How many consecutive quarters have both companies beaten earnings?

Both companies have beaten earnings expectations for the eighth consecutive quarter.

What is the size of Apple's installed device base?

Apple's installed device base is 2.5 billion devices worldwide.

How did Palantir double its U.S. business?

Palantir doubled its U.S. business by signing AI deployment contracts.

Palantir vs. Apple: Which Stock Offers More Upside in 2026?

Apple and Palantir both posted their eighth straight EPS beat this spring, but their business models couldn't be more different. Apple sells more iPhone 17 units to a 2.5 billion device installed base, while Palantir signs AI deployment contracts that doubled its U.S. business.

June 9, 2026

2 min read

Source: 24/7 Wall St.

Key Numbers

apple installed base

2.5B

palantir us business growth

doubled

According to a report from 24/7 Wall St., Apple (NASDAQ: AAPL) and Palantir Technologies (NASDAQ: PLTR) both reported quarterly earnings that beat expectations for the eighth consecutive quarter in spring 2026. However, the two companies represent vastly different investment strategies.

Key Differences Between the Two Companies

Apple: Maturity and Stability

Apple continues to sell more iPhone 17 units to a massive installed base of 2.5 billion devices worldwide. Its business model relies on brand loyalty and a closed ecosystem, providing stable cash flows.

Palantir: Rapid Growth via AI

Palantir has been signing AI deployment contracts at a pace that doubled its U.S. business. The company focuses on government and commercial sectors, benefiting from rising demand for data analytics solutions.

Which Offers More Upside in 2026?

The article does not provide a definitive answer but poses the question to investors: Do you prefer stability and cash flow (Apple) or rapid growth with higher risk (Palantir)? Both stocks have shown the ability to beat expectations, but their growth trajectories differ.

Frequently Asked Questions

Apple (AAPL) and Palantir (PLTR) are compared in terms of growth opportunities in 2026.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.