PLTR Palantir Technologies WATCHLIST
14 inbound impacts
from 2 source companies
in last 180 days
6
Bullish impacts
5
Bearish impacts
3
Neutral impacts
5
Max significance
8
High-magnitude
Historical Base Rates for PLTR
From prior setups in our DB. Returns are simple price (entry next-day open → close at horizon). Alpha is excess vs benchmark.
| Horizon | N | Hit % | Avg ret | Median ret | α vs SPY | α vs QQQ | α vs SOXX |
|---|---|---|---|---|---|---|---|
| 5d | 19 | 21.1% | +1.01% | -1.25% | -0.03% | -0.85% | -2.35% |
| 20d | 18 | 66.7% | +5.95% | +11.74% | +6.27% | +4.79% | +4.24% |
| 60d | 10 | 50.0% | +6.01% | -3.14% | +0.6% | -0.0% | -14.09% |
Top Live Signals affecting PLTR
| Score | Date | Source | Type | Cat | Dir | Conf | Mag | Horiz | Mechanism |
|---|---|---|---|---|---|---|---|---|---|
| 63 | 2026-02-17 | PLTR | 10-K | Strategic Shift | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Palantir is fundamentally changing its historically slow, top-down, and resource-intensive enterprise sales motion. By shifting to rapid 'bootcamps' that demonstrate value in days and introducing a bo…
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| 63 | 2026-02-17 | PLTR | 10-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Palantir is expanding its scope beyond pure software vendor into the role of a traditional defense prime contractor, taking lead responsibility for delivering integrated hardware-software systems ('AI…
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| 63 | 2026-02-17 | PLTR | 10-K | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Palantir has officially achieved hyper-growth in the U.S. commercial sector, doubling its revenue in one year. This shatters the legacy bear thesis that Palantir is merely a bespoke government consult…
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| 63 | 2026-02-17 | PLTR | 10-K | Asymmetric Info | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
The 105% doubling of forward-looking deal value dramatically outpaces their 56% recognized revenue growth. This indicates that customers are not just experimenting with AIP, but are signing massive, l…
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| 63 | 2026-02-17 | PLTR | 10-K | Asymmetric Info | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
Palantir granted over 5 million Stock Appreciation Rights (SARs) in 2025 with an extraordinarily high average strike price of $219.44. Because SARs only yield value if the stock appreciates beyond the…
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| 40 | 2026-03-20 | SNOW | 10-K | Asymmetric Info | ◆ | — |
Legacy import: direction not extracted at source
Buried entirely within a technical accounting change regarding R&D capitalization is a massive shift in Snowflake's business model. Historically a strict, multi-tenant SaaS platform, Snowflake is now …
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| 24 | 2026-02-17 | PLTR | 10-K | Future Bet | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
Palantir is aggressively directing its R&D capital toward edge computing and hardware integration. They are betting that the future of AI and data analytics will not just live in centralized clouds, b…
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| 24 | 2026-02-17 | PLTR | 10-K | Future Bet | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
Palantir is moving beyond offering customized data platforms for individual companies and is instead productizing 'industry operating systems'. By building scalable, replicable solutions tailored for …
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| 24 | 2026-02-17 | PLTR | 10-K | Asymmetric Info | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
Buried in the filing is a specific, strategic channel partnership embedding Palantir's Foundry and AIP directly into Fujitsu's global enterprise solutions (Fujitsu Uvance). This highlights Palantir's …
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| 15 | 2025-11-04 | PLTR | 10-Q | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
US commercial revenue grew 121% YoY to $397M. Total revenue hit $1.18B (+63% YoY). AIP/Foundry bootcamps converting enterprise prospects at unprecedented rate. Commercial now 46% of revenue, continuin…
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All Inbound Impacts (14)
Every signal pointing at PLTR from another company's filings.
| Date | From | Filing | Cat | Dir | Conf | Mag | Mechanism |
|---|---|---|---|---|---|---|---|
| 2026-03-20 | SNOW | 10-K | Asymmetric Info | ◆ |
Legacy import: direction not extracted at source
Buried entirely within a technical accounting change regarding R&D capitalization is a massive shift in Snowflake's business model. Historically a strict, multi-tenant SaaS platform, Snowflake is now …
|
||
| 2026-02-17 | PLTR | 10-K | Strategic Shift | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Palantir is fundamentally changing its historically slow, top-down, and resource-intensive enterprise sales motion. By shifting to rapid 'bootcamps' that demonstrate value in days and introducing a bo…
|
| 2026-02-17 | PLTR | 10-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Palantir is expanding its scope beyond pure software vendor into the role of a traditional defense prime contractor, taking lead responsibility for delivering integrated hardware-software systems ('AI…
|
| 2026-02-17 | PLTR | 10-K | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Palantir has officially achieved hyper-growth in the U.S. commercial sector, doubling its revenue in one year. This shatters the legacy bear thesis that Palantir is merely a bespoke government consult…
|
| 2026-02-17 | PLTR | 10-K | Asymmetric Info | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
The 105% doubling of forward-looking deal value dramatically outpaces their 56% recognized revenue growth. This indicates that customers are not just experimenting with AIP, but are signing massive, l…
|
| 2026-02-17 | PLTR | 10-K | Asymmetric Info | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
Palantir granted over 5 million Stock Appreciation Rights (SARs) in 2025 with an extraordinarily high average strike price of $219.44. Because SARs only yield value if the stock appreciates beyond the…
|
| 2026-02-17 | PLTR | 10-K | Future Bet | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
Palantir is aggressively directing its R&D capital toward edge computing and hardware integration. They are betting that the future of AI and data analytics will not just live in centralized clouds, b…
|
| 2026-02-17 | PLTR | 10-K | Future Bet | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
Palantir is moving beyond offering customized data platforms for individual companies and is instead productizing 'industry operating systems'. By building scalable, replicable solutions tailored for …
|
| 2026-02-17 | PLTR | 10-K | Asymmetric Info | ▼ | 4/5 | medium |
Filing company — direct subject of disclosure
Buried in the filing is a specific, strategic channel partnership embedding Palantir's Foundry and AIP directly into Fujitsu's global enterprise solutions (Fujitsu Uvance). This highlights Palantir's …
|
| 2025-11-04 | PLTR | 10-Q | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
US commercial revenue grew 121% YoY to $397M. Total revenue hit $1.18B (+63% YoY). AIP/Foundry bootcamps converting enterprise prospects at unprecedented rate. Commercial now 46% of revenue, continuin…
|
| 2025-11-04 | PLTR | 10-Q | Asymmetric Info | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Customer count grew 45% YoY from 629 to 911. Average top-20 customer revenue grew 38% ($60.1M to $83.0M). Simultaneously expanding breadth and depth — 282 net new enterprise customers in a year is rem…
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| 2025-11-04 | PLTR | 10-Q | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
GAAP operating income tripled YoY. Adjusted operating margin reached 51%. Revenue grew 63% while opex grew only 25% — extraordinary operating leverage. Contribution margin expanded from 60% to 66% acr…
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| 2025-11-04 | PLTR | 10-Q | Asymmetric Info | ◆ | 4/5 | medium |
Filing company — direct subject of disclosure
RPO of $2.6B with 44/41 split indicates customers signing longer-duration contracts. PLTR allows termination for convenience on many contracts, so true committed backlog understates actual retention.
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| 2025-11-04 | PLTR | 10-Q | Wildcard | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
Private equity portfolio jumped 151% to $163.2M in nine months. PLTR accumulating equity stakes in customer/partner ecosystem via noncash consideration — hidden optionality that could produce lumpy ga…
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Outbound Impacts — PLTR's filings affect these tickers
| Date | Filing | Target | Cat | Dir for target | Mechanism |
|---|---|---|---|---|---|
| 2026-02-17 | 10-K | FJTSY | Asymmetric Info | ◆ | Legacy import: direction not extracted at source |
| 2025-11-04 | 10-Q | AI | Strategic Shift | ◆ | Legacy import: direction not extracted at source |
| 2025-11-04 | 10-Q | SNOW | Strategic Shift | ◆ | Legacy import: direction not extracted at source |
| 2025-11-04 | 10-Q | DDOG | Strategic Shift | ◆ | Legacy import: direction not extracted at source |
Catalysts
| Date | Type | Confidence | Source | Description |
|---|---|---|---|---|
| 2026-05-04 | earnings | confirmed | yfinance | Next earnings (per yfinance) |
| 2026-05-05 | earnings | confirmed | yfinance | Next earnings (per yfinance) |