Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
Finance

Palantir Just Guided to 134% U.S. Commercial Growth. After a 15% Pop, the Stock Costs 42 Times Revenue.

The quarter was extraordinary, and the guidance got even better. But look at what the new price pays for each dollar of sales.

Palantir Just Guided to 134% U.S. Commercial Growth. After a 15% Pop, the Stock Costs 42 Times Revenue.

Published August 4, 2026 · Category: Finance

Overview

Palantir Technologies (NASDAQ: PLTR) reported second-quarter results after the market closed Monday, and shares jumped about 15% in after-hours trading to around $144 as of this writing. It's easy to see why. Revenue grew 93% year over year, and management raised its full-year guidance across the board.

But the pop comes with math worth doing. At around $144, the artificial intelligence (AI) software company is valued at about $347 billion. Set that against the approximately $8.15 billion of revenue management now expects for 2026, and the stock costs about 42 times this year's guided sales. Not earnings -- sales.

Details

So, did a quarter this good finally make the growth stock worth its price? I don't think it did.

Continue reading

Source

Originally published at www.fool.com.

Related Articles

CD
Capital Daily Newsroom

Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]

Email the newsroom →
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.