PLTR · News · 20260915N

Revenue Performance and Mix

Palantir Technologies Inc. · 2026-09-15 · Importance 26 · Surprise 24

U.S. commercial revenue was reported to be within $45 million of Palantir’s U.S. government revenue. The comparison indicates that U.S. commercial activity is approaching the scale of the company’s U.S. government business. The resulting mix shift provides Palantir with a second U.S. growth engine beyond government software revenue.

Key facts

• U.S. commercial revenue is now within $45 million of U.S. government revenue for Palantir. source
• UBS lifted its price target for Palantir to $250 from $220 while keeping a Buy rating. source
• Palantir Technologies Inc. experienced a significant Power Inflow alert and its shares were up 3.5%. source