PLTR
Palantir TechnologiesSoftwareAI exposure: Core
Data and AI platform (AIP) for governments and enterprises.
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.
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 TradingView03What 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: 2026-08-03 (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
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- 10-QQuarterly report2026-08-04documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-08-03documentfolder
- 8-KCurrent report · items 5.072026-06-09documentfolder
- 10-QQuarterly report2026-05-05documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-05-04documentfolder
- DEF 14AProxy statement2026-04-24documentfolder
- S-8Employee stock plan registration2026-02-17documentfolder
- 10-KAnnual report2026-02-17documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-02-02documentfolder
- 10-QQuarterly report2025-11-04documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012025-11-03documentfolder
- 10-QQuarterly report2025-08-05documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Stat Lauren Elaina Friedman Director | Open-market sale · disposed | 1,342 | $182.50 | 2026-09-03 |
Buckley Jeffrey See Remarks | Open-market sale · disposed | 3,305 | $174.62 | 2026-08-24 |
Karp Alexander C. Director, See Remarks | Conversion · acquired | 492,348 | — | 2026-08-24 |
Karp Alexander C. Director, See Remarks | Open-market sale · disposed | 492,348 | $174.79 | 2026-08-24 |
Moore Alexander D. Director | Open-market sale · disposed | 16,000 | $174.28 | 2026-08-19 |
Sankar Shyam See Remarks | Gift · disposed | 350,000 | — | 2026-08-12 |
Sankar Shyam See Remarks | Conversion · acquired | 35,000 | — | 2026-08-10 |
Sankar Shyam See Remarks | Open-market sale · disposed | 35,000 | $155.70 | 2026-08-10 |
News
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Compare all →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.