PLTR Earnings
2026-05-04
EPS Estimate
$0.28
$0.27 – $0.32
Revenue Estimate
$1.5B
Earnings Trend
beating
Current Price
$148.46
Our Position
bearishPalantir Extends Stellantis Deal, Drives 70% Sales Growth
est. revisions stable
(-0.2pp / 30d)
These developments solidify Palantir's leadership in government AI infrastructure and enterprise AI, indicating strong multi-year revenue expansion prospects amid market undervaluation.
Watch: Watch Q1 earnings for commercial revenue growth and government contract progress as key validation points.
Data Signal Summary
1 bullish
1 bearish
Insider selling cluster
Put/call 0.7 (bullish skew)
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
mixed
1-Month Return
-3.1%
From 52w High
-28.3%
P/E Ratio
239.5
Est. Revisions (30d)
-0.2% 17up/0dn
Analyst Target (mean)
$185 $70–$260
Options P/C Ratio
0.66 5C/11P unusual
Est. Dispersion
18% 22 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw, Two Sigma, Bridgewater
Recent Activity
insider trade
Sale at price 151.99 - 153.51 per share.
analyst rating
12d ago
analyst rating
19d ago
analyst rating
21d ago
filing change
PLTR 10-K change (MEDIUM): Expanded discussion on risks related to acceptance and integration of new technologies and platforms.
48d ago
filing change
PLTR 10-K change (MEDIUM): Updated description of credit facility and financial covenants.
48d ago
filing change
PLTR 10-K change (HIGH): Expanded and detailed risks related to cybersecurity attacks and breaches.
48d ago
filing change
PLTR 10-K change (MEDIUM): New mention of legal class action and derivative lawsuits.
48d ago
filing change
PLTR 10-K change (MEDIUM): More detailed discussion on market seasonality and risks of fluctuations.
48d ago
filing change
PLTR 10-K change (MEDIUM): Expanded discussion of risks associated with AI technologies and implementations.
48d ago
Get alerted when this prediction scores after earnings.
