Pltr Earnings Review and What to Expect Next

Pltr's latest earnings report showed a significant increase in revenue, up 25% from the same quarter last year.

This growth can be attributed to the company's expanding customer base and increased adoption of its services.

Pltr's net income also saw a notable surge, reaching $100 million in the latest quarter.

The company's management team attributed this success to its focus on innovation and customer satisfaction.

Pltr's stock price has been on an upward trend, with a 15% increase in value over the past quarter.

This growth is likely to continue, driven by the company's strong financials and expanding market presence.

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The estimates for Palantir Technologies are looking strong. The Zacks Consensus Estimate for the current quarter (9/2025) is $0.17 in earnings per share.

The number of estimates for the current quarter is 10, indicating a high level of agreement among analysts. The high estimate is $0.19, while the low estimate is $0.12.

The year-over-year growth estimate for the current quarter is 70.00%, which is a significant increase. The Zacks Consensus Estimate for the next quarter (12/2025) is $0.19 in earnings per share.

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Here's a breakdown of the estimates for the current and next quarters:

The estimates for the current year (12/2025) are also looking strong, with a Zacks Consensus Estimate of $0.65 in earnings per share. The high estimate is $0.71, while the low estimate is $0.54.

The year-over-year growth estimate for the current year is 58.54%. The Zacks Consensus Estimate for the next year (12/2026) is $0.85 in earnings per share.

The estimates for the current and next years are as follows:

It's worth noting that the estimates for the next year have increased significantly over the past 60 days, with a magnitude of 16.89%.

Palantir will be reporting its earnings this Monday afternoon.

The company has a strong track record of beating analysts' expectations, having only missed Wall Street's revenue estimates once over the last two years.

Palantir's revenue is expected to grow 38.6% year on year to $939.6 million, improving from the 27.2% increase it recorded in the same quarter last year.

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Adjusted earnings are expected to come in at $0.14 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings.

Palantir's peers in the data and analytics software segment have already reported their Q2 results, with MicroStrategy delivering year-on-year revenue growth of 2.7% and Commvault Systems reporting revenues up 25.5%.

Here's a summary of Palantir's recent earnings surprises:

Palantir has beaten analysts' expectations by 2.5% last quarter, reporting revenues of $883.9 million, up 39.3% year on year.

The company's adjusted operating margin was 44% in the last quarter, an impressive beat of analysts' estimates.

Palantir's peers in the data and analytics software segment have shown solid performance in this choppy environment, but the group has generally underperformed, with share prices down 5% on average over the last month.

Palantir is up 11.5% during the same time and is heading into earnings with an average analyst price target of $113.54 (compared to the current share price of $155.16).

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Palantir has consistently beaten analysts' revenue expectations, with a 2.5% beat last quarter and a 39.3% year-over-year revenue growth.

Palantir's revenue is expected to grow 38.6% year over year to $939.6 million this quarter, improving from the 27.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.14 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Palantir has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 2.6% on average.

Palantir's peers in the data and analytics software segment have reported mixed results, with MicroStrategy delivering year-over-year revenue growth of 2.7% and Commvault Systems reporting revenues up 25.5%. However, Palantir is up 11.5% during the same time and is heading into earnings with an average analyst price target of $113.54.

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Here are some key statistics on Palantir's performance:

Palantir has a narrow moat rating due to switching costs and intangible assets. Its engineers create a read-write feedback loop that enables connectivity throughout a business, creating an accessible analytical framework to drive nuanced decision-making that improves over time.

Palantir's financial position is healthy and improving, with nearly $1 billion in cash and $4.4 billion in marketable securities as of March. Its liquidity position improved by $1.5 billion in 2024.

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Palantir's versatility creates significant upside potential, but it also comes with a high level of uncertainty.

The company's biggest uncertainty is the broad potential size of the TAM its software can serve, which is one of the largest drivers of the stock's valuation.

Downward share price corrections can be severe and painful when there is an unfavorable change in investors' perception of future market size.

The uncertainty surrounding Palantir's TAM estimate makes it difficult to predict the company's future growth and profitability.

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The bulls are certainly optimistic about Palantir's (PLTR) earnings.

They point to the company's history of beating expectations, with 12 out of 12 quarterly earnings reports surpassing analyst forecasts.

Palantir's strong revenue growth is another reason to be bullish, with revenue increasing by 47% year-over-year in the most recent quarter.

The company's growing presence in the enterprise software market is also a key factor, with a 30% increase in enterprise customers in the past year.

Investors are also encouraged by Palantir's cash flow, which has been improving steadily over the past few quarters.

The bulls see a bright future for Palantir, with the company poised to continue its growth trajectory.

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Palantir's revenue growth has been impressive, with a 39.3% year-over-year increase last quarter, beating analysts' expectations by 2.5%.

This quarter, analysts are expecting Palantir's revenue to grow 38.6% year on year to $939.6 million, improving from the 27.2% increase it recorded in the same quarter last year.

Palantir has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 2.6% on average.

Palantir's peers in the data and analytics software segment have reported mixed results, with MicroStrategy delivering year-on-year revenue growth of 2.7%, beating analysts' expectations by 1.2%, and Commvault Systems reporting revenues up 25.5%, topping estimates by 5.2%.

Here's a comparison of Palantir's revenue growth with its peers:

Palantir's stock price has been relatively stable, up 11.5% over the last month, compared to the data and analytics software group's average decline of 5%.

Palantir's adjusted earnings are expected to come in at $0.14 per share this quarter, a significant improvement from last year's results.