Palantir posted another stellar quarter, with sales of $2.3 billion, up 96% year over year, driven by US commercial growth of 148% to $984 million, beating US government sales of $953 million for the first time. The firm also raised its 2026 sales outlook by nearly 500 basis points to $8.53 billion.
Palantir is a premier AI software company poised to benefit from growing demand for digitization and automation, and has successfully made itself a valuable part of the AI value chain.
Faster, cheaper AI inference will lower technical barriers to entry to building decision-making software, which could increase competition from Big Tech, frontier labs, as well as in-house IT teams.
Metric | PLTR | NOW | DDOG |
|---|---|---|---|
Price/Earnings (Normalized) | 109.65 | 26.91 | 98.95 |
Price/Book Value | 34.41 | 8.08 | 13.71 |
Price/Sales | 56.59 | 6.88 | 15.51 |
Price/Cash Flow | 90.10 | 18.41 | 51.03 |
Metric | PLTR | NOW | DDOG |
|---|---|---|---|
Quick Ratio | 7.09 | 0.58 | 3.39 |
Current Ratio | 7.23 | 0.72 | 3.51 |
Interest Coverage | — | 11.70 | 7.52 |
Metric | PLTR | NOW | DDOG |
|---|---|---|---|
Return on Assets (Normalized) | 44.34% | 14.52% | 13.99% |
Return on Equity (Normalized) | 53.40% | 31.98% | 24.22% |
Return on Invested Capital (Normalized) | 48.22% | 22.26% | 15.21% |
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