Palantir Technologies (PLTR)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-14
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-14
Research Workspace
Put PLTR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 79% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — the market is pricing in about 81% growth a year, above the roughly 63% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 48% in its worst 12-month stretch.
View RiskPalantir's revenue growth has to keep compounding to justify the price. Revenue grew 93% year over year in Q2, and the last quarter beat expectations. It trades at 70× price-to-sales versus a 3.4× peer median. The market expects continued strong performance, but the premium must be earned. If PLTR cuts guidance on the next call, that would be a meaningful negative. Peer multiples imply a price about 20% above where it trades. Our read remains intact.
Trailing returns as of 2026-09-14. PLTR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 32 analysts currently covering PLTR (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for PLTR in the last 4 months.
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Compare PLTR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PLTR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across our valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Top 10% on quality vs scored peers
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put PLTR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Price target hike indicates strong market confidence in growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $173.31
The last 12 months of price, then the range of analyst 12-month targets from today’s $173.31.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Collaboration with Nvidia supports revenue growth potential.

Advances: Increase U.S. commercial revenue
Army contract enhances U.S. commercial revenue potential.

Advances: Achieve overall revenue growth
Positive analysis enhances overall revenue growth outlook.

Advances: Achieve overall revenue growth
Sovereign AI deployment supports overall revenue growth.
Advances: Increase U.S. commercial revenue
US Army production validates Palantir's commercial revenue growth.

Increased competition may hinder revenue growth objectives.

Advances: Increase U.S. commercial revenue
Partnership with Nvidia enhances commercial revenue potential.
