PLTR Ticker Curator

Palantir faces a persistent bearish risk as customers increasingly develop in-house AI solutions.

• Customer Build Trend: Many organizations attempt...

German Green Party members voted 91.7% to halt Palantir Gotham in Baden-Württemberg police, yet the coalition government reaffirmed the €25 million...

Palantir aims for its 12th straight quarter of revenue acceleration in Q2 earnings due Aug. 3. Yet analysts warn this may not lift the stock without U.S. commercial growth reacceleration, as international growth has slowed.

Market split on whether PLTR's Q2 results can prevent valuation compression.

• Bull case: Q3 revenue guidance above $2B, continued triple-digit US...

Palantir has landed more than $1.9 billion in U.S. federal contracts since 2008.

Key breakdowns:

• U.S. Army tops the list at $730.3 million,...

NHS England has admitted a key data-protection document hid that Palantir staff can view identifiable patient records in its Federated Data Platform....

Palantir CEO Alex Karp warns there are dangers in AI that will require regulation, contrasting sharply with Sam Altman's claim that the singularity has arrived. Karp hopes for lighter U.S. rules than Europe's.

• Options market prices 15.3% swing either way (~$105-$142) despite 88% odds of EPS beat, signaling re-rating fear over guidance and multiple
• Strong...

PLTR's optimistic forecasts highlight growth strength but expose valuation stretch.

• Article 1 projects $192.50 by mid-2027 (55% upside from $124)...

NHS England was reprimanded over Palantir data access, compounding scrutiny on the effectiveness of its FDP platform under a £330mn contract awarded three years ago.

• Palantir's platform-centric approach with AIP drives direct AI adoption, delivering 133% U.S. commercial revenue growth and 72% sales estimates.
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Palantir reports Q2 earnings August 3 after the bell, with investors seeking proof its growth story holds amid valuation pressure.

• Revenue...

Palantir delivers faster growth and stronger cash conversion than both peers. It posted 85% revenue growth versus Snowflake's 34% and Microsoft's...

Direxion debuted six Defined Income Boost ETFs using call options on high-volatility stocks, including PLTR.

• PLTR coverage: New PLIB ETF targets...

NHS England admitted its Data Protection Impact Assessment failed to disclose that Palantir staff can access identifiable patient data in the...

Three distinct takes on Palantir's valuation clash:

• Overvalued on multiples: DCF implies $173 intrinsic value (28.8% discount) and undervalued cash...

Palantir's base case sees TAM expanding to $1.4 trillion by 2033, with 52% average annual growth projected between 2026 and 2028. This trajectory frames the upcoming earnings as a potential jolt for the stock and associated ETF.

NHS England granted Palantir staff 'admin' access to identifiable patient data in May 2026, directly contradicting earlier promises that only NHS...

• Amundi, a leading European asset manager, raised its PLTR position by 2.5% in Q1 to 16.41 million shares worth $2.4 billion
• The stake now ranks as...

Palantir posts 67.7% revenue growth, 84.1% gross margin, and genuine profitability, with analysts far more bullish on PLTR than Snowflake as an enterprise AI bet.