |
| 31 Mar 23 | 1,985 | -256 | 1,319 | 361 |
| 31 Dec 22 | 1,906 | -374 | 1,299 | 360 |
| 30 Sep 22 | 1,830 | -561 | 1,279 | 362 |
| 30 Jun 22 | 1,744 | -539 | 1,250 | 355 |
| 31 Mar 22 | 1,647 | -498 | 1,246 | 378 |
| 31 Dec 21 | 1,542 | -520 | 1,226 | 387 |
| 30 Sep 21 | 1,431 | -513 | 1,274 | 397 |
| 30 Jun 21 | 1,328 | -1,264 | 1,591 | 617 |
| 31 Mar 21 | 1,205 | -1,236 | 1,466 | 593 |
| 31 Dec 20 | 1,093 | -1,166 | 1,353 | 561 |
| 30 Sep 20 | 1,000 | -1,186 | 1,187 | 542 |
| 30 Jun 20 | 901 | -472 | 761 | 304 |
| 31 Mar 20 | 811 | -502 | 741 | 294 |
| 31 Dec 19 | 743 | -588 | 771 | 306 |
| 31 Dec 18 | 595 | -598 | 744 | 285 |
Guadagni di qualità: PLTR ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di PLTR (49%) PLTR sono più alti rispetto allo scorso anno (22.2%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: PLTR è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 79.7% all'anno.
Accelerare la crescita: La crescita degli utili di PLTR nell'ultimo anno ( 295.2% ) supera la media quinquennale ( 79.7% all'anno).
Guadagni vs Settore: La crescita degli utili PLTR nell'ultimo anno ( 295.2% ) ha superato la percentuale del settore Software 27.2%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 30.7% ) di PLTR è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/10 23:54 |
| Prezzo dell'azione a fine giornata | 2026/09/10 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Palantir Technologies Inc. è coperta da 41 analisti. 30 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Power | Baird |
| Mariana Perez Mora | BofA Global Research |
| Thomas Blakey | Cantor Fitzgerald & Co. |