Added to YB: 2026-05-07
Pitch date: 2026-05-05
PLTR [neutral]
Palantir Technologies Inc.
+0.06%
current return
Author Info
No bio for this author
Company Info
Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.
Market Cap
$325.8B
Pitch Price
$133.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
153.68
P/E
152.78
EV/Sales
60.89
Sector
Software
Category
growth
Palantir 1Q26 Earnings: The Line Shaft Comes Out
PLTR (earnings): Q1 rev +85% YoY, U.S. +104%, adj op margin 60%, NDR 150%, FY26 guide 71% growth. Jevons thesis: falling inference costs→more agents→more governance needs→Ontology more valuable. Ontology shifting from coordination layer to operating layer as apps become interfaces. GAAP EPS $0.34 exceeded adj EPS $0.33 for first time, SBC down to 12.4% rev. Risk: growth/NRR deceleration, intl lag.
Read full article (7 min)