Palantir Technologies Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 6/6
Palantir Technologies yıllık ortalama 79.7% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 31.8% annual. Gelirler growing yılda ortalama 28% oranında artmaktadır. Palantir Technologies'in özkaynak karlılığı 30.7% ve net marjı 49%'dir.
Anahtar bilgiler
79.69%
Kazanç büyüme oranı
79.83%
EPS büyüme oranı
| Software Sektör Büyümesi | 17.33% |
| Gelir büyüme oranı | 28.04% |
| Özkaynak getirisi | 30.66% |
| Net Marj | 49.00% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Seeking Alpha • Sep 08
Palantir Is Out Of Catalysts (Rating Downgrade)
Summary Palantir Technologies Inc. delivered a record Q2 '26, with 93% YoY revenue growth and major beats in U.S. commercial and government segments. PLTR raised FY2026 guidance substantially, but its elevated valuation (108x P/E, 50x EV/Sales) and lack of near-term catalysts create downside risk. The AI sovereignty strategy advanced with Nebius as a preferred infrastructure partner and an expanded PwC alliance, reinforcing PLTR's differentiated enterprise AI positioning. I am downgrading PLTR stock not on fundamentals but due to timing, sentiment, and valuation overhang, with technicals suggesting further downside if support breaks. I hereon share my sentiment on Palantir and why I think the risk-reward is unfavorable at current levels. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Sep 03
PLTR: AI Demand And Record Q2 Execution Will Drive Long-Term Upside
Analysts have lifted the Palantir Technologies price target from $185.70 to $191.68 as they factor in higher modeled revenue growth, stronger profit margins, and a lower assumed future P/E multiple following what several firms describe as an exceptional Q2 and reinforced AI demand. Analyst Commentary Recent research highlights a wide range of views on Palantir Technologies, with most firms reacting to the Q2 report and updated guidance.
Anlatı Güncellemesi • Aug 19
PLTR: Record AI Wins Will Likely Struggle To Justify Lofty Expectations
Palantir Technologies' fair value estimate has been raised by analysts from $96.21 to $99.77. The change reflects updated assumptions for slightly higher revenue growth, a modestly higher discount rate, resilient profit margins and Street research that highlights what analysts describe as exceptional recent results, stronger U.S. commercial momentum and expanding AI partnerships.
Yeni Anlatı • Aug 11
The Fifty-Five Percent Margin Is A Tax Holiday, Not The Business
Palantir's Q2 2026 was genuinely extraordinary: revenue of $1.935 billion grew 93% year over year, US commercial revenue grew 149%, and the company raised full-year guidance to roughly $8.15 billion, about 82% growth. That part of the story is real and it is the reason to be interested.Analiz Makalesi • Aug 11
Palantir Technologies' (NASDAQ:PLTR) Solid Earnings Are Supported By Other Strong Factors
Palantir Technologies Inc. ( NASDAQ:PLTR ) recently posted some strong earnings, and the market responded positively...Anlatı Güncellemesi • Aug 04
PLTR: Surging AI Demand Will Likely Outrun Execution And Regulatory Risks
Analysts have lifted their fair value estimate for Palantir Technologies from $90.50 to $96.21, citing higher Street price targets in the $156 to $245 range, supported by stronger recent revenue trends, record profitability, raised 2026 guidance, and ongoing traction for the company’s AI platform across U.S. commercial and government customers. Analyst Commentary Street research on Palantir Technologies has turned meaningfully more constructive in recent months, with several firms lifting price targets into a wide range from about US$80 to US$245 and, in some cases, upgrading ratings after what multiple analysts describe as exceptional quarterly results and stronger profitability.
Anlatı Güncellemesi • Aug 03
Palantir: Redefining Enterprise Software for the AI Era
Earlier this year, I exited my Palantir position, expecting lower prices and a potential revisit to the $107–$120 range. While I maintained that it remains a great company, the valuation and price action did not look attractive in the near/medium term, leading me to seek better opportunities elsewhere.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Analiz Makalesi • 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...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.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...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Palantir Technologies nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 6,156 | 3,017 | 1,944 | 641 |
| 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 |
Kaliteli Kazançlar: PLTR yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: PLTR 'nin mevcut net kar marjları (49%) geçen yılın (22.2%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: PLTR son 5 yılda karlı hale geldi ve kazançlarını yıllık 79.7% oranında artırdı.
Büyüme Hızlandırma: PLTR 'un son bir yıldaki kazanç büyümesi ( 295.2% ) 5 yıllık ortalamasını (yıllık 79.7% ) aşıyor.
Kazançlar vs. Sektör: PLTR geçen yılki kazanç büyümesi ( 295.2% ) Software sektörünün 27.2% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: PLTR 'nin Özsermaye Getirisi ( 30.7% ) yüksek olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/15 21:35 |
| Gün Sonu Hisse Fiyatı | 2026/09/15 00:00 |
| Kazançlar | 2026/06/30 |
| 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 |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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. 41 Bu analistlerden 30, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| William Power | Baird |
| Mariana Perez Mora | BofA Global Research |
| Thomas Blakey | Cantor Fitzgerald & Co. |