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Sentiment · FY2026 Q1
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mariana Mora | Bank of America | 13 (0%) |
| Dan Ives | Wedbush Securities | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 13 (0%) |
| Wedbush Securities | 1 | 6 (0%) |
Palantir posted its highest-ever revenue growth at 70% year-over-year to $1.407 billion with the Rule of 40 reaching 127%. US commercial revenue surged 137%. FY2026 annual guidance was introduced at $7.190 billion midpoint representing 61% growth, with US commercial above $3.144 billion (115%+ growth). ShipOS and defense reindustrialization expanded. Enterprise autonomy advanced via Hivemind, MAGE, and AI FDE platforms. International growth returned but Europe remained resistant.
Demand | Competitive Dynamics | Regulation Policy | Cloud & AI | Innovation & R&D | Product Launch | Capex Investment | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 1 | 1 | 1 | 1 | |||
| 2025Q1 | 2 | 1 | 1 | 1 | 1 | |||
| 2025Q2 | 1 | 2 | 1 | 1 | 1 | |||
| 2025Q3 | 3 | 1 | 1 | 1 | ||||
| 2025Q4 | 3 | 1 | 1 | |||||
| 2026Q1 | 2 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 2 | 2 | 1 | 3 | 3 | 2 |
| Competitive Dynamics | 2 | 1 | 3 | |||
| Regulation Policy | 1 | 1 | 1 | 1 | 1 | |
| Cloud & AI | 1 | 1 | 1 | 1 | 1 | |
| Innovation & R&D | 1 | 1 | 1 | |||
| Product Launch | 1 | 1 | ||||
| Capex Investment | 1 | |||||
| Geographic Expansion | 1 |
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Our new partner, Palantir, is supercharging the incredibly popular ontology platform with NVIDIA CUDA X libraries”
Palantir is a new NVIDIA partner bringing GPU acceleration to its Ontology platform for the first time.
“we were at AIPCon Palantir's conference with SAP, Palantir and Accenture on stage saying we're going to develop those products.”
Accenture names Palantir an emerging ecosystem partner, acquiring capability to accelerate Palantir-based work and appearing jointly with Palantir and SAP to co-develop products.
“And Deco in The UK and Ranger Data in The US, which strengthen our Palantir and advanced AI capabilities”
Accenture is expanding its Palantir delivery capabilities through acquisitions, a positive read-through for Palantir's ecosystem/partner demand.
“the rise of companies like Anduril and Palantir playing leading roles in disrupting slow bloated traditional players.”
Beck groups Rocket Lab with Palantir and Anduril as new-era defense disruptors unseating legacy primes, a favorable peer comparison for Palantir's defense positioning.
“We're really pleased with our new partnership with Palantir, which is really playing a critical role in federal.”
Accenture highlights a new Palantir partnership playing a critical role in its US federal business.
“That then led to our partnership with Palantir and all of the water platforms that we have developed since 2022”
Jacobs partners with Palantir on water-sector digital platforms, a read-through on Palantir's expansion into infrastructure/utility software use cases.
“With Palantir, we will integrate its foundry and artificial intelligence platform to support the integration of AI with our TriZero business.”
Cognizant integrates Palantir's Foundry and AIP into its TriZetto healthcare business, a demand read-through for Palantir.
“Partnering with Palantir, we use large language models to match data and define risk characteristics within Amwyn's program business.”
AIG partnered with Palantir to use LLMs for risk matching in its SPV program business, a read-through for Palantir's insurance/AI deployment.
“Our strategic partnership with Palantir continues to deliver value and the Program Digital Cockpit is a clear example of how we're investing in tools that improve execution and outcomes for our customers.”
L3Harris's Program Digital Cockpit is built on Palantir's Foundry, and it highlights an ongoing strategic partnership with Palantir.
“I saw Palantir had EBITDA this quarter of like adjusted EBITDA, whatever that means, of $400 million and our EBITDA this quarter was $1.6 billion.”
David Simon contrasts Palantir's lower EBITDA and far larger market cap against Simon's to argue Simon is undervalued relative to AI-hyped names.
“collaborating with Palantir to integrate their Ontelligent enterprise systems and AI capabilities on our advanced platforms. This collaboration will enhance real time insights and data driven decisions in remote and offline environments, enabling OEMs and enterprises to deploy scalable AI solutions for manufacturing, industrial and automotive applications.”
Qualcomm is integrating Palantir's enterprise AI/data platform onto its edge silicon to target manufacturing, industrial and automotive customers.
“We are at the front end of developing a technology-driven land management system in cooperation with the team at Palantir. Our Lennar interface with Palantir is Yen Liu, who is driving that innovation.”
Lennar is building a technology-driven land-acquisition-to-homesite-delivery management system in partnership with Palantir, part of its asset-light land strategy.
“an executive at Thomas Cavanagh Construction, who noted”
Palantir quotes a Thomas Cavanagh Construction executive saying 97% of employees use Foundry daily and it has displaced other software, illustrating heavy Foundry dependence.
“Lear noted at our recent DevCon conference, their experience starting with 100 users and 4 use cases and growing to 16,000 users and 280 use cases.”
Palantir highlights Lear scaling from 100 users and 4 use cases to 16,000 users and 280 use cases, evidencing rapid AIP expansion at the auto supplier.
“As Johnson Controls noted about our work together”
Palantir cites Johnson Controls as a customer testimonial, quoting it on transforming a 140-year-old company with AI, signaling deep AIP adoption at JCI.
“Our customers have taken notice and asked us to create American tech fellowship programs for their employees, specifically to include Lear who highlighted their fellowship in their recent earnings call.”
Palantir cites Lear as a customer that adopted its American Tech Fellowship program and publicly highlighted it, indicating deepening engagement.
“Our partnership with TWG Global named Vergence.ai continues to gain momentum as TWG's Thomas Tull noted "what was once a competitive advantage is now a competitive necessity."”
Palantir's joint venture with TWG Global (Vergence.ai) is gaining momentum, a positive signal for the partnership.
“Chris Johnson, the Co-CEO of TeleTracking, who recently re-platformed on AIP said that he was flooded with inquiries from CEOs and CIOs when he went public on his partnership with Palantir.”
TeleTracking's Co-CEO publicly endorsed re-platforming onto Palantir's AIP, generating inbound customer interest from other CEOs and CIOs — an example of Palantir's software-re-platforming sales motion.
“the use case that I'm most excited about around Panasonic Energy make electric vehicle batteries, actually being able to develop AI to train their workers”
Panasonic Energy is using Palantir-built AI to train its EV battery manufacturing workforce on advanced Japanese production technology, part of Palantir's blue-collar AI enablement push.
“So like when you see AIG or others saying, "I believe I can dramatically change my business at a lower cost,"”
AIG was cited by Palantir's CEO as an example of a customer publicly crediting Palantir's platform with lowering business costs, part of a pattern of customer-driven word-of-mouth referrals.
“Lear Corporation recently signed a 5-year extension. Over the past 2.5 years, they have leveraged foundry and AIP to support over 11,000 users and more than 175 use cases”
Lear Corporation extended its Palantir contract 5 years after using Foundry/AIP across 175+ use cases including tariff exposure management and manufacturing line balancing, with its CEO citing a first-mover advantage in automotive.
“Nebraska Medicine President and COO noted they saw a 2,100% increase in discharge lounge utilization, which is the equivalent of adding another unit to their hospital.”
Nebraska Medicine's COO credited Palantir software with a 2,100% increase in discharge lounge utilization, equivalent to adding hospital capacity without new construction — a notable operational efficiency case study in healthcare.
“Fannie Mae recently announced they're working with Palantir, decreasing the time to uncover mortgage fraud from 2 months down to seconds, saving the U.S. housing market millions in future fraud losses.”
Fannie Mae adopted Palantir to accelerate mortgage fraud detection from months to seconds, a new customer relationship pointing to AI-driven fraud prevention initiatives at the GSE.
“Citibank shared that the customer onboarding process and relevant KYC and security checks that once took them 9 days now takes seconds.”
Citibank cited a dramatic reduction in customer onboarding and KYC processing time (9 days to seconds) using Palantir's software, illustrating operational efficiency gains at Citi from AI-driven automation.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PLTR Palantir Technologies | 10 | +84.7% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |