Company Dossier · Information Technology
Palantir Technologies
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Palantir Technologies is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $6.16 billion, up 79% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.36 billion, up 96% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.04 billion, up 100% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.07 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2022: $0.09 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 3, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 1.00 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 17, 2026): 0 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $125 million on the open market.SEC Form 4
- 2,861 institutional managers reported a position at June 30, 2026 (−147 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 44 (69 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 13, of which 2 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Palantir Technologies is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Confident
Expanding ↔ Retrenching
Expanding
- Capital spending85th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings96th pct
- Deals and private raises48th pct
- Patent publications66th pct
Confident ↔ Hedging
Confident
- Call sentiment75th pct
- Call confidence94th pct
- Guidance changes85th pct
- Risk factors added72nd pct
- Insider open-market trades39th pct
- + Call confidence
- + Guidance changes
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver66th pct
- Stress filings37th pct
Credit
How these are built →Palantir Technologies's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$0.0B
- Due within a year $0.0B
- Longer term $0.0B
- Default point $0.0B (short + ½ long)
Finance leases included · Dec 31, 2021 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
Palantir Technologies: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name Palantir Technologies, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralHSBC reviews Palantir holding in $9bn Islamic fund
FT Companies · Oct 20, 2026
- PositivePalantir: I Couldn't Have Been More Wrong, I See The Light Now - Buy (Rating Upgrade)
seekingalpha.com · via Marketaux · Oct 11, 2026
- NeutralNotable analyst calls this week: Procter & Gamble, Palantir and SentinelOne among top picks
seekingalpha.com · via Marketaux · Oct 10, 2026
- NeutralPalantir CEO says only trade workers or those with neurodivergence will succeed in the AI era
fortune.com · via Marketaux · Oct 10, 2026
- NeutralPalantir: After Nearly Doubling June Price Low, Another Correction Phase Looks Reasonable
seekingalpha.com · via Marketaux · Oct 9, 2026
- NeutralPalantir: The Next $1T Company (NASDAQ:PLTR)
seekingalpha.com · via Marketaux · Oct 9, 2026
- NeutralPalantir Stock Gains 1.5% as Air-Gapped AI Moves Beyond Government Software
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralUsing PLTY Instead Of Betting On Palantir In The Run-Up To Earnings (NYSEARCA:PLTY)
seekingalpha.com · via Marketaux · Oct 5, 2026
- PositivePalantir (PLTR) Partners with Armada to Boost Sovereign AI Infrastructure
gurufocus.com · via Marketaux · Oct 2, 2026
- NeutralBurnham searches for UK alternative to Palantir
FT Companies · Oct 1, 2026
- NeutralPalantir's Tom Watson lectures MP on accuracy, citing selective data
theregister.com · via Marketaux · Oct 1, 2026
- NeutralArmy awards Palantir $48.1M to modernize ammo management
Defense News · Sep 24, 2026
- Neutral
- NeutralNHS executive lobbied data watchdog to rewrite criticism before Palantir deal
FT Companies · Sep 18, 2026
- NeutralGP data quietly added to Palantir’s NHS data platform
FT Companies · Sep 13, 2026
- NeutralBritain’s grid operator gave Palantir contract without inviting rival bids
FT Companies · Sep 8, 2026
- NeutralUS Army awards $192M to Palantir, Anduril for TITAN production
Defense News · Sep 2, 2026
- NeutralArmy awards $192M to Palantir and Anduril to produce TITAN system
Breaking Defense · Sep 2, 2026
- NeutralOusted Ukrainian defense chief lands Palantir CEO as first investor in new venture
Defense News · Sep 1, 2026
- NeutralThe little-known French company trying to unseat Palantir in Europe
FT Companies · Aug 25, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (INVARIANT LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (AVOQ, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.2 million
- Oct 20, 2026LobbyingLobbying report (RED+BLUE STRATEGIES)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (FEROX STRATEGIES)third_quarter 2026 · $0.1 million
- Oct 18, 2026LobbyingLobbying report (BALLARD PARTNERS)third_quarter 2026
- Oct 17, 2026LobbyingLobbying report (PENN AVENUE PARTNERS)third_quarter 2026 · $0.0 million
- Oct 15, 2026LobbyingLobbying report (ANCHOR & ARROW LLC)third_quarter 2026 · $0.0 million
- Oct 13, 2026Patent
- Oct 13, 2026PatentPatent granted: GEOTAGGING STRUCTURED DATAUS 12761035
- Sep 30, 2026Federal awardFederal award from Department of State$20.4 million
- Sep 29, 2026Federal awardFederal award from Department of Homeland Security$32.1 million
- Sep 29, 2026Patent
- Sep 28, 2026Federal awardFederal award from Department of the Treasury$11.4 million
- Sep 23, 2026Federal awardFederal award from Department of the Treasury$21.7 million
- Sep 16, 2026Federal award
- Sep 14, 2026Trademark
- Jun 26, 2026Federal awardFederal award from Department of Homeland Security$45.8 million
- Jun 22, 2026Federal awardFederal award from Department of Agriculture$27.9 million
- Jun 18, 2026Federal awardFederal award from Department of Defense$15.7 million
- Jun 9, 20268-KShareholder vote resultsItem 5.07
- Feb 21, 2026Trademark
- Feb 17, 202610-KAnnual report (10-K)0 risk factors added, 1 removed
- Oct 6, 2025Trademark
- Aug 21, 2025Trademark
- Jul 9, 2025Trademark
- Jun 9, 20258-KShareholder vote resultsItem 5.07
- Feb 28, 20258-KDirector or officer changeItem 5.02
- Feb 18, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 14, 20248-KDelisting notice or listing transferItem 3.01
- Feb 20, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Atlassian TEAM | $6.6B | $1.3B | Jun 30, 2026 |
| Cadence Design Systems CDNS | $5.5B | $1.4B | Mar 31, 2026 |
| Autodesk ADSK | $7.8B | $2.8B | Jul 31, 2026 |
| Synopsys SNPS | $9.4B | $2.8B | Jul 31, 2026 |
| Trimble Inc. TRMB | $3.8B | $0.8B | Jul 3, 2026 |
| DocuSign DOCU | $3.4B | $1.2B | Jul 31, 2026 |
| Zscaler ZS | $3.4B | $0.8B | Jul 31, 2026 |
| Okta, Inc. OKTA | $3.1B | $1.0B | Jul 31, 2026 |