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SEC filings, financial facts, source resources, and Goglides workspace context for Palantir Technologies Inc..
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Palantir's index-inclusion narrative can attract attention, but institutional flow only matters if business fundamentals keep confirming the story.
OpenPalantir is a profitable AI software company, but government contract quality matters more than headlines.
OpenPalantir reported FY2025 revenue of $4.5 billion and Q1 2026 revenue of $1.6 billion. The thesis depends on government durability, commercial AI adoption, operating leverage, customer concentration and cash conversion.
OpenAddex has real allosteric-modulator science, but the public-company story now turns on CHF 1.6 million of year-end cash, a delayed 2025 Form 20-F, chronic-cough preclinical data, dipraglurant repositioning, and a 20% Neurosterix option.
OpenACAD is no longer the kind of biotech where everything hangs on a single trial. The sharper question is whether NUPLAZID and DAYBUE can fund a third CNS franchise before concentration, payer pressure, and pipeline risk catch up.
OpenAcumen's sabirnetug story is dominated by one late-2026 ALTITUDE-AD readout, a going-concern warning, and a cash runway that may not reach commercial proof.
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