- Palantir (PLTR) Draws Bullish Rosenblatt Call After Strong Q1 Results
May 11, 2026
Another AI stock whose momentum continues to strengthen its bull case is Palantir, ranking eighth on our list of 12 AI Stocks Wall Street Is Watching Now. On May 5, Rosenblatt analyst John McPeake raised the price target on the stock to $225 from $200 and reiterated a Buy rating.
Palantir recently reported its Q1 2026 earnings report, a “significant beat” to estimates and demonstrating faster revenue growth. It also guided for the second quarter and full year 2026 above the Street.
The firm particularly noted that Palantir’s commercial business beat Street forecasts, even after one customer was recategorized to government in the quarter. What was particularly impressive was the company’s full-year revenue outlook, particularly because even the low end of the company’s guidance was above the highest estimates on Wall Street.
Rosenblatt noted how Palantir has been proving how AI has been helping enterprises and governments use AI to drive value, and that this has also been showing up in the numbers. The firm highlighted three factors unlocking AI value in the enterprise, notably its integration, orchestration, and Ontology.
That said, it is highly unlikely that Palantir’s platform advantage will be easy to replicate for competitors.
Our checks with customers, former Palantirians, and SI’s, as well as our knowledge of the product, make us doubt that an LLM provider is going to create a functioning replacement of the Palantir stack over the forecastable time horizon. We are raising our forecasts and target and reiterating our Buy rating on PLTR.Palantir (PLTR) Draws Bullish Rosenblatt Call After Strong Q1 Results
Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems.
While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
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- Veteran Analyst Firm Revises Palantir Forecast After Blowout AI Quarter
May 11, 2026
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) drew fresh support from Wall Street after Northland Securities raised its second-quarter earnings forecast following the company's latest quarterly results.
The firm lifted its Q2 2026 earnings estimate to $0.25 per share from $0.22 and maintained an Outperform rating with a $190 price target, according to a May 5 research note.
Warning! GuruFocus has detected 4 Warning Signs with PLTR. Is PLTR fairly valued? Test your thesis with our free DCF calculator.
Palantir reported first-quarter earnings of $0.33 per share, topping analyst expectations of $0.28. Revenue rose 84.7% year over year to $1.63 billion, ahead of the $1.54 billion consensus estimate. The company also posted a net margin of 43.67% and return on equity of 28.34%.
Despite the strong quarterly performance, Palantir shares traded near $137.80 on Monday, well below their 52-week high of $207.52, as investors weighed valuation concerns after the stock's sharp rally over the past year.
Palantir currently carries a market capitalization of about $329.6 billion and trades at roughly 155 times trailing earnings, reflecting continued expectations for AI-driven growth
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- McDonald's stock is trying to stabilize after sharp breakdown
May 11, 2026
This article first appeared on GuruFocus.
McDonald's (NYSE:MCD) is trying to steady itself after an ugly technical breakdown last week, with the stock now hovering near $276 after slipping below a key support zone that traders had been watching closely. Shares were little changed Monday morning, but the chart still looks shaky after the recent pullback from the company's February and March highs near the $330 to $340 range.
Warning! GuruFocus has detected 4 Warning Signs with PLTR. Is MCD fairly valued? Test your thesis with our free DCF calculator.
What is standing out right now is how momentum has weakened over the past few months. The stock has continued making lower highs, while Friday's break below support added to concerns that sellers still have control of the near term trend.
Technically, the big level traders are watching now sits around $280. That area used to act as support, but after last week's breakdown it has effectively turned into resistance. If McDonald's can reclaim that zone, it could help calm some of the selling pressure. Above that, another resistance level sits near $290, while the bigger upside barrier remains around $315.
On the downside, the $270 area is becoming increasingly important. A clean break below that level could invite another wave of weakness since the chart shows fewer strong support zones underneath current prices.
Trading volume also picked up noticeably during the recent selloff, which usually signals stronger conviction from bearish traders rather than just routine profit taking.
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- Sector Update: Tech Stocks Rise Late Afternoon
May 11, 2026
Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E
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- Palantir Stock Investors Might Be Shocked to See These Figures
May 11, 2026 · fool.com
Palantir (PLTR 0.70%) stock investors are concerned about its falling stock price.
- Should You Really Ignore Palantir's Steep Valuation and Buy the Stock? Here's What History Says.
May 11, 2026 · fool.com
Valuation concerns have hurt the stock in recent times.
- Artificial Intelligence Platform Quietly Transforming PLTR's Business
May 11, 2026
Recent weakness in Palantir PLTR shares may be masking one of the most important transformations happening in enterprise software today. While investors remain focused on valuation concerns and near-term volatility, Palantir’s Artificial Intelligence Platform (AIP) is rapidly reshaping the company into a full-scale operational AI powerhouse.
Unlike many AI companies that focus primarily on chatbot-style applications, Palantir is embedding AI directly into real-world decision-making systems. Its software is increasingly being used across defense, manufacturing, healthcare, logistics, and cybersecurity environments where precision and reliability matter most. This shift is helping Palantir expand well beyond its traditional government roots.
The biggest catalyst appears to be accelerating commercial adoption. Enterprises are no longer experimenting with AI in isolated pilots; they are seeking platforms that can securely integrate AI into everyday operations. That is where Palantir’s deep data integration capabilities and highly customized deployments provide a meaningful edge.
Importantly, AIP is strengthening Palantir’s competitive moat. The company combines proprietary software architecture, long-standing government credibility, and operational expertise that few rivals can easily replicate. As organizations increasingly seek AI systems that can operate at scale in mission-critical environments, Palantir appears well-positioned to benefit.
The recent pullback, therefore, may look less like a deterioration in fundamentals and more like a temporary pause within a much larger long-term AI expansion story.
Relevant U.S.-Listed Peers to Watch
Two closely watched peers are Snowflake SNOW and MongoDB MDB. Snowflake continues expanding its AI data cloud ecosystem and remains a major player in helping enterprises manage large-scale AI-ready datasets. As enterprise AI adoption accelerates, Snowflake could benefit from the rising demand for cloud-native data infrastructure.
Meanwhile, MongoDB is strengthening its role in AI-era application development. MongoDB enables enterprises to build scalable, flexible applications capable of handling increasingly complex AI workloads. MongoDB also remains well-positioned as organizations modernize their software architecture to support operational AI deployments.
PLTR’s Price Performance & Estimates
The stock has declined 28% over the past six months compared with the industry’s 15% decline.Zacks Investment Research
Image Source: Zacks Investment Research
Story Continues
From a valuation standpoint, PLTR trades at a forward price-to-sales ratio of 37.38X, well above the industry’s 3.75X. It carries a Value Score of F.Zacks Investment Research
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for PLTR’s 2026 earnings rose over the past 30 days.Zacks Investment Research
Image Source: Zacks Investment Research
PLTR stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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This article originally published on Zacks Investment Research (zacks.com).
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- Palantir NHS Data Access Concerns Test Privacy Controls And Contract Prospects
May 11, 2026
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Reports indicate external contractors working on an NHS England data platform, including staff linked to Palantir (NasdaqGS:PLTR), had broad access to identifiable patient data. Internal NHS briefings reportedly described this access as "unlimited" for some external personnel involved in the project. The situation is raising questions about privacy controls, data governance and oversight of third party access to sensitive health records.
Palantir, known for data analytics platforms used by governments and large institutions, is closely tied to high profile public sector projects, including in healthcare. For investors watching NasdaqGS:PLTR, the latest NHS England privacy concerns highlight how closely the company’s reputation is linked to data stewardship and regulatory expectations around sensitive information.
This episode could influence how future contracts, safeguards and oversight frameworks are structured for healthcare and public sector AI projects. For readers following NasdaqGS:PLTR, the key focus is likely to be how the company responds to scrutiny around data access, and whether clients adjust requirements for transparency, auditing and technical controls on third party usage.
Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies.NasdaqGS:PLTR 1-Year Stock Price Chart
Is Palantir Technologies's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis.
For a company built around sensitive government and healthcare contracts, questions about access to identifiable NHS patient data go straight to the heart of Palantir Technologies’ business model. The immediate issue is not the Q1 2026 numbers, which show sizeable revenue of US$1.63b and net income of US$870.53m, but whether privacy controls and contractual guardrails are tight enough when deployments scale. If public bodies decide that external contractors, including those linked to Palantir, had broader access than intended, future tenders may bake in stricter technical segregation, data minimisation and independent audit requirements. That can add cost and complexity to AI-powered platforms supporting healthcare and public services. For you as an investor, the key question is whether privacy and data governance risk starts to offset the strengths that currently support large deals in defence, government and industrial AI, and how any regulatory or legal responses might influence Palantir’s ability to win and operate high value, data intensive contracts.
Story Continues
How This Fits Into The Palantir Technologies Narrative
The focus on data integration for complex government programs is central to the existing bull narrative, and this episode underlines how embedded Palantir’s tools can become in critical public-sector workflows. At the same time, concerns about contractor access to identifiable patient data directly challenge the narrative assumption that Palantir’s government work simply compounds into long term stability without raising new regulatory or reputational frictions. The community narrative highlights contract concentration and geopolitical controversy as risks, but does not fully unpack healthcare specific privacy exposure or how stricter data access rules could influence deployment costs and timelines.
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Palantir Technologies to help decide what it is worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Regulatory or legal reviews of NHS data access practices could lead to tighter rules on third party use of identifiable health information, which may increase compliance costs and slow implementation for government and healthcare projects. ⚠️ Reputational questions around privacy could affect Palantir’s positioning when it competes with Microsoft, Oracle or IBM for new public sector tenders where citizen data protection is a key selection criterion. 🎁 If Palantir can demonstrate that its platforms operate within strict audit and governance frameworks, it may strengthen its case that governments can scale AI-powered systems without losing control over sensitive data. 🎁 Robust Q1 2026 earnings and raised revenue guidance for the year give Palantir financial capacity to adapt its platforms and internal processes if clients require more granular access controls or additional oversight.
What To Watch Going Forward
From here, it is worth watching how NHS England and other public bodies characterise the incident, whether any formal investigations or contract reviews are announced, and if new guidance is issued on third party access to identifiable patient data. You may also want to track Palantir’s public communication on privacy controls, any changes to contract terms in healthcare and government deals, and whether peers such as Microsoft, Oracle and IBM adjust their own messaging around data governance in response.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Palantir Technologies, head to the community page for Palantir Technologies to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include PLTR.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Palantir faces renewed scrutiny over NHS data access
May 11, 2026
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) is once again finding itself caught in the middle of a growing debate around healthcare data and privacy after a new Financial Times report claimed NHS England gave contractors from companies including Palantir broad access to identifiable patient information while working on a key part of its healthcare data platform.
Warning! GuruFocus has detected 4 Warning Signs with PLTR. Is PLTR fairly valued? Test your thesis with our free DCF calculator.
According to the report, an internal NHS briefing note suggested some outside staff working on the National Data Integration Tenant system had what was described as unlimited access to patient data. That immediately raised eyebrows given how sensitive NHS medical records are and how closely Palantir's government and healthcare work has been watched over the past few years.
The NHS tried to calm concerns quickly, saying strict safeguards and regular audits are already in place. A spokesperson told the Financial Times that any external worker needing access must receive government security clearance and approval from senior NHS leadership before being allowed into the system.
Still, the story puts Palantir back into a familiar position. The company's business has increasingly benefited from large government and healthcare contracts tied to AI, analytics and massive data management systems, but those same deals also tend to bring intense public scrutiny around privacy and oversight.
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- Palantir Technologies Has Just Created History. Here's Where the Stock Could Be in 5 Years
May 11, 2026
Key Points
Though Palantir stock has been under pressure in recent months due to its valuation, the company continues to smash Wall Street's expectations. Palantir's accelerating growth appears sustainable, as it is cornering a larger share of the AI software platforms market. Palantir remains expensively valued even after its recent sell-off, but the stock may double over the next five years on the back of its phenomenal growth.10 stocks we like better than Palantir Technologies ›
It has been just under six years since Palantir Technologies(NASDAQ: PLTR) went public by way of a direct listing in September 2020, and the company recently reported its fastest-ever revenue growth during its life as a public company.
Palantir released first-quarter 2026 results on May 4. It not only crushed Wall Street's expectations handsomely but also upgraded its full-year guidance on the back of robust demand for its artificial intelligence (AI) software platform. In fact, a closer look at Palantir's results suggests its growth rate could continue to improve.
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Let's see why that may be the case and check why this AI stock could be a solid investment for the next five years.
Image source: The Motley Fool.
Palantir Technologies' growth rate could keep getting better
Palantir's Q1 revenue shot up 85% year over year to $1.63 billion, a substantial improvement over the 39% revenue jump it clocked in the year-ago period. Management noted on the latest earnings call that this was Palantir's "highest overall revenue growth rate as a public company." However, there is ample evidence that Palantir has room to further boost its growth rate.
The company is attracting new customers at a nice clip, while existing customers continue to offer larger contracts due to the productivity gains unlocked by its AI software platform. Palantir's overall customer count jumped by 31% year over year in Q1 to 1,007. Even better, Palantir signed total contracts worth $2.4 billion last quarter, an increase of 61% over the year-ago period.
Palantir management notes that the increase in its total contract value (TCV) was driven by "expansions at existing customers and new customers acquired in Q1 of last year." The new customers Palantir acquired last quarter can pave the way for stronger future growth as they spend more on its offerings.
Importantly, the higher spending by existing customers has led to a remarkable acceleration in Palantir's bottom-line growth. The company reported adjusted earnings of $0.33 per share, a jump of more than 2.5x over the year-ago period's reading of $0.13 per share. The company's ability to extract more business from existing customers is boosting its margins, as it won't have to spend extra money on customer acquisition.
Data by YCharts
As it turns out, Palantir has a very lean sales team of just 70 people. This is an indication of just how popular Palantir's AI software platform is among both commercial and government customers. To add some perspective, Palantir's sales and marketing expenses increased by 35% year over year in Q1 to $319 million, well below the 85% increase in revenue.
Also, the larger contracts that Palantir signed in Q1 have increased its remaining deal value (RDV) to $11.8 billion, a 98% jump over the prior-year period. RDV is the total remaining value of contracts that Palantir is yet to fulfill at the end of a period. The size of Palantir's RDV suggests it can sustain red-hot revenue and earnings growth.
Not surprisingly, the company now anticipates $7.66 billion in revenue in 2026, up from the earlier estimate of $7.19 billion. The updated guidance points to a 71% increase in revenue over last year. The company has also raised its profitability forecast. It won't be surprising to see further guidance hikes throughout the year, owing to the fast-growing AI software platform market and Palantir's sizable RDV.
The stock could at least double over the next five years
There is no doubt that Palantir's numbers and guidance are more than impressive, but the stock's performance on the market has left a lot to be desired of late. Palantir stock is down 23% over the past six months. In fact, the stock retreated despite delivering a beat-and-raise earnings report.
Palantir's expensive valuation is the reason behind its poor returns lately. The stock is far from cheap at 155 times trailing earnings and 97 times forward earnings. It also has a pricey sales multiple of 68. However, growth-oriented investors should consider looking past Palantir's valuation, as the company's remarkable growth can justify its valuation.
Its revenue and earnings growth rates are picking up, a trend that could continue as the AI software platforms market offers massive growth potential. A third-party research report expects the AI software platforms market to generate $296 billion in revenue in 2030, up from $79 billion last year, at a compound annual growth rate (CAGR) of 35%.
Palantir is outpacing the market's growth, and that too in a profitable manner. What's more, analysts are expecting Palantir's growth to pick up in the future.
Data by YCharts
It won't be surprising to see that trend continuing until the end of the decade. Assuming Palantir's revenue increases at a 50% rate in 2029 and 2030, its top line could reach $35.3 billion by the end of the decade (using the 2028 revenue estimate of $15.7 billion as the base). If Palantir trades at even 20 times sales at that time, a huge discount to its current sales multiple, its market cap could reach $706 billion.
That points toward a possible upside of 114%. However, Palantir could do better than that, as analysts may be underestimating its growth potential. So, investors looking to add a growth stock to their portfolios may want to capitalize on the recent pullback and buy it before it steps on the gas once again.
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
