Where Could Palantir Be in 10 Years? The Bull and Bear Cases.
Key takeaways
- Micah Zimmerman, The Motley Fool Mon, May 18, 2026 at 1:50 AM GMT+7 5 min read PLTR NVDA INTC Few large-cap stocks polarize investors the way Palantir Technologies (NASDAQ: PLTR) does right now.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
- For fiscal year 2026, management has guided for roughly $7.2 billion in revenue, implying continued strong growth from 2025 levels.
Micah Zimmerman, The Motley Fool Mon, May 18, 2026 at 1:50 AM GMT+7 5 min read PLTR NVDA INTC Few large-cap stocks polarize investors the way Palantir Technologies (NASDAQ: PLTR) does right now. The company has gone from being labeled a software consultancy to being considered a provider of essential artificial intelligence (AI) infrastructure for governments and large enterprises. A 10-year horizon is the right lens for a stock like this, because the disagreement is not really about next quarter s revenue. It is about whether Palantir becomes the operating system for AI within large organizations or remains a high-growth, but ultimately niche, platform.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Palantir s first-quarter 2026 earnings included U.S. government revenue of $687 million, up 84% year over year, and management raised full-year revenue guidance to 71% growth.The company closed 206 deals worth at least $1 million, 72 deals worth at least $5 million, and 47 deals worth at least $10 million in the quarter, with adjusted operating income of $984 million at a 60% margin. For fiscal year 2026, management has guided for roughly $7.2 billion in revenue, implying continued strong growth from 2025 levels.