PLTR

Palantir Technologies Inc.

7 filings tracked

technologycloud computingLARGE ($10B-200B)

Signal Magnitude Chart

bullish

bearish

neutral

Signal Timeline

bullishMay 5

Revenue surged 85% year-over-year to $1.63 billion.

earnings beat

90%

bullishMay 5

Gross margins expanded to 87% and GAAP operating margins reached 46%.

margin expansion

80%

bearishMay 5

Stock-based compensation expense increased 30% to $202 million.

dilution risk

40%

bullishMay 5

Revenue surged 85% year-over-year to $1.63 billion.

earnings beat

90%

bullishMay 5

Gross margins expanded to 87% and GAAP operating margins reached 46%.

margin expansion

80%

bearishMay 5

Stock-based compensation expense increased 30% to $202 million.

dilution risk

40%

bullishMay 5

Revenue surged 85% year-over-year to $1.63 billion.

earnings beat

90%

bullishMay 5

Gross margins expanded to 87% and GAAP operating margins reached 46%.

margin expansion

80%

bearishMay 5

Stock-based compensation expense increased 30% to $202 million.

dilution risk

40%

bullishMay 5

Revenue surged 85% year-over-year to $1.63 billion.

earnings beat

90%

bullishMay 5

Gross margins expanded to 87% and GAAP operating margins reached 46%.

margin expansion

80%

bearishMay 5

Stock-based compensation expense increased 30% to $202 million.

dilution risk

40%

bullishMay 5

Revenue surged 85% year-over-year to $1.63 billion.

earnings beat

90%

bullishMay 5

Gross margins expanded to 87% and GAAP operating margins reached 46%.

margin expansion

80%

bearishMay 5

Stock-based compensation expense increased 30% to $202 million.

dilution risk

40%

bullishMay 5

Revenue surged 85% year-over-year to $1.63 billion.

earnings beat

90%

bullishMay 5

Gross margins expanded to 87% and GAAP operating margins reached 46%.

margin expansion

80%

bearishMay 5

Stock-based compensation expense increased 30% to $202 million.

dilution risk

40%

bullishMay 5

Revenue surged 85% year-over-year to $1.63 billion.

earnings beat

90%

bullishMay 5

Gross margins expanded to 87% and GAAP operating margins reached 46%.

margin expansion

80%

bearishMay 5

Stock-based compensation expense increased 30% to $202 million.

dilution risk

40%

Filing History

10-QMay 5, 2026

The latest 10-Q presents a company in the midst of a high-stakes transition. The massive top-line growth and margin expansion are undeniable signals of product-market fit for AIP, particularly in the U.S. commercial market. However, the concentration of revenue among a few elite accounts and the prevalence of cancelable contracts introduce a layer of volatility that offsets some of the optimism surrounding the growth rates. Ultimately, the filing depicts a business with exceptional pricing power and a dominant technological moat, but one that is still grappling with the costs of scaling and the inherent instability of large-scale government contracting. Investors are left to weigh the sheer velocity of AI adoption against the structural risks of a top-heavy revenue base and an expanding cost structure.