The Motley Fool
26 Sept 2026, 15:33 UTC · 3h ago
Verdict
Headline takes no side. We score PLTR +0.60 across five claims — strongly bullish.
+0.60strongly bullish
More positive than 76% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 0 new · 5 priced in
Palantir's FY 2025 net margin increased to approximately 36.3% from 16.1% in the previous fiscal year.
Priced inanalysis of FY 2025 results
So whatThis margin expansion supports the current P/E of 161.63, suggesting the market is pricing in sustained double-digit profitability growth into 2026.
More positive than 93% of claims this week
Figma reported a net loss of roughly $1.3 billion in FY 2025, resulting in a net margin of approximately -118.4%.
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Priced inanalysis of FY 2025 results
So whatThe loss exceeds annual revenue of $1.1 billion, indicating a burn rate that requires significant capital efficiency to reach break-even by 2027.
More positive than 87% of claims this week
Figma's stock-based compensation represented roughly 544.2% of its operating cash flow.
Priced inanalysis of FY 2025 results
So whatThis level of SBC creates massive potential dilution for shareholders, offsetting the reported $246.2 million in free cash flow.
More positive than 79% of claims this week
Palantir generated approximately $4.5 billion in FY 2025 revenue, a 56.2% increase year over year.
Priced inanalysis of FY 2025 results
So whatMaintaining this growth rate would put FY 2026 revenue targets above $7 billion.
More positive than 66% of claims this week
Figma's FY 2025 revenue reached nearly $1.1 billion, representing growth of approximately 41% over the previous year.
Priced inanalysis of FY 2025 results
So whatWhile strong, this growth trails Palantir's 56.2%, potentially limiting Figma's ability to justify a premium valuation relative to its losses.
More positive than 53% of claims this week
Which stocks this story touches
More positive than 76% of ticker scores this week
Strong financial performance with a 56.2% revenue increase and a substantial improvement in net margins.
More negative than 67% of ticker scores this week
Despite strong revenue growth, the company reported a significant net loss of $1.3 billion and negative net margins.
Near neutral — 92% of ticker scores this week are stronger
Mentioned as a partner for AI infrastructure without specific performance commentary.
Near neutral — 92% of ticker scores this week are stronger
Mentioned as a partner for AI infrastructure without specific performance commentary.
Near neutral — 92% of ticker scores this week are stronger
Mentioned as a partner for deploying technology without specific performance commentary.
Near neutral — 92% of ticker scores this week are stronger
Mentioned as a partner for deploying technology without specific performance commentary.
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GlobeNewsWire
1h ago
More positive than 34% of relationship scores this week
[mutual] Palantir partners with Nvidia for artificial intelligence infrastructure.
More positive than 13% of relationship scores this week
[mutual] Palantir works with Fujitsu to deploy technology across various industry verticals.
More positive than 13% of relationship scores this week
[mutual] Palantir works with SOMPO Holdings to deploy technology across various industry verticals.
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PLTR hasn't traded since this ran. Last close $189.67 (Sep 25); the reaction starts at the next open.
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