Palantir Technologies (NASDAQ:PLTR) Announces Quarterly Earnings Results, Beats Estimates By $0.04 EPS

Palantir Technologies (NASDAQ:PLTR) announced its earnings results on Monday. The company reported $0.33 EPS for the quarter, topping the consensus estimate of $0.29 by $0.04, FiscalAI reports. The firm had revenue of $1.63 billion for the quarter, compared to the consensus estimate of $1.54 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%.

Palantir Technologies Stock Performance

Shares of NASDAQ:PLTR traded up $2.00 on Monday, hitting $146.07. 58,641,689 shares of the company were exchanged, compared to its average volume of 49,122,051. The company’s 50 day moving average price is $145.27 and its two-hundred day moving average price is $162.50. Palantir Technologies has a one year low of $105.32 and a one year high of $207.52. The firm has a market capitalization of $349.35 billion, a price-to-earnings ratio of 231.86, a PEG ratio of 2.69 and a beta of 1.52.

Key Stories Impacting Palantir Technologies

Here are the key news stories impacting Palantir Technologies this week:

• Positive Sentiment: Street is looking for another strong quarter: consensus targets and previews position for a sizable revenue beat after last quarter’s 70%+ year‑over‑year growth, which supports bullish expectations. Live: Will Palantir Beat Q1 Earnings Tonight After Market Close?
• Positive Sentiment: Analysts expect steep revenue acceleration for Q1 (some previews target ~70–74% YoY revenue growth), raising upside if results and commentary show sustained U.S. commercial momentum. Palantir (PLTR) Q1 2026 Earnings Preview: Analysts Eye 74% Revenue Surge
• Positive Sentiment: New commercial wins with companies like Cleveland‑Cliffs, Stellantis and government deals keep pipeline momentum visible — a concrete revenue driver vs. abstract AI narratives. As Palantir Lands a Deal With Cleveland‑Cliffs, Should You Buy, Sell, or Hold PLTR Stock?
• Neutral Sentiment: Options market and traders expect a large post‑earnings swing (roughly ±10%), increasing short‑term volatility irrespective of beat/miss. That raises both upside and downside risk for traders. All Eyes on Palantir Today: Why Options Traders Expect a Massive 10% Swing in PLTR Stock
• Neutral Sentiment: High-profile backers and bullish analyst calls (e.g., Dan Ives, Jim Cramer mentions) underpin investor interest but don’t eliminate execution risk — these are sentiment supports rather than guarantees. Dan Ives Picks His Favorite Tech Stock Outside the Mag‑7: Palantir
• Negative Sentiment: Competition from enterprise AI entrants (Anthropic, OpenAI partnerships) could pressure Palantir’s commercial growth trajectory and contract economics if buyers favor alternative vendor-embedded engineering models. Did Anthropic Suck the Air From Palantir’s Commercial Contract Tailwinds?
• Negative Sentiment: Valuation remains a concern — very high forward multiples mean even modest execution slips or a cautious guide could trigger outsized downside. Some commentators warn of post‑earnings pullbacks. Palantir Stock Faces A Post‑Earnings Decline

Wall Street Analyst Weigh In

Several research analysts recently commented on the stock. Benchmark assumed coverage on shares of Palantir Technologies in a report on Wednesday, April 1st. They issued a “hold” rating on the stock. The Goldman Sachs Group lowered their price objective on shares of Palantir Technologies from $188.00 to $182.00 in a research note on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $200.00 target price on shares of Palantir Technologies in a research report on Tuesday, February 3rd. Cantor Fitzgerald reissued a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Finally, Loop Capital decreased their price target on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $192.17.

Insider Activity at Palantir Technologies

In other news, insider Shyam Sankar sold 168,004 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the transaction, the insider owned 642,786 shares in the company, valued at approximately $85,953,343.92. The trade was a 20.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Ryan D. Taylor sold 19,988 shares of the company’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $2,672,795.36. Following the sale, the insider directly owned 219,421 shares in the company, valued at $29,340,976.12. This represents a 8.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,029,479 shares of company stock worth $137,685,797. Insiders own 9.53% of the company’s stock.

Institutional Trading of Palantir Technologies

Several hedge funds have recently modified their holdings of PLTR. Revolve Wealth Partners LLC bought a new stake in shares of Palantir Technologies during the fourth quarter valued at approximately $450,000. Bison Wealth LLC grew its stake in shares of Palantir Technologies by 37.4% during the fourth quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock valued at $1,296,000 after purchasing an additional 4,667 shares during the last quarter. Capstone Wealth Management Group LLC grew its stake in shares of Palantir Technologies by 38.0% during the first quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock valued at $1,447,000 after purchasing an additional 4,722 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in Palantir Technologies by 36.8% in the second quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock valued at $858,000 after buying an additional 1,694 shares during the period. Finally, Vivaldi Capital Management LP acquired a new position in Palantir Technologies in the second quarter valued at approximately $315,000. 45.65% of the stock is owned by institutional investors.

Palantir Technologies Company Profile

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir’s product portfolio centers on a small number of core platforms.