Acciones de Palantir Technologies Inc. (PLTR) — ¿es un buen negocio?

Acciones de Palantir Technologies Inc. (PLTR) — ¿es un buen negocio? — InspectStocks

Just reported

Q3 2026 results

From Palantir Technologies's results release of 2 de noviembre de 2026; its quarterly report has since been filed.

Revenue
Actual
2,31B US$
+96 % y/y
+20 % q/q
Guided
2,16B US$
midpoint
Above guide+7,0 %
EPS, GAAP
Actual
0,44 US$
+144 % y/y
+7,3 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
1,08B US$
+176 % y/y
+19 % q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue2,649B US$ – 2,653B US$+88 % y/y First given
Operating income, adjusted1,64B US$ – 1,644B US$First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Cómo gana dinero

Government customer contracts52 %
Commercial customer contracts48 %

Los porcentajes de ingresos son estimaciones para six months ended June 30, 2026, no cifras de un informe oficial.

Compite con

Qué vende4

Gotham
Software that brings together information from different sources, including sensors, to help defense and intelligence users understand events, plan missions, and coordinate operations.
Foundry
Software that helps organizations bring their data together, analyze it, and build applications and workflows for everyday operations.
Apollo
Software for delivering software updates, security changes, and configuration updates across cloud services, customers’ own computers, and other environments.
Artificial Intelligence Platform (AIP)
Software that connects artificial intelligence models to an organization’s data and work processes, with tools for building automated tasks and controlling how the models are used.

Quién se lo compra4

U.S. and other government agencies that buy software for defense, intelligence, and other government work, often through separately contracted departments or agencies.
Commercial businesses that buy software to organize data and support work across their operations; the company reports customers in many industries.
Defense personnel, intelligence analysts, and military organizations using software for situational awareness and mission planning.
Workers and analysts in industries such as utilities, automotive manufacturing, oil and gas, and pharmaceuticals, who use the software for operational tasks.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1Palantir relies on computing services from third parties, including Amazon Web Services and Microsoft, for some customer systems and software operations.
2AIP connects to large language models provided by other companies or hosted by customers, so access to and compatibility with those models matters.
3A meaningful portion of revenue comes from government customers, whose purchasing can depend on budgets, contract awards, procurement rules, and required security clearances.
4The company’s contracts often involve customer-specific setup and support, and some customers can terminate contracts for convenience.

Qué podría salir mal

1A relatively small number of customers account for a substantial portion of revenue; if major customers do not renew, expand, or continue their contracts, revenue could fall.
2Government sales can be affected by budget changes, delays in contract awards, shifts in spending priorities, procurement rules, and requirements for employee and facility security clearances.
3Palantir’s software can be complex to implement, and failures in its software, security, privacy controls, or artificial intelligence features could disrupt customer operations, harm its reputation, or lead to lost business or legal claims.

Estados financieros completos →

Sobre Palantir Technologies Inc.

Palantir makes four main software products: Gotham for defense and intelligence work, Foundry for organizing data and building workflows, Apollo for delivering software updates across different computing environments, and the Artificial Intelligence Platform (AIP) for using artificial intelligence with an organization’s data and processes. Customers can combine these products, which are designed to work with data the customer already has access to. Contracts can include software access, continuing support and maintenance, and services such as configuration, training, and data modeling.

Sede: Denver, Colorado, United States
Fundada en: 2003
Empleados: 4,429 (December 31, 2025, high)
Cotiza en: Nasdaq
Cierre del ejercicio: December 31

Construido a partir de los propios informes de Palantir Technologies Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.

Just reported

Q3 2026 results

From Palantir Technologies's results release of 2 de noviembre de 2026; its quarterly report has since been filed.

Revenue
Actual
2,31B US$
+96 % y/y
+20 % q/q
Guided
2,16B US$
midpoint
Above guide+7,0 %
EPS, GAAP
Actual
0,44 US$
+144 % y/y
+7,3 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
1,08B US$
+176 % y/y
+19 % q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue2,649B US$ – 2,653B US$+88 % y/y First given
Operating income, adjusted1,64B US$ – 1,644B US$First given

Keep exploring

The themes Palantir Technologies is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Software Infrastructure

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Cómo gana dinero

Government customer contracts52 %
Commercial customer contracts48 %

Los porcentajes de ingresos son estimaciones para six months ended June 30, 2026, no cifras de un informe oficial.

Compite con

Qué vende4

Gotham
Software that brings together information from different sources, including sensors, to help defense and intelligence users understand events, plan missions, and coordinate operations.
Foundry
Software that helps organizations bring their data together, analyze it, and build applications and workflows for everyday operations.
Apollo
Software for delivering software updates, security changes, and configuration updates across cloud services, customers’ own computers, and other environments.
Artificial Intelligence Platform (AIP)
Software that connects artificial intelligence models to an organization’s data and work processes, with tools for building automated tasks and controlling how the models are used.

Quién se lo compra4

U.S. and other government agencies that buy software for defense, intelligence, and other government work, often through separately contracted departments or agencies.
Commercial businesses that buy software to organize data and support work across their operations; the company reports customers in many industries.
Defense personnel, intelligence analysts, and military organizations using software for situational awareness and mission planning.
Workers and analysts in industries such as utilities, automotive manufacturing, oil and gas, and pharmaceuticals, who use the software for operational tasks.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1Palantir relies on computing services from third parties, including Amazon Web Services and Microsoft, for some customer systems and software operations.
2AIP connects to large language models provided by other companies or hosted by customers, so access to and compatibility with those models matters.
3A meaningful portion of revenue comes from government customers, whose purchasing can depend on budgets, contract awards, procurement rules, and required security clearances.
4The company’s contracts often involve customer-specific setup and support, and some customers can terminate contracts for convenience.

Qué podría salir mal

1A relatively small number of customers account for a substantial portion of revenue; if major customers do not renew, expand, or continue their contracts, revenue could fall.
2Government sales can be affected by budget changes, delays in contract awards, shifts in spending priorities, procurement rules, and requirements for employee and facility security clearances.
3Palantir’s software can be complex to implement, and failures in its software, security, privacy controls, or artificial intelligence features could disrupt customer operations, harm its reputation, or lead to lost business or legal claims.

Estados financieros completos →

Sobre Palantir Technologies Inc.

Sede: Denver, Colorado, United States
Fundada en: 2003
Empleados: 4,429 (December 31, 2025, high)
Cotiza en: Nasdaq
Cierre del ejercicio: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende4

Quién se lo compra4

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Palantir Technologies Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende4

Quién se lo compra4

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Palantir Technologies Inc.

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Palantir Technologies Inc.

Data & AI software

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende4

Quién se lo compra4

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Palantir Technologies Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende4

Quién se lo compra4

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Palantir Technologies Inc.

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Palantir Technologies Inc.

Rentabilidad pasada

Data & AI software

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo