Palantir Technologies Inc. (PLTR)
Palantir: The U.S. Commercial Business Is About To Take The Lead
Palantir's US commercial business ended Q2 within ~$45 Million of overtaking US government revenue, a crossover I expect to happen in the quarter currently running. US commercial revenue is set to surpass US government revenue imminently, reducing political risk and shifting the valuation narrative. Shorter, higher-value contracts and 85% YoY growth in revenue per customer signal a transition from procurement to payback-driven adoption.
Wall Street analysts update Palantir stock price after blowout earnings
Palantir Technologies (NASDAQ: PLTR) has seen a wave of analyst upgrades after delivering stronger-than-expected second-quarter 2026 results and raising its full-year outlook.
Palantir, Coherent, Lumentum, ON Semi, and More Stocks That Explain Today's Market
The S&P 500 is on the brink of notching a record high as tech extends its recent rebound.
Palantir jumps 16% on 'otherworldly' commercial revenue — here's what's driving the demand
Palantir's second-quarter earnings saw commercial revenue skyrocket 149% from a year ago. The software giant pinned its blowout second-quarter earnings on firms demanding AI sovereignty.
Palantir Stock Surges as ‘Otherwordly' Earnings Make It an AI Winner
Shares of Palantir Technologies rose sharply early Tuesday after the company reported strong second-quarter earnings results.
Palantir: Otherworldly Numbers Have Proven Me Wrong, Fantasy Valuation Has Not
Revenue growth accelerated, especially in the U.S., GAAP operating margin jumped, and management lifted its 2026 revenue outlook by approximately $500 million. Palantir is scaling faster and more profitably than I previously expected. My earlier skepticism regarding Palantir's structural margin potential has been substantially disproven. The company is priced at more than 40x management's upgraded 2026 revenue guidance and approximately 75x the midpoint of its adjusted free cash flow outlook.
Palantir: Wall Street's Most Compelling Growth Story
With unmatched revenue in the lucrative commercial and defense sectors, soaring free cash flow, and sustained earnings beats, Palantir is one of Wall Street's most compelling growth stories.
Palantir Technologies Inc. (PLTR) Q2 2026 Earnings Call Transcript
Palantir Technologies Inc. (PLTR) Q2 2026 Earnings Call Transcript
Palantir CEO Alex Karp says frontier AI labs think they 'deserve to colonize your enterprise'
Palantir reported a blockbuster Q2, with a 93% year-over-year revenue increase. CEO Alex Karp linked the latest growth to enterprises' demand for "AI sovereignty.
Palantir Shares Pop on Robust Quarterly Results
Palantir, a Zacks Rank #2 (Buy), is one of many companies to post robust results in the Q2 cycle, with shares seeing a nice pop following the release.
After killer quarter, Palantir CEO Alex Karp calls AI industry ‘Marxist'
Palantir CEO Alex Karp on Monday once again warned that AI frontier labs are too untrustworthy for enterprises.
Palantir Q2: Patience Is A Virtue
Palantir Technologies Inc. delivered a standout Q2, with 93% revenue growth and a 62% adjusted operating margin, reinforcing its momentum. PLTR's customer base and average contract value are rising, with net dollar retention reaching 157% and major deals exceeding $10 million. Valuation remains rich, but robust financials and operational execution may justify the premium if growth and margins persist.
