Coverage summary
Aardvark Labs Capital Research has covered Palantir Technologies (PLTR) since August 5, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published November 4, 2026. That report moved the rating from Outperform to Hold. The rating has changed twice since coverage began.
Translations: 5 in Chinese.
The Excel model for PLTR holds 21 quarters and 5 fiscal years of history and 7 quarters and 5 fiscal years of projections. It was last updated October 19, 2026.
Rating history
All PLTR reports
Recap: Q3 2026
Revenue +96% and a Bigger Guide, but Bookings Grew 6% and the Margin Slipped Again: Downgrading to Hold
Recap: Q2 2026
Revenue +93%, U.S. Commercial +149%, FY26 Raised by $498M: the Best Print in Company History Meets a 29.5% Single-Session Re-Rating — Maintaining Outperform
Recap: Q1 2026
Highest YoY Growth in Company History, First 100%+ U.S. Quarter, Rule of 40 = 145 — FY26 Raised by $470M Just One Quarter After the Original Framework: Maintaining Outperform
Recap: Q4 2025
FY26 Guide Crushes Consensus by $960M, U.S. Commercial Locked in at +115%, Adj OI Margin Hits 57%, and the Stock Has Finally Corrected Into the Print: Upgrading to Outperform
Recap: Q3 2025
Rule of 40 = 114, U.S. Commercial +121%, FY25 Raised Again — and the Stock Falls 8% on Burry Short and Valuation: Maintaining Hold
Recap: Q2 2025
First $1B Quarter, Rule of 40 = 94, $10B Army Deal: A Phenomenal Print Into a 100x Sales Multiple — Initiating at Hold