Palantir Technologies Inc Ordinary Shares - Class A

PLTR: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Palantir Earnings: Lab Competition Is Possible, but We Still Like the Ontology; Valuation Is Fair

Mark Giarelli

May 5, 2026

Palantir shares are down slightly after reporting first-quarter results, which we suspect is due to a slight miss on US commercial revenue relative to expectations (FactSet). Still, the rule of 40—the sum of revenue growth and operating margin—reached 145%, yet another all-time high.

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Palantir Technologies Inc Ordinary Shares - Class A

Palantir Earnings: Lab Competition Is Possible, but We Still Like the Ontology; Valuation Is Fair

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