Palantir Technologies (PLTR) Hisse Özeti
Palantir Technologies Inc. Amerika Birleşik Devletleri, Birleşik Krallık ve uluslararası alanda terörle mücadele soruşturmalarına ve operasyonlarına yardımcı olmak üzere istihbarat topluluğu için yazılım platformları oluşturmakta ve dağıtmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 6/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden PLTR için herhangi bir risk tespit edilmedi.
PLTR Community Fair Values
Create NarrativeSee what 2131 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Palantir Technologies Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$135.53 |
| 52 Haftanın En Yüksek Seviyesi | US$207.52 |
| 52 Haftanın En Düşük Seviyesi | US$121.92 |
| Beta | 1.52 |
| 1 Aylık Değişim | 1.30% |
| 3 Aylık Değişim | -13.76% |
| 1 Yıllık Değişim | 6.11% |
| 3 Yıllık Değişim | 802.33% |
| 5 Yıllık Değişim | 449.37% |
| Halka arzdan bu yana değişim | 1,326.63% |
Son Haberler & Güncellemeler
Seeking Alpha • Jun 02
Palantir's $369 Billion Valuation Requires Unprecedented Federal Market Share
Summary Palantir at a $369B valuation requires unprecedented federal market share and commercial scale that defy historical and regulatory precedent. Reverse-DCF implies PLTR must generate $100B+ in annual revenue, demanding 17x–25x current growth, mainly from government contracts. Federal acquisition laws and recent contract splits (e.g., NGC2) structurally prevent a single vendor like PLTR from dominating US government IT spending. Even with commercial growth, PLTR would need to surpass the combined scale of Salesforce, ServiceNow, Workday, Adobe, and Snowflake—an implausible scenario. Read the full article on Seeking Alpha
Yeni Anlatı • 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.Recent updates
Seeking Alpha • Jun 02
Palantir's $369 Billion Valuation Requires Unprecedented Federal Market Share
Summary Palantir at a $369B valuation requires unprecedented federal market share and commercial scale that defy historical and regulatory precedent. Reverse-DCF implies PLTR must generate $100B+ in annual revenue, demanding 17x–25x current growth, mainly from government contracts. Federal acquisition laws and recent contract splits (e.g., NGC2) structurally prevent a single vendor like PLTR from dominating US government IT spending. Even with commercial growth, PLTR would need to surpass the combined scale of Salesforce, ServiceNow, Workday, Adobe, and Snowflake—an implausible scenario. Read the full article on Seeking AlphaYeni Anlatı • 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.
Yeni Anlatı • 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.
Yeni Anlatı • 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.Yeni Anlatı • 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.Yeni Anlatı • 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.Yeni Anlatı • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • Jan 31
Stepping Aside on Palantir
I’ve exited my Palantir position, expecting lower prices. We could revisit the 120–107 range.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • Nov 03
Palantir: Redefining Enterprise Software for the AI Era
Palantir Did It Again! Palantir came into Q2 priced for perfection...Anlatı Güncellemesi • Aug 06
Palantir: Redefining Enterprise Software for the AI Era
Palantir Did It Again! Palantir came into Q2 priced for perfection...Seeking Alpha • Apr 28
Palantir Q1 Earnings Preview: Nothing Stops The AI Train
Summary I reiterate my "buy" rating for Palantir as the company reports its Q1 earnings on 5th of May, where revenue and EPS are expected to grow 35.9% and 62.9% YoY respectively. I had upgraded my rating to “buy” in March on the back of a strong Q4 FY24 earnings and since then the stock is up 25%, hugely outperforming the S&P500. The last two weeks saw some notable developments in the federal space, where NATO acquired Palantir’s Maven Smart System and it also teamed up with Google for its FedStart initiative. Despite a noisy macro backdrop, AI continues to remain a robust growth vector as is evidenced by latest earnings reports from ASML, TSMC, Google and ServiceNow. As a result, I remain optimistic that Palantir is headed higher as we enter the application phase of the AI Revolution, with a price target of $134. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Palantir Scores Large Contracts Going Into Q1'25 Reporting
Summary Palantir Technologies is expected to report strong q1'25 earnings, driven by significant new contracts in the banking, defense, and industrial markets. Reshoring manufacturing may drive the expansion of Palantir Warp Speed, a platform that can orchestrate industrial automation. The firm’s capital-light operating structure and strategic growth initiatives support stronger margins as revenue scales. Despite high valuation risks, Palantir's dominance in AI and robust growth justify the premium, with potential for further gains in defense and industrial sectors. Read the full article on Seeking AlphaSeeking Alpha • Apr 08
Palantir's Meltdown Is Well Deserved - Upgrade To Hold
Summary Palantir, PLTR's stock has drastically pulled back by -40.9% due to the bursting AI bubble and the macroeconomic/geopolitical uncertainties, despite its leading AI platform and minimal competition. The stock's extremely expensive valuations and exhausted buying power have also contributed to the painful selloff, with DOGE spending cuts/higher recessionary risks potentially impacting its prospects. Despite the correction, PLTR remains inflated compared to peers, with the limited near-term recovery catalysts yet deserving a Buy rating. Given the ongoing uncertainties, interested investors are advised to wait for further pullbacks to the 200 DMA/$57 ranges for an improved margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Palantir: It's Like Nvidia In 2022 (Rating Upgrade)
Summary Palantir's Q4 FY24 revenue surged 36% YoY, beating expectations by 7.6%, with FY25 revenue projected to grow above 31%, driven by AIP's 54% YoY growth. Palantir's US Commercial and Government segments saw accelerated growth, with US Commercial revenue up 64% YoY and Government revenue up 45% YoY. Despite a high valuation, Palantir's earnings are expected to grow at a 50% CAGR over the next three years, with revenue growing in the 30%+ range, justifying a premium price target of $136. With declining cost per token for inference set to explode compute demand and organizations building with AI, Palantir is at an inflection point in the AI Revolution, warranting a “buy "rating. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Palantir: AIP Con Solidified Its Future But Too Much Upside Is Priced In
Summary Palantir has shown impressive growth, closing 660 deals worth at least $1 million and achieving a 272.61% return over the past year. Despite strong business metrics, I believe Palantir's current valuation is dangerous and could lead to significant short-term downside. Risks include high valuation, increased competition, and heavy reliance on interest income and stock-based compensation, which dilutes shareholders. While I remain long-term bullish, I wouldn't add to my position unless Palantir's share price drops significantly, ideally to around $33. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Palantir: The Knife Can Fall More (Technical Analysis)
Summary Potential investors for Palantir are probably tempted to bottom fish amid the recent selloff. However, my technical analysis indicates a "falling knife" scenario. The stock price has fallen below key support levels, and I expect heightened volatility ahead by the widened Bollinger Bands. In terms of business operations, PLTR's balance of growth and profit (with a rule of 40 score of 68) could support sustainable growth. Due to these mixed signals, I recommend caution and will remain on the sidelines. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
Palantir Will Benefit From Government Efficiency
Summary Palantir may benefit from the Department of Government Efficiency bringing forth spending inefficiencies across government agencies, potentially driving stronger investment is Palantir's AI platforms. Palantir may also benefit from the reshoring of manufacturing operations with its Warp Speed offering and usher in Industry 4.0. I believe PLTR shares may have overshot their intrinsic value in the recent sell-off following the suggestion of reallocation of spending at the DoD. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Palantir's Insane Valuations: Lessons From The Dot-Com Bubble
Summary Palantir's high growth in revenue and operating income is overshadowed by significant reliance on interest income and heavy stock-based compensation, leading to investor dilution. Insider selling at Palantir is rampant, signaling potential overvaluation, and posing headwinds to continued further upside. Valuation metrics suggest it would take 17–20 years for investors to recover their investment, highlighting the stock's excessive and irrational pricing. Drawing parallels to the Dot-Com bubble, I recommend cashing in gains and reallocating to stocks with more reasonable valuations like Alphabet, Meta, or Netflix. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Palantir - 92 Times Sales Is Absurd (Rating Downgrade)
Summary Palantir stock traded at 92 times sales and 617 times GAAP earnings when this article was written. Its free cash flow was $0.51 per share in the TTM period. It would take decades for that to add up to the current stock price even if Palantir's historical 25% FCF growth rate persisted. Basically Palantir cannot pay back its investors what they are paying for it today in a reasonable timeframe. Palantir is a strong company, but it is approaching a 2000 tech bubble-like valuation. There'll probably be a major correction at some point. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Palantir: A Pivotal Quarter That Changes The Whole Outlook
Summary While being the most expensive SaaS business in the market, there's a plausible narrative that Palantir may be fairly valued at a mere 30% revenue CAGR. Q4 2024 results give confidence to prior concerns of lacking customer count growth, which is a core driver of the scalability of the business. The launch and proper monetization of Palantir’s AIP product, along with its bootcamp strategy, have driven accelerated revenue growth and customer scalability. Record low customer acquisition costs and improved sales efficiency have fueled strong U.S. commercial segment growth and promising future revenue, as indicated by robust contract metrics. Palantir's growth is of extremely high quality, showcasing not only accelerating growth but also doing so while delivering margin expansion. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Palantir Soars After Blowing Away Q4 Estimates
Summary Palantir Technologies Inc. reported a strong earnings beat, with revenue up 36% YoY and EPS beating estimates by 30%, driving PLTR shares up over 20%. The company closed 129 deals worth at least $1 million in Q4, with commercial contracts intake totaling $803 million, indicating robust future revenue. Management's 2025 guidance forecasts $3.75 billion in revenue and $1.6 billion in free cash flow, suggesting ongoing business growth acceleration. Despite strong operational performance, Palantir's high valuation at 160x free cash flow makes it less attractive compared to other high-growth AI companies like Nvidia and Broadcom. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
DeepSeek And LLM 'Commoditization': Understanding The Palantir's Bull Case
Summary I began covering Palantir Technologies Inc. in May 2024 at $24, now raising my target to $250 per share due to high expected volatility. I detail AI's evolution from LLMs to Gen AI 2.0 and AI Agents, and explain why I believe Palantir is poised to capitalize on the next wave of AI solutions. My new $250 target is grounded in the fact that AI adoption seems to be exceeding that of SaaS, expected to hit $175-250 billion by 2027 according to McKinsey. Despite market concerns, I view DeepSeek's impact as overstated, and I doubt their $6 million development cost. I think LLM “commoditization” will benefit Palantir by providing cheaper, efficient AI solutions. The Trump administration's deregulation and ties with Silicon Valley, including Palantir, acts as a further catalyst for the company. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
Palantir: Buyer Beware, Momentum Cuts Both Ways (Rating Downgrade)
Summary Palantir Technologies Inc.'s stock skyrocketed in 2024, driven largely by trading multiple expansion and to a lesser extent by fundamental business performance. The stock's Price-to-Sales ratio has soared to 65x, reflecting investor enthusiasm for AI despite the absence of Nvidia-like hypergrowth at Palantir. A reverse DCF model reveals the unrealistic sales growth expectations baked into PLTR's current market pricing, suggesting overvaluation. Given the inflated valuation and terrible risk/reward, I am downgrading PLTR stock to a “Strong Sell.”. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
Palantir To Face DOGE: Potential Bogeyman Through The Next 4 Years
Summary Palantir's valuation is excessively high, trading at 55x revenue and 161x free cash flow, significantly above peers like Nvidia and Snowflake. DOGE's push for transparency and cost efficiency threatens Palantir's government contracts, adding to risks from high costs, long sales cycles, and proprietary systems. Profitability concerns based on heavy reliance on share-based compensation, and labor-intensive, long-dated product delivery cycles. Moreover, Palantir faces competitive pressures from Snowflake, Databricks, and Microsoft Azure. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Palantir: 20% Correction After A 4x Run Means Little (Technical Analysis)
Summary Palantir Technologies Inc. stock is in a technical bear market, down 20% from its all-time high. Analysts predict a 20% annual EPS growth, but even with a 30% growth assumption, PLTR stock trades at 50 times the projected 2029 EPS. Sentiment is changing, which is good for the contrarian in me. Consider selling cash-secured puts or covered calls to profit from volatility and secure better entry points or premiums. Read the full article on Seeking AlphaYeni Anlatı • Jan 02
Palantir Technologies will see a 25% revenue surge in 3 years
Given the valuation data provided, and drawing from broader market sentiment and historical trends, here's an analysis of Palantir Technologies Inc. including potential market risks:Valuation AnalysisSeeking Alpha • Dec 31
Palantir: How Is The Options Market Positioning Itself For The New Year?
Summary Palantir's stock surged 360.6% due to AI integration, strong financial performance, strategic government contracts, and inclusion in major indices, raising its valuation significantly. The current forward P/E ratio of 173x is unsustainable, suggesting a potential correction, especially given the stock's price now exceeds analyst targets by 80%. Analyzing options trades reveals mixed sentiments: Some traders are bearish, betting on price drops, while others are bullish, expecting stability or slight increases. Given the high valuation and potential for a correction, closely monitoring options market activities can provide insights into future stock price movements. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Palantir: Too Good To Sell, Too Pricey To Buy
Summary Palantir's aggressive revenue growth, solid operating leverage, and strong AI market tailwinds make it fundamentally robust and promising for long-term investors. However, the stock might face a bumpy road in early 2025 due to historically weak seasonal patterns in the first few months. I believe a 4% upside potential is not particularly attractive, especially given the recent aggressive insider selling. Read the full article on Seeking AlphaHissedar Getirileri
| PLTR | US Software | US Pazar | |
|---|---|---|---|
| 7D | -13.4% | -6.8% | -2.9% |
| 1Y | 6.1% | -9.3% | 23.5% |
Getiri vs. Endüstri: PLTR geçen yıl % -9.3 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: PLTR geçen yıl % 23.5 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| PLTR volatility | |
|---|---|
| PLTR Average Weekly Movement | 7.9% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: PLTR son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: PLTR 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2003 | 4,395 | Alex Karp | www.palantir.com |
Palantir Technologies Inc. Amerika Birleşik Devletleri, Birleşik Krallık ve uluslararası alanda terörle mücadele soruşturmalarına ve operasyonlarına yardımcı olmak üzere istihbarat topluluğu için yazılım platformları oluşturmakta ve dağıtmaktadır. Palantir Gotham, kullanıcıların modern savaş alanında görmelerini, anlamalarını ve hareket etmelerini sağlayan savunma teklifleri için diğer platformlarla entegre olur; operasyon merkezlerinden taktiksel kenara; etki alanlarından ve sensörlerden gelen verileri neredeyse gerçek zamanlı olarak entegre etmek; ve durumsal farkındalık ve operasyonel karar vermeyi hızlandırmanın yanı sıra analistler ve operasyonel kullanıcılar arasındaki aktarımı kolaylaştırarak operatörlerin platform içinde tanımlanan tehditlere gerçek dünya yanıtlarını planlamasına ve yürütmesine yardımcı olur. Şirket ayrıca, kuruluşların verileri için merkezi bir işletim sistemi oluşturarak faaliyet göstermelerine yardımcı olan bir platform olan Palantir Foundry'yi de sunuyor; ve bireysel kullanıcıların ihtiyaç duydukları verileri tek bir yerde entegre etmelerine ve analiz etmelerine olanak tanıyor.
Palantir Technologies Inc. Temel Bilgiler Özeti
| PLTR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$339.70b |
| Kazançlar(TTM) | US$2.28b |
| Gelir(TTM) | US$5.22b |
142.4x
F/K Oranı62.2x
P/S OranıPLTR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| PLTR gelir tablosu (TTM) | |
|---|---|
| Gelir | US$5.22b |
| Gelir Maliyeti | US$832.01m |
| Brüt Kâr | US$4.39b |
| Diğer Giderler | US$2.11b |
| Kazançlar | US$2.28b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.95 |
| Brüt Marj | 84.07% |
| Net Kâr Marjı | 43.67% |
| Borç/Özkaynak Oranı | 0% |
PLTR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/05 03:51 |
| Gün Sonu Hisse Fiyatı | 2026/06/05 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Palantir Technologies Inc. 40 Bu analistlerden 30, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| William Power | Baird |
| Yi Fu Lee | Benchmark Company |
| Mariana Perez Mora | BofA Global Research |