Palantir Q2 Revenue Jumps 93% as 24/7 Wall St. Sets $178.45 Target

EarningsAnalyst Impact 4
โดย 24/7 Wall St.·US·Read original
Summary · why it matters

Palantir posted 92.83% year-over-year revenue growth in Q2 2026, with revenue of $1.94 billion and EPS of $0.41 beating estimates by 46.43%, prompting management to raise FY2026 revenue guidance to $8.150 to $8.158 billion. The company's Rule of 40 score reached 155%, U.S. commercial revenue grew 149%, net dollar retention hit 157%, and total remaining deal value reached $13.1 billion, while CEO Alex Karp said he is driving the business to grow at a rate equal to or above U.S. commercial for the next 18 months. 24/7 Wall St. set a 12-month price target of $178.45 on the shares, which closed at $172.56, implying 3.41% upside and a hold recommendation with 90% confidence. The stock has been nearly flat over the past 12 months, up 0.79%, and down 2.92% year to date despite a 52-week high of $207.52, while the five-year return stands at 502.72%. Palantir trades at a trailing P/E of 244x and price-to-book of 53.7x, with stock-based compensation of $265 million in Q2 alone and net insider selling across 48 recent transactions, against GAAP net income of $1.06 billion and a 47% GAAP operating margin. Among peers, Snowflake grew product revenue 37% with net revenue retention of 126% and a GAAP net loss of $191.7 million, Salesforce trades at a P/E of 28x with a 17.96% net margin on 10.83% revenue growth, and ServiceNow grew revenue 24.01% with cRPO of $13.20 billion.

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Palantir Technologies Inc.
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Palantir beat Q2 estimates with 92.83% revenue growth, raised FY2026 guidance, and received a $178.45 price target from 24/7 Wall St.

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