NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-07-07
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Track PLTR free→Palantir grows revenue fast, with 85% year-over-year growth in Q1 2026. U.S. commercial revenue rose 133% to $595 million, showing strong demand. Free cash flow guidance is raised to $4.3 billion, reflecting better efficiency. Partnerships with Nvidia and new deals support future growth.
The stock is expensive with a PE of 141, much higher than peers at 38. Leadership concerns arise after the CTO sold $24 million in stock. The recent sharp selloff signals risk, and profit margins or cash flow could weaken.
The price is about 28% above our fair value near $105 and 42% below the Street median of $180. Analysts expect 67% revenue growth, which is priced in. Our view is more cautious on valuation and growth sustainability.
Breaks if: Adjusted free cash flow falls below $3 billion next year
Increase adjusted free cash flow guidance to reflect improved operational efficiency.
Stated in 5 of last 5 quarters. Adjusted free cash flow guidance has been raised to $4.2 – $4.4 billion, reflecting improved operational efficiency. The consistent upward revision indicates strong financial management and delivery on this priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We are raising our adjusted free cash flow guidance to between $4.2 – $4.4 billion.”
“Adjusted free cash flow guidance increased to $3.925 - $4.125 billion.”
“Free cash flow guidance raised to $1.9 - $2.1 billion.”
“We are raising our adjusted free cash flow guidance.”
“Free cash flow guidance increased.”
Breaks if: CTO or key executives sell >$20 million stock within 6 months
Breaks if: Total revenue growth falls below 40% YoY next year
Focus on achieving significant revenue growth across all segments.
Stated in 6 of last 6 quarters. Revenue grew 85% year-over-year to $1.633 billion in 2026-Q1, demonstrating strong delivery on this priority. The company has consistently raised revenue guidance, indicating confidence in sustained growth.
“Revenue grew 85% year-over-year and 16% quarter-over-quarter to $1.633 billion.”
“We are raising our revenue guidance to between $7.650 – $7.662 billion.”
“Revenue growth remains a key focus.”
“We continue to see strong revenue growth.”
“Revenue growth is a major driver.”
“Revenue guidance raised.”
Breaks if: U.S. commercial revenue growth falls below 50% YoY next year
Focus on expanding U.S. commercial revenue, aiming for significant year-over-year growth.
Stated in 6 of last 6 quarters. U.S. commercial revenue grew 133% year-over-year to $595 million in 2026-Q1, indicating strong delivery on this priority. The company has consistently raised guidance, reflecting confidence in continued growth.
“U.S. commercial revenue grew 133% year-over-year and 18% quarter-over-quarter to $595 million.”
“We are raising our U.S. commercial revenue guidance to in excess of $3.224 billion.”
“U.S. commercial revenue growth remains a key focus.”
“We continue to see strong growth in U.S. commercial revenue.”
“U.S. commercial revenue is a major growth driver.”
“U.S. commercial revenue guidance raised.”
