Palantir Technologies Inc. (PLTR)
Q2 Earnings Season Standouts: 3 Companies Raising Guidance
Though the earnings cycle is winding down, Palantir (PLTR), General Motors (GM), and Bloom Energy (BE) have been nice standouts so far in the Q2 earnings season, all raising guidance.
Palantir Q2: Karp Takes On The Two AI Labs
Palantir Technologies Inc.'s open-weight setup lets agencies run customized models on their own infrastructure and retain the resulting weights. That may be the new moat of the company vs. its two main competitors: Anthropic and OpenAI (aka, the two AI labs). I think the re-rate after the Q2 call is mainly driven by $362 million of new H2 revenue (as implied by the guidance upgrade).
3 Reasons Why Growth Investors Shouldn't Overlook Palantir Technologies (PLTR)
Palantir Technologies (PLTR) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Palantir: It Doesn't Feel Good
Palantir Technologies Inc. earns a Buy rating and $218 price target, driven by exceptional Q2 results and accelerating commercial momentum. PLTR delivered 93% y/y revenue growth, 62% adjusted EBITDA margin, and $1.22B free cash flow, with commercial revenue up 110% and government up 79%. Consensus estimates for FY26 and FY27 are mismodeled; I project higher EPS and sustained high incremental margins, making PLTR's current multiple justifiable.
Why Bulls Remain High on Palantir As It Passes $170
At $172.01, Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) screens constructively for research.
Palantir Technologies (PLTR) Is Considered a Good Investment by Brokers: Is That True?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Machine learning algorithm predicts Palantir stock price on August 31, 2026
As Palantir Technologies Inc. (NASDAQ: PLTR) stock rallied more than 35% during the past 5 days, fueled by its blowout quarter and raised guidance, Finbold's AI Agent – an advanced financial assistance tool – has made a bold prediction for August 31.
Palantir: A $13.1 Billion Backlog And Investors Are Just Starting To Catch On
Palantir Technologies Inc. earns a Strong Buy rating, driven by accelerating growth and a massive $13.1B remaining deal value, up 83% YoY. Q2 2026 revenue surged 93% YoY to $1.935B, with operating margin expanding from 27% to 47% and net income margin reaching 55%. U.S. Commercial segment led growth, bookings rose 153% YoY, and partnerships like Rackspace address historic delivery bottlenecks, unlocking further scalability.
Palantir vs. Salesforce: Two Visions of Enterprise AI, One Clear Winner
Palantir (NASDAQ: PLTR | PLTR Price Prediction) and Salesforce (NYSE: CRM) both delivered fresh earnings with a striking contrast.
Palantir: Competition Is For Losers (Rating Upgrade)
Palantir is upgraded to Strong Buy following blowout Q2 earnings and accelerating revenue growth. Q2 revenue surged 93% YoY and 19% QoQ, with a Rule of 40 score at an exceptional 155, reinforcing PLTR's moat. Management raised FY26 guidance and US commercial outlook, signaling confidence in sustained acceleration and AI-driven tailwinds.
Is the Worst Finally Over for Palantir Stock?
The company delivered outstanding growth and raised guidance again. Explosive commercial AI adoption, accelerating revenue growth, and improving profitability suggest Palantir's long-term investment thesis remains intact.
Palantir: The Market Finally Realizes Its Bear Case Makes No Sense
Palantir delivered a sensational Q2 silencing skeptics, with U.S. commercial revenue up nearly 150% and government revenue up 90%. PLTR's ontology layer and FDE model continue to anchor its robust growth, emphasizing AI sovereignty and value creation over "token self-pleasuring." Despite >80% FY2026 growth estimates, Wall Street expects deceleration in 2027, prompting a higher bar for management execution. The market will seek validation from Alex Karp and team.
