“Palantir builds data-analytics and AI software for governments and large companies, including its AI Platform (AIP).”
🐂 Bull
- AIP demand driving fast US commercial growth
- Revenue grew +93% YoY last quarter ($1.0B → $1.9B)
- 47% GAAP operating margin last quarter
🐻 Bear
- Lumpy government contracts and high stock-based pay
- Stock comp $684M = 15% of FY revenue
What changed
Quarter revenue $1.9B, +93% YoY; operating income $912M vs $269M a year ago (+239%).
PLTR · Palantir Technologies Inc.
Software & Internet · ★ Legendary · Power 92/100 · CIK 0001321655
What it does
Palantir builds data-analytics and AI software for governments and large companies, including its AI Platform (AIP). US government and US commercial customers are its biggest markets.
What changed
10-Q for the period ending 2026-06-30, filed 2026-08-04 0001321655-26-000041
Quarter revenue $1.9B, +93% YoY; operating income $912M vs $269M a year ago (+239%).
- Revenue (qtr to 2026-06-30): $1.9B (+93% YoY) 0001321655-26-000041
- Operating income (qtr to 2026-06-30): $912M (+239% YoY) 0001321655-26-000041
- Operating cash flow (FY to 2025-12-31): $2.1B (+85% YoY) 0001321655-26-000011
🐂 Bull case
- AIP demand driving fast US commercial growth
- Revenue grew +93% YoY last quarter ($1.0B → $1.9B) 0001321655-26-000041
- 47% GAAP operating margin last quarter 0001321655-26-000041
🐻 Bear case
- Lumpy government contracts and high stock-based pay
- Stock comp $684M = 15% of FY revenue 0001321655-26-000011
🚩 Red flags
- None triggered by our rules this period.
Data notes: debt not tagged in recent filings (shown as n/a; balance-sheet points get half credit).
⚡ PLTR event cards
10-year history PRO
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How the power level is computed
Power (0–100) = Growth 25 × clip(quarter revenue YoY ÷ 30%) + Profit 25 × clip(quarter GAAP operating margin ÷ 30%) + Cash 20 × clip(FY free cash flow ÷ FY revenue ÷ 25%) + Fortress 15 (full if cash + short-term investments ≥ debt, else 15 × clip(1 − net debt ÷ FY revenue); half if debt isn't tagged) + Dilution 15 (full if diluted shares flat/down YoY, 0 at +5%). Missing inputs get half credit. Banks and insurers get a Financials frame: their score isn't comparable.
Not investment advice. Ticker Card summarizes public SEC EDGAR filings, which can be restated or late. No stock prices. Every number cites the filing's accession number. Source: SEC EDGAR.