Palantir Technologies 過去の業績
過去 基準チェック /66
Palantir Technologiesは、平均年間78.9%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間24.9% 25.8%収益成長率で 成長しています。 Palantir Technologiesの自己資本利益率は26.8%であり、純利益率は43.7%です。
主要情報
78.89%
収益成長率
80.34%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 25.80% |
| 株主資本利益率 | 26.80% |
| ネット・マージン | 43.67% |
| 次回の業績アップデート | 03 Aug 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Jul 20
Why I Think Palantir's Moat Keeps Growing
Summary Palantir Technologies Inc.'s AIP Bootcamp model creates Ontology-driven customer flywheels, helping U.S. commercial revenue surge 133% year over year in Q1 2026. Remaining Deal Value expanded faster than revenue, showing customers increasingly broaden deployments instead of simply renewing existing software contracts. U.S. government revenue jumped 84% year over year as PLTR became embedded in defense, intelligence and sovereign AI infrastructure across allied nations. Despite exceptional growth, a Rule of 40 above 140%, and nearly $8 billion in cash, PLTR's stock valuation above 41x forward sales leaves minimal room for execution mistakes. Read the full article on Seeking Alpha
ナラティブ更新 • 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 Alpha収支内訳
収支内訳
Palantir Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 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 |
質の高い収益: PLTRは 高品質の収益 を持っています。
利益率の向上: PLTRの現在の純利益率 (43.7%)は、昨年(18.3%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: PLTR過去 5 年間で収益を上げており、収益は年間78.9%増加しています。
成長の加速: PLTRの過去 1 年間の収益成長率 ( 299.8% ) は、5 年間の平均 ( 年間78.9%を上回っています。
収益対業界: PLTRの過去 1 年間の収益成長率 ( 299.8% ) はSoftware業界14.4%を上回りました。
株主資本利益率
高いROE: PLTRの 自己資本利益率 ( 26.8% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/07/21 11:52 |
| 終値 | 2026/07/21 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 |
|
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| 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 |
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* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 |