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Projected financials: 2023 $120M, 2024 $310M, 2025 $1.414B, LTM ≈ $1.992B, 2026E…

2026-06-22 · 16:59 UTC ·@hamptonism ·0 min read

Brief

Palantir ($PLTR) is presented with a rapid revenue/operating-income ramp from $120M in 2023 to an estimated $10.029B in 2028, with an LTM figure around $1.992B. The post argues Palantir occupies a defensible AI-layer where LLMs and systems of record feed an ontology that operationalizes intelligence into decisions, underpinning the ~$10B operating income thesis.

Why it matters

Projected financials: 2023 $120M, 2024 $310M, 2025 $1.414B, LTM ≈ $1.992B, 2026E $4.536B, 2027E $6.678B, 2028E $10.029B.

Key details

  • Author claim: $PLTR is expected to start generating roughly $10B in annual operating income by 2028.
  • Strategic thesis: Palantir is positioned at the 'most defensible layer' of the AI stack—LLMs as one input, systems of record as another, and Palantir's ontology serving as the operating layer that converts intelligence into decisions.
Source evidence

• 2023: $120M
• 2024: $310M
• 2025: $1.414B
• LTM: ~$1.992B
• 2026E: $4.536B
• 2027E: $6.678B
• 2028E: $10.029B

Why is no one talking about this…

Shay Boloor (@StockSavvyShay)

$PLTR is expected to start generating ~$10B in annual operating income by 2028.

Palantir sits at most defensible layer of the AI stack, with LLMs as one input, systems of record as another and the ontology serving as the operating layer that turns intelligence into decisions.

— https://nitter.net/StockSavvyShay/status/2069096629702160654#m