Today: 2 May 2026
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NYSE:PLTR 26 February 2026 - 27 April 2026

Palantir Stock Faces a May 4 Earnings Test as Wall Street Sees Upside but Political Heat Builds

Palantir Stock Faces a May 4 Earnings Test as Wall Street Sees Upside but Political Heat Builds

Palantir will report first-quarter earnings after U.S. markets close on May 4, with Wall Street expecting revenue of about $1.54 billion, up roughly 74% year over year. Shares traded at $143.09 before Monday’s open, up 1.06%. Analysts remain divided over Palantir’s AI-driven growth versus political risks and valuation. Super Micro Computer, another AI stock, rose 8.65% to $29.08.
Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Swiss National Bank Chairman Martin Schlegel defended the bank’s $1.1 billion stake in Palantir after Minneapolis activists urged a sale over the company’s work with U.S. immigration authorities. The SNB held 6.24 million Palantir shares at the end of 2025. Palantir shares fell 7.24% Thursday after a previous gain. Shareholders will vote June 3 on proposals for more human rights oversight.
Palantir Wins $300 Million USDA Deal Ahead of Key May Earnings

Palantir Wins $300 Million USDA Deal Ahead of Key May Earnings

Palantir signed a $300 million software agreement with the U.S. Department of Agriculture, expanding its government business ahead of its May 4 earnings report. Shares fell 7.2% Thursday despite the deal. The USDA said Palantir’s platform enabled rapid rollout of February’s $11 billion Farmer Bridge Assistance Program. The contract is a Blanket Purchase Agreement, allowing repeated orders over time rather than a single payment.
Palantir Technologies (PLTR) Stock Rebounds After Cathie Wood Buys the Dip, but AI Rival Fears Linger

Palantir Technologies (PLTR) Stock Rebounds After Cathie Wood Buys the Dip, but AI Rival Fears Linger

Palantir Technologies rose 2% in premarket trading Monday after ARK Invest bought 85,485 shares worth $11.15 million across five ETFs. The move follows a sector-wide selloff triggered by concerns over new AI tools like Anthropic’s Claude Mythos. Palantir reported 70% fourth-quarter revenue growth and expects up to $7.2 billion in 2026 revenue. The stock traded at about 99 times projected 2026 earnings on Monday.
Palantir Stock Drops as Michael Burry Says Anthropic Is ‘Eating Its Lunch’

Palantir Stock Drops as Michael Burry Says Anthropic Is ‘Eating Its Lunch’

Palantir Technologies dropped about 7% Thursday after Michael Burry said Anthropic was overtaking it in enterprise AI, putting Palantir on track to lose $34 billion in market value. Anthropic reported its annualized revenue run rate had surged past $30 billion and launched new AI tools for businesses. Nearly one in four businesses on Ramp now pays for Anthropic, according to Ramp data. Palantir’s stock still trades at 395 times earnings.
Palantir Stock (PLTR) Splits Opinion as Bulls Eye $1 Trillion and Bears Warn of Sub-$100 Drop

Palantir Stock (PLTR) Splits Opinion as Bulls Eye $1 Trillion and Bears Warn of Sub-$100 Drop

Palantir Technologies traded near $148 midday Monday, down about 30% from its record high, with a market value of $433 billion. Motley Fool and Seeking Alpha analysts split on the stock’s outlook, with targets ranging from below $100 to $221.86. Recent Pentagon moves to formalize Project Maven and surging government sales have fueled bullish arguments. Benchmark and eToro analysts urged caution on valuation.
6 April 2026
Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir shares climbed 2.8% to $159.19 in early New York trading Wednesday after Reuters reported the firm is developing software for the Trump administration’s $185 billion Golden Dome missile shield. The stock outperformed the Nasdaq 100 and major defense contractors. No contract for Golden Dome work has been announced. Palantir’s revenue jumped 70% in the fourth quarter to $1.41 billion.
Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Technologies shares climbed $6.22 to $156.90 on Monday after the Pentagon moved to formalize its Maven AI system and Wedbush reiterated a bullish outlook. Deputy Defense Secretary Steve Feinberg ordered Maven to become a program of record by fiscal year-end, shifting oversight to the Pentagon’s AI office. Morgan Stanley maintained an equal-weight rating, citing high valuation but noting strong demand and growth in Palantir’s commercial business.
Palantir Stock Price Today: PLTR Slips Even After New Navy ShipOS Push

Palantir Stock Price Today: PLTR Slips Even After New Navy ShipOS Push

Palantir shares fell 1.5% to $152.77 Wednesday after supplier Keel joined its U.S. Navy ShipOS project. The drop came as software stocks slid broadly and after news that OpenAI, not Anthropic, will supply AI models for U.S. defense work, potentially affecting Palantir’s Pentagon contracts. Palantir trades at 395 times trailing earnings. Fourth-quarter revenue rose 70% to $1.41 billion.
Ondas Stock Price Jumps After Palantir Tie-Up Adds Fuel to Defense Push

Ondas Stock Price Jumps After Palantir Tie-Up Adds Fuel to Defense Push

Ondas shares rose 5.1% to $10.33 Thursday after announcing a partnership with Palantir and World View to develop AI-enabled ISR systems using balloons, drones, and ground robots. The company reported pro-forma cash and equivalents above $1.5 billion at year-end, aided by a $1 billion January raise. Ondas also acquired BIRD Aerosystems and disclosed a $15.8 million Israeli demining order this week. Final results are due March 25.
Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir shares edged down 0.06% to $151.05 Wednesday as legal experts said Anthropic has a strong case against its Pentagon blacklisting, according to Reuters. Palantir’s Maven software, used in U.S. defense contracts, relies on Anthropic’s Claude AI. If the ban holds, Palantir may need to replace Claude in systems tied to over $1 billion in contracts. Anthropic sued the U.S. government Monday over the ban.
Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir shares closed at $157.16 Friday after the Pentagon barred contractors from using Anthropic’s AI, raising questions about Palantir’s defense software that relies on Anthropic code. The U.S. General Services Administration also ended its Anthropic contract. Markets fell as oil surged and payrolls dropped. Investors await Wednesday’s U.S. inflation data and Pentagon guidance on the Anthropic ban.
Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir must rebuild its Maven Smart Systems software after the Pentagon ordered contractors to cut ties with Anthropic, whose Claude AI model underpins Maven, sources said. The Defense Department labeled Anthropic a “supply chain risk,” forcing removal from sensitive systems. Palantir’s contracts tied to Maven are potentially worth over $1 billion. Shares fell 0.3% to $152.67 on Thursday.
Palantir shares jump on fresh $200 target as Thiel sale plan keeps traders edgy

Palantir shares jump on fresh $200 target as Thiel sale plan keeps traders edgy

Palantir shares rose 1.4% premarket after Rosenblatt raised its price target to $200 and kept a buy rating. U.S. agencies moved to ban Anthropic’s AI tools, shifting attention to defense AI policy and rival vendors. Palantir faces a new lawsuit in Texas alleging fraud and insider selling by a Thiel-linked entity. The U.S. Army’s $10 billion software deal with Palantir remains non-binding.
4 March 2026
Palantir (PLTR) Stock Whipsaws After Thiel Sale Notice as War Jitters Hit Tech

Palantir (PLTR) Stock Whipsaws After Thiel Sale Notice as War Jitters Hit Tech

Palantir shares rose 1.4% to $147.27 in after-hours trading after dropping nearly 5% earlier Tuesday. A Form 144 filing showed Chairman Peter Thiel plans to sell up to 2 million shares under a 10b5-1 plan. U.S. stocks broadly fell as Middle East tensions and oil prices fueled inflation fears. Palantir was also sued in Texas state court by Guardian Premier Solutions for alleged fraud and breach of contract.
Palantir stock (PLTR) steadies near $145 as Peter Thiel sale filing hits tape before the bell

Palantir stock (PLTR) steadies near $145 as Peter Thiel sale filing hits tape before the bell

Palantir shares traded at $145.17 premarket after a 5.8% rally, with co-founder Peter Thiel filing to sell up to 2 million shares worth about $280 million. A new lawsuit from Guardian Premier Solutions alleges fraud and breach of contract. Traders are watching for insider sale disclosures and company response to the suit. Rosenblatt raised its price target to $200.
Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir shares rose 5.8% to $145.17 in after-hours trading Monday, extending gains after U.S. agencies began phasing out Anthropic’s AI tools following a Trump administration order. The move put government tech suppliers in focus as traders also tracked Middle East tensions and awaited U.S. economic data. Palantir’s market value reached about $433 billion.
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US Stock Market Today After Hours: Nasdaq Tops 25,000 As S&P 500 Hits Record High

US Stock Market Today After Hours: Nasdaq Tops 25,000 As S&P 500 Hits Record High

2 May 2026
Nasdaq 100 futures climbed 0.68% and S&P 500 futures edged up 0.06% in early after-hours trading Friday, while Dow futures slipped 0.48%. The S&P 500 and Nasdaq closed at record highs, driven by first-quarter S&P 500 profit growth of 27.8%, according to LSEG. Oil prices, inflation signals, and upcoming jobs data remain in focus. GameStop shares rose 4% after reports it was preparing an offer for eBay.
McDonald’s Corporation Stock Slides Before Earnings as Its Big Drink Bet Comes Due

McDonald’s Corporation Stock Slides Before Earnings as Its Big Drink Bet Comes Due

2 May 2026
McDonald’s shares fell 2.37% to $286.64 on Friday, underperforming rivals ahead of its May 7 earnings report and a U.S. launch of six new McCafé specialty drinks. The company will begin selling the drinks nationwide on May 6, adding beverage specialist roles at 14,000 restaurants. Investors are watching whether the new drinks and value offers can boost traffic without slowing service or hurting margins.
Strategy Inc’s 11.5% STRC Payout Sets Up Bitcoin Dividend Vote

Strategy Inc’s 11.5% STRC Payout Sets Up Bitcoin Dividend Vote

2 May 2026
Strategy Inc kept STRC’s May dividend rate at 11.5% and set a $0.958333333 per-share payout, according to a new filing. Shareholders are voting on whether to move STRC dividends from monthly to twice monthly, with results due at the June 8 annual meeting. The company recently used $255 million from a stock sale to buy 3,273 bitcoin.
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