Equity Profile

PLTR

Palantir Technologies Inc.

Information TechnologyApplication Software$322.9B

Aug3Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Palantir Technologies Inc. is a software company that specializes in data analytics and artificial intelligence, helping organizations make sense of large amounts of data....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market presence and attract new customers.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

PLTR Q2-2026 Earnings Preview

Context

Company Snapshot

Palantir Technologies Inc. is a software company that specializes in data analytics and artificial intelligence, helping organizations make sense of large amounts of data. As a player in the Information Technology sector, Palantir's solutions are increasingly relevant in a world focused on data-driven decision-making.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+86.91%

Avg Stock Reaction

+0.86%

Last Quarter Recap

In Q1-2026, Palantir reported an EPS of $0.33, significantly beating estimates by nearly 48%. The stock reacted positively, gaining 1.36% the following day.

Management Promises & Guidance

Continue to innovate and enhance product offerings.
Focus on expanding customer base and increasing revenue streams.
Maintain strong financial performance and profitability.

Expectations

Wall Street Expectations

Overall, expectations are mixed as investors look for continued strong performance following a series of earnings beats. The market is keen to see if Palantir can sustain its growth trajectory.

Bull Case

If Palantir continues to beat earnings estimates and shows strong revenue growth, it could reinforce investor confidence and drive the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's history of beating EPS estimates, this number will be crucial in determining market sentiment post-earnings.

How many new customers did Palantir acquire this quarter?

Customer growth is a key indicator of future revenue potential and overall business health, which investors will closely monitor.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Palantir's ability to leverage its existing customer base for upselling, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

Palantir's consistent EPS beats suggest a robust business model that may not be fully reflected in current market expectations.

The options market is pricing in an 8.3% move, indicating that traders anticipate significant volatility, which could be driven by positive news.

Recent insider selling could indicate a strategic repositioning rather than a lack of confidence in the company's future.

Key Risk

If customer growth exceeds expectations, it could significantly shift market sentiment in favor of the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Palantir can maintain its impressive earnings growth in a competitive market.

Bull Confirmed If

An EPS of $0.35 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.30 would confirm the bear case, suggesting potential issues with growth or profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±8.30%

Historical Avg

±1.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±8.3% while PLTR has averaged ±1.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

54.6%

Calls (40.8M)P/C Ratio: 0.35Puts (11.8M)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.2M

16,000 sh

1 insider

Net

$2.2M

Net selling

Most Active Insiders· 8 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Palantir beats expectations, history suggests the stock could rise by around 0.86% on the following day, confirming strong investor confidence.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline, with history suggesting an average drop of around 0.41% if the company fails to meet EPS expectations.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

3 buys·4 sells

Members

House only

Est. Notional

$63,007.00–$245,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
4

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new customer acquisitions and retention rates.
2Details on revenue growth from existing contracts.
3Insights into product development and innovation strategies.
4Management's outlook on market conditions and competitive landscape.
5Comments on operational efficiency and cost management.

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Company Snapshot

Palantir Technologies Inc. is a software company that specializes in data analytics and artificial intelligence, helping organizations make sense of large amounts of data....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market presence and attract new customers.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

PLTR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+86.91%

Avg Stock Reaction

+0.86%

Last Quarter Recap

In Q1-2026, Palantir reported an EPS of $0.33, significantly beating estimates by nearly 48%. The stock reacted positively, gaining 1.36% the following day.

Management Promises & Guidance

Continue to innovate and enhance product offerings.
Focus on expanding customer base and increasing revenue streams.
Maintain strong financial performance and profitability.

Expectations

Wall Street Expectations

Overall, expectations are mixed as investors look for continued strong performance following a series of earnings beats. The market is keen to see if Palantir can sustain its growth trajectory.

Bull Case

If Palantir continues to beat earnings estimates and shows strong revenue growth, it could reinforce investor confidence and drive the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's history of beating EPS estimates, this number will be crucial in determining market sentiment post-earnings.

How many new customers did Palantir acquire this quarter?

Customer growth is a key indicator of future revenue potential and overall business health, which investors will closely monitor.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Palantir's ability to leverage its existing customer base for upselling, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

Palantir's consistent EPS beats suggest a robust business model that may not be fully reflected in current market expectations.

The options market is pricing in an 8.3% move, indicating that traders anticipate significant volatility, which could be driven by positive news.

Recent insider selling could indicate a strategic repositioning rather than a lack of confidence in the company's future.

Key Risk

If customer growth exceeds expectations, it could significantly shift market sentiment in favor of the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Palantir can maintain its impressive earnings growth in a competitive market.

Bull Confirmed If

An EPS of $0.35 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.30 would confirm the bear case, suggesting potential issues with growth or profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±8.30%

Historical Avg

±1.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±8.3% while PLTR has averaged ±1.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

54.6%

Calls (40.8M)P/C Ratio: 0.35Puts (11.8M)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.2M

16,000 sh

1 insider

Net

$2.2M

Net selling

Most Active Insiders· 8 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Palantir beats expectations, history suggests the stock could rise by around 0.86% on the following day, confirming strong investor confidence.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline, with history suggesting an average drop of around 0.41% if the company fails to meet EPS expectations.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

3 buys·4 sells

Members

House only

Est. Notional

$63,007.00–$245,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
4

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new customer acquisitions and retention rates.
2Details on revenue growth from existing contracts.
3Insights into product development and innovation strategies.
4Management's outlook on market conditions and competitive landscape.
5Comments on operational efficiency and cost management.