| PLTR |
Report |
Q2'26 Revenue |
BEAT |
pred ~$1.85B vs. cons $1.80B |
HIGH |
| PLTR |
Report |
Q2'26 U.S. Commercial Revenue |
BEAT |
pred ~$690M (+~130% YoY) vs. cons ~$640M |
MEDIUM |
| PLTR |
Report |
Q2'26 Adjusted EPS |
BEAT |
pred ~$0.37 vs. cons $0.35 |
HIGH |
| PLTR |
Guide |
FY2026 Revenue guide (raise) |
BETTER |
guide ~$7.85B vs. cons ~$7.75B (FY2026, vs prior guide $7.650-7.662B) |
HIGH |
| PLTR |
Guide |
Q3'26 Revenue guide |
BETTER |
guide ~$1.95B vs. cons ~$1.92B (Q3 2026) |
MEDIUM |
| PLTR |
Guide |
FY2026 U.S. Commercial Revenue guide |
BETTER |
guide >$3.35B vs. cons ~$3.30B (FY2026, vs prior >$3.224B) |
MEDIUM |
| PLTR |
Guide |
FY2026 Adj. Operating Income / margin guide |
BETTER |
guide ~$4.60B (~59% margin) vs. cons ~$4.50B (FY2026, vs prior $4.440-4.452B) |
MEDIUM |
| PLTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
LOW |
| PLTR |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Base case is a classic beat-and-raise (rev ~$1.85B >guide, FY raised again, U.S. commercial re-accelerating), which sparks a relief pop given the stock is already down ~23% from June highs with cleaner positioning. But at ~38x FY sales the multiple leaves no margin of safety, and the out-period math works against follow-through: consensus already embeds ~85% growth and ~60% margins, so even a strong raise implies only in-line/decelerating go-forward growth-rate optics. As the initial pop meets valuation/deceleration concerns and 'great-but-not-perfect' scrutiny, the idiosyncratic gain partially fades over the week. |
LOW |