PLTR
Palantir Technologies Inc.
PLTR has the edge over TACT overall, supported by stronger valuation and stronger modeled upside.
TACT
TransAct Technologies Incorporated
TACT trails on the overall score without a compensating advantage in the available component scores.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
TACT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
TACT's balance sheet is currently strong, and its revenue, profitability and cash flow are stable.
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.
TACT PE Valuation
TACT has no meaningful PE right now: it lost money over the past year.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over TACT on the outlook, with more favorable earnings and profitability expectations.
TACT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Growth | |
| Weakening | |
| Limited | |
| High |
Analysts expect TACT's losses to grow, 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 TACT on earnings quality, reporting a profit while its opponent remains loss making.
TACT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$0.04 | +$0.82 |
| Q1 2026 | -$0.05 | +$0.83 |
| Q4 2025 | -$0.12 | +$0.86 |
| Q3 2025 | -$0.80 | -$0.60 |
| Q2 2025 | -$0.86 | -$0.81 |
| Q1 2025 | -$0.88 | -1567% |
| Q4 2024 | -$0.98 | -309% |
| Q3 2024 | -$0.20 | -139% |
TACT is still losing money, but far less than before: $0.04 per share over the past year, against $0.98 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 TACT 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 TACT on profitability, with a higher operating margin.
TACT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $13.9M | +1.1% |
| Q1 2026 | $14.4M | +10% |
| Q4 2025 | $11.5M | +12% |
| Q3 2025 | $13.2M | +21% |
| Q2 2025 | $13.8M | +19% |
| Q1 2025 | $13.1M | +22% |
| Q4 2024 | $10.2M | -23% |
| Q3 2024 | $10.9M | -37% |
TACT's revenue has grown year over year for six quarters in a row: $14M last quarter, up 1.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -0.4% | +1.5 points |
| Q1 2026 | 5.3% | +5.5 points |
| Q4 2025 | -10% | +0.2 points |
| Q3 2025 | 0.1% | +7.8 points |
| Q2 2025 | -1.9% | +1.9 points |
| Q1 2025 | -0.1% | +12 points |
| Q4 2024 | -10% | -6.3 points |
| Q3 2024 | -7.7% | -15 points |
TACT's operating margin was −0.4% last quarter, up 1.5 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 TACT on cash flow, with more consistent year-over-year improvement.
TACT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $2.1M | -41% |
| Q1 2026 | -$1M | -$855K |
| Q4 2025 | $589K | -75% |
| Q3 2025 | $3.6M | +1278% |
| Q2 2025 | $3.6M | +617% |
| Q1 2025 | -$171K | +$1.4M |
| Q4 2024 | $2.4M | +196% |
| Q3 2024 | $259K | -68% |
TACT generated $5M in free cash flow over the past year, down 13% 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 the edge over TACT 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 |
TACT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +56K shares |
| 1 year | +2% | +204K shares |
| 3 years | +2.7% | +272K shares |
| 5 years | +15% | +1.3M shares |
| Available history | +33% | +2.5M shares |
TACT has 10M diluted shares, up 2% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
| Q3 2019 | — |
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.
TACT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -82.4x | Net Cash |
| Q1 2026 | -565.8x | Net Cash |
| Q2 2024 | -26.7x | Net Cash |
| Q1 2024 | -4.0x | Net Cash |
| Q4 2023 | -1.4x | Net Cash |
| Q3 2023 | -1.1x | Net Cash |
| Q2 2023 | -1.2x | Net Cash |
| Q1 2023 | -1.4x | Net Cash |
TACT has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
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).
TACT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.1 | Neutral |
| Stochastic | 47.5 | Neutral |
TACT's weekly RSI is 51 (neutral) and its Stochastic is 48 (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.
TACT PE vs Technology Sector
| Metric | TACT | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
TACT 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 TACT on trend strength, trading above more of its moving averages.
TACT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.88 | 0% above |
| 20 week MA | $5.05 | 3.4% below |
| 50 week MA | $4.35 | 12% above |
| 100 week MA | $4.23 | 15% above |
| 200 week MA | $5.10 | 4.3% below |
TACT's trend is mixed: it's above two of its five weekly moving averages, and 4.3% below 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.
TACT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.7 | $7.37 | -31% |
| 2021 | $7.37 | $10.6 | +44% |
| 2022 | $10.6 | $6.18 | -42% |
| 2023 | $6.18 | $6.98 | +13% |
| 2024 | $6.98 | $4.14 | -41% |
| 2025 | $4.14 | $3.92 | -5.3% |
| 2026 YTD | $3.92 | $4.88 | +24% |
TACT has the edge over PLTR on returns for 2026, with the stronger performance.