Overview
- Palantir, which reports Monday after the close, is expected to post earnings of $0.28 a share and about $1.54 billion in revenue.
- Options markets point to a roughly 9% to 10% move in either direction around the release, signaling a volatile setup for investors.
- The stock is down more than 20% this year heading into the print, yet most tracked analysts rate it a buy with average price targets near $200.
- Investors will watch commercial customer growth, uptake of the Artificial Intelligence Platform that helps companies use their data with AI, and any guidance on U.S. government spending.
- Analysts highlight tailwinds from federal and enterprise demand alongside rising competition from major cloud and AI vendors such as Microsoft, Databricks, Snowflake, OpenAI, and Anthropic.