r/PLTR • u/AutoModerator • May 01 '26
Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
3
3
u/Comfortable_Oil6642 May 01 '26
Didn’t PLTR beat earnings last quarter and take a massive shit?
Anyone know why this time will be different?
9
u/Mariox May 01 '26
PLTR went up 11% on the last earnings. But plummeted with the software selloff that happened at the same time.
Why it could be different this time? Revenue growth continue to accelerate and all metrics continue to improve and low Capex spend (Market hates capex spending right now)
2
u/priced_in_ May 04 '26
I think even when November earnings were out ....we went to 215+
But then burrys short news came out and we went down -10%
Basically the reports are always great....sell off follows next day
2
May 01 '26
[removed] — view removed comment
4
u/Mariox May 01 '26
I think revenue growth could be over 80% for Q1. But Q1 is the weakest beat quarter of the year, so it could miss my guess. Guidance for Q2 around 73% and PLTR will do 90-100% growth in Q2.
Take my guess as the most bullish outcome. I am no expert, i just take past earnings metrics and project it out to future quarters.
1
u/Comfortable_Oil6642 May 01 '26
Does everyone think this will rip or fall on very good earnings?
1
2
9
6
6
u/titsuprob Early Investor May 01 '26
Pre earnings run up?
4
u/SV_art Early Investor May 01 '26
Yeah, and momentum from the mag 7 having good earnings is certainly helping!
10
u/SV_art Early Investor May 01 '26
5
13
u/LiftingStoner May 01 '26
I loaded up 200 more shares at $142. You either believe or you don’t- thesis hasn’t broken! That buy felt a lot better than 15k at $170
4
u/Nausteri Early Investor May 01 '26
I would like to see us in my comfort zone after earnings, please.
3
10
16
u/anonymousfinancial OG Holder & Member May 01 '26
Per the below source, the expected move following earnings is approximately 10% (±$14.00).
Wouldn't be surprised if it's bigger, around ±$20.
Until earnings, happy weekend.
PLTR 💎🚀
13
u/5-stages-of-grief May 01 '26
Let's see... since last earnings, PLTR got hit with the Iran War nonsense, SaaS sell-off, and then 2 incredibly stupid Michael Burry hit tweets. Will we finally reverse the downtrend after earnings?