PLTR Earnings
Monday, May 04 2026
EPS Estimate
$0.28
$0.27 – $0.32
Revenue Estimate
$1.5B
Track Record
4/4 beats
Current Price
$135.70
Our Position
bearishPalantir's AI-driven revenue leaps 70% in Q4
structured data
est. revisions stable
(-0.2pp / 30d)
Palantir's robust revenue growth and fat cash flow validate its AI and government software strategy despite valuation headwinds and intensifying AI competition.
Watch: Next earnings report will clarify if Palantir can sustain AI momentum and justify its lofty valuation amidst competitive pressures.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
1-Month Return
-13.8%
From 52w High
-36.1%
P/E Ratio
203.3
Est. Revisions (30d)
-0.2% 17up/0dn
Analyst Target (mean)
$185 $70–$260 +37%
Options P/C Ratio
0.32 0C/4P unusual
Est. Dispersion
18% 22 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw, Two Sigma, Bridgewater
Recent Activity
insider trades
1 transaction
Sell
·
MOORE ALEXANDER D (Director)
·16,000 shares
·$2,438,623
analyst ratings
5 ratings
Mizuho
→Outperform
1d ago
Wedbush
→Outperform
5d ago
Rosenblatt
→Buy
20d ago
UBS
→Buy
28d ago
Wedbush
→Outperform
30d ago
filing changes
MEDIUM
New items added:
Expanded discussion on risks related to acceptance and integration of new technologies and platforms.
MEDIUM
Material language changes:
Updated description of credit facility and financial covenants.
HIGH
New items added:
Expanded and detailed risks related to cybersecurity attacks and breaches.
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