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Palantir Technologies Q2 2026 · Story

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PLTRQ2 20261/5

Estimate vs Actual

Earnings per Share

$0.41

+ 16.0% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

PLTRQ2 20262/5

Guidance

Revenue (Q3 26)

Company Guidance
2.160 – 2.164 billion
Market Estimate
2 billion

Midpoint 8.1% Above Estimate ▲

Adjusted Operating Income (Q3 26)

Company Guidance
1.292 – 1.296 billion

High Margin Sustained ▲

Revenue (FY 2026)

Company Guidance
8.150 – 8.158 billion

Raised 13.4% ▲ · vs Year-Start

PLTRQ2 20264/5

In 30 Seconds

Revenue rose 93% to $1.94B, and adjusted EPS of $0.41 beat estimates by about 16%.

  • U.S. commercial revenue grew 149% to $764M, and full-year revenue guidance was raised to $8.15B.
  • The stock jumped 29% on August 4, but at about 61 times sales the price already assumes years of this growth.

First point of the analysis's “In 30 Seconds”.

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