Palantir Technologies マネジメント
マネジメント 基準チェック /34
Palantir Technologiesの CEO はAlex Karpで、 Jan2003年に任命され、 の在任期間は 23.5年です。 の年間総報酬は$ 8.62Mで、 12.8%給与と87.2%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の2.45%を直接所有しており、その価値は$ 7.45B 。経営陣と取締役会の平均在任期間はそれぞれ6.9年と4.9年です。
主要情報
Alex Karp
最高経営責任者
US$8.6m
報酬総額
| CEO給与比率 | 12.78% |
| CEO在任期間 | 23.5yrs |
| CEOの所有権 | 2.5% |
| 経営陣の平均在職期間 | 6.9yrs |
| 取締役会の平均在任期間 | 4.9yrs |
経営陣の近況
Recent updates
Seeking Alpha • 11h
For Palantir To Justify Its Current Share Price, It Would Need To Increase Revenue To $42 Billion By 2030
Summary Palantir must achieve ~$42B in revenue and a 61% FCF margin by 2030 to justify its current valuation. PLTR's recent growth and widening margins are promising, but intensive integration and human capital constraints may cap scalability. The stock is technically in a downtrend; a break above the 200-day SMA is needed to turn bullish. I rate Palantir as a hold, monitoring Q2 earnings and trend reversal for potential re-evaluation. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
新しいナラティブ • 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.分析記事 • 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...新しいナラティブ • 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.
新しいナラティブ • 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.
新しいナラティブ • 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.新しいナラティブ • 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.新しいナラティブ • 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.新しいナラティブ • 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.分析記事 • 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...
ナラティブの更新 • Jan 31
Stepping Aside on Palantir
I’ve exited my Palantir position, expecting lower prices. We could revisit the 120–107 range.ナラティブの更新 • 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.ナラティブの更新 • Nov 03
Palantir: Redefining Enterprise Software for the AI Era
Palantir Did It Again! Palantir came into Q2 priced for perfection...ナラティブの更新 • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$9m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$763m |
| Mar 31 2025 | n/a | n/a | US$571m |
| Dec 31 2024 | US$5m | US$1m | US$462m |
| Sep 30 2024 | n/a | n/a | US$477m |
| Jun 30 2024 | n/a | n/a | US$405m |
| Mar 31 2024 | n/a | n/a | US$299m |
| Dec 31 2023 | US$3m | US$1m | US$210m |
| Sep 30 2023 | n/a | n/a | US$147m |
| Jun 30 2023 | n/a | n/a | -US$48m |
| Mar 31 2023 | n/a | n/a | -US$256m |
| Dec 31 2022 | US$5m | US$1m | -US$374m |
| Sep 30 2022 | n/a | n/a | -US$561m |
| Jun 30 2022 | n/a | n/a | -US$539m |
| Mar 31 2022 | n/a | n/a | -US$498m |
| Dec 31 2021 | US$4m | US$1m | -US$520m |
| Sep 30 2021 | n/a | n/a | -US$513m |
| Jun 30 2021 | n/a | n/a | -US$1b |
| Mar 31 2021 | n/a | n/a | -US$1b |
| Dec 31 2020 | US$1b | US$1m | -US$1b |
| Sep 30 2020 | n/a | n/a | -US$1b |
| Jun 30 2020 | n/a | n/a | -US$472m |
| Mar 31 2020 | n/a | n/a | -US$502m |
| Dec 31 2019 | US$12m | US$902k | -US$588m |
報酬と市場: Alexの 総報酬 ($USD 8.62M ) は、 US市場 ($USD 14.60M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Alexの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Alex Karp (59 yo)
23.5yrs
在職期間
US$8,623,000
報酬
Dr. Alexander C. Karp, also known as Alex, Co-Founded Palantir Technologies, Inc. in 2003 and serves as its Chief Executive Officer since 2005 and Director since 2003. He was President at Palantir Technolo...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 23.5yrs | US$8.62m | 2.45% $ 7.5b | |
| Co-Founder | 21.5yrs | US$1.00m | 0.59% $ 1.8b | |
| CFO & Treasurer | no data | US$27.97m | 0.016% $ 47.6m | |
| CTO & Executive VP | 3.5yrs | US$1.21m | 0.20% $ 622.1m | |
| Chief Revenue Officer & Chief Legal Officer | 3.5yrs | US$27.96m | 0.0084% $ 25.6m | |
| Co-Founder & Chairman | 23.5yrs | データなし | 4.1% $ 12.5b | |
| Co-Founder | 23.5yrs | データなし | データなし | |
| Chief Accounting Officer | 1.3yrs | データなし | 0.0025% $ 7.6m | |
| President of Palantir Canada | 6.9yrs | データなし | データなし | |
| Head of Business Development | no data | データなし | データなし | |
| President of Palantir USG | no data | データなし | データなし | |
| Office of the CFO | no data | データなし | データなし |
6.9yrs
平均在職期間
43yo
平均年齢
経験豊富な経営陣: PLTRの経営陣は経験豊富で経験豊富です（平均在職期間は6.9年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 23.5yrs | US$8.62m | 2.45% $ 7.5b | |
| Co-Founder | 21.5yrs | US$1.00m | 0.59% $ 1.8b | |
| Co-Founder & Chairman | 23.5yrs | データなし | 4.1% $ 12.5b | |
| Member of Palantir Federal Advisory Board | 4.3yrs | データなし | データなし | |
| Member of Palantir Federal Advisory Board | 4.3yrs | データなし | データなし | |
| Independent Director | 6yrs | US$364.89k | 0.046% $ 140.3m | |
| Independent Director | 4.1yrs | US$364.89k | 0% $ 0 | |
| Independent Director | 6yrs | US$352.39k | 0.0083% $ 25.2m | |
| Independent Director | 5.5yrs | US$352.39k | 0.0045% $ 13.7m | |
| Member of Palantir Federal Advisory Board | 3.8yrs | データなし | データなし | |
| Member of Palantir Federal Advisory Board | 4.3yrs | データなし | データなし | |
| Member of Palantir Federal Advisory Board | 4.3yrs | データなし | データなし |
4.9yrs
平均在職期間
44yo
平均年齢
経験豊富なボード: PLTRの 取締役会 は 経験豊富 であると考えられます ( 4.9年の平均在任期間)。
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 | 2026/07/12 01:59 |
| 終値 | 2026/07/10 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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. 31 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。41
| アナリスト | 機関 |
|---|---|
| William Power | Baird |
| Yi Fu Lee | Benchmark Company |
| Mariana Perez Mora | BofA Global Research |