Palantir Technologies (PLTR) Projected to Post Quarterly Earnings on Monday

Key Points

• Q1 2026 earnings are scheduled after the market close on Monday, May 4, with analysts expecting about $0.29 EPS and $1.5385 billion in revenue; Palantir beat the prior quarter (EPS $0.25 vs $0.23) with revenue up ~70% year‑over‑year.
• Significant insider selling has occurred recently—insiders sold roughly 1,029,879 shares valued at about $137.7 million in the last 90 days (Karp and Sankar were among the sellers), though insiders still own ~12.93% of the company.
• Positive catalysts include a reported $300M USDA deal and multiple federal contract wins that support multi‑year revenue visibility, but the stock carries a high valuation (PE ~227) and has seen recent pullbacks, with analyst consensus a "Moderate Buy" and a $196.35 target.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) is projected to announce its Q1 2026 results after the market closes on Monday, May 4th. Analysts expect the company to announce earnings of $0.29 per share and revenue of $1.5385 billion for the quarter. Investors can check the company's upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Monday, May 4, 2026 at 5:00 PM ET.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last announced its quarterly earnings data on Monday, February 2nd. The company reported $0.25 EPS for the quarter, topping analysts' consensus estimates of $0.23 by $0.02. The business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The firm's revenue for the quarter was up 70.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.14 earnings per share. On average, analysts expect Palantir Technologies to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Palantir Technologies Price Performance

Shares of PLTR stock opened at $143.09 on Monday. The company's fifty day simple moving average is $144.74 and its 200-day simple moving average is $163.60. The firm has a market cap of $342.23 billion, a PE ratio of 227.13, a P/E/G ratio of 2.75 and a beta of 1.68. Palantir Technologies has a 12 month low of $105.32 and a 12 month high of $207.52.

Insider Buying and Selling at Palantir Technologies

In related news, insider Shyam Sankar sold 168,004 shares of the business's stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the transaction, the insider directly owned 642,786 shares in the company, valued at approximately $85,953,343.92. The trade was a 20.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Alexander C. Karp sold 493,025 shares of the business's stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the transaction, the insider owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. The trade was a 7.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,029,879 shares of company stock valued at $137,746,253 in the last 90 days. Company insiders own 12.93% of the company's stock.

Hedge Funds Weigh In On Palantir Technologies

A number of institutional investors have recently added to or reduced their stakes in the company. Van Diest Capital LLC acquired a new position in Palantir Technologies during the fourth quarter worth $222,000. Birchwood Financial Partners Inc. acquired a new position in Palantir Technologies during the fourth quarter worth $68,000. Strive Financial Group LLC acquired a new position in Palantir Technologies during the fourth quarter worth $323,000. Blue Sparrow LLC DE acquired a new position in Palantir Technologies during the fourth quarter worth $91,752,000. Finally, Mercer Global Advisors Inc. ADV increased its holdings in Palantir Technologies by 21.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 334,200 shares of the company's stock worth $59,404,000 after buying an additional 58,150 shares during the last quarter. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have recently commented on PLTR shares. Daiwa Securities Group raised shares of Palantir Technologies from a "neutral" rating to a "buy" rating and set a $180.00 price objective on the stock in a research report on Tuesday, February 10th. Citigroup boosted their price objective on shares of Palantir Technologies from $235.00 to $260.00 and gave the stock a "buy" rating in a research report on Tuesday, February 3rd. Wedbush reissued an "outperform" rating and issued a $230.00 price objective on shares of Palantir Technologies in a research report on Friday, April 10th. Zacks Research lowered shares of Palantir Technologies from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 30th. Finally, Loop Capital cut their price objective on shares of Palantir Technologies from $230.00 to $220.00 and set a "buy" rating on the stock in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Palantir Technologies presently has an average rating of "Moderate Buy" and a consensus target price of $196.35.

Key Palantir Technologies News

Here are the key news stories impacting Palantir Technologies this week:

• Positive Sentiment: Won a $300M USDA agreement to modernize farm program operations and national farm security — a meaningful, non‑defense expansion of Palantir’s government footprint that supports durable revenue growth. Palantir Aims to Protect the U.S. Food Supply. Is Its $300M USDA Deal Important for PLTR Stock?
• Positive Sentiment: Multiple federal contract wins and a reported Pentagon program of record (plus cited DHS and FAA opportunities) reinforce Palantir’s government revenue runway and give analysts confidence in multi‑year visibility. This is a key driver behind recent bullish analyst notes. Why Palantir's Story Just Entered A New Phase
• Positive Sentiment: New buy coverage from DZ Bank (launch at Buy, $175 target) and other bullish analyst updates are providing near‑term support and a higher reference price for investors. DZ Bank Just Launched Palantir at Buy With a $175 Target
• Positive Sentiment: Macro AI narrative and coverage placing Palantir among AI “trillion‑dollar contenders” (AIP platform and boot camps highlighted) support long‑term upside expectations for investors focused on AI platform plays. Palantir Technologies (PLTR): The Trillion-Dollar Contender Nobody Is Talking About
• Neutral Sentiment: Vanyar and third‑party ecosystem builds (AIP/Foundry specialists) could accelerate enterprise adoption but are early stage — important for execution but not immediate revenue drivers. Palantir and AIP Specialist Firm, Vanyar, Launches
• Negative Sentiment: Activist/ESG pressure: campaigners urged the Swiss National Bank to sell its ~$1.1B Palantir stake over immigration‑enforcement ties — reputational risk that can attract headline volatility and politically driven selling. Swiss National Bank Urged to Offload $1.1B Palantir (PLTR) Stake, Here’s Why
• Negative Sentiment: Shares recently pulled back sharply (single‑day drops ~7–8%) as a broader software/AI rotation and short‑term risk‑off hit growth names — traders selling into headlines despite contract wins. That momentum swing is the main reason for intraday weakness. Here's Why Palantir Stock Is Dropping 8% Despite A $300 Million Contract Win
• Negative Sentiment: Critical commentary (AI no longer differentiator; warnings that Wall Street may be overly optimistic) highlights execution and valuation risks — useful caution for investors chasing momentum. Palantir: AI No Longer A Differentiator

About Palantir Technologies

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir's product portfolio centers on a small number of core platforms.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.