Palantir Technologies Inc.(PLTR)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Palantir Technologies Inc. (PLTR) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores PLTR at 84.6/100 on a 32-signal composite quality model, placing it at rank #7 of 2,961 stocks — the top 1% of the AI-ranked universe. PLTR scores in the top quartile across balance sheet strength (98.5), profitability (97.9), free cash flow (96.3). Shareholder dilution risk is elevated at 11.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Palantir Technologies Inc. reports quarterly revenue of $1.9B, net income of $1.1B, an operating margin of 47.1%. Top institutional holders of PLTR by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. PLTR trades on the Nasdaq exchange and files with the SEC under CIK 1321655. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PLTR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Palantir Technologies Inc. directly from SEC EDGAR.
AI Quality Score
84.6/100
AI Rank
#7
Revenue
$1.9B
Net Income
$1.1B
Free Cash Flow
$1.2B
Operating Margin
47.1%
PLTR key financials by period
Palantir Technologies Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$4.5B
$1.6B
31.6%
FY 2024
10-K
$2.9B
$462.2M
10.8%
FY 2023
10-K
$2.2B
$209.8M
5.4%
FY 2022
10-K
$1.9B
$-373.7M
-8.5%
FY 2021
10-K
$1.5B
$-520.4M
-26.7%
FY 2020
10-K
$1.1B
$-1.2B
-107.4%
Institutions holding PLTR
Institutional investors reporting a position in Palantir Technologies Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 93% YoY to $1.94B with operating income of $912M (47% of revenue) as U.S. commercial revenue grew 149% to $764M.
Biggest Revenue Drivers
Government$990.0M+79% YoY
$428 million of the $437 million increase came from government customers existing as of December 31, 2025
Commercial$945.4M+110% YoY
$407 million of the $495 million increase came from commercial customers existing as of December 31, 2025
Biggest Revenue Drivers
Total revenue: $1.9B+93% YoY
Government$990.0M+79% YoY
$428 million of the $437 million increase came from government customers existing as of December 31, 2025
Within Government
U.S. government$809M
Up from $426 million in the same period in 2025
Commercial$945.4M+110% YoY
$407 million of the $495 million increase came from commercial customers existing as of December 31, 2025
Within Commercial
U.S. commercial$764M+149% YoY
Up from $306 million in the same period in 2025
Largest Expense Items
Sales and marketing$339.5M+39% YoY
Primarily increases of $43 million in stock-based compensation and related expenses and $22 million in payroll
Cost of revenue$296.9M+54% YoY
Primarily $89 million more in third-party cloud hosting services, partially offset by a $13 million decrease in subcontractor expenses
General and administrative$194.6M+20% YoY
Primarily $11 million in stock-based compensation and related expenses and $8 million in payroll costs
Research and development$192.5M+43% YoY
Primarily $25 million more in third-party cloud hosting services and $20 million in stock-based compensation
Margins: Gross margin rose to 85% from 81% a year ago (86% excluding stock-based compensation). Operating margin reached 47% versus 27%, with contribution margin at 74% versus 64%.
Watch Items from the Filing
Customer I represented 27% of total accounts receivable as of June 30, 2026, up from 25% at December 31, 2025; top three customers were 16% of six-month revenue.
March 2026 amended cloud agreement commits at least $5.6 billion over ten years through February 2036, with annual minimums of $268 million to $979 million.
United States rose to 81% of quarterly revenue from 73%; filing warns this concentration increases exposure to adverse U.S. conditions.
Remaining performance obligations of $4.9 billion, with 43% expected as revenue over the next 12 months; many contracts terminable for convenience.
Stock-based compensation of $265M rose 66% YoY, and 13.7 million SARs are outstanding at a $131.61 weighted-average exercise price.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
