Updated
Updated · Yahoo Finance · Aug 7
Palantir Posts $1.935 Billion Q2 Revenue, Shares Jump 29.5% on Raised 2026 Outlook
Updated
Updated · Yahoo Finance · Aug 7

Palantir Posts $1.935 Billion Q2 Revenue, Shares Jump 29.5% on Raised 2026 Outlook

3 articles · Updated · Yahoo Finance · Aug 7

Summary

  • $1.935 billion in Q2 revenue and $1.06 billion in GAAP net income marked Palantir’s strongest quarter yet, with adjusted EPS of $0.41 topping the $0.35 consensus.
  • 93% year-over-year growth was powered by both core segments: U.S. commercial revenue rose 149% to $764 million and U.S. government revenue climbed 90% to $809 million.
  • 220 deals worth more than $1 million and $2.13 billion in U.S. commercial bookings helped Palantir lift full-year revenue guidance to about $8.15 billion from roughly $7.65 billion.
  • Shares climbed from a $125.65 regular-session close to $162.66 the next day, as investors treated the results as evidence that AI may be strengthening top software players rather than displacing them.

Insights

With revenue estimates above guidance, what would Palantir need to report tonight to turn a 30% yearly slump into a real comeback?
Is Palantir becoming the essential operating system for enterprise and defense AI, or will procurement risks and lofty expectations slow the story?