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

PLTR Nasdaq Services-Prepackaged Software CIK: 0001321655
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
A+
85% Confidence
N/A
A+
85% Conf
Pending
Analysis scheduled

📊 PLTR Key Takeaways

Revenue: $1.6B
Net Margin: 53.3%
Free Cash Flow: $891.8M
Current Ratio: 6.91x
Debt/Equity: 0.00x
EPS: $0.34
AI Grade: A+ with 85% confidence
Palantir Technologies Inc. (PLTR) receives a A+ fundamental grade with 85% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.6B, net profit margin of 53.3%, and return on equity (ROE) of 10.3%, 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 paired with 249% net income growth, reflecting powerful operating leverage and improving efficiency. The fortress balance sheet (zero debt, $2.3B cash, 6.91x current ratio) combined with industry-leading 53.3% net margin and 54.6% free cash flow margin positions the company to sustain profitable growth.

Palantir Technologies Inc. Key Strengths (PLTR)

Claude
  • + Fortress financial position with zero long-term debt, $2.3B cash reserves, and 6.91x current ratio providing maximum strategic flexibility
  • + Exceptional profitability: 53.3% net margin with 86.8% gross margins indicating strong product demand and pricing power
  • + Superior growth quality with 56% revenue growth paired with 249% net income growth demonstrating powerful operating leverage and margin expansion

PLTR Stock Risks: Palantir Technologies Inc. Investment Risks

Claude
  • ! Sustainability concern: 249% net income growth vastly exceeding 56% revenue growth suggests potential one-time items, tax benefits, or non-recurring gains that may not persist
  • ! Low return on equity (10.3%) despite exceptional net margins indicates the large $8.4B equity base may not be generating optimal returns
  • ! Conservative capital strategy: Zero leverage and minimal $7.4M capex despite strong $891.8M free cash flow may constrain future growth investments

Key Metrics to Watch

Claude
  • * Net income growth sustainability across multiple quarters to confirm 249% growth wasn't driven by one-time items
  • * Operating margin trajectory to ensure 46.2% margin persists as revenue scales
  • * Free cash flow conversion rate to verify 54.6% FCF margin remains sustainable
  • * Revenue growth rate stability to assess any deceleration as company matures
  • * Capital expenditure and reinvestment plans to determine if leverage will be deployed for growth

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

Revenue
$1.6B
Net Income
$870.5M
EPS (Diluted)
$0.34
Free Cash Flow
$891.8M
Total Assets
$10.2B
Cash Position
$2.3B

💡 AI Analyst Insight

The 54.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 6.91x current ratio provides a solid financial cushion.

PLTR Profit Margin, ROE & Profitability Analysis

Gross Margin 86.8%
Operating Margin 46.2%
Net Margin 53.3%
ROE 10.3%
ROA 8.5%
FCF Margin 54.6%

PLTR vs Technology Sector: How Palantir Technologies Inc. Compares

How Palantir Technologies Inc. compares to Technology sector averages

Net Margin
PLTR 53.3%
vs
Sector Avg 18.0%
PLTR Sector
ROE
PLTR 10.3%
vs
Sector Avg 22.0%
PLTR Sector
Current Ratio
PLTR 6.9x
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. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
10.3%
Sector avg: 22%
Net Profit Margin
53.3%
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
6.91x
Quick Ratio
6.91x
Debt/Equity
0.00x
Debt/Assets
16.1%
Interest Coverage
217.29x
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
54.6%
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
Q1 2026 $883.9M $214.0M $0.08
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

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
$899.2M
Cash generated from operations
Stock Buybacks
$75.0M
Shares repurchased (TTM)
Capital Expenditures
$7.4M
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
May 22, 2026 4 xslF345X06/wk-form4_1779494640.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779494608.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779494578.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779494548.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779494518.xml View →

Frequently Asked Questions about PLTR

What is the AI rating for PLTR?

Palantir Technologies Inc. (PLTR) has an AI grade of A+ with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PLTR's key strengths?

Claude: Fortress financial position with zero long-term debt, $2.3B cash reserves, and 6.91x current ratio providing maximum strategic flexibility. Exceptional profitability: 53.3% net margin with 86.8% gross margins indicating strong product demand and pricing power.

What are the risks of investing in PLTR?

Claude: Sustainability concern: 249% net income growth vastly exceeding 56% revenue growth suggests potential one-time items, tax benefits, or non-recurring gains that may not persist. Low return on equity (10.3%) despite exceptional net margins indicates the large $8.4B equity base may not be generating optimal returns.

What is PLTR's revenue and growth?

Palantir Technologies Inc. reported revenue of $1.6B.

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 $0.34.

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 grade reflects both perspectives for balanced insights.

What is PLTR's fundamental grade?

Based on our AI fundamental analysis in May 2026, Palantir Technologies Inc. has a A+ grade with 85% 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 10.3% (sector avg: 22%), net margin of 53.3% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is PLTR's AI grade for 2026?

Our dual AI analysis gives Palantir Technologies Inc. a combined A+ grade 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 $899.2M, with capital expenditures of $7.4M. FCF margin is 54.6%.

How does PLTR compare to other Technology stocks?

Vs Technology sector averages: Net margin 53.3% (avg: 18%), ROE 10.3% (avg: 22%), current ratio 6.91 (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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI