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Palantir is known to underpromise and overdeliver. Palantir's stock has a very expensive price tag attached to it.
Palantir Technologies Inc. delivered strong Q2 results, showcasing robust operating leverage and disciplined cost management, but valuation now limits upside. Q2 revenue surged 93% year-over-year, while operating expenses grew only 34.2%, driving GAAP operating margin to 47.1% and adjusted margin to 61.7%. I maintain a Hold rating on PLTR, as the stock price has outpaced earnings growth and leaves little margin for disappointment at 120x FY2026 EPS.
Palantir Technologies (PLTR) has promoted Aplos Data to the top tier of its partner network, expanding the firm's role from serving existing clients to pursuing
Palantir Technologies Inc. remains a Strong Buy, supported by robust U.S. commercial growth and a transformative supply chain partnership with Nvidia. PLTR's U.S. commercial revenue surged 149% in Q2, with customer spend up 84% and a record $2.132B in new deals, underpinning bullish multi-year forecasts. Despite management's conservative guidance, historical beats suggest 2023 revenue could approach $8.6B, with 2027 targets exceeding $13B if growth persists.
Palantir to support Stagwell on AI-powered marketing solutions, with Stagwell serving as a premier marketing transformation partner for Palantir NEW YORK, NY AND MIAMI, FL / ACCESS Newswire / October 22, 2026 / Stagwell (NASDAQ:STGW), the global challenger network transforming marketing through AI, and Palantir Technologies Inc. (NASDAQ:PLTR), a leading provider of AI-powered software, today announced an expansion of their strategic partnership to accelerate the development of AI-powered marketing solutions for enterprise clients. Building on their November 2025 agreement, the companies will combine Palantir's advanced AI software with Stagwell's marketing expertise and agentic technology to help enterprises modernize marketing operations, unlock the value of their data and drive business growth.
Palantir stock is holding above a key technical level and Wall Street expects third-quarter earnings to move the stock higher.
Citi raised its Palantir (NASDAQ: PLTR) stock price target from $245 to $250 and kept a “Buy” rating on the software company on Thursday, October 22.
Palantir (PLTR +4.74%) faces a revealing test after Gartner warned about the scalability of forward-deployed AI. I examine whether Palantir's experience, reusable software, partner strategy, and economics could separate it from vendors that struggle to make the model work at scale.