Bedrijf laden
Just reported
Q3 2026 results
From Palantir Technologies's results release of 2 november 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 2,31B
+96% y/y
+20% q/qGuided
US$ 2,16B
midpoint
Above guide+7,0%EPS, GAAP
Actual
US$ 0,44
+144% y/y
+7,3% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$ 1,08B
+176% y/y
+19% q/qGuided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$ 2,649B – US$ 2,653B+88% y/y First given
- Operating income, adjustedUS$ 1,64B – US$ 1,644BFirst 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.
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 $2B or more: A first, then the largest.
PANWPalo Alto Networks, Inc.US$ 263,9BA
CRWDCrowdStrike Holdings, Inc.US$ 235,2BA
NETCloudflare, Inc.US$ 114,2BA-
FTNTFortinet, Inc.US$ 95,2BA+
SNPSSynopsys Inc.US$ 88,7BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 okt 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 okt 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 okt 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 okt 2026BAGraded B, now A
UIUbiquiti Inc.6 nov 2026BAGraded B, now A
Hoe het geld verdient
- Government customer contracts52%
- Commercial customer contracts48%
De omzetaandelen zijn schattingen voor six months ended June 30, 2026, geen cijfers uit een ingediend rapport.
Concurreert met
Wat het verkoopt4
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.
Wie het koopt4
- 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.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 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.
Wat er mis kan gaan
- 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.
Over 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.
- Hoofdkantoor
- Denver, Colorado, United States
- Opgericht in
- 2003
- Medewerkers
- 4,429 (December 31, 2025, high)
- Genoteerd aan
- Nasdaq
- Einde boekjaar
- December 31
Gebouwd uit de eigen deponeringen van Palantir Technologies Inc. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.