AI confidence 40% · prior close shown (market closed)
Investment Snapshot
Why it matters
Palantir Technologies Inc. shows accelerating business momentum based on AlphaOS pipeline evidence, with mixed management execution.
Why it matters: Revenue +93% YoY in Q2 FY2026.
2 signals not yet derived from pipeline evidence
Key signals
What it means for the thesis — synthesis, not a raw event feed.
- Revenue +93% YoY in Q2 FY2026
Pipeline evidence · 0d ago
PLTR's AlphaOS Signals
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Latest earnings · Q2 2026
Full PLTR earnings analysisReported figures for Palantir Technologies Inc. — research only, not investment advice.
- Revenue YoY
- +92.7%
- EPS YoY
- +215.4%
Latest Intelligence
Updated
What happened recently for Palantir Technologies Inc. (PLTR) — events, not interpretation.
- Event
- Reported Q2 2026 revenue +93% YoY.
- Also
- Last session September 28, 2026 at $187.48.
- Source
- Q2 2026 earnings
Research & analysis only — not investment advice.
Industry & ETF context
Industry blend 55- Primary industry Software—Infrastructure scores 55/100 (Recovery cycle, Neutral momentum).
- Also mapped to 1 other industries: AI Infrastructure.
- Held in 4 ETF(s) — largest weight AIQ (4.12%).
Investment snapshot
Palantir Technologies Inc.
PLTR's AI investment thesis
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Intelligence layer
Unified data coverage and cross-signal highlights — market, SEC, earnings, opportunity
- →Filing signal: Officer/director transaction language detected
- →Also mapped to 1 other industries: AI Infrastructure.
Strengthen intelligence
- · Fetch earnings call transcript for CEO commentary
Prior close
$187.48
Market cap
$481.79B
Profitable
Yes
Revenue $1.94B
Net income
$1.07B
FY Sep 23, 2026
Analyst ratings
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Earnings intelligence
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Technical intelligence
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Price & volume
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Filing insights
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Competitive landscape
Recent SEC filings
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Palantir Technologies Inc. (PLTR)
Investment Snapshot above is the primary AlphaOS analysis for Palantir Technologies Inc. — structured signals and evidence from proprietary pipelines, not an encyclopedia overview.
Key facts
- Sector:
- Technology
- Industry:
- Software—Infrastructure
- Market cap:
- $481.79B
- Revenue:
- $1.94B
Research & analysis only — not investment advice. Price, charts, and filings are above.
Connected intelligence
Follow Palantir Technologies Inc. through AlphaOS's knowledge graph — themes, peers, beneficiaries, earnings, and research answers.
Palantir Technologies Inc. (PLTR) in AlphaOS research
- theme
AI Is Repricing Enterprise Software — Fast
The companies that embed AI deepest into workflows are pulling away from those still bolting it on.
- theme
Cloud Computing: Security and Data Drive Enterprise Adoption
Enterprises increasingly rely on cloud infrastructure, but managing data and ensuring security remain central challenges.
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