Palantir Technologies Inc. · PLTR · Next earnings

Palantir Technologies Inc. reports Monday, Nov 2, 2026

PLTR reports after market close with consensus EPS at $0.41 and revenue at $2.17B. Last quarter: Palantir Q1 Revenue Jumps 85% YoY as AIP Platform Wins Expand Across Government and Commercial

Reports After market close43 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.41 Calendar consensus
Consensus revenue $2.17B Calendar consensus
Report date Nov 2, 2026 Monday, date estimated
Session After market close 43 days away

Where PLTR left off: FY2026 Q1

Full report

Palantir Q1 Revenue Jumps 85% YoY as AIP Platform Wins Expand Across Government and Commercial

EPS surprise +19.0% Reported $0.33 vs $0.28
Revenue surprise +5.9% Reported $1.63B vs $1.54B
Stock move -6.9% Event window
Subsequent drift +4.6% Up to 20 sessions

Management raised FY2026 revenue guidance from $7.19 billion to $7.65–$7.662 billion, increasing the implied growth rate from 61% to 71% YoY. U.S. commercial revenue target for FY2026 was set above $3.224 billion. Guidance sentiment remains raised. Management plans to continue investing in technical hiring and product development while maintaining GAAP profitability.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • U.S. defense budget appropriations and continuing resolution risk could constrain government revenue.
  • Scaling challenges as demand may outpace the company's ability to deliver services.
  • Intense competition for AI and engineering talent could affect product development.
  • Reliance on AIP adoption and the ability to prevent AI 'slop' could affect customer satisfaction.
  • Heavy concentration in U.S. government and defense spending.

Questions analysts left open

  • Balance between government and commercial business priorities.
  • Impact of U.S. budget appropriations and potential continuing resolutions on defense revenue.
  • Ability to attract and retain top AI and engineering talent.
  • Sustainability of high growth rates and margin expansion.

Ask FN2 about PLTR next report

Transcript, numbers and history already loaded
What should I watch for in PLTR's next earnings report?How did PLTR guide last quarter, and is consensus above or below that?Give me the bull and bear case going into PLTR earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the PLTR recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent PLTR quarters

All PLTR earnings
-6.9%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.