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Palantir Technologies Inc PLTR

Palantir Technologies Inc scores excellent on business quality (9.4 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$209.05Oct 10, 2026
Business qualityExcellent
Next earningsNov 2, 2026
Insiders, 90 daysQuiet

Why it matters

  1. What Palantir Technologies Inc does

    Palantir builds software platforms like Foundry and Gotham that integrate complex data for enterprise and government clients, monetizing through large-scale deployment contracts. The company is accelerating expansion through heavy adoption of its Artificial Intelligence Platform, pushing revenue higher across both commercial and defense sectors.

  2. What it does best

    Palantir dominates enterprise AI integration, generating a free cash flow margin of 54.5% that outpaces software peers like Salesforce at 34.5%. This elite edge stems from deep ontology structures that take years to replicate.

  3. The main risk

    Trading at an extreme valuation with a price of $188.75 against an intrinsic value of $45.43 leaves zero room for execution error. Any growth deceleration will trigger a severe multiple contraction.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margins hit 42.8% alongside a 37.5% return on equity. Profitability expands rapidly as revenue scales, showcasing elite operating leverage.

MoatStrong

Palantir commands a top-decile moat locking in enterprise and defense clients through sticky data ontologies, sitting in the 93rd gross margin percentile.

GrowthFast

Revenue is surging at 56.1% annually, fueled by massive acceleration compared to historical periods.

Financial healthStrong

Palantir holds zero debt and $7.2 billion in cash, driving free cash flow to $3.4 billion. The balance sheet is exceptionally strong and getting stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on PLTR

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is PLTR a good business?

Palantir Technologies Inc scores excellent on the Cluenex quality check (9.4 of 10), measured against its own industry. Profitability is strong, moat strong, growth fast and financial health strong.

Are insiders buying PLTR?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does PLTR report earnings?

Nov 2, 2026.

For members

See PLTR today

  • Today's verdict on PLTR, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Palantir Technologies Inc (PLTR)”, https://cluenex.com/stocks/pltr/, data as of Oct 10, 2026.