Azioni Palantir Technologies Inc. (PLTR) — è una buona azienda?

Azioni Palantir Technologies Inc. (PLTR) — è una buona azienda? — InspectStocks

Just reported

Q3 2026 results

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

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

Company outlook

Q4 2026

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

Come guadagna

Government customer contracts52%
Commercial customer contracts48%

Le quote di ricavo sono stime per six months ended June 30, 2026, non cifre tratte da un documento depositato.

Compete con

Che cosa 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.

Chi 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.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

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.

Che cosa potrebbe andare storto

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.

Bilanci completi →

Informazioni su 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
Fondata nel: 2003
Dipendenti: 4,429 (December 31, 2025, high)
Quotata su: Nasdaq
Chiusura dell'esercizio: December 31

Costruito dai documenti depositati da Palantir Technologies Inc. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q3 2026 results

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

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

Company outlook

Q4 2026

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

Come guadagna

Government customer contracts52%
Commercial customer contracts48%

Le quote di ricavo sono stime per six months ended June 30, 2026, non cifre tratte da un documento depositato.

Compete con

Che cosa 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.

Chi 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.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

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.

Che cosa potrebbe andare storto

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.

Bilanci completi →

Informazioni su Palantir Technologies Inc.

Sede: Denver, Colorado, United States
Fondata nel: 2003
Dipendenti: 4,429 (December 31, 2025, high)
Quotata su: Nasdaq
Chiusura dell'esercizio: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Come guadagna

Compete con

Che cosa vende4

Chi lo compra4

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su 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

Come guadagna

Compete con

Che cosa vende4

Chi lo compra4

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su 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

Crescita e cassa — 5 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Come guadagna

Compete con

Che cosa vende4

Chi lo compra4

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su 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

Come guadagna

Compete con

Che cosa vende4

Chi lo compra4

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su Palantir Technologies Inc.

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Palantir Technologies Inc.

Andamento passato

Data & AI software

Crescita e cassa — 5 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo