PLTR
Palantir Technologies Inc.
PLTR has the edge over RMBS overall, supported by stronger valuation and stronger fundamentals.
RMBS
Rambus Inc.
RMBS's outlook is improving, though it still trails on the overall score.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
RMBS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
RMBS's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over RMBS in the historical PE scenario, which offers more potential upside but is not a forecast.
RMBS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 22x | $52.39 | -38% |
| Forward | 23x | $84.97 | — |
| Current | 35x | $84.97 | — |
| Fair | 36x | $86.46 | +1.8% |
| Expensive | 119x | $288 | +239% |
Historical ranges are pointers, not guarantees.
RMBS's PE is in its fair range at 35x. If earnings grow as analysts expect, today's price would be 23x next year's earnings, in its cheap range.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
RMBS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for RMBS, with profitability improving.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over RMBS on earnings, with more consistent year-over-year improvement.
RMBS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.74 | +54% |
| Q3 2026 | $2.43 | +16% |
| Q2 2026 | $2.18 | +3.3% |
| Q1 2026 | $2.10 | +9.9% |
| Q4 2025 | $2.11 | +28% |
| Q3 2025 | $2.10 | +30% |
| Q2 2025 | $2.11 | +0.5% |
| Q1 2025 | $1.91 | -42% |
| Q4 2024 | $1.65 | -45% |
RMBS's earnings per share have fallen from their peak: $2.43 over the past year, against $3.28 in early 2024.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over RMBS on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over RMBS on profitability, with a higher operating margin.
RMBS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $218.3M | +22% |
| Q2 2026 | $207.4M | +20% |
| Q1 2026 | $180.2M | +8.1% |
| Q4 2025 | $190.2M | +18% |
| Q3 2025 | $178.5M | +23% |
| Q2 2025 | $172.2M | +30% |
| Q1 2025 | $166.7M | +41% |
| Q4 2024 | $161.1M | +32% |
RMBS's revenue has grown year over year for 11 quarters in a row: $218M last quarter, up 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 38% | +2.9 points |
| Q2 2026 | 35% | -1.5 points |
| Q1 2026 | 34% | -3.6 points |
| Q4 2025 | 37% | +1.3 points |
| Q3 2025 | 35% | -2.2 points |
| Q2 2025 | 37% | +6.1 points |
| Q1 2025 | 38% | +12 points |
| Q4 2024 | 36% | +7.2 points |
RMBS's operating margin was 38% last quarter, up 2.9 points from the same quarter a year ago, near the top of its range since 2019.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over RMBS on cash flow, with more consistent year-over-year improvement.
RMBS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $95.9M | +16% |
| Q2 2026 | $52.2M | -41% |
| Q1 2026 | $71.6M | +2.9% |
| Q4 2025 | $93.3M | +78% |
| Q3 2025 | $82.5M | +58% |
| Q2 2025 | $87.9M | +49% |
| Q1 2025 | $69.5M | +93% |
| Q4 2024 | $52.5M | -2.9% |
RMBS's free cash flow has been positive every quarter for seven years: $313M over the past year, up 7% from the year before.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
RMBS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -1.2M shares |
| 1 year | -0.5% | -516K shares |
| 3 years | -1.8% | -2M shares |
| 5 years | -4.3% | -4.9M shares |
| Available history | -2.8% | -3.1M shares |
RMBS has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $135.4M |
| Q2 2026 | $387,000 |
| Q1 2026 | $2.6M |
| Q4 2025 | $1.3M |
| Q3 2025 | — |
| Q2 2025 | $3.7M |
| Q1 2025 | $2.2M |
| Q4 2024 | — |
RMBS spent $140M buying back its own shares over the past year, more than ten times what it spent the year before.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has the edge over RMBS on leverage, with a lower net debt burden relative to earnings.
RMBS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.4x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.5x | Net Cash |
| Q4 2025 | -0.7x | Net Cash |
| Q3 2025 | -0.3x | Net Cash |
| Q2 2025 | -0.3x | Net Cash |
| Q1 2025 | -0.5x | Net Cash |
| Q4 2024 | -0.5x | Net Cash |
RMBS has more cash than debt.
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
RMBS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.4 | Neutral |
| Stochastic | 20.9 | Neutral |
RMBS's weekly RSI is 43 (neutral) and its Stochastic is 21 (neutral).
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
RMBS PE vs Technology Sector
| Metric | RMBS | Sector median | Relative |
|---|---|---|---|
| PE | 35x | 28x | 26% above |
| PE % | 48 | 35 | 13 pts above |
RMBS has the edge over PLTR on valuation relative to its sector.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over RMBS on trend strength, trading above more of its moving averages.
RMBS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $92.7 | 8.3% below |
| 20 week MA | $94.7 | 10% below |
| 50 week MA | $105.6 | 20% below |
| 100 week MA | $87.2 | 2.5% below |
| 200 week MA | $71.2 | 19% above |
RMBS has fallen below most of its moving averages, though it's still 19% above its 200-week average.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over RMBS on returns for 2026, with the stronger performance.
RMBS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.8 | $17.5 | +27% |
| 2021 | $17.5 | $29.0 | +65% |
| 2022 | $29.0 | $36.0 | +24% |
| 2023 | $36.0 | $68.3 | +90% |
| 2024 | $68.3 | $54.2 | -21% |
| 2025 | $54.2 | $94.1 | +74% |
| 2026 YTD | $94.1 | $85.0 | -9.7% |
RMBS has finished higher in five of the last six years, three of them by more than 50%. It's down 9.7% so far in 2026.