| PLTR |
Report |
Q2 2026 revenue |
BEAT |
pred ~$1.90B vs. cons $1.81B |
MEDIUM |
| PLTR |
Report |
Q2 2026 adjusted operating income |
BEAT |
pred ~$1.16B vs. cons $1.09B |
MEDIUM |
| PLTR |
Report |
Q2 2026 adjusted diluted EPS |
BEAT |
pred ~$0.37 vs. cons $0.35 |
MEDIUM |
| PLTR |
Guide |
Revenue guidance |
BETTER |
guide ~$2.12B vs. cons $2.00B (Q3 2026) |
MEDIUM |
| PLTR |
Guide |
Revenue guidance |
BETTER |
guide ~$7.95B vs. cons $7.70B (FY 2026) |
MEDIUM |
| PLTR |
Guide |
U.S. commercial revenue guidance |
BETTER |
guide ~$3.45B vs. cons $3.35B (FY 2026) |
LOW |
| PLTR |
Guide |
Adjusted operating income guidance |
BETTER |
guide ~$4.75B vs. cons $4.62B (FY 2026) |
LOW |
| PLTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
LOW |
| PLTR |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
The predicted FY 2026 revenue guide of ~$7.95B versus consensus of $7.70B, combined with Q3 guidance of ~$2.12B versus $2.00B, implies roughly $2.30B for Q4 after a ~$1.90B Q2 result—above the approximately $2.26B pre-report consensus embedded in the out-period math. That should drive upward revisions after the initial reaction, although valuation limits confidence. |
LOW |