PLTR

Palantir Technologies

SoftwareAI exposure: Core

Data and AI platform (AIP) for governments and enterprises.

Next earnings: Palantir Technologies has not announced its next earnings date. Its last earnings release was filed with the SEC on November 2, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR

Alerts for PLTR

01What does it supply?

Products, customers, and where it sits in the AI stack.

What the company does

Builds data-integration and analytics platforms for government and commercial customers.

Its role in AI

Its AI Platform is the main driver of new commercial and government contracts.

02How much does AI matter to its business?

Core. AI demand is the main driver of the business today.

Why PLTR is rated core

Core. Palantir's Artificial Intelligence Platform is the product; revenue grew 93% to $1.935 billion in Q2 2026 with U.S. commercial up 149% and U.S. government up 90%. Palantir does not report AIP revenue separately, and there is no meaningful non-AI product line to separate out: the platform is the company.

Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.

Reported by the company

Revenue $1.935 billion, up 93% year over year; U.S. commercial revenue $764 million, up 149%; U.S. government revenue $809 million, up 90%.Source · Q2 2026, quarter ended June 30, 2026
Total contract value closed $3.373 billion, up 49% YoY; U.S. commercial TCV $2.132 billion, up 153%; U.S. commercial remaining deal value $6.238 billion, up 124%.Source · Q2 2026, quarter ended June 30, 2026
Total remaining deal value $11.2 billion at December 31, 2025 ($6.8 billion commercial, $4.4 billion government).Source · FY2025, year ended December 31, 2025

Estimates

No third-party or editorial estimates are listed for PLTR. Only company-reported figures are shown at present.

Key financial metrics, by reporting period

Company-reported, via TradingView

03What should visitors watch next?

Earnings, product launches, customer spending, and the risks that matter.

Next earnings

No announced date on file. Check the investor relations page.

Last earnings release: 2026-11-02 (8-K)

Watch list

Q3 2026 guidance: revenue $2.160-$2.164 billion source
FY2026 guidance raised to revenue $8.150-$8.158 billion, U.S. commercial revenue above $3.424 billion (134% growth), adjusted free cash flow $4.5-$4.7 billion source
Conversion of the $6.238 billion U.S. commercial remaining deal value into revenue source

Growth drivers

CEO: 'Demand for AI sovereignty has now been unleashed'; Palantir says it is the only company demonstrating it can transform tokens into actual economic value source
U.S. commercial revenue growth of 149% YoY and U.S. commercial TCV up 153% YoY drove the raise in FY2026 guidance source

Risks

Palantir may fail to successfully develop and deploy new AI-based technologies that meet customer needs in a rapidly evolving market source
A substantial portion of revenue depends on U.S. federal government spending, exposing results to budget cuts, policy shifts or procurement changes source
Larger competitors with greater resources, established customer relationships and broader portfolios can outspend Palantir on R&D and sales source

The company's own risk factors: 10-K filed 2026-02-17, Item 1A.

Recent developments: SEC filings

Source: SEC EDGAR · refreshed every 15 min

8-KEarnings release · items 2.02,7.01,9.012026-11-02document folder
10-QQuarterly report2026-08-04document folder
8-KEarnings release · items 2.02,7.01,9.012026-08-03document folder
8-KCurrent report · items 5.072026-06-09document folder
10-QQuarterly report2026-05-05document folder
8-KEarnings release · items 2.02,7.01,9.012026-05-04document folder
DEF 14AProxy statement2026-04-24document folder
S-8Employee stock plan registration2026-02-17document folder
10-KAnnual report2026-02-17document folder
8-KEarnings release · items 2.02,7.01,9.012026-02-02document folder
10-QQuarterly report2025-11-04document folder
8-KEarnings release · items 2.02,7.01,9.012025-11-03document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
Taylor Ryan D. See Remarks	Grant / award · acquired	211,208	—	2026-10-30
Sankar Shyam See Remarks	Grant / award · acquired	564,830	—	2026-10-30
Glazer David A. See Remarks	Grant / award · acquired	211,208	—	2026-10-30
Moore Alexander D. Director	Open-market sale · disposed	16,000	$197.99	2026-10-19
Woersching Eric H. Director	Open-market sale · disposed	1,000	$205.00	2026-10-14
Stat Lauren Elaina Friedman Director	Open-market sale · disposed	5,026	$199.00	2026-10-13

News

PLTR in plain answers

The questions readers ask about Palantir Technologies, answered from the company's own filings and this site's research. Each answer names its source.

What does Palantir Technologies (PLTR) supply to AI?+

Builds data-integration and analytics platforms for government and commercial customers. Its AI Platform is the main driver of new commercial and government contracts.

How much does AI matter to Palantir Technologies's business?+

AI exposure is rated core on this site: AI demand is the main driver of the business today. Reported by the company: Revenue $1.935 billion, up 93% year over year; U.S. commercial revenue $764 million, up 149%; U.S. government revenue $809 million, up 90%. Total contract value closed $3.373 billion, up 49% YoY; U.S. commercial TCV $2.132 billion, up 153%; U.S. commercial remaining deal value $6.238 billion, up 124%.

Company filing or release

When is Palantir Technologies's next earnings date?+

Palantir Technologies has not announced its next earnings date. Its last earnings release was filed with the SEC on November 2, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.

Last earnings release on EDGAR

Are Palantir Technologies insiders buying or selling PLTR stock?+

In the latest Form 4 filings for PLTR there are 3 open-market sales, 3 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 30, 2026 by Glazer David A.. Every transaction links to the filing on SEC EDGAR below.

Most recent Form 4

What should investors watch for PLTR?+

Q3 2026 guidance: revenue $2.160-$2.164 billion FY2026 guidance raised to revenue $8.150-$8.158 billion, U.S. commercial revenue above $3.424 billion (134% growth), adjusted free cash flow $4.5-$4.7 billion Conversion of the $6.238 billion U.S. commercial remaining deal value into revenue

Source

What are the main risks for Palantir Technologies?+

Palantir may fail to successfully develop and deploy new AI-based technologies that meet customer needs in a rapidly evolving market A substantial portion of revenue depends on U.S. federal government spending, exposing results to budget cuts, policy shifts or procurement changes Larger competitors with greater resources, established customer relationships and broader portfolios can outspend Palantir on R&D and sales

10-K filed 2026-02-17, Item 1A

Which AI category is PLTR in?+

Palantir Technologies is listed under Software. Data and AI platform (AIP) for governments and enterprises.

Related companies in Software

Original sources

Investor relations — earnings dates, releases, presentations
SEC EDGAR company page — every filing (CIK 0001321655)
Latest annual report (10-K) — filed 2026-02-17
TradingView symbol page — full chart and data

Research note — investors.palantir.com returned a proxy 403 for the release page, so figures come from the identical Exhibit 99.1 on sec.gov (filed August 3, 2026). No Q3 2026 earnings-date announcement found as of 2026-09-17. Customer count not captured.