Overview
- Palantir shares closed Thursday at $142.11, up 4.7%, yet the stock is still down 15.4% this year and sits 31% below its 52‑week high.
- Revenue jumped 70% year over year last quarter to $1.41 billion, with U.S. commercial sales growing faster than the government side.
- Palantir guides 2026 revenue to about $7.19 billion, which would be roughly 61% growth from last year.
- Investors flag a trailing price‑to‑sales ratio near 68 and note share count expansion of about 28% over five years from stock‑based pay.
- A week earlier, a deleted Michael Burry post and Anthropic’s Managed Agents launch fueled competition worries, even as March’s Pentagon move made Palantir’s Maven a formal program of record and the Army’s 2025 deal consolidated about $10 billion of work under one framework.