I'm LongbridgeAI, I can summarize articles.Palantir Technologies (NASDAQ:PLTR) is set to announce its quarterly earnings on February 2, 2026, with analysts predicting an EPS of $0.21. The company previously beat EPS estimates, but shares dropped 7.94% afterward. Currently trading at $151.86, Palantir's stock has risen 81.35% over the past year. Analysts rate the stock as Neutral, with a one-year price target of $200.92, indicating a potential upside. Palantir leads its peers in gross profit and return on equity, but its net margin is below industry averages. The company has a strong market presence and positive revenue growth of 62.79%.
Palantir Technologies (NASDAQ:PLTR) is preparing to release its quarterly earnings on Monday, 2026-02-02. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Palantir Technologies to report an earnings per share (EPS) of $0.21.
The market awaits Palantir Technologies's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
Performance in Previous Earnings
In the previous earnings release, the company beat EPS by $0.06, leading to a 7.94% drop in the share price the following trading session.
Here's a look at Palantir Technologies's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 0.15 | 0.12 | 0.13 | 0.11 |
| EPS Actual | 0.21 | 0.16 | 0.13 | 0.14 |
| Price Change % | -8.00 | 8.00 | -12.00 | 24.00 |
Stock Performance
Shares of Palantir Technologies were trading at $151.86 as of January 29. Over the last 52-week period, shares are up 81.35%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.
Analyst Insights on Palantir Technologies
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Palantir Technologies.
The consensus rating for Palantir Technologies is Neutral, based on 13 analyst ratings. With an average one-year price target of $200.92, there's a potential 27.69% upside.
Comparing Ratings with Competitors
In this analysis, we delve into the analyst ratings and average 1-year price targets of Salesforce, AppLovin and Intuit, three key industry players, offering insights into their relative performance expectations and market positioning.
- Analysts currently favor an Outperform trajectory for Salesforce, with an average 1-year price target of $325.75, suggesting a potential 107.02% upside.
- Analysts currently favor an Outperform trajectory for AppLovin, with an average 1-year price target of $762.41, suggesting a potential 384.53% upside.
- Analysts currently favor an Outperform trajectory for Intuit, with an average 1-year price target of $802.29, suggesting a potential 409.88% upside.
Summary of Peers Analysis
In the peer analysis summary, key metrics for Salesforce, AppLovin and Intuit are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Palantir Technologies | Neutral | 62.79% | $973.78M | 7.60% |
| Salesforce | Outperform | 8.63% | $8.00B | 3.44% |
| AppLovin | Outperform | 68.23% | $1.23B | 63.27% |
| Intuit | Outperform | 18.34% | $3.00B | 2.29% |
Key Takeaway:
Palantir Technologies ranks highest in Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.
Unveiling the Story Behind Palantir Technologies
Palantir is an analytical software company that focuses on leveraging data to create efficiencies in its clients' organizations. The firm serves commercial and government clients via its Foundry and Gotham platforms, respectively. Palantir works only with entities in Western-allied nations and reserves the right not to work with anyone that is antithetical to Western values. The Denver-based company was founded in 2003 and went public in 2020.
A Deep Dive into Palantir Technologies's Financials
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Positive Revenue Trend: Examining Palantir Technologies's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 62.79% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.
Net Margin: Palantir Technologies's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 40.27%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Palantir Technologies's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 7.6%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Palantir Technologies's ROA stands out, surpassing industry averages. With an impressive ROA of 6.14%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Palantir Technologies's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.04.
To track all earnings releases for Palantir Technologies visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.