Акции Palantir Technologies Inc. (PLTR) — это хороший бизнес?

Акции Palantir Technologies Inc. (PLTR) — это хороший бизнес? — InspectStocks

Just reported

Q3 2026 results

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

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

Company outlook

Q4 2026

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

На чём зарабатывает

Government customer contracts52 %
Commercial customer contracts48 %

Доли выручки — это оценки за six months ended June 30, 2026, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт4

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.

Кто покупает4

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании 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.

Штаб-квартира: Denver, Colorado, United States
Год основания: 2003
Сотрудников: 4,429 (December 31, 2025, high)
Торгуется на: Nasdaq
Конец финансового года: December 31

Построено по собственной отчётности Palantir Technologies Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported

Q3 2026 results

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

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

Company outlook

Q4 2026

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

На чём зарабатывает

Government customer contracts52 %
Commercial customer contracts48 %

Доли выручки — это оценки за six months ended June 30, 2026, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт4

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.

Кто покупает4

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании Palantir Technologies Inc.

Штаб-квартира: Denver, Colorado, United States
Год основания: 2003
Сотрудников: 4,429 (December 31, 2025, high)
Торгуется на: Nasdaq
Конец финансового года: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

На чём зарабатывает

Конкурирует с

Что продаёт4

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании 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

На чём зарабатывает

Конкурирует с

Что продаёт4

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании 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

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

На чём зарабатывает

Конкурирует с

Что продаёт4

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании 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

На чём зарабатывает

Конкурирует с

Что продаёт4

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Palantir Technologies Inc.

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Palantir Technologies Inc.

Доходность за прошлые периоды

Data & AI software

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени