Business overview

Software platforms: Gotham (intelligence/defense), Foundry (enterprise), Apollo, AIP (AI). Two segments: Government and Commercial.

Watch: Very high valuation, limited informational edge for a conviction-based thesis. Loss of the French DGSI contract (replaced by ChapsVision).

Valuation
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Update log

DateNewsImpact
9/10/2026Palantir highlighted customer deployments of its Foundry, Ontology, and Artificial Intelligence Platform (AIP) products during its AIPCon event.
9/10/2026A weekly technology ranking places Palantir at No. 63, trailing behind Axon.
9/10/2026Palantir announced expanded partnerships with Nvidia and Fujitsu at its AIPCon 11 forum, focusing on its sovereign AI strategy.
9/10/2026Palantir's share price saw movement following a partnership with Nvidia that highlights commercial growth and valuation discussions.
9/10/2026Michael Burry exited his put option positions on Palantir and Nvidia due to concerns over market risks.
9/10/2026Palantir is collaborating with Nvidia to advance its AI capabilities in sensitive global markets.
9/10/2026Nvidia and Palantir have launched a joint AI stack for supply chains, tested within Nvidia's own production environment.
9/9/2026Palantir CEO Alex Karp announced that a new infrastructure partner, Nebius, will support the company's sovereign AI efforts for commercial clients.
9/9/2026Palantir has selected Nebius as its preferred sovereign AI infrastructure partner, allowing commercial customers to access compute power while maintaining data privacy.
9/9/2026Despite a 93% growth in stock performance, analysts suggest that Palantir's post-earnings rally leaves limited room for further short-term upside.
9/9/2026Cathie Wood's ARK Invest firm has reduced its stake in Palantir Technologies.
9/9/2026ARK Invest reported selling approximately $6.5 million worth of Palantir shares.
9/9/2026Palantir Technologies has shifted its primary performance metric for investors from total customer count to a new bookings figure.
9/9/2026Jim Cramer described Palantir Technologies as a portfolio "wide receiver," comparing the company to an NFL star to highlight its status as a pure growth stock.
9/8/2026Palantir is partnering with Nebius Group to shift the AI business model away from a 'pay-per-token' subscription approach towards building proprietary assets.
9/8/2026Palantir continues to outperform market expectations despite analyst concerns regarding its current valuation.
9/8/2026Palantir's CTO Shyam Sankar is an angel investor in Antioch, a simulation platform for physical AI that recently raised $32 million.
9/8/2026Investor Michael Burry has criticized Palantir's business model, though the company continues to demonstrate AI-driven growth.
9/8/2026Palantir has designated Nebius as a preferred partner for sovereign AI, integrating Nebius's compute and inference endpoints into the Palantir enterprise perimeter.
9/8/2026Palantir Technologies stock experienced a decline in its latest trading session.
9/7/2026ARK Invest, led by Cathie Wood, has shifted its investment strategy by moving capital from Palantir into space and fintech holdings.
9/7/2026CEO Alex Karp argued at the G20 Innovation Ministerial that the primary strategic risk for companies regarding AI is not the loss of data, but the loss of competitive 'alpha'.
9/7/2026Following a recent earnings-driven price surge, analysts suggest Palantir's stock could maintain momentum over the coming year.
9/7/2026Palantir shares rose by 51% in August, driven by strong earnings results and an upward revision of its annual financial outlook.
9/7/2026Palantir stock experienced significant gains during the month of August, outperforming major technology peers.
9/7/2026A resurfaced accounting critique by Michael Burry compares Palantir Technologies' business model to that of a consultant, citing Accenture as a point of comparison.
9/7/2026Ark Invest has divested $25 million worth of Palantir stock from its holdings.
9/6/2026Investor Michael Burry characterizes Palantir's financial records as resembling those of a consultancy rather than a pure software firm.
9/6/2026Yahoo Finance
9/5/2026Yahoo Finance
9/5/2026Yahoo Finance
9/5/2026Yahoo Finance
9/5/2026Yahoo Finance
9/5/2026Yahoo Finance
9/4/2026An analysis of the SCHG fund holdings shows significant weightings in companies including Palantir, impacting fund performance relative to broader indices.
9/4/2026Palantir stock reached a monthly high following the announcement of an expanded AI consulting partnership with PwC, despite ongoing criticism from Michael Burry.
9/4/2026Analysts are questioning the sustainability of Palantir's stock price growth following its recent high performance.
9/4/2026Palantir Technologies stock has triggered a technical 'Golden Cross' signal, indicating potential upward momentum.
9/4/2026A Palantir director, Lauren Stat, sold 1,342 shares of the company as part of a pre-arranged trading plan.
9/4/2026Yahoo Finance
9/4/2026Yahoo Finance
9/4/2026Palantir faces investor scrutiny regarding whether its 93% revenue growth justifies the current high premium valuation of its stock.
9/3/2026Palantir Technologies shares gained alongside other software equities following positive market momentum.
9/3/2026Palantir Technologies shares rose 8% due to an expanded alliance with PwC, despite ongoing bearish sentiment from Michael Burry.
9/3/2026Palantir Technologies is facing investor scrutiny regarding its high valuation and insider selling, despite strong revenue growth.
9/3/2026Investor Michael Burry has expressed skepticism regarding Palantir Technologies' valuation, suggesting the company's market price is currently decoupled from its financial profile.
9/3/2026Palantir shares rallied by 7% following a new alliance with PwC, which served to counter bearish remarks from Michael Burry.
9/3/2026Palantir Technologies stock increased following the announcement of an expanded partnership with PwC focused on AI.
9/2/2026Palantir stock faces potential pressure due to market competition from Google.
9/2/2026Palantir stock fell on September 2, 2026, despite landing a U.S. Army TITAN contract and a new leadership hire.
9/2/2026Palantir stock fell despite the company securing a production contract from the U.S. Army for AI targeting systems.
9/2/2026Palantir shares dropped 7% amid reports of Google DeepMind entering the defense AI market with a new cybersecurity model.
9/2/2026Jim Cramer highlighted Palantir Technologies as a standout market performer during an episode of Mad Money.
9/2/2026Defense News
9/2/2026Breaking Defense
9/2/2026Palantir shares declined despite the company securing a $192 million U.S. Army contract for the TITAN program.
9/2/2026Palantir Technologies announced that Peter Zaffino will join the company as Global Head of Financial Services starting in January 2027.
9/2/2026Make-or-break deadline for a defense program (September 2026) — The Pentagon's Maven Smart System, a critical defense program powered by Palantir, was scheduled for designation as an official program of record by the end of September 2026. Recent legal developments, including a federal court ruling in late August 2026 that overturned a Pentagon ban on the AI supplier Anthropic, removed significant execution risks for the program's integration ahead of this September deadline.
9/1/2026S - Sale transaction of -1,342 shares at $182.50
9/1/2026Defense News
9/1/2026Palantir stock is identified as being in a buy zone alongside other tech stocks like Microsoft and ServiceNow.
9/1/2026Baird reiterated an Outperform rating for Palantir Technologies, highlighting its ability to modernize enterprise operations through its proprietary ontology and focus on agentic AI.
9/1/2026Palantir Technologies was awarded a contract by the U.S. Army to produce and deliver eight Tactical Intelligence Targeting Access Node (TITAN) ground station systems.
9/1/2026Palantir's commercial revenue growth is accelerating, with projections suggesting it may surpass government revenue within the next quarter.
9/1/2026Cathie Wood's ARK Invest sold $26 million of Palantir stock to reallocate capital to other growth companies.
9/1/2026Palantir is mentioned alongside other technology companies in a market analysis blog by Zacks.
9/1/2026Palantir was highlighted as a leader in tech stock performance during the Nasdaq's recovery in August.
8/31/2026Palantir's stock performance remains strong, driven by positive financial results and the expansion of the Maven smart system.
8/31/2026Palantir CEO Alex Karp emphasizes the company's focus on delivering tangible value, positioning it alongside Nvidia as a key player in the current market.
8/31/2026Palantir is experiencing significant stock momentum, leading analysts to evaluate its growth path and potential future stock price targets through 2027.
8/31/2026Palantir's valuation continues to draw market attention as its Pentagon-related business approaches a $1 billion annual run-rate.
8/30/2026A historical anecdote regarding musician Raekwon's early affiliation with Palantir highlights the long-standing profile of the company.
8/30/2026Yahoo Finance
8/30/2026
Timing score improves on Maven program of record confirmation
AI review
The increase in the timing score is driven by a material improvement in the catalysts pillar, following the formal designation of the Maven Smart System as an official Pentagon program of record. This development provides long-term, guaranteed budgetary support for a key AI-defense platform, effectively de-risking the near-term revenue outlook for the government segment. Additionally, analyst projections highlighting the program's path to $1 billion in annual recurring revenue have catalyzed near-term market expectations.
8/29/2026Yahoo Finance
8/29/2026Yahoo Finance
8/28/2026Yahoo Finance
8/28/2026Yahoo Finance
8/28/2026Palantir reports strong financial performance with a 155% Rule of 40 score, driven by significant revenue growth and high operating margins linked to AI adoption.
8/28/2026Peter Thiel, a co-founder of Palantir, is reported to have rebalanced his portfolio into energy stocks.
8/28/2026A value investor assesses Palantir's valuation relative to its high-growth status.
8/28/2026The article compares the stock valuations and earnings performance of NVIDIA and Palantir within the broader AI sector.
8/28/2026Yahoo Finance
8/28/2026Yahoo Finance
8/27/2026The article discusses Palantir's unique position in the enterprise software market as a reason for investment.
8/27/2026Palantir's Maven AI business is growing significantly, with revenues approaching $1 billion annually.
8/27/2026Palantir's stock price surge was driven by already public information regarding its customer base, contracts, and expansion rate.
8/27/2026Peter Thiel, a co-founder of Palantir Technologies, is highlighted for his historical role in the company's formation alongside his other investment activities.
8/27/2026Palantir's Maven Smart System has been designated a Pentagon program of record with significant long-term funding, following strong quarterly results and raised guidance.
8/27/2026Peter Thiel continues to sell portions of his Palantir stake while remaining the largest individual shareholder.
8/26/2026Yahoo Finance
8/26/2026Wall Street analysts currently maintain a generally positive outlook on Palantir Technologies, recommending it as a portfolio addition.
8/26/2026Palantir stock is expected to see significant movement in September, driven by market positioning following strong earnings performance.
8/26/2026Palantir Technologies is highlighted as a company with strong growth potential that could outperform the market.
8/26/2026Palantir's stock rose nearly 2% following an analyst note from William Blair projecting the Maven system will reach $1 billion in annual recurring revenue.
8/26/2026Palantir Technologies experienced a 43% surge in its stock price over the last month, prompting investor discussion regarding valuation and potential selling points.
8/26/2026Financial commentator Jim Cramer reaffirmed his bullish outlook on Palantir Technologies, describing it as a high-growth speculation that has performed well recently.
8/25/2026Palantir's stock has risen significantly over the past month, driven by robust demand and improved competitive positioning despite ongoing valuation risks.
8/25/2026The article discusses whether Palantir's rapid growth justifies its current high stock valuation.
8/25/2026Palantir is highlighted by Zacks as a stock of interest.
8/25/2026Palantir Technologies is identified as a compelling investment opportunity following a strong earnings report.
8/25/2026Several billionaire investors sold Palantir shares during the second quarter in favor of other AI investments.
8/25/2026Palantir's Maven AI system has been designated as an official Pentagon program of record, which is expected to lead to long-term government contracts.
8/25/2026Cathie Wood's firm sold a significant amount of Palantir shares while purchasing shares of SpaceX.
8/24/2026Palantir Technologies is highlighted for its strong demand in artificial intelligence and its government-focused sales model compared to UiPath.
8/24/2026Cathie Wood has sold approximately $27.2 million worth of Palantir stock following a 43% rally.
8/23/2026Yahoo Finance
8/22/2026Yahoo Finance
8/22/2026Yahoo Finance
8/21/2026Palantir is highlighted in a Zacks Investment Ideas article alongside Match Group and Unity Software.
8/21/2026Yahoo Finance
8/21/2026Yahoo Finance
8/21/2026Yahoo Finance
8/21/2026Yahoo Finance
8/21/2026Yahoo Finance
8/21/2026Yahoo Finance
8/20/2026Mercury Systems and Palantir Technologies have formed a strategic alliance to automate material planning and factory operations for U.S. military programs.
8/20/2026Palantir's recent financial performance has exceeded market expectations, sparking debate over whether its current valuation is justified by its growth story.
8/20/2026The article discusses Palantir's stock market performance following a 33% rally over the past month and questions its value as a buy.
8/20/2026The article discusses market predictions regarding Palantir's stock price by the end of 2026.
8/20/2026Palantir is exhibiting margin expansion and a focus on AI deployment, supporting the outlook for efficient company growth.
8/20/2026Knox Systems has appointed former Palantir executive Melissa Glauber as its Vice President of Marketing and Communications.
8/20/2026Palantir Technologies is identified as one of three software stocks with an improving outlook potentially leading to a breakout.
8/19/2026Palantir CEO Alex Karp has reaffirmed the company's ability to maintain a strong revenue growth trajectory.
8/19/2026An analysis comparing Arista Networks and Palantir Technologies as investment options, highlighting differences in their financial and valuation metrics.
8/19/2026Yahoo Finance
8/19/2026Palantir Technologies hosted two Sovereignty Bootcamps in less than 30 days, attracting nearly 200 organizations to accelerate onboarding for its software platforms.
8/19/2026Investor Michael Burry maintains a highly skeptical view on the valuation of Palantir Technologies.
8/19/2026Palantir's stock price has risen due to sustained demand for its enterprise AI solutions following a positive earnings report.
8/19/2026Palantir is highlighted as a top AI-themed stock pick due to its significant growth and momentum in the sector.
8/18/2026Yahoo Finance
8/18/2026The article compares the stock valuation metrics of Palantir Technologies and Tesla.
8/18/2026This article discusses the AI infrastructure market momentum and compares the investment profile of Gorilla Technology with Palantir Technologies.
8/18/2026The article compares the growth rates and market positioning of AI SaaS platform providers ServiceNow and Palantir Technologies.
8/18/2026The article provides an investment analysis on trading Palantir Technologies alongside Micron and SpaceX.
8/17/2026S - Sale transaction of -16,000 shares at $174.28
8/17/2026This article discusses the long-term stock performance outlook for Palantir Technologies heading into 2030.
8/17/2026The article compares the Rule of 40 score and valuation of an unnamed AI-driven software company to that of Palantir.
8/17/2026Yahoo Finance
8/17/2026Yahoo Finance
8/17/2026The article analyzes Palantir Technologies' stock valuation relative to AMD, suggesting the company's price already anticipates significant future growth.
8/16/2026The article discusses investment projections for Palantir Technologies stock by 2028.
8/16/2026Palantir Technologies stock performance is noted alongside other companies following the release of U.S. inflation data.
8/15/2026CEO Alex Karp discusses the competitive positioning and safety profile of Palantir’s AI offerings compared to other models.
8/15/2026Yahoo Finance
8/15/2026Yahoo Finance
8/15/2026Cathie Wood's Ark Investment Management trimmed its position in Palantir Technologies following a significant post-earnings rally.
8/14/2026Yahoo Finance
8/14/2026Yahoo Finance
8/14/2026Chamath Palihapitiya identifies Palantir as a potential beneficiary of the industry-wide shift toward model-agnostic AI.
8/13/2026Defense One
8/13/2026The article reflects on the investment growth of Palantir since the release of its AIP platform.
8/13/2026Palantir is mentioned alongside other software stocks like Microsoft that have recently broken out in trading.
8/13/2026Yahoo Finance
8/12/2026Investor Michael Burry's short thesis against Palantir is challenged by strong earnings results.
8/12/2026A commentary on Michael Burry's past short positions on Palantir following strong quarterly performance.
8/12/2026Zeta Global reported strong quarterly growth, driven in part by partnerships with OpenAI and Palantir.
8/12/2026Investor Michael Burry has renewed his short position against Palantir Technologies, expressing a negative outlook on the stock's value.
8/12/2026The article suggests a long-term bullish outlook for Palantir Technologies stock based on its current growth trajectory and pipeline.
8/12/2026Palantir is mentioned alongside other companies in a market highlight featuring defense and technology stocks.
8/12/2026Palantir is included in a list of companies featured in a market investment highlight regarding growth and technology sectors.
8/12/2026The article questions whether Palantir's current growth and 'agentic' AI capabilities justify its high valuation multiple following a strong quarterly performance.
8/12/2026Investor Michael Burry is increasing his short positions against Palantir Technologies.
8/12/2026The article discusses market performance and mentions Palantir Technologies as one of the stocks highlighting current market trends.
8/12/2026Palantir Technologies reported strong second-quarter financial results with significant revenue growth, leading to a share price increase.
8/11/2026Traders are monitoring the upcoming July Consumer Price Index report to see if it impacts the momentum of Palantir Technologies stock.
8/11/2026Investor Michael Burry has reportedly taken a bearish position on Palantir stock through 2027 put options.
8/11/2026Palantir's software is reportedly serving as the operating system for U.S. military AI-driven targeting in Iran through the Maven Smart System.
8/11/2026Palantir delivered strong quarterly financial results that exceeded analyst models, leading to positive market sentiment.
8/11/2026Ark Invest's ETFs sold $21 million worth of Palantir stock after a period of strong performance.
8/11/2026Financial commentary on Palantir stock performance and its valuation as an AI-focused investment.
8/11/2026Laffer Tengler Investments CEO Nancy Tengler discusses her positive view on Palantir Technologies (PLTR) stock.
8/10/2026Analysis of Palantir's role in accelerating U.S. Pentagon target-finding capabilities, noting the comparative importance of missile manufacturing.
8/10/2026Market commentary on the bullish sentiment surrounding Palantir following recent financial performance reports.
8/10/2026An investment perspective highlighting Palantir's strong financial growth as a reason for investor attention.
8/10/2026Speculative financial analysis on whether Palantir's stock price can reach a new record high before the end of 2026.
8/10/2026A mention of Palantir as an AI-focused stock showing stabilization alongside other technology companies.
8/9/2026Palantir Technologies is compared to Salesforce regarding their respective approaches and successes in the enterprise AI market.
8/9/2026Palantir's current valuation is analyzed in relation to its record high stock price and a potential half-trillion-dollar market cap.
8/9/2026Palantir's stock performance and market perception are discussed in the context of recent earnings results.
8/8/2026Yahoo Finance
8/8/2026Yahoo Finance
8/8/2026Yahoo Finance
8/7/2026Palantir shares rose 10% alongside other agentic AI-focused companies in a broader market rally.
8/7/2026Yahoo Finance
8/7/2026The article discusses Jim Cramer's shift in perspective regarding Palantir Technologies throughout 2025, noting the company's potential benefits from government cost-cutting measures.
8/7/2026
Rating revision: Rating 1 → Rating 2
AI review
While Palantir continues to secure significant commercial partnerships, the combination of aggressive insider selling from prominent institutional investors and concerns regarding an overstretched valuation warrants a more conservative stance. The current market pricing leaves little margin for error, suggesting that a move to rating 2 is appropriate to reflect heightened risk. The company's fundamental strength remains intact, but the current risk-reward profile is less compelling than previously assessed.
8/7/2026Cathie Wood's Ark Investment Management trimmed its position in Palantir Technologies following the stock's recent rally after its earnings report.
8/6/2026Analysts suggest Palantir's current stock valuation and potential competitive threats make shares an unattractive investment.
8/6/2026USA Today Co Inc reported a profitable quarter, citing a partnership with Palantir as a key driver for its growth.
8/6/2026Yahoo Finance
8/6/2026The article discusses Palantir's portfolio correlation and its market performance and volatility.
8/6/2026Yahoo Finance
8/6/2026Palantir Technologies warns that companies risk sharing proprietary knowledge while adopting AI services from external providers.
8/6/2026Palantir Technologies experienced a stock rally following a positive earnings report that exceeded analyst expectations.
8/5/2026S - Sale transaction of -3,032 shares at $165.00
8/5/2026Palantir's stock performance is discussed in the context of the company reporting $1.94 billion in quarterly revenue.
8/5/2026Palantir's AI strategy is highlighted in a round-up of top analyst reports alongside other major tech and consumer companies.
8/5/2026CEO Alex Karp attributes Palantir's success in the AI sector to a results-oriented culture rather than traditional Silicon Valley networking.
8/5/2026Palantir Technologies reported a significant revenue increase of 93% year-over-year in the second quarter of 2026, beating market expectations.
8/5/2026Palantir is identified alongside other major AI firms in a market report regarding potential risks or warnings impacting Wall Street.
8/5/2026Palantir's stock saw a positive reaction to its Q2 earnings report, with analysts noting the company's differentiated technology.
8/5/2026Analysts highlighted Palantir's strong Q2 performance as evidence that AI-driven software continues to show market success.
8/5/2026Palantir shares rose 30% following a strong earnings report, resulting in significant losses for short sellers.
8/4/2026EX-10.1 — Period: 2026-06-30
8/4/202610-Q — Period: 2026-06-30
8/4/2026Palantir's commercial AI business is accelerating as customers increase usage of its software, with analysts highlighting the company's early-stage monetization potential.
8/4/2026Palantir Technologies reported strong U.S. commercial growth, driving high investor valuation and positive stock performance.
8/4/2026Palantir stock is noted as a leading performer in the S&P 500 amid a broader market trend involving AI-related companies.
8/4/2026Palantir's CEO responded to Microsoft's commentary regarding the costs and implementation of enterprise AI.
8/4/2026Palantir has achieved a 'Rule of 40' score of 155%, a metric used to evaluate the balance of growth and profitability in software companies.
8/4/2026EX-31.2 — Period: 2026-06-30
8/4/2026EX-31.1 — Period: 2026-06-30
8/4/2026Palantir reported record financial results with 93% revenue growth and a 149% surge in US commercial revenue.
8/4/2026Palantir CEO Alex Karp criticized frontier AI labs, arguing that enterprises should utilize technologies that support U.S. interests rather than those of adversaries.
8/4/2026Palantir's stock rally is mentioned alongside broader market expectations for upcoming earnings from other companies.
8/4/2026Palantir's strong earnings performance has provided a boost to the broader artificial intelligence sector and helped lift market indices.
8/4/2026Palantir's earnings results have contributed to a positive shift in market sentiment.
8/4/2026Palantir stock has surged following positive earnings results as markets react to corporate earnings reports.
8/4/2026EX-32.1 — Period: 2026-06-30
8/4/2026Yahoo Finance
8/3/2026
Rating revision: Rating 2 → Rating 1
AI review
The exceptional 93% year-over-year revenue growth and 134% increase in the U.S. commercial segment indicate that the company's AI platform strategy is successfully scaling. This consistent outperformance against market expectations warrants an upgrade to a rating of 1 to reflect superior momentum in both government and commercial sectors. The acceleration of U.S. sales over twelve consecutive quarters mitigates previous structural risks regarding growth sustainability.
8/3/2026The article analyzes Palantir Technologies' second-quarter 2026 financial performance compared to Wall Street estimates.
8/3/2026CEO Alex Karp highlighted the significant growth of the company's U.S. commercial business.
8/3/2026Palantir Technologies reported 93% year-over-year revenue growth for Q2 2026, driven by high demand in both its commercial and government segments.
8/3/2026Palantir Technologies reported strong U.S. revenue growth and increased its full-year financial guidance.
8/3/20268-K — Results of operations released · Regulation FD disclosure · Financial statements and exhibits
8/3/2026EX-99.1 — Results of operations released · Regulation FD disclosure · Financial statements and exhibits
8/3/2026Palantir's stock price soared following the release of its latest earnings report.
8/3/2026Palantir Technologies surpassed market expectations for earnings and revenue in the second quarter of 2026.
8/3/2026Palantir's stock rose as the company experienced accelerated sales growth for the 12th consecutive quarter.
8/2/2026Analysts expect strong second-quarter results from Palantir, driven by accelerating revenue growth and robust demand for its AI platform.
8/2/2026Palantir is noted as one of the companies scheduled to report earnings this week alongside other major corporations.
8/2/2026Wall Street analysts are divided on Palantir's stock performance ahead of their upcoming earnings report.
8/2/2026Yahoo Finance
8/2/2026Yahoo Finance
8/1/2026Yahoo Finance
7/31/2026Yahoo Finance
7/31/2026Yahoo Finance
7/31/2026Yahoo Finance
7/31/2026Palantir is expected to see an 80% increase in second-quarter revenue, driven by rising demand for AI services across its government and commercial sectors.
7/31/2026Yahoo Finance
7/31/2026Yahoo Finance
7/31/2026Wall Street maintains a generally bullish outlook on Palantir Technologies despite recent market underperformance.
7/31/2026Predictions suggest that Palantir Technologies' stock could experience a decline regardless of earnings performance this season.
7/31/2026Market analysts discuss options trading strategies for Palantir Technologies ahead of its upcoming earnings announcement.
7/31/2026Yahoo Finance
7/31/2026Yahoo Finance
7/30/2026PR Newswire
7/30/2026Analysts from 10x Research compare the geopolitical market positioning of Palantir Technologies, SpaceX, and Bitcoin.
7/30/2026Palantir CEO Alex Karp discusses the necessity of regulating artificial intelligence in light of rapid advancements in the field.
7/30/2026Analysts have expressed a positive outlook on Palantir Technologies' performance leading up to their upcoming earnings report.
7/30/2026Palantir's financial performance and stock price volatility are set to be evaluated in its upcoming August 3rd report.
7/30/2026Wall Street remains divided on the outlook for Palantir as a company and its investment potential.
7/30/2026Market analysts are discussing the investment case for Palantir stock following a decline from its previous highs.
7/30/2026Yahoo Finance
7/30/2026Yahoo Finance
7/30/2026Palantir is facing debate over its growth narrative due to strong U.S. AI demand contrasted with being replaced by a domestic provider in France's security sector.
7/29/2026Palantir's upcoming second-quarter earnings report on August 3 is highlighted as a critical event for the stock's future trajectory.
7/29/2026Palantir reported strong first-quarter financial results with revenue growth of 85% and subsequently raised its full-year guidance.
7/29/2026Yahoo Finance
7/29/2026Yahoo Finance
7/29/2026Discusses the financial outlook and the importance of the upcoming August 3rd earnings report for Palantir.
7/29/2026A comparative analysis between Microsoft and Palantir regarding their growth potential in the AI sector by 2026.
7/29/2026Mentions Palantir as one of the stocks shorted by investor Michael Burry.
7/29/2026Yahoo Finance
7/28/2026Market sentiment surrounding Palantir Technologies stock remains mixed, with investor concern contrasting against Wall Street's optimistic outlook.
7/28/2026Palantir shares declined as investors exercised caution ahead of the company's upcoming Q2 earnings report.
7/28/2026Anthropic's CEO Dario Amodei addressed public comments from Palantir's Alex Karp regarding AI safety, specifically debating the merits of open-weight models.
7/28/2026Palantir Technologies stock experienced a 6.08% decline in the most recent trading session.
7/28/2026Yahoo Finance
7/28/2026Palantir Technologies stock has reclaimed its 50-day simple moving average.
7/28/2026Palantir Technologies stock has surpassed its 20-day simple moving average.
7/28/2026Palantir is projected to outperform second-quarter estimates and elevate its 2026 financial outlook.
7/27/2026Yahoo Finance
7/27/2026TradingKey
7/27/2026marketscreener.com
7/27/2026
Rating revision: Rating 3 → Rating 2
AI review
Palantir's strengthening position in U.S. government contracts and positive earnings momentum justify an upgrade. While valuation concerns persist, the clear acceleration in enterprise and government demand suggests a robust growth trajectory that outweighs previous speculative risks. The improved business outlook provides a more stable foundation for a better rating.
7/27/2026Yahoo Finance
7/27/2026Yahoo Finance
7/27/2026Yahoo Finance
7/27/2026Market analysis indicates that Palantir Technologies may struggle to exceed earnings expectations in its upcoming report due to unfavorable financial indicators.
7/27/2026Yahoo Finance
7/27/2026Market analysts suggest Palantir's stock could face downward pressure following its upcoming earnings release if the company fails to meet high expectations.
7/27/2026Analysts at Oppenheimer predict that Palantir Technologies will report strong Q2 revenue and raise their annual financial outlook.
7/27/2026
Rating revision: Rating 2 → Rating 3
AI review
The sustained bearish short positions held by prominent institutional investors, combined with heavy insider selling, signal significant caution at current valuation levels. The company's future growth remains highly speculative relative to its premium pricing, necessitating a downgrade to reflect the increased risk profile.
7/27/2026Michael Burry maintains short positions against Palantir alongside other technology stocks.
7/27/2026Investors are monitoring Michael Burry's continued bearish stance on Palantir and other AI-related companies.
7/27/2026An analysis of Palantir's stock valuation suggests that achieving future growth targets is essential to justify current share prices.
7/27/2026Yahoo Finance
7/27/2026Yahoo Finance
7/26/2026Quiver Quantitative
7/26/2026The article compares Palantir and ServiceNow in the context of the impact of artificial intelligence on software companies.
7/26/2026Yahoo Finance
7/25/2026Yahoo Finance
7/25/2026Yahoo Finance
7/25/2026Yahoo Finance
7/25/2026Yahoo Finance
7/24/2026Palantir is among the signatories of an open letter supporting open-weight AI models, alongside other tech leaders such as Nvidia, Meta, and Microsoft.
7/24/2026Yahoo Finance
7/24/2026Palantir stock is reacting after a defense agency withdrew an artificial intelligence contract that was the subject of a dispute.
7/24/2026Citi has raised its 2027 revenue forecasts for Palantir, anticipating an acceleration in commercial momentum in the United States.
7/24/2026Despite a 25% drop in the stock price, the author maintains a positive growth outlook for Palantir.
7/24/2026Yahoo Finance
7/23/2026The article provides access to public records regarding Palantir Technologies' lobbying activities in 2024.
7/23/2026Yahoo Finance
7/23/2026Despite recent stock performance lags, Palantir reportedly maintains a rare metric shared by only three other companies, suggesting a potential investment opportunity.
7/23/2026Zacks highlights several technology players, specifically emphasizing Dell's growth momentum in AI servers, driven by its partnerships and financial results.
7/23/2026Despite a reduction in the price target, Citi has raised its estimates concerning Palantir's commercial business.
7/23/2026Palantir is reinforcing its long-term growth and customer retention by integrating its AI tools and software platforms into corporate production processes.
7/23/2026
Rating revision: Rating 3 → Rating 2
AI review
Despite geopolitical tensions and recurring criticism in Europe, Palantir confirms its dominant position in the U.S. defense sector with major, recurring DoD contracts. Financial strength and the rise of AI justify an upward revision toward a more robust profile, notwithstanding persistent stock market volatility linked to its valuation. European sovereign risk is offset by deep strategic integration within the U.S. defense machine.
7/22/2026This article analyzes the reasons behind the decline in Palantir Technologies' stock price.
7/22/2026Yahoo Finance
7/22/2026Yahoo Finance
7/22/2026Yahoo Finance
7/20/2026
Price ~$132, a net decline from the 52-week high of $207.52 (November 2025), approximately -36% from the peak.
Significant retreat tied in part to the loss of the DGSI contract and generalized pressure on valuation.
7/19/2026
Total market cap ~$325B (June 2026). $10B Army contract for logistics/intelligence AI, extension of Maven Smart System.
AI-defense momentum confirmed but already largely priced in
7/18/2026The article examines whether Palantir stock remains an investment opportunity following a significant upward revision of its financial guidance.
7/16/2026PALANTIR FOR ASKME/ASPIRE/ADO
7/15/2026S - Sale transaction of -16,000 shares at $134.05
7/9/2026Olivier Dellenbach, a Polytechnique graduate, expresses his respect for Palantir's technological capabilities while criticizing its values, thus justifying his plan to create a French alternative.
7/3/2026This article provides financial data, including the price and market capitalization, regarding the Palantir tokenized stock on Robinhood.
7/2/2026S - Sale+OE transaction of -185,000 shares at $130.00
6/18/2026COVID RELIEF LOANS AND GRANTS ANALYSIS AND ADJUDICATION AND GCBD CERTIFICATION COMPLIANCE AND FRAUD ANALYSIS
6/17/2026Palantir Technologies is strengthening its presence in the United Kingdom through multiple contracts while facing sharp criticism.
6/16/2026France appears to be disengaging from the use of Palantir's technological solutions.
6/15/2026S - Sale transaction of -16,000 shares at $133.35
6/11/2026S - Sale transaction of -1,481 shares at $128.80
6/3/2026The article highlights the influence and central role occupied by the technology company Palantir within the Trump administration.
5/29/2026S - Sale transaction of -3,265 shares at $154.89
5/27/2026The article explains the motivations behind the renewal of the contract between the DGSI and the American surveillance giant, Palantir.
4/1/2026SAFER (SAFETY ANALYTICS, FORECASTING & EVALUATION REPORTING) PROJECT EXECUTION TASK ORDER SUPPORTING NA-ESH & NA-40
2/17/2026EX-21.1 — Period: 2025-12-31
12/11/2025ARMY VANTAGE DATA ANALYTICS PLATFORM.
10/15/2025CDAO MSS TASK ORDER OFF OF CONTRACT W519TC25D0039
9/28/2025PALANTIR SUPPORT SERVICES. TASK FOR LEAD CASE ANALYTICS
9/21/2024TITLE: HHS CARES - ACF UCBC EXPANSION AND SUPPORT
6/18/2024TASK ORDER #1 FOR MAVEN SMART SYSTEM - USER INTERFACE/USER EXPERIENCE (UI/UX) PROTOTYPE
6/16/2023ESTABLISH BASIC LETTER CONTRACT FOR COMMERCIAL DATA AS A SERVE PLATFORM.
2/21/2023EX-21.1 — Period: 2022-12-31
11/7/2022EX-32.1 — Period: 2022-09-30
9/26/2022INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS
2/24/2022EX-21.1 — Period: 2021-12-31
11/9/2021EX-32.1 — Period: 2021-09-30
2/26/2021EX-21.1 — Period: 2020-12-31
2026
France: The DGSI plans to gradually replace Palantir with a French rival (ChapsVision).
European political/regulatory risk to monitor