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Palantir Technologies Inc. (PLTR) Stock Fundamental Analysis & AI Rating 2026

PLTR Nasdaq Services-Prepackaged Software CIK: 0001321655
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2025-12-31
STRONG BUY
87% Conf
Pending
Analysis scheduled

📊 PLTR Key Takeaways

Revenue: $4.5B
Net Margin: 36.3%
Free Cash Flow: $2.1B
Current Ratio: 7.11x
Debt/Equity: 0.00x
EPS: $0.63
AI Rating: STRONG BUY with 87% confidence
Palantir Technologies Inc. (PLTR) receives a STRONG BUY rating with 87% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.5B, net profit margin of 36.3%, and return on equity (ROE) of 22.0%, Palantir Technologies Inc. demonstrates strong fundamentals in the Technology sector. Below is our complete PLTR stock analysis for 2026.

Is Palantir Technologies Inc. (PLTR) a Good Investment?

Claude

Palantir demonstrates exceptional fundamental strength with 56% revenue growth, industry-leading profitability margins (36.3% net, 31.6% operating), and outstanding free cash flow conversion at 46.9% of revenue. The debt-free balance sheet with $1.4B cash, minimal capex requirements ($34M), and strong liquidity position (7.11x current ratio) reflect a high-quality, asset-light business model with superior competitive positioning.

Why Buy Palantir Technologies Inc. Stock? PLTR Key Strengths

Claude
  • + Exceptional profitability: 82.4% gross margin, 36.3% net margin, and 31.6% operating margin indicate strong pricing power and operational excellence
  • + Outstanding cash generation: $2.1B operating cash flow and 46.9% FCF margin demonstrate capital-efficient business model
  • + Zero leverage fortress balance sheet: No long-term debt, $1.4B cash, 7.11x current ratio, and 407.5x interest coverage ratio
  • + High-quality revenue growth: 56.2% YoY growth sustains at scale ($4.5B revenue), suggesting strong market demand
  • + Asset-light model: Only $33.9M capex despite $4.5B revenue indicates high-margin recurring revenue base

PLTR Stock Risks: Palantir Technologies Inc. Investment Risks

Claude
  • ! Net income decline despite revenue growth (-0.6% YoY) signals operating deleverage or increased cost structure that warrants monitoring
  • ! High growth sustainability risk: Maintaining 56% YoY growth becomes increasingly difficult at scale; growth deceleration could compress multiples
  • ! SaaS/Software sector competitive pressures: Customer concentration, churn risk, and competitive dynamics could pressure future margins

Key Metrics to Watch

Claude
  • * Net income and operating income growth trajectory relative to revenue growth
  • * Free cash flow sustainability and conversion rates
  • * Customer retention rates and customer concentration exposure
  • * Operating margin trend and ability to maintain 30%+ levels

Palantir Technologies Inc. (PLTR) Financial Metrics & Key Ratios

Revenue
$4.5B
Net Income
$1.6B
EPS (Diluted)
$0.63
Free Cash Flow
$2.1B
Total Assets
$8.9B
Cash Position
$1.4B

💡 AI Analyst Insight

The 46.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 7.11x current ratio provides a solid financial cushion.

PLTR Profit Margin, ROE & Profitability Analysis

Gross Margin 82.4%
Operating Margin 31.6%
Net Margin 36.3%
ROE 22.0%
ROA 18.3%
FCF Margin 46.9%

PLTR vs Technology Sector: How Palantir Technologies Inc. Compares

How Palantir Technologies Inc. compares to Technology sector averages

Net Margin
PLTR 36.3%
vs
Sector Avg 18.0%
PLTR Sector
ROE
PLTR 22.0%
vs
Sector Avg 22.0%
PLTR Sector
Current Ratio
PLTR 7.1x
vs
Sector Avg 2.5x
PLTR Sector
Debt/Equity
PLTR 0.0x
vs
Sector Avg 0.5x
PLTR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Palantir Technologies Inc. Stock Overvalued? PLTR Valuation Analysis 2026

Based on fundamental analysis, Palantir Technologies Inc. appears fundamentally strong relative to the Technology sector in 2026.

Return on Equity
22.0%
Sector avg: 22%
Net Profit Margin
36.3%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Palantir Technologies Inc. Balance Sheet: PLTR Debt, Cash & Liquidity

Current Ratio
7.11x
Quick Ratio
7.11x
Debt/Equity
0.00x
Debt/Assets
15.9%
Interest Coverage
407.50x
Long-term Debt
$0.0

PLTR Revenue & Earnings Growth: 5-Year Financial Trend

PLTR 5-year financial data: Year 2021: Revenue $1.5B, Net Income -$579.6M, EPS $-1.02. Year 2022: Revenue $1.9B, Net Income -$1.2B, EPS $-1.20. Year 2023: Revenue $2.2B, Net Income -$520.4M, EPS $-0.27. Year 2024: Revenue $2.9B, Net Income -$373.7M, EPS $-0.18. Year 2025: Revenue $4.5B, Net Income $209.8M, EPS $0.09.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Palantir Technologies Inc.'s revenue has grown significantly by 190% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.09 reflects profitable operations.

PLTR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
46.9%
Free cash flow / Revenue

PLTR Quarterly Earnings & Performance

Quarterly financial performance data for Palantir Technologies Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $725.5M $143.5M $0.06
Q2 2025 $678.1M $134.1M $0.06
Q1 2025 $634.3M $105.5M $0.04
Q3 2024 $558.2M $71.5M $0.03
Q2 2024 $533.3M $28.1M $0.01
Q1 2024 $525.2M $16.8M $0.01
Q3 2023 $477.9M $71.5M $0.03
Q2 2023 $473.0M $28.1M $0.01

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Palantir Technologies Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.1B
Cash generated from operations
Stock Buybacks
$75.0M
Shares repurchased (TTM)
Capital Expenditures
$33.9M
Investment in assets
Dividends
None
No dividend program

PLTR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Palantir Technologies Inc. (CIK: 0001321655)

📋 Recent SEC Filings

Date Form Document Action
Mar 18, 2026 4 xslF345X06/wk-form4_1773878819.xml View →
Mar 4, 2026 4 xslF345X05/form4-03042026_090310.xml View →
Mar 2, 2026 4 xslF345X05/wk-form4_1772500075.xml View →
Feb 24, 2026 4 xslF345X05/wk-form4_1771981971.xml View →
Feb 24, 2026 4 xslF345X05/wk-form4_1771981924.xml View →

Frequently Asked Questions about PLTR

What is the AI rating for PLTR?

Palantir Technologies Inc. (PLTR) has an AI rating of STRONG BUY with 87% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PLTR's key strengths?

Claude: Exceptional profitability: 82.4% gross margin, 36.3% net margin, and 31.6% operating margin indicate strong pricing power and operational excellence. Outstanding cash generation: $2.1B operating cash flow and 46.9% FCF margin demonstrate capital-efficient business model.

What are the risks of investing in PLTR?

Claude: Net income decline despite revenue growth (-0.6% YoY) signals operating deleverage or increased cost structure that warrants monitoring. High growth sustainability risk: Maintaining 56% YoY growth becomes increasingly difficult at scale; growth deceleration could compress multiples.

What is PLTR's revenue and growth?

Palantir Technologies Inc. reported revenue of $4.5B.

Does PLTR pay dividends?

Palantir Technologies Inc. does not currently pay dividends.

Where can I find PLTR SEC filings?

Official SEC filings for Palantir Technologies Inc. (CIK: 0001321655) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PLTR's EPS?

Palantir Technologies Inc. has a diluted EPS of $0.63.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PLTR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Palantir Technologies Inc. has a STRONG BUY rating with 87% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is PLTR stock overvalued or undervalued?

Valuation metrics for PLTR: ROE of 22.0% (sector avg: 22%), net margin of 36.3% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy PLTR stock in 2026?

Our dual AI analysis gives Palantir Technologies Inc. a combined STRONG BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is PLTR's free cash flow?

Palantir Technologies Inc.'s operating cash flow is $2.1B, with capital expenditures of $33.9M. FCF margin is 46.9%.

How does PLTR compare to other Technology stocks?

Vs Technology sector averages: Net margin 36.3% (avg: 18%), ROE 22.0% (avg: 22%), current ratio 7.11 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 14, 2026 | Data as of: 2025-12-31 | Powered by Claude AI