Overview
- Palantir, which reports Monday after the close, is expected to post about $1.53–$1.54 billion in revenue and $0.28 in adjusted EPS.
- Options pricing points to a roughly 9%–10% swing in the shares around the report.
- The stock is down more than 20% this year, yet most tracked analysts rate it a buy with average targets near $191–$201, including a new $200 initiation from Oppenheimer.
- Investors will watch commercial customer growth, uptake of Palantir’s AI Platform, and traction in U.S. government work, including expanded Pentagon use of Maven and a new multi‑year USDA deal.
- Baird and Wedbush see room for an upside revenue beat as AIP-driven projects deepen inside customer workflows, a setup that could ease valuation worries if guidance improves.