Palantir Technologies earnings outlook, shares watched by Wall Street

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-25, 15:23.

Palantir Technologies Inc (US69608A1088) remains a closely tracked artificial intelligence name on the New York Stock Exchange. The next quarterly report is expected in early August, with consensus models pointing to continued growth in US commercial and government revenue according to analyst compilations on MarketScreener and Nasdaq data.

What Wall Street expects next

Analyst consensus for Palantir, compiled by MarketScreener from US broker estimates, currently points to mid-teens percentage revenue growth for 2026, with an expected margin expansion versus the prior year as stock-based compensation gradually normalizes. An overview of these estimates is shown on the MarketScreener consensus page, which aggregates views from several major banks.

Palantir is covered by US and European houses including Morgan Stanley, Citi and Deutsche Bank, which differ in their stance on valuation but broadly acknowledge the companys strong position in government analytics and the growing contribution from US commercial customers. Recent research notes highlight Palantirs Artificial Intelligence Platform (AIP) as a key growth driver in competitive comparisons with larger peers such as Microsoft and Amazon Web Services, particularly for regulated sectors.

Position in the AI and data sector

Palantir has positioned itself as an infrastructure provider for data-driven decision-making and operational AI, with its Gotham, Foundry and AIP platforms deployed across security, healthcare, manufacturing and financial services. Recent customer announcements on the companys investor relations site underline an expanding base in the US and Europe, where enterprises seek integrated data and analytics capabilities similar to those offered by Snowflake and Databricks. A selection of these customer case studies is available via the Palantir investor news page.

The stock is often discussed in the same context as other AI beneficiaries in the S&P 500 and Nasdaq 100, with investors comparing software-like margins and recurring revenue profiles. Market commentary on platforms such as Barchart notes that Palantir shares have in the past shown higher volatility than the broad S&P 500 index, reflecting both growth expectations and sensitivity to changes in software valuation multiples. One illustrative overview of the AI segment performance can be found in a recent Palantir page on Barchart, which also details trading statistics on the NYSE.

The product behind the stock

Palantir generates most of its revenue from software platforms Gotham and Foundry, which allow customers to integrate, manage and analyze large volumes of structured and unstructured data for operational decisions and AI-supported workflows. The newer Artificial Intelligence Platform connects these data assets with generative and predictive AI models across industries.

Where the stock trades today

Palantir Technologies Inc shares trade on the NYSE in US dollars; the latest available price information from exchange and data providers should be consulted directly for the current level and intraday performance.

This article was produced with AI assistance and editorially reviewed. Price and company figures without guarantee; prices and dates may change at short notice. No investment advice, no buy or sell recommendation. Stock-market transactions carry risks up to and including total loss.