Palantir Reports Q1 2026 U.S. Revenue Growth of 104% Y/Y and Revenue Growth of 85% Y/Y; Raises FY 2026 Revenue Guidance to 71% Y/Y Growth and U.S. Comm Revenue Guidance to 120% Y/Y, Crushing Consensus

Go back to Palantir Reports Q1 2026 U.S. Revenue Growth of 104% Y/Y and Revenue Growth of 85% Y/Y; Raises FY 2026 Revenue Guidance to 71% Y/Y Growth and U.S. Comm Revenue Guidance to 120% Y/Y, Crushing Consensus

Raymond James on Palantir (PLTR): 'Priced to Perfection'

May 5, 2026 10:50 AM EDT

Raymond James analyst Brian Gesuale reiterated a Market Perform rating and {REMOVEPT} price target on Palantir (NASDAQ: PLTR).

The analyst comments "Model: We are raising our 2026 revenue estimate to $7.85B from $7.41B, placing us ~$190M above the high end of guidance ($7.6507.662B). We are raising 2026 Total Government to $3.80B from $3.42B, reflecting the 1Q beat, the... More