Palantir beats Q3 2026 estimates and raises FY2026 guidance

business_performance2026-11-02 21:36:24 UTCimp 0.82PLTR +0.95

Palantir reported Q3 adjusted EPS of $0.44 versus an estimate of $0.41 and revenue of $2.31 billion versus an estimate of $2.17 billion. It guided to Q4 revenue of $2.65 billion versus an estimate of $2.46 billion, raised FY2026 revenue guidance to approximately $8.53 billion from $8.15 billion-$8.16 billion, and indicated FY2026 adjusted operating profit of $5.25 billion versus an estimate of $4.79 billion.

Surprise 0.72Confidence 0.96

Rationale

Two contemporaneous reports and a company-results source identify one Palantir Q3 2026 earnings release: adjusted EPS and revenue exceeded estimates, Q4 revenue guidance was above consensus, and FY2026 revenue guidance was raised to approximately $8.53 billion. The reports also indicated FY2026 adjusted operating profit of $5.25 billion versus a $4.79 billion estimate. This is a material, forward-looking business-performance catalyst and a distinct new earnings-event storyline, not price commentary or a duplicate. Importance and surprise are high but limited to a single company. The occurrence time is anchored to the earliest provided earnings report at 21:06 UTC rather than the later web publication. Only PLTR is approved because the other proposed stakeholders are supported by generic, indirect AI-spending theses rather than a disclosed direct relationship or effect from this update.

EventsPalantir Q3 2026 Earnings Beat and FY2026 Guidance Update

Evidence

first_squawk2026-11-02 21:20:21 UTCOpen source

PALANTIR SEES Q4 REVENUE $2.65 BLN, ABOVE ESTIMATE OF $2.46 BLN, RAISES ITS FY REVENUE VIEW TO $8.53 BLN FROM $8.15 BLN TO $8.16 BLN, AND SEES FY ADJUSTED OPERATING PROFIT $5.25 BLN, ABOVE ESTIMATE OF $4.79 BLN

financial_juice2026-11-02 21:06:00 UTCOpen source

Adj. EPS $0.44, est. $0.41

Rev. $2.31B, est. $2.17B

Sees Q4 rev. $2.65B, est. $2.46B

Sees FY rev. $8.53B, saw $8.15B to $8.16B

Sees FY adj. oper profit $5.25B, est. $4.79B|FJ