Palantir Technologies Inc.

NasdaqGS:PLTR Stok Raporu

Piyasa değeri: US$327.5b

Palantir Technologies Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Palantir Technologies kazanç ve gelirin sırasıyla yıllık 31.8% ve 30.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 28.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 29.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

31.8%

Kazanç büyüme oranı

28.90%

EPS büyüme oranı

Software kazanç büyümesi20.0%
Gelir büyüme oranı30.2%
Gelecekteki özkaynak getirisi29.84%
Analist kapsamı

Good

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • May 26

Palantir: Still Not Enough Evidence For A Sell Case Here

Summary Palantir Technologies Inc. remains a Hold due to strong growth offset by persistent overvaluation and significant SBC and dilution risks. PLTR's AIP platform drives accelerating commercial revenue, gross margin expansion, and broader customer adoption, supporting premium pricing. Stock-based compensation and tax-deferred asset risks loom, but PLTR's $7.47B investment portfolio and rising interest income partially hedge these pressures. Despite high valuation and dilution overhang, PLTR's robust earnings, cash position, and strategic flexibility preclude a Sell rating. 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.
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.
Yeni Anlatı • Jan 30

The Architect of Sovereignty: Palantir’s Premium Paradox at $149

Palantir’s journey into 2026 is the story of a "Black Box" defense contractor that successfully transformed into the central nervous system of the global enterprise. Once whispered about in the halls of intelligence agencies, the company’s Artificial Intelligence Platform (AIP) has moved from secretive government basements to the front lines of heavy industry and sovereign AI alliances.
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Yeni 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 Analysis
Seeking 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 Alpha
Seeking 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 Alpha
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Yeni Anlatı • Dec 18

Palantir: Redefining Enterprise Software for the AI Era

Palantir’s financial performance underscores its impressive growth trajectory and operational efficiency. Over the past year, earnings surged by 223%, with a compound annual growth rate (CAGR) of 52.4

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:PLTR - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202816,1157,1898,8588,52015
12/31/202711,1744,7946,3266,16030
12/31/20267,7203,4654,3184,35128
3/31/20265,2242,2822,6882,723N/A
12/31/20254,4751,6252,1012,134N/A
9/30/20253,8961,0951,7941,818N/A
6/30/20253,4417631,7091,730N/A
3/31/20253,1155711,3181,335N/A
12/31/20242,8664621,1411,154N/A
9/30/20242,646477980995N/A
6/30/20242,479405696708N/A
3/31/20242,334299641654N/A
12/31/20232,225210697712N/A
9/30/20232,125147475490N/A
6/30/20232,045-48375403N/A
3/31/20231,985-256346376N/A
12/31/20221,906-374184224N/A
9/30/20221,830-561197238N/A
6/30/20221,744-539260292N/A
3/31/20221,647-498225252N/A
12/31/20211,542-520321334N/A
9/30/20211,431-513211222N/A
6/30/20211,328-1,2646269N/A
3/31/20211,205-1,23698107N/A
12/31/20201,093-1,166-309-297N/A
9/30/20201,000-1,1864757N/A
6/30/2020901-472-63-51N/A
3/31/2020811-502-295-282N/A
12/31/2019743-588N/A-165N/A
12/31/2018595-598N/A-39N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: PLTR 'nin tahmini kazanç büyümesi (yıllık 31.8% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: PLTR şirketinin kazançlarının (yıllık 31.8% ) US pazarından (yıllık 16.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: PLTR şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: PLTR şirketinin gelirinin (yıllık 30.2% ) US pazarından (yıllık 11.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: PLTR şirketinin gelirinin (yıllık 30.2% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: PLTR 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 29.8 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/27 22:39
Gün Sonu Hisse Fiyatı2026/05/27 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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. 42 Bu analistlerden 30, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
William PowerBaird
Yi Fu LeeBenchmark Company
Mariana Perez MoraBofA Global Research