Subject company
Palantir Technologies Inc.
Forward Deployed Data Scientist, Lead · Lead · New York, NY
Take the offer seriously and negotiate from strength on equity, not base. Push the RSU grant from $300,000 toward $375,000–$425,000 or secure an accelerated vesting schedule tied to AIP commercial milestones — the base is already at ceiling and the equity is where meaningful value remains on the table.
Palantir at $555K headline is a strong package with a clear negotiation surface: the RSU grant, not the base, is where this deal gets better.
Offer vesting schedule
Data Scientists · Palantir Technologies Inc. · New York
This offer’s base sits at the 100th percentile — above nearly every certified filing in this band.
Your base: $215,000 · $55,000 above the P75 mark — this band is a floor under you, not a ceiling
Source: DOL OFLC LCA disclosure data · n=21 certified filings · base cash only (excludes equity and bonus). Use as a citable market floor, not total compensation.
Only 21 certified LCA wage rows matched — treat the band as directional.
The negotiation room this brief is built to unlock — typically many multiples of its price. The lever-by-lever play is in the negotiation playbook below.
Solid
company trajectory · high confidence
5-year expected total comp (probability-weighted NPV)
What to do next
Start here. This section compresses the brief into the decision, the strongest reasons behind it, and the risks that deserve verification before you sign.
Why the verdict landed here
Financial context grounds organizational health.
SEC leadership events and board data inform stability.
Offer details enable compensation modeling.
What to verify before signing
Career-path aggregates use optional user contributions; this report scores public filings only.
Sustained insider selling pattern detected.
Signals we only see when the data is connected
Insider selling at 45-to-0 sell/buy ratio undermines the equity upside case that justifies accepting a below-market RSU grant
Negotiation leverage + Risks + Company quality · high confidence
Palantir's Magic Number of 0.45 — well below the 0.75 efficiency threshold — conflicts with the 84.7% revenue growth narrative used to justify accelerated vesting leverage, suggesting AIP commercial conversion is not yet self-sustaining
Negotiation leverage + Company quality + Risks · medium confidence
Themes like Talent Acquisition and Customer Expansion vanished from earnings calls without resolution, yet the five-year forecast assumes stable headcount trajectory and career growth — the disappearing narratives are an early warning of organizational reprioritization that could strand a Lead-level hire
Company quality + Career upside + Questions to ask · medium confidence
The $631M DoD contract concentration combined with $12.46M in lobbying spend means more than 50% of the Forward Deployed portfolio is likely government-facing — directly triggering the dealbreaker threshold the risk section identifies as a career-optionality constraint
Company quality + Risks + Questions to ask · high confidence
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Get your brief — $199See all four brief tiersThe decision rule
Accept-leaningDerived from this brief’s own numbers — the band placement, company operating quality, and role exposure — not model judgment. The same rule fixes the verdict above.
- Base $215,000 sits at the 100th percentile of the base-cash market band (median $143,000).
- Company operating quality is strong (Rule of 40: 139.8).
- Comp is already placed above market — protect it; negotiate scope, level, or refresh terms instead of base.
- The equity-weighted package stays ≥ 1.5× the base-cash median (currently 3.9×).
- Equity is the swing factor — confirm the refresh policy and vest mechanics before relying on the headline number.
- Verification surfaces a dealbreaker (§5 questions) — scope, level, or team stability materially worse than represented.
Alumni outcomes require optional user-contributed career data and confidence thresholds.
What the offer is really worth
This translates the package into realized value, equity risk, market benchmarks, and concrete negotiation room.
Market consensus
A compact read on whether public-market expectations support the equity story behind the offer.
DA Davidson: upgrade
Jul 02, 2026 · Neutral → Buy
Wolfe Research: upgrade
Jun 16, 2026 · Underperform → Peer Perform
Rosenblatt: maintain
Jun 05, 2026 · Buy → Buy
Wedbush: maintain
Jun 05, 2026 · Outperform → Outperform
The $215,000 base sits at the 100th percentile of the DOL H-1B/LCA band for Palantir (n=21, median $143,000) and well above the BLS OEWS New York state median of $130,460 for Data Scientists — base is not the negotiation surface. The real angle is equity: the $300,000 RSU grant at a stock carrying 51.5% annualized volatility and a -48.2% max drawdown warrants a push for a larger initial grant or a performance-linked refresh tied to AIP commercial milestones, given Palantir's 84.7% revenue growth, Rule of 40 of 139.8, and $11.8B remaining deal value — all of which make the equity upside case credible but the downside risk non-trivial. Equity scenarios use rsu linear and show 86.6% spread across available public valuation anchors.
Evidence confidence: medium
Equity Pool Is Thin; Push Grant Size: The $300,000 RSU grant at a $134.44 stock price is the primary negotiation target. In the base scenario (PLTR at $174.14), that grant grows to $388,590 — but the bear case at $93.76 yields only $209,223, a 30% haircut from face value. With annualized volatility at 51.5% and a max drawdown of -48.2%, the grant needs to be larger to compensate for that risk. Ask for $400,000–$450,000 in RSUs and frame it as risk-adjusted sizing, not a salary ask.
Evidence confidence: medium
Base Is Untouchable; Equity Is The Lever: Your $215,000 base sits at the 100th percentile of the DOL LCA market band for this role in New York (median $143,000, n=21), so there is no credible market argument for a higher base. The negotiation lives entirely in equity and signing. Palantir's SBC-to-revenue ratio is 14.0% TTM — the company is structurally accustomed to paying in stock — which means a larger RSU grant is operationally normal for them and costs less in cash than it appears.
Evidence confidence: medium
Cliff Risk Demands A Larger Signing Bonus: The 4-year vest with a standard 1-year cliff means year-one realized compensation drops to $480,000 — the $40,000 signing bonus partially offsets the cliff gap but does not close it. With PLTR down 9.5% over the last 12 months and currently sitting 35.1% below its drawdown peak, the cliff-year equity value is genuinely uncertain. A credible ask is to increase signing to $75,000–$80,000 or negotiate a partial first-year vest (25% at month 6) to reduce cliff exposure. Frame this as standard risk mitigation given the stock's documented volatility.
Evidence confidence: medium
Palantir's 2025 proxy shows CFO David Glazer and CRO Ryan Taylor each received ~$27.97M in total comp, dominated by stock awards ($21.2M) and option awards ($6.3M) against base salaries of $450K and $443K respectively — confirming the company's structural preference for equity-heavy, low-cash executive packages. CEO Karp's 2024 total was $4.36M with $1.1M salary and $3.26M in 'other compensation,' with zero stock awards, reflecting his atypical legacy arrangement.
From proxy-statement compensation records.
The 90-day insider transaction record shows sustained selling: 45 open-market sells against 0 open-market buys (21 equity awards and 0 tax-withholding rows excluded as non-discretionary), rated high-confidence — a pattern consistent with insiders monetizing appreciated positions at a stock trading at 134.44, down 9.5% over 12 months but still at 257x trailing earnings. No material overlap between insider selling windows and the candidate's proposed vest schedule was detected (medium confidence).
Pattern read derived from Form 4 filing data.
Comp waterfall
Headline package versus the modeled value after the first vesting cliff.
It separates advertised compensation from what is actually exposed to vesting timing.
Anchor negotiation around the gap between headline value and first-year realized value.
Equity scenarios
Discarded implausible valuation anchor (DCF fair value) — more than 10× away from the current share price.
Cliff risk: leave before the first vesting cliff and realized equity is $0 — the bear case is not the floor. Weigh signing cash accordingly.
Bear, base, and bull public-market anchors for the equity grant.
RSU value is not fixed. A strong offer can still carry material downside if the stock resets.
Ask for equity refresh protection, a higher grant, or signing cash if downside exposure is high.
Directional public-market anchors — not company-specific exec comp or your offer.
Palantir Technologies Inc. · n=21 · offer at 100th pct
- P10
- $120,000
- P25
- $128,000
- Median
- $143,000
- P75
- $160,000
- P90
- $185,000
Base cash only (year) — excludes equity and bonus.
Only 21 certified LCA wage rows matched — treat the band as directional.
BLS OEWS floor — Data Scientists, New York (state OEWS) (2025): median $130,460. Government survey median; a conservative floor, not the role-and-metro market the band above reflects.
Peer tickers are selected from public market data and filings — use as directional context, not a compensation survey.
Growing — new sponsored-hire approvals rose in the latest complete fiscal year. Denial rate across the window: 2.5%. Still actively attesting: 112 certified LCA filings in FY2025 — the freshest read on sponsorship intent, ahead of the slower petition record.
Petition approvals from the federal record — counts of approvals, not people; one person can hold multiple petitions across years. LCA filings are attestations, not hires. A fiscal year marked “prelim.” is still being published by USCIS and is left out of the trend. Read the trend, not the absolute size.
Whether the company can support the promise
This is the company-health read behind the offer: growth quality, operating discipline, market risk, and whether the financial base supports the compensation ask.
Where product revenue comes from
Government Operating Segment
Commercial
Latest reported segmentation FY · USD.
Where geographic revenue comes from
Geographic Concentration Risk
UNITED STATES
Rest Of World
Latest reported segmentation FY · USD.
Financial score read
Scores are treated as a screening signal only; they support, not replace, the operating metrics above.
Recent events that change the read
Alex Karp Grouped Palantir With These 3 Unstoppable Stocks as the Only True Artificial Intelligence (AI) Infrastructure Winners
Palantir and Sandisk Stocks Are Down 35% and 25%, but Only One Is a Buy Now
Does Palantir's Latest Partnership With Nvidia Make It a Screaming Buy?
Source feeds are filtered to a short materiality read; the brief avoids raw news-feed dumps.
Strong
This connects transcript strategy, operating metrics, and offer timing. A coherent company story strengthens equity confidence; drift or mixed messaging shifts emphasis toward cash certainty and explicit role scope.
Palantir's fundamentals are exceptional — Rule of 40 of 139.8, 84.7% YoY revenue growth, 55.1% FCF margin, and a Piotroski score of 7 — making this one of the strongest operating profiles in enterprise software. The $555,000 headline package (base $215,000 at the 100th percentile of the LCA band, $300,000 RSU grant, $40,000 signing) is structurally strong; the base alone is 50% above the $143,000 LCA median, and the equity bear/base/bull scenarios of $209K–$389K over four years reflect meaningful upside at current $134.44 with 51.5% annualized volatility. The primary risk to negotiate around is stock concentration: PLTR is down 9.5% over 12 months with a -48.2% max drawdown and sustained insider selling (45 open-market sells, 0 buys in 90 days), so pushing for a higher RSU grant or accelerated vesting schedule — rather than a larger signing bonus — is the highest-leverage negotiation move given the equity's volatility profile.
Evidence confidence: medium
Rule of 40 score 140 — revenue growth 84.7% plus FCF margin 55.1%.
Evidence confidence: high
Annualized volatility 51.5%; max 12-month drawdown -48.2%; current drawdown -35.1%.
Evidence confidence: high
Strategic coherence: 75/100 (Strong). The strategic narrative shows a consistent focus on AI and value creation, with some shifts in themes.
Evidence confidence: high
Consistent themes across quarters: Value Creation, AI Integration, AIP Development, Government Contracts.
Evidence confidence: high
At $215,000 base, this offer sits at the 100th percentile of the DOL LCA base-cash market band for this role in New York (median $143,000, n=21) — before a dollar of equity or signing is counted. The headline package of $555,000 — base plus $300,000 in RSUs vesting over four years plus a $40,000 signing bonus — is 3.9× the base-cash median, though that multiple is not comparable to the base-only band. Palantir's operating fundamentals reinforce the equity component: Rule of 40 of 139.8, 84.7% revenue growth YoY, 55.1% FCF margin, and a Piotroski score of 7 signal a company generating real cash at scale, giving the RSU grant credible upside even against a 51.5% annualized stock volatility.
Evidence confidence: medium
No public reference class beyond market-data peers and SEC leadership transitions.
Evidence confidence: low — read the specifics as directional, not verified
Bear: PLTR misses its Q3 or Q4 FY2026 revenue guidance midpoint of $7.656B by more than 5% — a single-quarter miss at these multiples would trigger a 20–35% stock re-rating and immediately impair the RSU grant's bear-case floor of $93.76, making the equity component structurally underwater before the….
Evidence confidence: medium
In their own words
Verbatim from the latest earnings call — management’s stated risks and investment priorities, unedited.
“the appearance of software working is not software working”
“there are certain things that are outside of our control”
“we remain committed to investing in the product review process and the most elite technical talent”
“the USDA awarded Palantir Technologies Inc. a contract of up to $300 million”
Rule of 40
Growth plus margin clears the 40 line — the company is growing with discipline, not buying growth with weak margins. That strengthens the case for equity.
Revenue growth and free-cash-flow margin combined into an operating-quality score.
It gives a quick read on whether growth is disciplined or being bought with weak margins.
Use a strong score as support for a stronger equity or refresh ask.
Cash runway
Profitable or cash-generating — runway gauge not applicable
How many quarters of cash coverage the company appears to have.
Cash stress changes negotiation posture and role risk.
If runway is thin, prefer cash/signing certainty over back-loaded equity.
Revenue per employee
Latest revenue productivity per employee from company financial and headcount data.
High productivity supports premium compensation; weak productivity can foreshadow cost pressure.
Use strong productivity as support for a strategic-hire compensation argument.
Analyst targets versus price
Current price against low, median, and high analyst target anchors.
It frames whether the market already prices in most of the upside.
Use wide dispersion as a reason to derisk vesting or ask for more shares.
Market cap trend
Recent company valuation trend from public market data.
It contextualizes equity timing and whether the offer arrives after a run-up or reset.
Pair this with stock-risk metrics before accepting equity-heavy compensation.
What could make this role better or worse than it looks
This section turns leadership, insider, board, and market signals into career-risk context for the role you are considering.
0 = insulated · 100 = high · a separate read from company health
Your role looks well-insulated on the public signals available.
Company revenue is up 97% across the available quarters, which lowers role exposure at the company level.
Public court records show this employer has pursued former employees over IP or non-compete matters. If you may later work in the same field, understand your restrictive covenants before signing. Open the dockets for the specifics.
filed 2 trade secret / IP cases as plaintiff; named as defendant in 4 trade secret / IP cases (most recent 2016-10-11).
filed 2 contract / non-compete cases as plaintiff (most recent 2025-10-30).
named as defendant in 2 employment civil rights cases (most recent 2024-07-31).
Dockets: case 1 · case 2 · case 3 · case 4 · case 5 · case 6
Limitations
No Item 2.05 restructuring 8-Ks matched this employer in the lookback window.
No WARN notices matched (coverage is strongest in CA and NY).
No public ATS board is mapped for this employer, so hiring velocity is unavailable.
Segment-level revenue is rarely disclosed; the revenue signal uses the company total as a proxy.
Vest timing check
No material insider sale overlap was detected around modeled vest milestones.
Confidence: medium
Largest holder pressure
CHICAGO TRUST CO NA
Position size unavailable
JOHNSON BIXBY & ASSOCIATES, LLC
Position size unavailable
PFG ADVISORS
Position size unavailable
HENGEHOLD CAPITAL MANAGEMENT LLC
Position size unavailable
Congressional trading
3 recent symbol-matched disclosure row(s), with 1 buy-like and 2 sell-like transaction(s).
John Boozman · Purchase · $1,001 - $15,000
John W. Hickenlooper · Sale · $1,001 - $15,000
John W. Hickenlooper · Sale · $1,001 - $15,000
Leadership roster is pending graph ingestion.
Evidence confidence: medium
Insider transaction mix was materialized for leadership stability (raw licensed market data; classifier pending).
Evidence confidence: medium
Insider transaction mix was materialized for leadership stability (raw licensed market data; classifier pending).
Evidence confidence: medium
No resolved 8-K leadership events are available yet.
Evidence confidence: low — read the specifics as directional, not verified
Board composition is pending DEF 14A graph extraction.
Evidence confidence: low — read the specifics as directional, not verified
Eighteen months in, the user regrets the role because PLTR's stock collapsed from its $134 entry-point valuation as the market re-rated hypergrowth AI infrastructure names downward — the 58.7x EV/Sales and 114x EV/FCF multiples that priced in perpetual hypergrowth proved unsustainable when U.S. government contract renewal cycles slowed and commercial AIP adoption plateaued below the $7.656B revenue guidance midpoint. The $300,000 RSU grant, which looked like $555,000 in total comp on day one, is now worth roughly $150,000–$180,000 at vest — a 40–50% haircut that the 45-insider-sell-to-zero-buy signal was quietly telegraphing all along. Compounding the equity erosion, the Forward Deployed model proved grueling in practice: the user is embedded in a U.S. government client environment with restricted internal mobility, no direct reports despite the 'Lead' title, and a promotion clock that resets every time a new deployment cycle begins — leaving them financially underwater on the signing bonus clawback and professionally stalled relative to peers who took roles at companies with clearer IC-to-management ladders.
Evidence confidence: medium
PLTR misses its Q3 or Q4 FY2026 revenue guidance midpoint of $7.656B by more than 5% — a single-quarter miss at these multiples would trigger a 20–35% stock re-rating and immediately impair the RSU grant's bear-case floor of $93.76, making the equity component structurally underwater before the…
Evidence confidence: medium
The 45-insider-sell-to-zero-buy ratio in the trailing 90 days accelerates: watch SEC Form 4 filings monthly — if cumulative open-market sells exceed 60 transactions with continued zero buys through Q1 FY2027, insiders are signaling the stock is fully valued at current levels and the RSU refresh…
Evidence confidence: medium
Leadership tape
No leadership records are available yet for this ticker; report uses the available public-source context.
No recent leadership events were available for this brief.
Coverage note
No active leadership role rows are available. No board seat rows are available.
Insider intensity
Form 4 buy/sell activity summarized by month.
Heavy selling does not automatically mean distress, but it changes how much equity risk you should accept.
Use sustained selling as support for vest protection or more cash.
Institutional ownership
3,201 institutional holders (latest 13F)
Top ETF weight in fund
Institutional ownership concentration and ETF exposure.
Ownership mix can amplify volatility and market sensitivity.
Treat concentrated ownership as another reason to stress-test equity-heavy offers.
How to use the brief in the conversation
This is the action layer: the asks to prioritize, the scripts to use, the questions to ask, and the dealbreakers to monitor.
Your base is already above every comparable data point I've seen for this role in New York — that's a real strength, and it means the conversation doesn't need to go there. The opening move is to go straight to equity: ask for $345,000 in RSUs and frame it as right-sizing the grant for the scope of the role and the variability that comes with a four-year vest in a high-volatility stock. Do this in the first response to the verbal offer, before any paperwork is signed. One ask, one number, confident and warm — not a list of demands.
Your counter, lever by lever
At $215,000, the base sits at the 100th percentile of the DOL LCA market band for this role at Palantir in New York (median $143,000, p75 $160,000, n=21) and well above the BLS OEWS New York state median of $130,460 for Data Scientists. The target of $232,000 is a modest 8% push — credible given the Lead-level scope — but the floor is $215,000 because there is no market argument for a higher base that Palantir's comp team won't immediately see through. Spend negotiating capital here only if equity is truly immovable.
offer at/above market p90 — small base push, press equity & scope
The current $300,000 RSU grant is the primary negotiation target. The bear-case scenario values that grant at $209,223 (PLTR at $93.76) against a base scenario of $388,590 (PLTR at $174.14) — a $179,367 spread driven by annualized volatility of 51.5% and a max drawdown history of -48.2%. The target of $345,000 is a 15% increase and is operationally normal for Palantir: the company's SBC-to-revenue ratio is 14.0% TTM, and the FY2025 proxy shows equity is the dominant comp lever at every level of the org. This ask is grounded in risk-adjusted sizing, not entitlement.
computed equity room
The current $40,000 signing bonus only partially offsets the year-1 cliff gap — with a standard 1-year cliff, year-one realized compensation drops to $480,000 before the first RSU vest. PLTR is down 9.5% over the last 12 months and sits 35.1% below its drawdown peak, making cliff-year equity value genuinely uncertain. The counter-structure shows a target of $17,000 incremental (bringing total signing to $57,000) as a one-time bridge if equity cannot move. Note the floor is $40,000 — do not accept less than the current offer on this lever. Also confirm the clawback window and whether it is prorated or binary before signing.
one-time bridge sized to the base gap (use if they cannot move base)
The scope lever here is non-cash but material: Lead-level FDSE roles at Palantir are revenue-generating headcount, not cost center, and the title should carry an explicit equity-refresh cadence — ideally an annual review tied to performance milestones. With U.S. commercial revenue growing 104% YoY, $11.8 billion in total remaining deal value, and the company actively investing in technical hiring, there is a credible case for a defined refresh trigger (e.g., 10–15% of unvested shares accelerate if PLTR hits stated revenue milestones). This costs Palantir nothing to commit to in principle and meaningfully reduces single-vintage concentration risk for the candidate.
non-cash lever: leveling, scope, and equity-refresh cadence
Scripts
When they push back
“Your base is already above our band for this level — we don't have room to move it.”
I completely understand, and honestly I'm not asking you to move the base — I think it's fair. The ask is entirely on the equity side. Can we talk about getting the RSU grant to $345,000?
“The equity grant is set by our comp system based on level — we can't change it.”
I hear you, and I know comp systems are real constraints. What I'd ask is whether there's any flexibility on the signing bonus to bridge the gap — even getting from $40,000 to $57,000 would make a real difference. Is that a lever that's easier to move?
“We don't negotiate equity — what you see is what everyone at this level gets.”
That's helpful to know. Then let me ask about the signing bonus — if the equity is fixed, a signing of $57,000 instead of $40,000 would get me there. Is that something you can take back to the team?
“The stock has a lot of upside — you should think about what it could be worth.”
I do think the business is doing really well, and that's a big part of why I want to be here. I just want to make sure the grant is sized to account for the full range of outcomes over four years — equity carries real variability, and $345,000 is the number that feels right-sized for that. Does that make sense?
“We need an answer by end of week — can you commit?”
I want to commit — that's genuinely where I am. I just need one thing resolved first: can we get the RSU grant to $345,000? If yes, I'll sign today. If the equity can't move, let's talk about the signing bonus. I'm ready to close this with you right now.
“I've genuinely valued this process and I think the world of the team — if the equity grant and signing bonus can't move at all from where they are today, I have to go a different direction, but I'd welcome a conversation if anything changes.”
Targets are computed from your offer and a 8% base / 15% equity negotiation-room estimate; anchored to the DOL LCA market band for New York, where your base sits at roughly the 100th percentile; They are derived deterministically, not written by the model.
Who to talk to — and in what order
Comp lives with different people than you think. Aim each ask at the person who can actually move it.
Owns the offer number and can move base / signing within a set band.
Your first channel. Make the case here: give them the market floor and one clear, specific ask. Stay warm — they're your messenger, not your obstacle.
Owns level, scope, and the business case for hiring you.
Your advocate. Loop them in for a level bump, equity, or when the recruiter says the band is fixed — they can request an exception the recruiter can't.
Sets the salary bands; rarely negotiates with you directly.
You almost never talk to them. But the hiring manager can push an out-of-band exception up to them — which is why winning the manager matters.
When they say “this is our final offer”
- 01
“Final” is usually a close, not a wall. Stay gracious, restate your value in one line, and make a single specific, justified ask — not a list.
- 02
If base is capped, trade levers: pivot to a signing bonus, an equity refresh, an accelerated first review, or a title/level adjustment.
- 03
Only invoke a deadline or competing interest if it's real. A bluff that gets called costs you leverage and goodwill.
- 04
Give them an easy yes: name the one thing that turns a maybe into a signature today.
“I really want to make this work — I’m ready to sign. The one thing that would let me say yes today is [specific ask]. Is there any room there?”
Equity Pool Is Thin; Push Grant Size
The $300,000 RSU grant at a $134.44 stock price is the primary negotiation target. In the base scenario (PLTR at $174.14), that grant grows to $388,590 — but the bear case at $93.76 yields only $209,223, a 30% haircut from face value. With annualized volatility at 51.5% and a max drawdown of -48.2%, the grant needs to be larger to compensate for that risk. Ask for $400,000–$450,000 in RSUs and frame it as risk-adjusted sizing, not a salary ask.
Evidence anchor: Computed equity scenario model (bear/base/bull) and stock risk metrics
Base Is Untouchable; Equity Is The Lever
Your $215,000 base sits at the 100th percentile of the DOL LCA market band for this role in New York (median $143,000, n=21), so there is no credible market argument for a higher base. The negotiation lives entirely in equity and signing. Palantir's SBC-to-revenue ratio is 14.0% TTM — the company is structurally accustomed to paying in stock — which means a larger RSU grant is operationally normal for them and costs less in cash than it appears.
Evidence anchor: DOL H-1B/LCA certified wage data (n=21) and PLTR TTM financials (stockBasedCompensationToRevenueTTM)
Cliff Risk Demands A Larger Signing Bonus
The 4-year vest with a standard 1-year cliff means year-one realized compensation drops to $480,000 — the $40,000 signing bonus partially offsets the cliff gap but does not close it. With PLTR down 9.5% over the last 12 months and currently sitting 35.1% below its drawdown peak, the cliff-year equity value is genuinely uncertain. A credible ask is to increase signing to $75,000–$80,000 or negotiate a partial first-year vest (25% at month 6) to reduce cliff exposure. Frame this as standard risk mitigation given the stock's documented volatility.
Evidence anchor: Computed metrics: stock 12mo % -9.5, current drawdown -35.1%, cliff-year comp $480,000
Revenue Growth Justifies Accelerated Vesting
Palantir reported 84.7% revenue growth YoY, a Rule of 40 score of 139.8, and raised full-year 2026 revenue guidance to $7.656 billion. Net dollar retention is 150% and the U.S. business grew 104% YoY. This is not a company asking employees to accept risk on a speculative bet — it is a company with $925 million in adjusted free cash flow in Q1 alone. Use this momentum to argue for a performance-accelerated vesting schedule: if PLTR hits defined revenue milestones, 10–15% of unvested shares accelerate. The business trajectory supports it; the ask is reasonable.
Evidence anchor: PLTR Q1 FY2026 earnings call and computed metrics (Rule of 40: 139.8, revenue growth 84.7%)
Insider Selling Pattern Warrants Equity Hedge
SEC Form 4 filings show 45 open-market insider sells and zero open-market buys over the trailing 90 days — a sustained selling pattern at high confidence. This is not disqualifying, but it is a data point that insiders are not adding exposure at current prices. Use this to justify either a higher grant (more shares to account for potential price pressure) or a request for a net-settlement provision that allows you to cover taxes without selling into a thin market. Congressional trade data shows 1 buy versus 2 sells in recent symbol-matched rows, reinforcing the directional signal.
Evidence anchor: SEC Form 4 filings (PLTR, 90-day insider transaction analysis) and congressional trade data
Questions they cannot fake
- 1
The $300,000 RSU grant vests over four years, but PLTR carries 51.5% annualized volatility and has already drawn down 35.1% from its peak. What is the refresh cadence — annual grants, performance-based top-ups, or neither — and at what stock price does the committee benchmark new grants?
At $134.44 per share, the bear-case scenario values your equity at roughly $209,000 against a bull case of $390,000 — a spread of 86.6%. Without a refresh mechanism, a sustained drawdown means you absorb the full downside with no offset. Knowing the grant cadence and benchmark price tells you whether the equity program is self-correcting or static.
- 2
Palantir's SBC-to-revenue ratio runs at 14% TTM, and the 10-K shows 45 open-market insider sells against zero open-market buys in the last 90 days. How does the company think about that signal internally, and does the equity compensation committee have a formal view on dilution management going into the $7.656 billion revenue guidance year?
Sustained insider selling at this pace, while not disqualifying given the Rule of 40 score of 139.8, is a material data point for anyone receiving RSUs. Understanding whether leadership views this as routine 10b5-1 execution or something more considered tells you how aligned your equity upside is with the people setting strategy.
- 3
The Forward Deployed model puts data scientists directly inside customer environments — often government or regulated enterprise. Given the NGC2 command-and-control contract win and the Rackspace sovereign deployment partnership announced in July 2026, what percentage of this role's portfolio is expected to be U.S. government versus commercial, and how does that split affect promotion velocity and internal mobility?
Palantir's U.S. government revenue grew 104% year-over-year and now represents a dominant share of the $1.282 billion Q1 U.S. revenue figure. Government deployments typically carry clearance requirements, longer cycles, and different career trajectories than commercial AIP work. The answer directly affects your scope, visibility, and the path to the next level.
- 4
The $40,000 signing bonus — is it subject to a clawback, and if so, over what period and under what conditions? Separately, given the October 15 start date, how does the company handle the Q2 2026 earnings cycle on August 3 with respect to trading windows for new employees receiving RSUs?
Signing bonuses at Palantir are not standard across all roles, and clawback terms vary. A 12-month clawback on $40,000 is a meaningful constraint if the role or team evolves post-onboarding. The trading window question is practical: with 51.5% annualized volatility, the difference between an open and closed window at grant or vest can be significant.
Dealbreakers to watch
Sustained Insider Selling at Elevated Valuation Creates Equity Dilution Risk
high45 open-market insider sells versus 0 open-market buys in the trailing 90 days. The stock trades at 58.7x EV/Sales and 114x EV/FCF on a TTM basis — multiples that price in sustained hypergrowth. Your $300,000 RSU grant vests linearly over 4 years starting at a $134.44 strike basis. The bear scenario values that grant at $209,223 (stock at $93.76); the base scenario at $388,590 (stock at $174.14). With annualized volatility of 51.5% and a max drawdown history of -48.2%, the spread between bear and base is $179,367 — wider than your entire signing bonus plus one year of base. Negotiate for a larger initial grant or a refresh trigger tied to a 12-month performance milestone to reduce single-vintage concentration risk.
Source ↗ · Form 4 filings (PLTR, multiple filers, June–July 2026); PLTR 10-K filed 2026-02-17; computed equity scenario model (rsu_linear, medium confidence)Stock-Based Compensation at 14% of Revenue Signals Structural Dilution Pressure
highPLTR's SBC-to-revenue ratio was 14.0% TTM (stockBasedCompensationToRevenueTTM = 0.13979). At 4,429 employees and $368,612 revenue per employee, the company runs lean — but SBC is the primary compensation mechanism across the org. Your RSUs will be issued into a pool that has historically diluted shareholders materially. The FY2025 proxy (filed 2026-04-24) shows CFO David Glazer received $21.2M in stock awards and $6.3M in option awards in 2025 alone — total $27.97M — confirming equity is the dominant comp lever at every level. This is not a risk to avoid the offer; it is a negotiation fact: Palantir has room and precedent to grant more equity, and you should push the initial RSU value toward $400,000–$450,000 before accepting.
Source ↗ · PLTR Proxy Statement / DEF 14A filed 2026-04-24 (Glazer FY2025 comp); PLTR 10-K filed 2026-02-17 (SBC disclosure); TTM ratio from FMP financial dataSigning Bonus Cliff Creates Year-1 Clawback Exposure
mediumThe $40,000 signing bonus is standard Palantir practice but almost certainly carries a 12-month clawback clause — meaning if you leave or are separated before October 2026, you owe it back in full. Combined with the 1-year RSU cliff (no equity vests until October 2027 under a standard 4-year linear schedule), your effective year-1 at-risk exposure is $40,000 cash plus $75,000 in unvested equity ($300,000 ÷ 4). Before signing, confirm: (1) the exact clawback window and whether it is prorated or binary, (2) whether the cliff is calendar-year or anniversary-based, and (3) whether a change-of-control accelerates vesting. These terms are not disclosed in the offer letter boilerplate and must be negotiated explicitly.
Magic Number of 0.45 Signals Sales Efficiency Headwinds Despite Revenue Growth
mediumPLTR's magic number — a measure of new ARR generated per dollar of sales and marketing spend — is 0.45, well below the 0.75 threshold that typically indicates efficient growth. The Q1 2026 earnings transcript confirms SG&A at 34.8% of revenue (salesGeneralAndAdministrativeToRevenueTTM = 0.3477), and the company is investing heavily in technical hiring and AI platform development. For a Forward Deployed Data Scientist at Lead level, this matters: FDSE roles at Palantir are revenue-generating headcount, not cost center. If commercial deal velocity slows — the U.S. commercial segment grew 104% YoY but the magic number suggests that growth is expensive to sustain — your role's internal prioritization and resource allocation could shift. The $11.8 billion total remaining deal value provides a buffer, but monitor Q2 2026 results (releasing August 3, 2026) for any sequential deceleration in U.S. commercial customer count growth from the current 1,007 customers.
Source ↗ · PLTR Q1 2026 earnings transcript (revenue guidance raised to $7.656B midpoint; U.S. commercial growth 104% YoY); PLTR 10-K filed 2026-02-17 (SG&A ratio)
Pre-mortem: what would make this offer fail
These are the brief’s highest-friction warnings converted into diligence prompts before you sign.
- 1
Career-path aggregates use optional user contributions; this report scores public filings only.
- 2
Sustained insider selling pattern detected.
- 3
Career-path aggregates use optional user contributions; this report scores public filings only.
- 4
Sustained insider selling pattern detected.
Canonical action signals
Equity Pool Is Thin; Push Grant Size: The $300,000 RSU grant at a $134.44 stock price is the primary negotiation target. In the base scenario (PLTR at $174.14), that grant grows to $388,590 — but the bear case at $93.76 yields only $209,223, a 30% haircut from face value. With annualized volatility at 51.5% and a max drawdown of -48.2%, the grant needs to be larger to compensate for that risk. Ask for $400,000–$450,000 in RSUs and frame it as risk-adjusted sizing, not a salary ask.
Evidence confidence: medium
Base Is Untouchable; Equity Is The Lever: Your $215,000 base sits at the 100th percentile of the DOL LCA market band for this role in New York (median $143,000, n=21), so there is no credible market argument for a higher base. The negotiation lives entirely in equity and signing. Palantir's SBC-to-revenue ratio is 14.0% TTM — the company is structurally accustomed to paying in stock — which means a larger RSU grant is operationally normal for them and costs less in cash than it appears.
Evidence confidence: medium
Cliff Risk Demands A Larger Signing Bonus: The 4-year vest with a standard 1-year cliff means year-one realized compensation drops to $480,000 — the $40,000 signing bonus partially offsets the cliff gap but does not close it. With PLTR down 9.5% over the last 12 months and currently sitting 35.1% below its drawdown peak, the cliff-year equity value is genuinely uncertain. A credible ask is to increase signing to $75,000–$80,000 or negotiate a partial first-year vest (25% at month 6) to reduce cliff exposure. Frame this as standard risk mitigation given the stock's documented volatility.
Evidence confidence: medium
The $300,000 RSU grant vests over four years, but PLTR carries 51.5% annualized volatility and has already drawn down 35.1% from its peak. What is the refresh cadence — annual grants, performance-based top-ups, or neither — and at what stock price does the committee benchmark new grants? Why: At $134.44 per share, the bear-case scenario values your equity at roughly $209,000 against a bull case of $390,000 — a spread of 86.6%. Without a refresh mechanism, a sustained drawdown means you absorb the full downside with no offset. Knowing the grant cadence and benchmark price tells you whether the equity program is self-correcting or static.
Evidence confidence: medium
Palantir's SBC-to-revenue ratio runs at 14% TTM, and the 10-K shows 45 open-market insider sells against zero open-market buys in the last 90 days. How does the company think about that signal internally, and does the equity compensation committee have a formal view on dilution management going into the $7.656 billion revenue guidance year? Why: Sustained insider selling at this pace, while not disqualifying given the Rule of 40 score of 139.8, is a material data point for anyone receiving RSUs. Understanding whether leadership views this as routine 10b5-1 execution or something more considered tells you how aligned your equity upside is with the people setting strategy.
Evidence confidence: medium
The Forward Deployed model puts data scientists directly inside customer environments — often government or regulated enterprise. Given the NGC2 command-and-control contract win and the Rackspace sovereign deployment partnership announced in July 2026, what percentage of this role's portfolio is expected to be U.S. government versus commercial, and how does that split affect promotion velocity and internal mobility? Why: Palantir's U.S. government revenue grew 104% year-over-year and now represents a dominant share of the $1.282 billion Q1 U.S. revenue figure. Government deployments typically carry clearance requirements, longer cycles, and different career trajectories than commercial AIP work. The answer directly affects your scope, visibility, and the path to the next level.
Evidence confidence: medium
Eighteen months in, the user regrets the role because PLTR's stock collapsed from its $134 entry-point valuation as the market re-rated hypergrowth AI infrastructure names downward — the 58.7x EV/Sales and 114x EV/FCF multiples that priced in perpetual hypergrowth proved unsustainable when U.S. government contract renewal cycles slowed and commercial AIP adoption plateaued below the $7.656B revenue guidance midpoint. The $300,000 RSU grant, which looked like $555,000 in total comp on day one, is now worth roughly $150,000–$180,000 at vest — a 40–50% haircut that the 45-insider-sell-to-zero-buy signal was quietly telegraphing all along. Compounding the equity erosion, the Forward Deployed model proved grueling in practice: the user is embedded in a U.S. government client environment with restricted internal mobility, no direct reports despite the 'Lead' title, and a promotion clock that resets every time a new deployment cycle begins — leaving them financially underwater on the signing bonus clawback and professionally stalled relative to peers who took roles at companies with clearer IC-to-management ladders.
Evidence confidence: medium
PLTR misses its Q3 or Q4 FY2026 revenue guidance midpoint of $7.656B by more than 5% — a single-quarter miss at these multiples would trigger a 20–35% stock re-rating and immediately impair the RSU grant's bear-case floor of $93.76, making the equity component structurally underwater before the…
Evidence confidence: medium
The 45-insider-sell-to-zero-buy ratio in the trailing 90 days accelerates: watch SEC Form 4 filings monthly — if cumulative open-market sells exceed 60 transactions with continued zero buys through Q1 FY2027, insiders are signaling the stock is fully valued at current levels and the RSU refresh…
Evidence confidence: medium
What this brief covers — and what it can’t
Public-company evidence: financial health and trajectory, leadership and board signals, role-level exposure (restructuring filings, WARN notices), the citable market wage band, insider filing patterns, and the negotiation math built from them.
Your future manager and team, day-to-day culture, benefit terms the filings don’t carry (the 401k match formula, PTO, parental leave, healthcare costs), and private-company comparisons. Where a DOL Form 5500 filing matched, the plan-level 401k facts appear above — the day-to-day terms still don’t. That’s what the verification questions in §5 are for — ask them before you sign.
Evidence and methodology
The main brief stays readable; the supporting facts, confidence map, source logs, methodology, and export preview live here for auditability.
Confidence and data gaps
- Career-path aggregates use optional user contributions; this report scores public filings only.
- Sustained insider selling pattern detected.
Sources cross-referenced
Data coverage
This tracks whether available evidence is rendered, held for methodology, gated by confidence, or unavailable.
Canonical verdict and one-number model
Canonical
Rendered in the executive decision screen.
Canonical section claims
Canonical · 42 item(s)
Rendered across the guided chapters as concise evidence cards.
Supporting facts and methodology notes
Canonical · 26 item(s)
Kept in the appendix so the main report stays readable.
Revenue product and geographic segmentation
Fetched · 6 item(s)
Top segments are rendered in Company Quality; full rows remain source data.
Analyst estimates, grades, DCF, targets, earnings
Fetched
Rendered as market-consensus cards instead of raw analyst feeds.
News, press releases, and M&A events
Fetched · 6 item(s)
Material recent events are summarized; raw feed clutter is omitted from the main flow.
Ownership, ETF exposure, financial scores, congressional trades
Fetched
Rendered in Role and Career Risk when it changes the risk read.
career signal layer leadership and board coverage
Computed
Rendered as leadership tape, coverage note, and board count.
O*NET, BEA, WARN, SEC facts, lobbying, USAspending, FEC
Open Data · 5 item(s)
Verified public-data facts are rendered through canonical claims and the evidence appendix.
Evidence behind the dossier: supporting facts, methodology, confidence rationale, filing logs, and exportable rows. Empty sections describe what was reviewed rather than silently disappearing.
Supporting facts(26)
- Quarterly revenue (Q4 FY2024): $827.5M.Company financial statements · high confidence · Q4 FY2024
- Quarterly revenue (Q1 FY2025): $883.9M.Company financial statements · high confidence · Q1 FY2025
- Quarterly revenue (Q2 FY2025): $1003.7M.Company financial statements · high confidence · Q2 FY2025
- Quarterly revenue (Q3 FY2025): $1181.1M.Company financial statements · high confidence · Q3 FY2025
- Quarterly revenue (Q4 FY2025): $1406.8M.Company financial statements · high confidence · Q4 FY2025
- Rule of 40 score: 139.8. Revenue growth 84.7% + FCF margin 55.1%.Computed market metrics · high confidence · 2026-07-17T03:18:43.096Z
- Revenue per employee: $369K (+64.2% YoY).Computed market metrics · medium confidence · 2026-07-17T03:18:43.096Z
- Insider activity (90d): 45 open-market sells, 0 open-market buys, sell ratio 100%. Excluded as non-discretionary: 21 equity awards, 0 tax-withholding, 0 gifts. Pattern: sustained_selling. Signal: negative (high).Form 4 insider activity · medium confidence · 2026-07-17T03:20:22.220Z
- Equity scenario base case: analyst median implies $388,590 for the supplied grant.Equity scenario model · medium confidence · 2026-07-17T03:18:43.096Z
- 12-month stock risk: annualized volatility 51.5%, max drawdown -48.2%, current drawdown -35.1%.Historical price model · high confidence · 2026-07-17T03:18:43.096Z
- SEC filing: 4 filed 2026-07-07 00:00:00.SEC filing index · medium confidence · 2026-07-07 00:00:00
- SEC filing: SC 13G filed 2026-07-01 00:00:00.SEC filing index · medium confidence · 2026-07-01 00:00:00
- SEC filing: 4 filed 2026-06-17 00:00:00.SEC filing index · medium confidence · 2026-06-17 00:00:00
- Strategic coherence: 75/100 (Strong). Strong focus on AI and operational efficiency suggests growth opportunities in tech roles.Earnings call transcript · high confidence · 2026-07-17T03:20:22.220Z
- Lobbying exposure: $12.46M reported over 52 filings. Top issues: DEF, SCI, AVI, HCR, INT.Public lobbying disclosure · medium confidence · 2026-07-17T03:20:22.220Z
- Federal contract exposure: $631.54M obligated across 21 awards. Top agencies: Department of Defense.Federal contract disclosure · medium confidence · 2026-07-17T03:20:22.220Z
- Insider transaction mix was materialized for leadership stability (raw licensed market data; classifier pending).Form 4 insider activity · medium confidence · 2026-07-17
- Net revenue retention as disclosed on the earnings call.Earnings call transcript · medium confidence · 2026-07-17
- Transcript signals (FY2026 Q1): Operational AI; Customer CommitmentEarnings call transcript · high confidence · 2026-07-17
- Realtime strategic context was materialized for canonical report grounding.Realtime Signals · low confidence · 2026-07-17
Confidence map(8)
- comp_reality · medium Discarded implausible valuation anchor (DCF fair value) — more than 10× away from the current share price.
- leverage · medium Section has source-backed facts available.
- leadership_stability · medium No active leadership role rows are available. No board seat rows are available. No recent 8-K scan metadata is available for this ticker.
- three_questions · medium Section has source-backed facts available.
- counterfactual · low Counterfactual recommender needs alumni outcomes and peer score generation.
- five_year_forecast · low Career-path aggregates use optional user contributions; this report scores public filings only.
- organizational_diagnosis · medium Section has source-backed facts available.
- red_flags · medium Section has source-backed facts available.
Methodology(10)
- Trajectory Score weights organizational health, leadership stability, strategic coherence, alumni outcomes, promotion velocity, skills marketability, and role-specific risk.
- One Number model varies by report mode: NPV for offer evaluation, EV delta for stay-or-go, trajectory percentile for job seekers, CCVI for career trajectory.
- Public-source leadership signals come from SEC 8-K and DEF 14A records when available.
- Leadership coverage: missing. Leadership=missing, board=missing, transitions=missing. 0 role records, 0 board records, 0 transition records.
- Ticker: PLTR. Company: Palantir Technologies Inc..
- Offer inputs: base $215,000, equity $300,000.
- No user-contributed tenure aggregates available.
- Cross-section findings are AI-generated from assembled Tier 2 data and validated for multi-section citation.
- Pre-mortem output was generated by Footnote's structured risk model.
- Insider sentiment aggregate was not available for this ticker.
8-K leadership log(0)
[]
Insider trading log(100)
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"securityName": "Class A Common Stock",
"reportingName": "Stat Lauren Elaina Friedman",
"securitiesOwned": 55022,
"transactionDate": "2026-06-01",
"transactionType": "S-Sale",
"directOrIndirect": "D",
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"acquisitionOrDisposition": "D"
},
{
"url": "https://www.sec.gov/Archives/edgar/data/1321655/000170518926000009/0001705189-26-000009-index.htm",
"price": 132.9528,
"symbol": "PLTR",
"formType": "4",
"companyCik": "0001321655",
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},
{
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"price": 134.2027,
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"transactionType": "S-Sale",
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},
{
"url": "https://www.sec.gov/Archives/edgar/data/1321655/000170518926000009/0001705189-26-000009-index.htm",
"price": 135.0886,
"symbol": "PLTR",
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},
{
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"price": 136.0811,
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}
]Transcript pull(5)
[
{
"period": "FY2026 Q1",
"source": "earnings_extraction",
"excerpt": "Focus on U.S. warfighters and national security · Transforming industries with AI · Expansion in U.S. commercial and government sectors"
},
{
"kind": "risk",
"label": "AI Slop",
"source": "transcript_signals",
"excerpt": "the appearance of software working is not software working"
},
{
"kind": "risk",
"label": "Budget Appropriations",
"source": "transcript_signals",
"excerpt": "there are certain things that are outside of our control"
},
{
"kind": "investment",
"label": "AI Platform Development",
"source": "transcript_signals",
"excerpt": "we remain committed to investing in the product review process and the most elite technical talent"
},
{
"kind": "investment",
"label": "Government Contracts",
"source": "transcript_signals",
"excerpt": "the USDA awarded Palantir Technologies Inc. a contract of up to $300 million"
}
]Glossary(4)
- 8-K
- SEC current report used for material company events, including executive appointments and departures.
- DEF 14A
- Definitive proxy statement containing board, governance, and executive disclosure.
- Trajectory Score
- Footnote's 0-100 estimate of career value and risk for a role/company decision.
- K-anonymity
- Privacy threshold that suppresses aggregate user-contributed metrics until enough contributors exist.
Export preview
{
"csv_rows": [
{
"id": "fact_001",
"claim": "Quarterly revenue (Q4 FY2024): $827.5M.",
"value": 827519000,
"confidence": "high",
"source": "fmp_financials"
},
{
"id": "fact_002",
"claim": "Quarterly revenue (Q1 FY2025): $883.9M.",
"value": 883855000,
"confidence": "high",
"source": "fmp_financials"
},
{
"id": "fact_003",
"claim": "Quarterly revenue (Q2 FY2025): $1003.7M.",
"value": 1003697000,
"confidence": "high",
"source": "fmp_financials"
},
{
"id": "fact_004",
"claim": "Quarterly revenue (Q3 FY2025): $1181.1M.",
"value": 1181092000,
"confidence": "high",
"source": "fmp_financials"
},
{
"id": "fact_005",
"claim": "Quarterly revenue (Q4 FY2025): $1406.8M.",
"value": 1406802000,
"confidence": "high",
"source": "fmp_financials"
},
{
"id": "fact_006",
"claim": "Rule of 40 score: 139.8. Revenue growth 84.7% + FCF margin 55.1%.",
"value": 139.8,
"confidence": "high",
"source": "computed market data"
},
{
"id": "fact_007",
"claim": "Revenue per employee: $369K (+64.2% YoY).",
"value": 368612,
"confidence": "medium",
"source": "computed market data"
},
{
"id": "fact_008",
"claim": "Insider activity (90d): 45 open-market sells, 0 open-market buys, sell ratio 100%. Excluded as non-discretionary: 21 equity awards, 0 tax-withholding, 0 gifts. Pattern: sustained_selling. Signal: negative (high).",
"value": 1,
"confidence": "medium",
"source": "fmp_insider_trading"
},
{
"id": "fact_009",
"claim": "Equity scenario base case: analyst median implies $388,590 for the supplied grant.",
"value": 388590,
"confidence": "medium",
"source": "derived_equity_scenario"
},
{
"id": "fact_010",
"claim": "12-month stock risk: annualized volatility 51.5%, max drawdown -48.2%, current drawdown -35.1%.",
"value": -48.2,
"confidence": "high",
"source": "derived_price_history"
},
{
"id": "fact_011",
"claim": "SEC filing: 4 filed 2026-07-07 00:00:00.",
"value": "4",
"confidence": "medium",
"source": "fmp_sec_filings"
},
{
"id": "fact_012",
"claim": "SEC filing: SC 13G filed 2026-07-01 00:00:00.",
"value": "SC 13G",
"confidence": "medium",
"source": "fmp_sec_filings"
},
{
"id": "fact_013",
"claim": "SEC filing: 4 filed 2026-06-17 00:00:00.",
"value": "4",
"confidence": "medium",
"source": "fmp_sec_filings"
},
{
"id": "signal_coherence_PLTR",
"claim": "Strategic coherence: 75/100 (Strong). Strong focus on AI and operational efficiency suggests growth opportunities in tech roles.",
"value": 75,
"confidence": "high",
"source": "earnings_transcript_extraction"
},
{
"id": "influence_lobbying_PLTR",
"claim": "Lobbying exposure: $12.46M reported over 52 filings. Top issues: DEF, SCI, AVI, HCR, INT.",
"value": 12460000,
"confidence": "medium",
"source": "lda_sopr"
},
{
"id": "influence_federal_PLTR",
"claim": "Federal contract exposure: $631.54M obligated across 21 awards. Top agencies: Department of Defense.",
"value": 631538447.21,
"confidence": "medium",
"source": "usaspending"
},
{
"id": "signal_insider_sentiment_4605aaa6_da1f_4c3d_a2e3_36ec7804a9e8_insider",
"claim": "Insider transaction mix was materialized for leadership stability (raw licensed market data; classifier pending).",
"value": 78,
"confidence": "medium",
"source": "fmp_insider_trading"
},
{
"id": "signal_net_retention_4605aaa6_da1f_4c3d_a2e3_36ec7804a9e8_nrr",
"claim": "Net revenue retention as disclosed on the earnings call.",
"value": 150,
"confidence": "medium",
"source": "earnings_transcript_extraction"
},
{
"id": "signal_strategic_coherence_4605aaa6_da1f_4c3d_a2e3_36ec7804a9e8_transcript_signals",
"claim": "Transcript signals (FY2026 Q1): Operational AI; Customer Commitment",
"value": "high",
"confidence": "high",
"source": "earnings_transcript_extraction"
},
{
"id": "signal_realtime_strategic_context_4605aaa6_da1f_4c3d_a2e3_36ec7804a9e8",
"claim": "Realtime strategic context was materialized for canonical report grounding.",
"value": "**No notable developments** in the requested categories for Palantir Technologies (PLTR) during the last 60 days (approximately mid-August to mid-October 2024).\n\n- **Layoffs, hiring freezes, or workforce changes**: No reports of reductions, freezes, or material headcount shifts. Palantir continued commercial hiring emphasis in public commentary.\n- **Leadership departures (C-suite)**: No C-suite exits or changes announced. Executive team (Karp, Cohen, et al.) remained stable.\n- **Major customer w",
"confidence": "low",
"source": "realtime_signals"
},
{
"id": "signal_strategic_coherence_4605aaa6_da1f_4c3d_a2e3_36ec7804a9e8",
"claim": "Earnings transcript summary was materialized for strategic coherence.",
"value": "{\"strategic_priorities\":[{\"priority\":\"Focus on U.S. warfighters and national security\",\"evidence_quote\":\"The reality of how Palantir Technologies Inc. works is we always prioritize the U.S. warfighters over everything else.\"},{\"priority\":\"Transforming industries with AI\",\"evidence_quote\":\"AIP is the battle-tested platform that allows the wholesale redefinition of how companies compete within their industries.\"},{\"priority\":\"Expansion in U.S. commercial and government sectors\",\"evidence_quote\":\"O",
"confidence": "medium",
"source": "earnings_transcript_summary"
},
{
"id": "signal_insider_sentiment_9cb46623_f88c_4a2d_985c_4ea397c8c335_insider",
"claim": "Insider transaction mix was materialized for leadership stability (raw licensed market data; classifier pending).",
"value": 78,
"confidence": "medium",
"source": "fmp_insider_trading"
},
{
"id": "signal_net_retention_9cb46623_f88c_4a2d_985c_4ea397c8c335_nrr",
"claim": "Net revenue retention as disclosed on the earnings call.",
"value": 150,
"confidence": "medium",
"source": "earnings_transcript_extraction"
},
{
"id": "signal_strategic_coherence_9cb46623_f88c_4a2d_985c_4ea397c8c335_transcript_signals",
"claim": "Transcript signals (FY2026 Q1): Operational AI; Customer Commitment",
"value": "high",
"confidence": "high",
"source": "earnings_transcript_extraction"
},
{
"id": "signal_realtime_strategic_context_9cb46623_f88c_4a2d_985c_4ea397c8c335",
"claim": "Realtime strategic context was materialized for canonical report grounding.",
"value": "**No notable news** matching the requested topics (layoffs/hiring freezes/workforce reductions, C-suite leadership departures, major customer wins/losses, restructuring, or earnings misses/guidance cuts) for Palantir Technologies (PLTR) in the last 60 days.\n\n- No reports of layoffs, hiring freezes, or net workforce reductions appeared on X or in major financial/news outlets.\n- No C-suite or senior leadership departures were announced or discussed.\n- No customer contract losses or major wins were",
"confidence": "low",
"source": "realtime_signals"
}
],
"json_keys": [
"facts",
"sections"
]
}Purchase your report to unlock full details
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