PLTR Earnings Predictions — 2026-08-03

Ticker Report or Guide KPI Prediction Answer Confidence
PLTR Report Total Revenue (Q2 2026) BEAT pred ~$1.85B vs. cons $1.814B MEDIUM
PLTR Report U.S. Commercial Revenue (Q2 2026) BEAT pred ~$740M vs. cons $718M MEDIUM
PLTR Report Adj. Operating EPS (Q2 2026) BEAT pred ~$0.40 vs. cons $0.351 HIGH
PLTR Guide Q3 2026 Revenue (Q3 2026) UNCHANGED guide ~$1.96B mid vs. cons ~$1.95B HIGH
PLTR Guide FY 2026 Revenue (FY 2026) BETTER guide ~$7.90B mid vs. cons $7.740B MEDIUM
PLTR Guide FY 2026 U.S. Commercial Revenue (FY 2026) BETTER guide >=3.40B vs. cons $3.221B MEDIUM
PLTR Guide FY 2026 Adj. Operating Income (FY 2026) BETTER guide ~$4.65B mid vs. cons $4.565B MEDIUM
PLTR Return Day-1 residual (stock − beta × S&P 500) +4.0% MEDIUM
PLTR Return 5-day cumulative residual +7.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — FY raise drives modest estimate revisions upward; de-rated stock has room to recover; positive day-0 Archetype B quarters consistently followed through MEDIUM