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Research Alert: Pltr: Another Exceptional Quarter As Commercial Segment Powers Acceleration

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-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

PLTR delivered another blowout quarter with revenue of $1.633B, up 85% Y/Y and 16% Q/Q, exceeding guidance and beating consensus by $90M. Adjusted EPS of $0.33 and GAAP EPS of $0.34 beat Street estimates by $0.05, while the Rule of 40 score reached 145%, up from 127% in Q4. The 85% Y/Y revenue growth marked PLTR's highest-ever growth rate, driven by explosive U.S. market momentum where revenue more than doubled at 104% Y/Y to $1.282B. U.S. commercial revenue of $595M grew 133% Y/Y, while government revenue of $687M expanded 84% Y/Y. International commercial revenues returned to double-digit growth at 26% Y/Y after six quarters of muted performance. Profitability metrics expanded substantially with GAAP operating margin reaching 46% and adjusted operating margin hitting 60%. Management raised full-year 2026 guidance dramatically to $7.650B-$7.662B (71% Y/Y growth), representing a 10%-pt increase from prior expectations and significantly exceeding consensus of $7.277B.

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