PLTR News
4 R40 articles on Palantir Technologies Inc. (PLTR), the latest published Sep 8, 2026. Plus dated third-party headlines.
R40 Coverage
Palantir's Nebius Deal Names No Dollars and No Megawatts, and Lands on Its Only Vertical With Published Units
Palantir named Nebius its preferred sovereign AI partner — no value, megawatts or term disclosed. It lands on 653 US commercial customers at $1.17M each.
Palantir Is Scoring 155 on the Rule of 40 — and Both Halves Are Still Rising
Palantir has refused the growth-versus-margin trade for six quarters: revenue growth 17.6% to 92.8%, FCF margin 14.5% to 62.1%, and the score went 32 to 155.
Palantir Reports Tonight, and the Only Number We Can Update Is the One That Was Never the Problem
Palantir reports Q2 2026 tonight. The print settles revenue, the half of our score that was never stale — not the free-cash-flow series stuck at 2024 Q4.
Palantir's Q2: Revenue Up 92.8%, Cash Margin 62%, Rule of 40 of 155
Palantir beat on both lines — $1.935B of revenue against $1.81B expected, $0.41 of GAAP EPS against $0.34 — but the number that matters is that growth accelerated again while free-cash-flow margin also rose, taking its Rule of 40 to 155. Bookings grew faster than revenue and every guidance line went up.
February 2026
Palantir trending as growth stock post-earnings
Follow-up coverage on strong guidance (61%+ 2026 growth); some bears warn of more selling, but seen as long-term AI play.
Palantir Down 13%
Investors sell amid risk-off in AI/software; profit-taking after run, valuation sensitivity, growth concerns.
Palantir Bearish
Lost key support, grinding lower without capitulation—distribution; longs low quality until 155 reclaimed.
January 2026
Palantir Rally Not Over
Citi upgrades on enterprise/government demand acceleration.
Palantir Being Pushed into Government
Threat to personal liberty; ICE using databases; influencers pushing Insurrection Act.
Software Armageddon: AI Fears
Palantir in software context; capitulation and rally plays.