Palantir Technologies Inc. (PLTR)
Official siteTECHNOLOGY • SOFTWARE - INFRASTRUCTURE • NASDAQ
Market Cap: $447.88B
Last updated: Sep 01, 2026 at 5:00 PM ET
Earnings
Performance (10Y)
Upcoming Estimates
Key Metrics
Technical Indicators Dashboard
Moving Averages
MACD
ADX
Aroon & PSAR
Bollinger Bands
RSI (14-Day)
Momentum Oscillators
Volatility Measures
Volume Flow
Volume Metrics
Pivot Points
Advanced Oscillators
Financial Data
Related GNG Research
GNG Research Radar | August 8–14, 2026
NVIDIA struck platform deals with Apollo, BlackRock, Blackstone, Brookfield, Goldman and KKR to enable >$500bn potential AI-infrastructure financing, but capacity is not committed PJM attributes roughly 30 GW of its projected 32 GW load growth through 2030 to data centers; proposed rule would force new large loads to bring generation or accept emergency curtailment Pentagon draft memo directs up to $244m to Palantir services through Mar 2027 and seeks funding to Dec 2028, potentially expanding PLTR into munitions production and supply-chain work Cisco reported $9.3bn FY2026 hyperscaler AI-infrastructure orders and expects related revenue to rise from ~$4bn to $7.5bn in FY2027; Supermicro posted $39.1bn FY2026 sales and guided $65-72bn Sandisk forecasts 1.2ZB enterprise flash demand by 2030 and targets mid-to-high-teens CAGR FY2028-30; Applied Materials revenue $9.12bn, +25% - supports suppliers, but tech is ~30% of MSCI ACWI
Palantir After the Reset: Why I Started Buying a Stock That Is Still Expensive
Initiated a 1% position in the growth IRA on June 29 - stock is ~35% off its $207.52 52-week high, but valuation still demands a staged entry rather than an all-in buy. Core product is a governed data layer for regulated institutions - Q1 net dollar retention 150% (up 1,100 bps), indicating high customer stickiness and outsized upsell potential. Q1 FY26 results: revenue $1.633B (+85% YoY), U.S. revenue $1.282B (+104%), GAAP op income $754M (46%), adj FCF $925M (57%); cash $8.0B, no debt; FY revenue guide $7.65-7.662B (~71% growth). Nvidia partnership and seven-year Zeta Global rebuild validate Palantir as a secure AI deployment foundation - Zeta could generate >$100M annually to itself, signaling platform-level adoption rather than point solutions. Valuation is the key risk - trading near 67x this year’s adj FCF and implying ~50-60% FCF CAGR for five years; conservative blended fair value $132, GNG model $176, Street $183-200
The Structural Bull Case for Defense & Our Favorite Stocks To Buy
War headlines spark volatility, but we focus on the structural alpha beneath the noise - a policy-driven floor under global defense spending that persists beyond any single conflict. A multi-decade rearmament supercycle is unfolding, with trillions in committed spending and modernization reshaping aerospace and defense economics. Not all defense stocks are equal. We break the sector into a three-tier framework to map stability, acceleration, and compounding into portfolio roles. AI, autonomous systems, and next-gen platforms are driving a software-led renaissance inside defense, changing growth profiles and margins. We highlight where value, quality, and sentiment diverge - and where patient capital can capture durable cash flows. This is not a trade on headlines. It is a structural allocation case. Our full playbook and specific picks are included.
Government Contracts
Top agency: Department of Defense at 66.7% of trailing twelve month obligations across 14 agencies
Recent Awards
Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.
News
Frequently Asked Questions About PLTR
- Does PLTR pay dividends?
- Palantir Technologies Inc. (PLTR) does not currently pay a regular dividend.
- What is PLTR's P/E ratio?
- Palantir Technologies Inc. has a price-to-earnings (P/E) ratio of 155.32.
- What is PLTR's market cap?
- Palantir Technologies Inc. (PLTR) has a market capitalization of $447.88B with a current stock price of $186.38.
Get full access to GNG Research
Create a free account to access portfolio tracking, advanced tools, and more.