| PLTR |
Report |
Q2'26 Total Revenue |
BEAT |
pred ~$1.835B vs. cons $1.799B (company guide $1.797-1.801B) |
HIGH |
| PLTR |
Report |
Q2'26 US Commercial Revenue Growth y/y |
BEAT |
pred ~128% vs. cons ~120% y/y growth |
MEDIUM |
| PLTR |
Report |
Q2'26 Adjusted Operating Margin |
BEAT |
pred ~61.5% vs. cons ~60% (company guide implies ~59-60%) |
MEDIUM |
| PLTR |
Guide |
FY2026 Revenue Guidance |
BETTER |
guide ~$7.85B vs. cons ~$7.72B (prior guide $7.650-7.662B) (FY2026) |
HIGH |
| PLTR |
Guide |
Q3 2026 Revenue Guidance |
BETTER |
guide ~$1.95B vs. cons ~$1.90B (Q3 2026) |
MEDIUM |
| PLTR |
Guide |
FY2026 Adjusted Operating Income Guidance |
BETTER |
guide ~$4.75B vs. cons ~$4.55B (FY2026) |
MEDIUM |
| PLTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| PLTR |
Return |
5-day cumulative residual |
+2.5% (FADE) |
Beat-and-raise is the base case already partly priced in after the Nvidia-driven bounce off the June low, so the initial pop should be real but capped; over the following days, the magnitude of the FY26 raise (likely smaller in points than the unusually large prior-quarter 10pt raise) implies decelerating out-quarter growth math, and lingering valuation (~38-40x revenue), political/appropriations overhang, and European sovereignty-contract noise (France DGSI) give bears reason to fade strength and trim estimates for H2/2027, pulling back part of the day-1 gain even though the headline quarter beats. |
MEDIUM |