Palantir Technologies（PLTRUS）株式概要パランティア・テクノロジーズ社は、米国、英国、および国際的なテロ対策調査および作戦を支援するため、情報機関向けにソフトウェア・プラットフォームを構築、展開している。 詳細PLTRUS ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長6/6過去の実績6/6財務の健全性6/6配当金0/6報酬収益は年間31.8%増加すると予測されています 過去1年間で収益は299.8%増加しました リスク分析PE市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るPLTRUS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$136.5051.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b20b2016201920222025202620282031Revenue US$19.6bEarnings US$8.5bAdvancedSet Fair ValueView all narrativesPalantir Technologies Inc. 競合他社AppLovinSymbol: NasdaqGS:APPMarket cap: US$187.2bSAPSymbol: XTRA:SAPMarket cap: €184.6bSalesforceSymbol: NYSE:CRMMarket cap: US$152.1bCadence Design SystemsSymbol: NasdaqGS:CDNSMarket cap: US$103.8b価格と性能株価の高値、安値、推移の概要Palantir Technologies過去の株価現在の株価US$136.5052週高値US$205.8552週安値US$126.90ベータ1.521ヶ月の変化0.37%3ヶ月変化-9.60%1年変化3.61%3年間の変化n/a5年間の変化n/aIPOからの変化171.37%最新ニュースお知らせ • Jun 05Palantir Technologies Hosts AIPCon 10 Featuring Customer-Led Demos of Foundry, Aip, Ontology, and ApolloPalantir Technologies Inc. hosted AIPCon 10 on Thursday, June 4, 2026, bringing AIPCon back for its tenth edition and spotlighting how AI amplifies the real-world tradecraft of Palantir customers. AIPCon 10 will feature customer-led demos of Foundry, AIP, Ontology, and Apollo in production across organizations including Kirkland & Ellis, McCarthy Building, U.S. Department of Agriculture, Hertz, Nscale, Accenture, Parts Town, and others. Online viewers will get access to exclusive customer content and behind-the-scenes material.お知らせ • Jun 04Palantir and Kirkland & Ellis Partner to Transform Private Equity Fundraising with Exclusive Ai-Powered Fund Enterprise PlatformPalantir Technologies Inc. and Kirkland & Ellis announced the launch of a proprietary enterprise platform designed to transform private equity fundraising. The platform is part of a multiyear partnership expansion to deliver together custom solutions tailored to the needs of Kirkland’s clients by leveraging Palantir’s Artificial Intelligence Platform (AIP). The fund formation engine will enable Kirkland to securely scale its institutional knowledge and judgment, streamline complex legal workflows and more efficiently support fund formation clients and their investors across the entire private equity fundraising lifecycle. Kirkland is widely recognized as a market leader in legal services for private equity and other investment funds, having supported nearly $500 billion in capital raised or targeted for clients in 2025 alone. Through its work with Palantir, Kirkland is building a new operating model for legal services: one that centralizes and compounds the expertise of its most senior lawyers, embeds that expertise across workflows and makes it available at scale across more than 1,000 lawyers supporting its Investment Funds Group. Unlike off-the-shelf legal AI tools, this platform is built around Kirkland’s own institutional knowledge, workflows, tradecraft, and judgment. Kirkland partnered with Palantir for its ontological expertise to build the connective tissue across the fundraising lifecycle, linking funds, market technology, obligations and transaction history into a single operational system. This allows knowledge that has historically lived across a vast number of attorneys, documents and spreadsheets to be structured and applied directly in the flow of execution, improving transparency, speed, consistency, and decision-making. The platform is designed to support end-to-end private funds workflows, from fund documentation and investor solutions to side letter drafting, obligation tracking, closing commitments and ongoing compliance. Every step in the process is informed by Kirkland’s institutional memory, market data and decades of knowledge, without the latency inherent in old methods for tapping these sources.Buy Or Sell Opportunity • May 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to US$155. The fair value is estimated to be US$124, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.お知らせ • May 07Palantir Technologies Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Palantir Technologies Inc. provided earnings guidance for the second quarter and full year 2026. For the period, the company expects revenue of between $1.797 billion to $1.801 billion. For the full year, the company raised revenue guidance to between $7.650 billion to $7.662 billion and the continue to expect GAAP operating income and net income in each quarter of this year.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.36 (vs US$0.091 in 1Q 2025)First quarter 2026 results: EPS: US$0.36 (up from US$0.091 in 1Q 2025). Revenue: US$1.63b (up 85% from 1Q 2025). Net income: US$870.5m (up 307% from 1Q 2025). Profit margin: 53% (up from 24% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.お知らせ • Apr 28Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026.最新情報をもっと見るRecent updatesお知らせ • Jun 05Palantir Technologies Hosts AIPCon 10 Featuring Customer-Led Demos of Foundry, Aip, Ontology, and ApolloPalantir Technologies Inc. hosted AIPCon 10 on Thursday, June 4, 2026, bringing AIPCon back for its tenth edition and spotlighting how AI amplifies the real-world tradecraft of Palantir customers. AIPCon 10 will feature customer-led demos of Foundry, AIP, Ontology, and Apollo in production across organizations including Kirkland & Ellis, McCarthy Building, U.S. Department of Agriculture, Hertz, Nscale, Accenture, Parts Town, and others. Online viewers will get access to exclusive customer content and behind-the-scenes material.お知らせ • Jun 04Palantir and Kirkland & Ellis Partner to Transform Private Equity Fundraising with Exclusive Ai-Powered Fund Enterprise PlatformPalantir Technologies Inc. and Kirkland & Ellis announced the launch of a proprietary enterprise platform designed to transform private equity fundraising. The platform is part of a multiyear partnership expansion to deliver together custom solutions tailored to the needs of Kirkland’s clients by leveraging Palantir’s Artificial Intelligence Platform (AIP). The fund formation engine will enable Kirkland to securely scale its institutional knowledge and judgment, streamline complex legal workflows and more efficiently support fund formation clients and their investors across the entire private equity fundraising lifecycle. Kirkland is widely recognized as a market leader in legal services for private equity and other investment funds, having supported nearly $500 billion in capital raised or targeted for clients in 2025 alone. Through its work with Palantir, Kirkland is building a new operating model for legal services: one that centralizes and compounds the expertise of its most senior lawyers, embeds that expertise across workflows and makes it available at scale across more than 1,000 lawyers supporting its Investment Funds Group. Unlike off-the-shelf legal AI tools, this platform is built around Kirkland’s own institutional knowledge, workflows, tradecraft, and judgment. Kirkland partnered with Palantir for its ontological expertise to build the connective tissue across the fundraising lifecycle, linking funds, market technology, obligations and transaction history into a single operational system. This allows knowledge that has historically lived across a vast number of attorneys, documents and spreadsheets to be structured and applied directly in the flow of execution, improving transparency, speed, consistency, and decision-making. The platform is designed to support end-to-end private funds workflows, from fund documentation and investor solutions to side letter drafting, obligation tracking, closing commitments and ongoing compliance. Every step in the process is informed by Kirkland’s institutional memory, market data and decades of knowledge, without the latency inherent in old methods for tapping these sources.Buy Or Sell Opportunity • May 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to US$155. The fair value is estimated to be US$124, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.お知らせ • May 07Palantir Technologies Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Palantir Technologies Inc. provided earnings guidance for the second quarter and full year 2026. For the period, the company expects revenue of between $1.797 billion to $1.801 billion. For the full year, the company raised revenue guidance to between $7.650 billion to $7.662 billion and the continue to expect GAAP operating income and net income in each quarter of this year.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.36 (vs US$0.091 in 1Q 2025)First quarter 2026 results: EPS: US$0.36 (up from US$0.091 in 1Q 2025). Revenue: US$1.63b (up 85% from 1Q 2025). Net income: US$870.5m (up 307% from 1Q 2025). Profit margin: 53% (up from 24% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.お知らせ • Apr 28Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026.お知らせ • Apr 15Palantir Technologies Inc. to Report Q1, 2026 Results on May 04, 2026Palantir Technologies Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026Board Change • Apr 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Eric Woersching was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • Mar 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Peruvian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Feb 12Palantir Technologies Inc. Receives DISA Authorization for PFCS Forward, Extending IL5 and IL6 Accreditation to On-Premises and Edge DeploymentsPalantir Technologies Inc. announced that the Defense Information Systems Agency (DISA) has authorized Palantir Federal Cloud Service (PFCS) Forward, extending PFCS's existing Impact Level 5 and Impact Level 6 Provisional Authorizations to include on-premises and edge deployments. With this authorization, Palantir's technology stack, including its platforms--Apollo, Gotham, Foundation, and AIP--and underlying infrastructure like Rubix, can be deployed across any environment, from enterprise data centers to the tactical edge, on hardware of the customer's choosing. This hardware-agnostic approach gives U.S. Government customers a single, repeatable accreditation package that adapts to any architecture they require, whether a large-scale, on-premises data center deployment or a small form factor designed to be mobile and survivable in the back of a vehicle. PFCS Forward significantly accelerates the U.S. Government's ability to deploy multivendor architectures to the edge, critical for the survivability and resilience of mission-critical workloads. For industry partners, Palantir FedStart and Palantir's Mission Manager now unlock on-premises and edge deployment alongside cloud. The model is "authorize once, use many." PFCS Forward provides a Provisional Authorization (PA) package, including an eMASS record, inherited by every end customer. Customers using PFCS Forward can significantly reduce time to Authorization to Operate (ATO) by eliminating site-specific implementation, documentation, and assessment of software security controls. The authorization aligns with the Department of War's modernization priorities: streamlined authorization processes, accelerated software acquisition, and commercial solutions. By removing one of the biggest obstacles to rapid deployment, PFCS Forward enables the Department and its partners to move at mission speed.Reported Earnings • Feb 03Full year 2025 earnings released: EPS: US$0.69 (vs US$0.20 in FY 2024)Full year 2025 results: EPS: US$0.69 (up from US$0.20 in FY 2024). Revenue: US$4.48b (up 56% from FY 2024). Net income: US$1.63b (up 252% from FY 2024). Profit margin: 36% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.お知らせ • Feb 03Palantir Technologies Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026Palantir Technologies Inc. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenue of between $1.532 - $1.536 billion. For the year, the company expects revenue of between $7.182 - $7.198 billion. GAAP operating income and net income in each quarter of this year.お知らせ • Jan 13Palantir Technologies Inc. to Report Q4, 2025 Results on Feb 02, 2026Palantir Technologies Inc. announced that they will report Q4, 2025 results After-Market on Feb 02, 2026お知らせ • Dec 04Palantir Launches Chain Reaction to Build American AI Infrastructure; Founding Partners Include CenterPoint Energy and NVIDIAPalantir Technologies Inc.unveiled Chain Reaction, the operating system for American AI infrastructure. The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout, and it requires software built for an entirely different scale. Chain Reaction is designed to address this directly by accelerating the AI buildout with energy producers, power distributors, data centers and infrastructure builders to: Transform aging power generation into high-uptime resources capable of meeting AI’s massive demand; Stabilize and expand the power grid to meet surging demand from data centers and electrification; Accelerate construction of new generation, transmission, and compute capacity; Enable the design, development, and reproducibility of future hyperscale data centers supporting AI workloads Chain Reaction’s founding partners include CenterPoint Energy and NVIDIA.お知らせ • Nov 21Palantir Achieves Information Security Registered Assessors Program Protected Level, Unlocking New Opportunities in AustraliaPalantir Technologies Inc. announced it has achieved the IRAP PROTECTED level under the Australian Information Security Registered Assessors Program (IRAP), further enabling Australian government agencies and commercial organizations to leverage Palantir Foundry with confidence. IRAP assessment completion at the PROTECTED level is a key requirement for organizations working with Australian government agencies. Palantir's achievement enables a broader set of Australian customers to leverage Palantir's platforms--while meeting stringent national security and privacy standards. The assessment was conducted by an independent third-party IRAP assessor in accordance with the requirements set forth by the Australian Signals Directorate (ASD). Palantir Platform Australia (PPA) delivers advanced cloud services--including Foundry and AIP--hosted in Australian Amazon Web Services (AWS) regions and designed to meet the needs of both government and commercial customers.Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$0.20 (vs US$0.064 in 3Q 2024)Third quarter 2025 results: EPS: US$0.20 (up from US$0.064 in 3Q 2024). Revenue: US$1.18b (up 63% from 3Q 2024). Net income: US$475.6m (up 231% from 3Q 2024). Profit margin: 40% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.お知らせ • Nov 04+ 1 more updatePalantir Technologies Inc. Revises Earnings Guidance for the Full Year 2025Palantir Technologies Inc. revised earnings guidance for the full year 2025. For the period, the company is raising revenue guidance to between $4.396 - $4.400 billion. The company is raising U.S. commercial revenue guidance to in excess of $1.433 billion, representing a growth rate of at least 104%.お知らせ • Oct 27Red Cat Holdings, Inc. Successfully Completes Flight Testing of Palantir's VNav Software on Black Widow™? DroneRed Cat Holdings, Inc. announced the successful flight testing of its Black Widow™? drone equipped with Palantir Technologies Inc. Visual Navigation (VNav) Software. The test demonstrated that the Black Widow™? drone, currently part of the U.S. Army's Short Range Reconnaissance (SRR) program of record, can navigate in GPS-denied conditions using Palantir's visual-based navigation software. This marks the first known commercial demonstration of visual navigation software on a drone already accepted into a U.S. Army program. VNav uses edge-based sensor fusion to generate real-time position estimates from visual cues and inertial data, enabling navigation in denied or degraded environments. Over a multi-day series of tests, Red Cat and Palantir engineers evaluated VNav across nominal and GPS-denied conditions, including high-speed and low-altitude flights. The testing sequence validated: Full integration of VNav with the Black Widow™? flight controller, including compatibility with GPS-assisted operation; Accurate navigation in simulated GPS-denied environments; Reliable operation at altitudes as low as 150 feet AGL and speeds up to 16 mph; Robust performance in twilight and extremely low-light conditions; A simulated reconnaissance mission with dynamic flight parameters, completed successfully without GPS or human input. These results helped define a preliminary performance envelope for VNav on the Black Widow system. The final mission demonstrated VNav's ability to navigate a complete ISR mission profile, including cruising to a target, describing for surveillance, flying local waypoints, and returning, all without GPS and with continuous additional awareness. Palantir engineers reported that VNav achieved a mean positional error of approximately 7 meters over a 2.7-kilometer route. No additional hardware was required for any of the flights, as VNav runs entirely on the Black Widow's existing onboard sensors. Red Cat and Palantir are working toward a formal Army demonstration and full productized VNav capability for all field Black Widow systems.お知らせ • Oct 14Palantir Technologies Inc. to Report Q3, 2025 Results on Nov 03, 2025Palantir Technologies Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.14 (vs US$0.06 in 2Q 2024)Second quarter 2025 results: EPS: US$0.14 (up from US$0.06 in 2Q 2024). Revenue: US$1.00b (up 48% from 2Q 2024). Net income: US$326.7m (up 144% from 2Q 2024). Profit margin: 33% (up from 20% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.お知らせ • Aug 05+ 1 more updatePalantir Technologies Inc. Provides Earnings Guidance for the Third Quarter of 2025Palantir Technologies Inc. provided earnings guidance for the third quarter of 2025. For third quarter of 2025, the company expects revenue of between $1.083 billion – $1.087 billion.お知らせ • Jul 15Palantir Technologies Inc. to Report Q2, 2025 Results on Aug 04, 2025Palantir Technologies Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Eric Woersching was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jun 30+ 1 more updatePalantir Technologies Inc.(NasdaqGS:PLTR) dropped from Russell Midcap Growth IndexPalantir Technologies Inc.(NasdaqGS:PLTR) dropped from Russell Midcap Growth IndexRecent Insider Transactions • May 24CFO & Treasurer recently sold US$4.3m worth of stockOn the 21st of May, David Glazer sold around 34k shares on-market at roughly US$126 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Recent Insider Transactions • May 15Insider recently bought US$1.2m worth of stockOn the 8th of May, Heather Planishek bought around 10k shares on-market at roughly US$116 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • May 06First quarter 2025 earnings released: EPS: US$0.091 (vs US$0.048 in 1Q 2024)First quarter 2025 results: EPS: US$0.091 (up from US$0.048 in 1Q 2024). Revenue: US$883.9m (up 39% from 1Q 2024). Net income: US$214.0m (up 103% from 1Q 2024). Profit margin: 24% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.お知らせ • May 06+ 1 more updatePalantir Technologies Inc. Provides Earnings Guidance for the Second Quarter of 2025Palantir Technologies Inc. provided earnings guidance for the second quarter of 2025. For second quarter of 2025, the company expects revenue of between $934 million – $938 million.お知らせ • Apr 28Palantir Technologies Inc., Annual General Meeting, Jun 05, 2025Palantir Technologies Inc., Annual General Meeting, Jun 05, 2025.お知らせ • Apr 15Palantir Technologies Inc. to Report Q1, 2025 Results on May 05, 2025Palantir Technologies Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025お知らせ • Mar 14R1 Launches 'R37' an AI Lab to Transform Healthcare Financial Performance in Exclusive Partnership with PalantirR1 and Palantir Technologies have partnered to launch R37, an advanced AI lab dedicated to revolutionizing healthcare financial performance. By combining R1's deep category expertise in payer-provider dynamics and proprietary technology capabilities with Palantir's cutting-edge AI tools, the lab will develop intelligent automation solutions to address the most pressures in healthcare reimbursement at an impressive speed and scale. Administration costs now account for more than 40% of U.S. hospital expenses, with over $160 billion spent annually on RCM. As providers face escalating economic pressures and complex payer relationships, AI-native solutions have become a necessity. R37 will drive comprehensive automation in revenue cycle operations,reengineering labor-intensive processes such as coding, billing, and denials management to significantly improve efficiency, accuracy, and cash flow for healthcare organizations. R1's extensive reach--serving 94 of the top 100 U.S. health systems--uniquely positions it to transform RCM. R1 has been supporting automated revenue cycle workflows at scale across the largest repository of proprietary RCM structured and unstructured data. The repository includes: 180 million+ annual payer transactions, 550 million annual patient encounters, 20,000 proprietary payment algorithms, and 1.2 billion annual workflow actions. By integrating Palantir's AI tools and capabilities with R1's existing technology and domain expertise, R37 can unlock faster, more precise scalable reimbursement outcomes. The lab has been operational for months and has been producing AI-powered agentic applications that are already driving transformational benefits in initial batch testing. R1 expects to deploy comprehensive 'agentic RCM worker' solutions to a group of enterprise customers in the second half of 2025.Buy Or Sell Opportunity • Mar 14Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to US$83.77. The fair value is estimated to be US$66.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.お知らせ • Mar 02Palantir Technologies Inc. Announces Executive ChangesPalantir Technologies Inc. announced that David Glazer, Chief Financial Officer and Treasurer of Palantir Technologies Inc. (the “Company”), assumed the responsibilities of principal accounting officer on an interim basis, effective February 25, 2025 following the resignation of Heather Planishek as Chief Accounting Officer of the Company. On February 27, 2025, the Board of Directors of the Company (the “Board”) welcomed back Jeffrey Buckley as the Chief Accounting Officer of the Company and designated him as the principal accounting officer, to be effective on March 24, 2025 (the “Effective Time”). In connection with Mr. Buckley’s appointment, Mr. Glazer will cease to be the principal accounting officer of the Company, but will continue his role as Chief Financial Officer and Treasurer, following the Effective Time. Mr. Buckley, age 41, most recently served as the Chief Accounting Officer of Human Interest, a private financial services company. Prior to joining Human Interest, Mr. Buckley worked at the Company as Chief Accounting Officer from September 2020 through February 2023 and prior to that, worked in various capacities at Zynga, serving as Chief Accounting Officer from 2017 to September 2020. Mr. Buckley is also a Certified Public Accountant.Reported Earnings • Feb 04Full year 2024 earnings released: EPS: US$0.20 (vs US$0.098 in FY 2023)Full year 2024 results: EPS: US$0.20 (up from US$0.098 in FY 2023). Revenue: US$2.87b (up 29% from FY 2023). Net income: US$462.2m (up 120% from FY 2023). Profit margin: 16% (up from 9.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.お知らせ • Feb 04Palantir Technologies Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Palantir Technologies Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expected revenue of between $858 to $862 million. For the year, the company expected revenue of between $3.741 to $3.757 billion.お知らせ • Jan 15Palantir Technologies Inc. to Report Q4, 2024 Results on Feb 03, 2025Palantir Technologies Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 03, 2025Board Change • Nov 06High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. 3 highly experienced directors. Co-Founder, CEO & Director Alex Karp is the most experienced director on the board, commencing their role in 2003. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.株主還元PLTRUSPE SoftwarePE 市場7D-9.6%0%0%1Y3.6%0%0%株主還元を見る業界別リターン: PLTRUS過去 1 年間で-13.1 % の収益を上げたPE Software業界を上回りました。リターン対市場: PLTRUSは、過去 1 年間で25.4 % のリターンを上げたPE市場を下回りました。価格変動Is PLTRUS's price volatile compared to industry and market?PLTRUS volatilityPLTRUS Average Weekly Movement8.1%Software Industry Average Movement0%Market Average Movement0%10% most volatile stocks in PE Market0%10% least volatile stocks in PE Market0%安定した株価: PLTRUSの株価は、 PE市場と比較して過去 3 か月間で変動しています。時間の経過による変動: PLTRUSの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてPEの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20034,395Alex Karpwww.palantir.comPalantir Technologies Inc.は、米国、英国、および国際的なテロ対策調査および作戦を支援する情報コミュニティ向けのソフトウェアプラットフォームを構築、展開しています。Palantir Gothamは、シグナル情報源から情報提供者からの報告まで、データセットの奥深くに潜むパターンを特定することを可能にするソフトウェアプラットフォームであり、アナリストとオペレーションユーザー間の情報伝達を容易にし、プラットフォーム内で特定された脅威に対する現実的な対応策の立案と実行を支援する。また、Palantir Foundryも提供しています。Palantir Foundryは、データの中央オペレーティングシステムを構築することで、組織の運用方法を変革するプラットフォームです。Palantirは、オープンソース、セルフホスト、商用の大規模言語モデル（LLM）への統一的なアクセスを提供し、構造化・非構造化データをLLMで理解可能なオブジェクトに変換し、組織のアクションやプロセスを人間やLLM駆動型エージェントのためのツールに変えることができる。同社は2003年に設立され、コロラド州デンバーに本社を置いています。もっと見るPalantir Technologies Inc. 基礎のまとめPalantir Technologies の収益と売上を時価総額と比較するとどうか。PLTRUS 基礎統計学時価総額US$327.16b収益（TTM）US$2.28b売上高(TTM)US$5.22b143.4xPER（株価収益率62.6xP/SレシオPLTRUS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計PLTRUS 損益計算書（TTM）収益US$5.22b売上原価US$832.01m売上総利益US$4.39bその他の費用US$2.11b収益US$2.28b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.95グロス・マージン84.07%純利益率43.67%有利子負債／自己資本比率0%PLTRUS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 18:43終値2026/06/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Palantir Technologies Inc. 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40 アナリスト機関William PowerBairdYi Fu LeeBenchmark CompanyMariana Perez MoraBofA Global Research37 その他のアナリストを表示
お知らせ • Jun 05Palantir Technologies Hosts AIPCon 10 Featuring Customer-Led Demos of Foundry, Aip, Ontology, and ApolloPalantir Technologies Inc. hosted AIPCon 10 on Thursday, June 4, 2026, bringing AIPCon back for its tenth edition and spotlighting how AI amplifies the real-world tradecraft of Palantir customers. AIPCon 10 will feature customer-led demos of Foundry, AIP, Ontology, and Apollo in production across organizations including Kirkland & Ellis, McCarthy Building, U.S. Department of Agriculture, Hertz, Nscale, Accenture, Parts Town, and others. Online viewers will get access to exclusive customer content and behind-the-scenes material.
お知らせ • Jun 04Palantir and Kirkland & Ellis Partner to Transform Private Equity Fundraising with Exclusive Ai-Powered Fund Enterprise PlatformPalantir Technologies Inc. and Kirkland & Ellis announced the launch of a proprietary enterprise platform designed to transform private equity fundraising. The platform is part of a multiyear partnership expansion to deliver together custom solutions tailored to the needs of Kirkland’s clients by leveraging Palantir’s Artificial Intelligence Platform (AIP). The fund formation engine will enable Kirkland to securely scale its institutional knowledge and judgment, streamline complex legal workflows and more efficiently support fund formation clients and their investors across the entire private equity fundraising lifecycle. Kirkland is widely recognized as a market leader in legal services for private equity and other investment funds, having supported nearly $500 billion in capital raised or targeted for clients in 2025 alone. Through its work with Palantir, Kirkland is building a new operating model for legal services: one that centralizes and compounds the expertise of its most senior lawyers, embeds that expertise across workflows and makes it available at scale across more than 1,000 lawyers supporting its Investment Funds Group. Unlike off-the-shelf legal AI tools, this platform is built around Kirkland’s own institutional knowledge, workflows, tradecraft, and judgment. Kirkland partnered with Palantir for its ontological expertise to build the connective tissue across the fundraising lifecycle, linking funds, market technology, obligations and transaction history into a single operational system. This allows knowledge that has historically lived across a vast number of attorneys, documents and spreadsheets to be structured and applied directly in the flow of execution, improving transparency, speed, consistency, and decision-making. The platform is designed to support end-to-end private funds workflows, from fund documentation and investor solutions to side letter drafting, obligation tracking, closing commitments and ongoing compliance. Every step in the process is informed by Kirkland’s institutional memory, market data and decades of knowledge, without the latency inherent in old methods for tapping these sources.
Buy Or Sell Opportunity • May 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to US$155. The fair value is estimated to be US$124, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
お知らせ • May 07Palantir Technologies Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Palantir Technologies Inc. provided earnings guidance for the second quarter and full year 2026. For the period, the company expects revenue of between $1.797 billion to $1.801 billion. For the full year, the company raised revenue guidance to between $7.650 billion to $7.662 billion and the continue to expect GAAP operating income and net income in each quarter of this year.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.36 (vs US$0.091 in 1Q 2025)First quarter 2026 results: EPS: US$0.36 (up from US$0.091 in 1Q 2025). Revenue: US$1.63b (up 85% from 1Q 2025). Net income: US$870.5m (up 307% from 1Q 2025). Profit margin: 53% (up from 24% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.
お知らせ • Apr 28Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026.
お知らせ • Jun 05Palantir Technologies Hosts AIPCon 10 Featuring Customer-Led Demos of Foundry, Aip, Ontology, and ApolloPalantir Technologies Inc. hosted AIPCon 10 on Thursday, June 4, 2026, bringing AIPCon back for its tenth edition and spotlighting how AI amplifies the real-world tradecraft of Palantir customers. AIPCon 10 will feature customer-led demos of Foundry, AIP, Ontology, and Apollo in production across organizations including Kirkland & Ellis, McCarthy Building, U.S. Department of Agriculture, Hertz, Nscale, Accenture, Parts Town, and others. Online viewers will get access to exclusive customer content and behind-the-scenes material.
お知らせ • Jun 04Palantir and Kirkland & Ellis Partner to Transform Private Equity Fundraising with Exclusive Ai-Powered Fund Enterprise PlatformPalantir Technologies Inc. and Kirkland & Ellis announced the launch of a proprietary enterprise platform designed to transform private equity fundraising. The platform is part of a multiyear partnership expansion to deliver together custom solutions tailored to the needs of Kirkland’s clients by leveraging Palantir’s Artificial Intelligence Platform (AIP). The fund formation engine will enable Kirkland to securely scale its institutional knowledge and judgment, streamline complex legal workflows and more efficiently support fund formation clients and their investors across the entire private equity fundraising lifecycle. Kirkland is widely recognized as a market leader in legal services for private equity and other investment funds, having supported nearly $500 billion in capital raised or targeted for clients in 2025 alone. Through its work with Palantir, Kirkland is building a new operating model for legal services: one that centralizes and compounds the expertise of its most senior lawyers, embeds that expertise across workflows and makes it available at scale across more than 1,000 lawyers supporting its Investment Funds Group. Unlike off-the-shelf legal AI tools, this platform is built around Kirkland’s own institutional knowledge, workflows, tradecraft, and judgment. Kirkland partnered with Palantir for its ontological expertise to build the connective tissue across the fundraising lifecycle, linking funds, market technology, obligations and transaction history into a single operational system. This allows knowledge that has historically lived across a vast number of attorneys, documents and spreadsheets to be structured and applied directly in the flow of execution, improving transparency, speed, consistency, and decision-making. The platform is designed to support end-to-end private funds workflows, from fund documentation and investor solutions to side letter drafting, obligation tracking, closing commitments and ongoing compliance. Every step in the process is informed by Kirkland’s institutional memory, market data and decades of knowledge, without the latency inherent in old methods for tapping these sources.
Buy Or Sell Opportunity • May 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to US$155. The fair value is estimated to be US$124, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
お知らせ • May 07Palantir Technologies Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Palantir Technologies Inc. provided earnings guidance for the second quarter and full year 2026. For the period, the company expects revenue of between $1.797 billion to $1.801 billion. For the full year, the company raised revenue guidance to between $7.650 billion to $7.662 billion and the continue to expect GAAP operating income and net income in each quarter of this year.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.36 (vs US$0.091 in 1Q 2025)First quarter 2026 results: EPS: US$0.36 (up from US$0.091 in 1Q 2025). Revenue: US$1.63b (up 85% from 1Q 2025). Net income: US$870.5m (up 307% from 1Q 2025). Profit margin: 53% (up from 24% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.
お知らせ • Apr 28Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026.
お知らせ • Apr 15Palantir Technologies Inc. to Report Q1, 2026 Results on May 04, 2026Palantir Technologies Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026
Board Change • Apr 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Eric Woersching was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • Mar 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Peruvian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Feb 12Palantir Technologies Inc. Receives DISA Authorization for PFCS Forward, Extending IL5 and IL6 Accreditation to On-Premises and Edge DeploymentsPalantir Technologies Inc. announced that the Defense Information Systems Agency (DISA) has authorized Palantir Federal Cloud Service (PFCS) Forward, extending PFCS's existing Impact Level 5 and Impact Level 6 Provisional Authorizations to include on-premises and edge deployments. With this authorization, Palantir's technology stack, including its platforms--Apollo, Gotham, Foundation, and AIP--and underlying infrastructure like Rubix, can be deployed across any environment, from enterprise data centers to the tactical edge, on hardware of the customer's choosing. This hardware-agnostic approach gives U.S. Government customers a single, repeatable accreditation package that adapts to any architecture they require, whether a large-scale, on-premises data center deployment or a small form factor designed to be mobile and survivable in the back of a vehicle. PFCS Forward significantly accelerates the U.S. Government's ability to deploy multivendor architectures to the edge, critical for the survivability and resilience of mission-critical workloads. For industry partners, Palantir FedStart and Palantir's Mission Manager now unlock on-premises and edge deployment alongside cloud. The model is "authorize once, use many." PFCS Forward provides a Provisional Authorization (PA) package, including an eMASS record, inherited by every end customer. Customers using PFCS Forward can significantly reduce time to Authorization to Operate (ATO) by eliminating site-specific implementation, documentation, and assessment of software security controls. The authorization aligns with the Department of War's modernization priorities: streamlined authorization processes, accelerated software acquisition, and commercial solutions. By removing one of the biggest obstacles to rapid deployment, PFCS Forward enables the Department and its partners to move at mission speed.
Reported Earnings • Feb 03Full year 2025 earnings released: EPS: US$0.69 (vs US$0.20 in FY 2024)Full year 2025 results: EPS: US$0.69 (up from US$0.20 in FY 2024). Revenue: US$4.48b (up 56% from FY 2024). Net income: US$1.63b (up 252% from FY 2024). Profit margin: 36% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
お知らせ • Feb 03Palantir Technologies Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026Palantir Technologies Inc. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenue of between $1.532 - $1.536 billion. For the year, the company expects revenue of between $7.182 - $7.198 billion. GAAP operating income and net income in each quarter of this year.
お知らせ • Jan 13Palantir Technologies Inc. to Report Q4, 2025 Results on Feb 02, 2026Palantir Technologies Inc. announced that they will report Q4, 2025 results After-Market on Feb 02, 2026
お知らせ • Dec 04Palantir Launches Chain Reaction to Build American AI Infrastructure; Founding Partners Include CenterPoint Energy and NVIDIAPalantir Technologies Inc.unveiled Chain Reaction, the operating system for American AI infrastructure. The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout, and it requires software built for an entirely different scale. Chain Reaction is designed to address this directly by accelerating the AI buildout with energy producers, power distributors, data centers and infrastructure builders to: Transform aging power generation into high-uptime resources capable of meeting AI’s massive demand; Stabilize and expand the power grid to meet surging demand from data centers and electrification; Accelerate construction of new generation, transmission, and compute capacity; Enable the design, development, and reproducibility of future hyperscale data centers supporting AI workloads Chain Reaction’s founding partners include CenterPoint Energy and NVIDIA.
お知らせ • Nov 21Palantir Achieves Information Security Registered Assessors Program Protected Level, Unlocking New Opportunities in AustraliaPalantir Technologies Inc. announced it has achieved the IRAP PROTECTED level under the Australian Information Security Registered Assessors Program (IRAP), further enabling Australian government agencies and commercial organizations to leverage Palantir Foundry with confidence. IRAP assessment completion at the PROTECTED level is a key requirement for organizations working with Australian government agencies. Palantir's achievement enables a broader set of Australian customers to leverage Palantir's platforms--while meeting stringent national security and privacy standards. The assessment was conducted by an independent third-party IRAP assessor in accordance with the requirements set forth by the Australian Signals Directorate (ASD). Palantir Platform Australia (PPA) delivers advanced cloud services--including Foundry and AIP--hosted in Australian Amazon Web Services (AWS) regions and designed to meet the needs of both government and commercial customers.
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$0.20 (vs US$0.064 in 3Q 2024)Third quarter 2025 results: EPS: US$0.20 (up from US$0.064 in 3Q 2024). Revenue: US$1.18b (up 63% from 3Q 2024). Net income: US$475.6m (up 231% from 3Q 2024). Profit margin: 40% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
お知らせ • Nov 04+ 1 more updatePalantir Technologies Inc. Revises Earnings Guidance for the Full Year 2025Palantir Technologies Inc. revised earnings guidance for the full year 2025. For the period, the company is raising revenue guidance to between $4.396 - $4.400 billion. The company is raising U.S. commercial revenue guidance to in excess of $1.433 billion, representing a growth rate of at least 104%.
お知らせ • Oct 27Red Cat Holdings, Inc. Successfully Completes Flight Testing of Palantir's VNav Software on Black Widow™? DroneRed Cat Holdings, Inc. announced the successful flight testing of its Black Widow™? drone equipped with Palantir Technologies Inc. Visual Navigation (VNav) Software. The test demonstrated that the Black Widow™? drone, currently part of the U.S. Army's Short Range Reconnaissance (SRR) program of record, can navigate in GPS-denied conditions using Palantir's visual-based navigation software. This marks the first known commercial demonstration of visual navigation software on a drone already accepted into a U.S. Army program. VNav uses edge-based sensor fusion to generate real-time position estimates from visual cues and inertial data, enabling navigation in denied or degraded environments. Over a multi-day series of tests, Red Cat and Palantir engineers evaluated VNav across nominal and GPS-denied conditions, including high-speed and low-altitude flights. The testing sequence validated: Full integration of VNav with the Black Widow™? flight controller, including compatibility with GPS-assisted operation; Accurate navigation in simulated GPS-denied environments; Reliable operation at altitudes as low as 150 feet AGL and speeds up to 16 mph; Robust performance in twilight and extremely low-light conditions; A simulated reconnaissance mission with dynamic flight parameters, completed successfully without GPS or human input. These results helped define a preliminary performance envelope for VNav on the Black Widow system. The final mission demonstrated VNav's ability to navigate a complete ISR mission profile, including cruising to a target, describing for surveillance, flying local waypoints, and returning, all without GPS and with continuous additional awareness. Palantir engineers reported that VNav achieved a mean positional error of approximately 7 meters over a 2.7-kilometer route. No additional hardware was required for any of the flights, as VNav runs entirely on the Black Widow's existing onboard sensors. Red Cat and Palantir are working toward a formal Army demonstration and full productized VNav capability for all field Black Widow systems.
お知らせ • Oct 14Palantir Technologies Inc. to Report Q3, 2025 Results on Nov 03, 2025Palantir Technologies Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.14 (vs US$0.06 in 2Q 2024)Second quarter 2025 results: EPS: US$0.14 (up from US$0.06 in 2Q 2024). Revenue: US$1.00b (up 48% from 2Q 2024). Net income: US$326.7m (up 144% from 2Q 2024). Profit margin: 33% (up from 20% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.
お知らせ • Aug 05+ 1 more updatePalantir Technologies Inc. Provides Earnings Guidance for the Third Quarter of 2025Palantir Technologies Inc. provided earnings guidance for the third quarter of 2025. For third quarter of 2025, the company expects revenue of between $1.083 billion – $1.087 billion.
お知らせ • Jul 15Palantir Technologies Inc. to Report Q2, 2025 Results on Aug 04, 2025Palantir Technologies Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Eric Woersching was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jun 30+ 1 more updatePalantir Technologies Inc.(NasdaqGS:PLTR) dropped from Russell Midcap Growth IndexPalantir Technologies Inc.(NasdaqGS:PLTR) dropped from Russell Midcap Growth Index
Recent Insider Transactions • May 24CFO & Treasurer recently sold US$4.3m worth of stockOn the 21st of May, David Glazer sold around 34k shares on-market at roughly US$126 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Recent Insider Transactions • May 15Insider recently bought US$1.2m worth of stockOn the 8th of May, Heather Planishek bought around 10k shares on-market at roughly US$116 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • May 06First quarter 2025 earnings released: EPS: US$0.091 (vs US$0.048 in 1Q 2024)First quarter 2025 results: EPS: US$0.091 (up from US$0.048 in 1Q 2024). Revenue: US$883.9m (up 39% from 1Q 2024). Net income: US$214.0m (up 103% from 1Q 2024). Profit margin: 24% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.
お知らせ • May 06+ 1 more updatePalantir Technologies Inc. Provides Earnings Guidance for the Second Quarter of 2025Palantir Technologies Inc. provided earnings guidance for the second quarter of 2025. For second quarter of 2025, the company expects revenue of between $934 million – $938 million.
お知らせ • Apr 28Palantir Technologies Inc., Annual General Meeting, Jun 05, 2025Palantir Technologies Inc., Annual General Meeting, Jun 05, 2025.
お知らせ • Apr 15Palantir Technologies Inc. to Report Q1, 2025 Results on May 05, 2025Palantir Technologies Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025
お知らせ • Mar 14R1 Launches 'R37' an AI Lab to Transform Healthcare Financial Performance in Exclusive Partnership with PalantirR1 and Palantir Technologies have partnered to launch R37, an advanced AI lab dedicated to revolutionizing healthcare financial performance. By combining R1's deep category expertise in payer-provider dynamics and proprietary technology capabilities with Palantir's cutting-edge AI tools, the lab will develop intelligent automation solutions to address the most pressures in healthcare reimbursement at an impressive speed and scale. Administration costs now account for more than 40% of U.S. hospital expenses, with over $160 billion spent annually on RCM. As providers face escalating economic pressures and complex payer relationships, AI-native solutions have become a necessity. R37 will drive comprehensive automation in revenue cycle operations,reengineering labor-intensive processes such as coding, billing, and denials management to significantly improve efficiency, accuracy, and cash flow for healthcare organizations. R1's extensive reach--serving 94 of the top 100 U.S. health systems--uniquely positions it to transform RCM. R1 has been supporting automated revenue cycle workflows at scale across the largest repository of proprietary RCM structured and unstructured data. The repository includes: 180 million+ annual payer transactions, 550 million annual patient encounters, 20,000 proprietary payment algorithms, and 1.2 billion annual workflow actions. By integrating Palantir's AI tools and capabilities with R1's existing technology and domain expertise, R37 can unlock faster, more precise scalable reimbursement outcomes. The lab has been operational for months and has been producing AI-powered agentic applications that are already driving transformational benefits in initial batch testing. R1 expects to deploy comprehensive 'agentic RCM worker' solutions to a group of enterprise customers in the second half of 2025.
Buy Or Sell Opportunity • Mar 14Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to US$83.77. The fair value is estimated to be US$66.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
お知らせ • Mar 02Palantir Technologies Inc. Announces Executive ChangesPalantir Technologies Inc. announced that David Glazer, Chief Financial Officer and Treasurer of Palantir Technologies Inc. (the “Company”), assumed the responsibilities of principal accounting officer on an interim basis, effective February 25, 2025 following the resignation of Heather Planishek as Chief Accounting Officer of the Company. On February 27, 2025, the Board of Directors of the Company (the “Board”) welcomed back Jeffrey Buckley as the Chief Accounting Officer of the Company and designated him as the principal accounting officer, to be effective on March 24, 2025 (the “Effective Time”). In connection with Mr. Buckley’s appointment, Mr. Glazer will cease to be the principal accounting officer of the Company, but will continue his role as Chief Financial Officer and Treasurer, following the Effective Time. Mr. Buckley, age 41, most recently served as the Chief Accounting Officer of Human Interest, a private financial services company. Prior to joining Human Interest, Mr. Buckley worked at the Company as Chief Accounting Officer from September 2020 through February 2023 and prior to that, worked in various capacities at Zynga, serving as Chief Accounting Officer from 2017 to September 2020. Mr. Buckley is also a Certified Public Accountant.
Reported Earnings • Feb 04Full year 2024 earnings released: EPS: US$0.20 (vs US$0.098 in FY 2023)Full year 2024 results: EPS: US$0.20 (up from US$0.098 in FY 2023). Revenue: US$2.87b (up 29% from FY 2023). Net income: US$462.2m (up 120% from FY 2023). Profit margin: 16% (up from 9.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.
お知らせ • Feb 04Palantir Technologies Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Palantir Technologies Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expected revenue of between $858 to $862 million. For the year, the company expected revenue of between $3.741 to $3.757 billion.
お知らせ • Jan 15Palantir Technologies Inc. to Report Q4, 2024 Results on Feb 03, 2025Palantir Technologies Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 03, 2025
Board Change • Nov 06High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. 3 highly experienced directors. Co-Founder, CEO & Director Alex Karp is the most experienced director on the board, commencing their role in 2003. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
