{"id":468422,"date":"2026-05-04T20:00:15","date_gmt":"2026-05-04T20:00:15","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/468422\/"},"modified":"2026-05-04T20:00:15","modified_gmt":"2026-05-04T20:00:15","slug":"palantir-reports-earnings-after-the-bell-heres-how-this-high-flying-artificial-intelligence-ai-stock-can-impress-the-market","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/468422\/","title":{"rendered":"Palantir Reports Earnings After the Bell. Here’s How this High-Flying Artificial Intelligence (AI) Stock Can Impress the Market"},"content":{"rendered":"

The artificial intelligence (AI) data decision-making company Palantir<\/strong> (PLTR<\/a> +1.31%) will report its 2026 first-quarter earnings after the market closes today, followed by a conference call with Wall Street analysts led by CEO Alex Karp.<\/p>\n

The high-flying AI company has seen its stock go up and to the right for much of the past several years, but has slumped lately, with its stock down over 13% this year. Palantir, which has long traded at a high valuation, has struggled as AI stocks<\/a> and valuations have come under pressure.<\/p>\n

\"Palantir<\/p>\n

Image source: The Motley Fool.<\/p>\n

Palantir also heads into earnings amid recent analyst concerns. On May 1, HSBC <\/strong>analyst Stephen Bersey downgraded the stock from a buy rating to hold, also cutting his price target by $54 to $205 per share.<\/p>\n

Bersey is concerned that AI competitors have seen Palantir’s success in making its AI coding capabilities accessible to those without AI coding experience and are now seeking to replicate it.<\/p>\n

Similar capabilities are now being offered by the likes of OpenAI and Anthropic, according to Bersey, which could erode Palantir’s moat<\/a> and barriers to entry, potentially driving down the company’s valuation.<\/p>\n

Here’s how Palantir can impress the market.<\/p>\n

With a high valuation comes great expectations<\/p>\n

According to Barron’s, consensus estimates call for Palantir to report adjusted earnings per share (EPS) of $0.28, revenue of roughly $1.5 billion, and a 54% free cash flow margin.<\/p>\n

These results would certainly be extraordinary, as they would represent 115% year-over-year adjusted EPS growth, 75% revenue growth, and a 700-basis-point (7%) expansion in free cash flow<\/a> margin.<\/p>\n

Unfortunately, the company is likely going to have to do more than just beat estimates if it wants a positive reaction from the market. That’s because of Palantir’s incredibly high valuation, which can be more of a curse than a blessing at times. <\/p>\n

\"PLTR<\/a><\/p>\n

PLTR PE Ratio (Forward)<\/a> data by YCharts<\/a><\/p>\n

In my view, Palantir will also need to deliver strong second-quarter guidance and possible even raise its full-year guidance. In the second quarter, consensus analyst estimates call for nearly $1.68 billion in revenue and $950 million in adjusted income from operations, according to data from Visible Alpha.<\/p>\n

Here is Palantir’s full-year guide from management, along with Visible Alpha estimates:<\/p>\n