PLTR
Palantir Technologies Inc.
PLTR has the edge over SILC overall, supported by stronger valuation and stronger fundamentals.
SILC
Silicom Ltd.
SILC'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.
SILC Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Under pressure | |
| Strong |
SILC's revenue and balance sheet are currently strong, but its profitability and cash flow are under pressure.
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's PE is in its cheap range at 120x. If earnings grow as analysts expect, today's price would be 75x next year's earnings.
SILC PE Valuation
SILC has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 112x next year's earnings.
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.
SILC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect SILC to return to profit, with revenue growing.
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 SILC on earnings quality, reporting a profit while its opponent remains loss making.
SILC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.28 | — |
| Q2 2026 | -$1.71 | +$0.86 |
| Q1 2026 | -$1.93 | +$0.30 |
| Q4 2025 | -$2.01 | +$0.28 |
| Q3 2025 | -$2.62 | +$3.82 |
| Q2 2025 | -$2.57 | +$3.25 |
| Q1 2025 | -$2.23 | +$2.78 |
| Q4 2024 | -$2.29 | +$1.65 |
| Q3 2024 | -$6.44 | -410% |
SILC is still losing money, but far less than before: $1.71 per share over the past year, against $6.44 at its worst in late 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 SILC on sales, with more consistent year-over-year improvement.
| 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 SILC on profitability, with a higher operating margin.
SILC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $23.8M | +59% |
| Q1 2026 | $19.1M | +33% |
| Q4 2025 | $16.9M | +17% |
| Q3 2025 | $15.6M | +5.8% |
| Q2 2025 | $15M | +3.6% |
| Q1 2025 | $14.4M | +0.1% |
| Q4 2024 | $14.5M | -23% |
| Q3 2024 | $14.8M | -51% |
SILC's revenue is recovering but still below its 2022 peak: $24M last quarter, up 59% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -8.4% | +13 points |
| Q1 2026 | -15% | +7.7 points |
| Q4 2025 | -17% | +8.1 points |
| Q3 2025 | -20% | +1.4 points |
| Q2 2025 | -21% | +0.5 points |
| Q1 2025 | -22% | +1.8 points |
| Q4 2024 | -25% | +176 points |
| Q3 2024 | -21% | -24 points |
SILC's operating margin was −8.4% last quarter, up 13 points from the same quarter a year ago.
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 SILC on cash generation, producing positive trailing cash flow while its opponent burns cash.
SILC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | -$3.3M | -$3.3M |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
SILC's free cash flow was −$3M over the past year, against $0 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 the edge over SILC on shareholder dilution, with a more favorable share count trend.
| 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 |
SILC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +7K shares |
| 1 year | +0.6% | +33K shares |
| 3 years | -16% | -1.1M shares |
| 5 years | -18% | -1.3M shares |
| Available history | -24% | -1.8M shares |
SILC has 6M diluted shares, up 0.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $1.7M |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
SILC spent $2M buying back its own shares over the past year, after none 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 more cash than debt.
SILC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2023 | -1.8x | Net Cash |
| Q2 2023 | -1.2x | Net Cash |
| Q1 2023 | -0.8x | Net Cash |
| Q4 2022 | -0.9x | Net Cash |
| Q3 2022 | -0.6x | Net Cash |
| Q2 2022 | -0.8x | Net Cash |
| Q1 2022 | 0.0x | Very low |
| Q4 2021 | -1.2x | Net Cash |
SILC 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).
SILC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.7 | Neutral |
| Stochastic | 7.7 | Oversold |
SILC's weekly RSI is 43 (neutral) and its Stochastic is 8 (oversold).
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.
SILC PE vs Technology Sector
| Metric | SILC | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
SILC has no meaningful PE right now: it lost money over the past year.
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 SILC on trend strength, trading above more of its moving averages.
SILC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $42.9 | 27% below |
| 20 week MA | $43.0 | 27% below |
| 50 week MA | $33.0 | 4.7% below |
| 100 week MA | $24.4 | 29% above |
| 200 week MA | $23.5 | 34% above |
SILC has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 34% 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's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.
SILC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $32.9 | $41.3 | +25% |
| 2021 | $41.3 | $49.2 | +19% |
| 2022 | $49.2 | $41.6 | -15% |
| 2023 | $41.6 | $18.1 | -56% |
| 2024 | $18.1 | $16.5 | -8.7% |
| 2025 | $16.5 | $14.1 | -15% |
| 2026 YTD | $14.1 | $31.5 | +123% |
SILC has the edge over PLTR on returns for 2026, with the stronger performance.