Equity Profile

PLTR

Palantir Technologies Inc.

Information TechnologyApplication Software$426.7B

Aug3Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Palantir Technologies Inc. is a software company specializing in data analytics and artificial intelligence....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

0.35

Revenue

Revenue growth is crucial for assessing the company's ability to expand and capture market share.

1.8B

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 specializing in data analytics and artificial intelligence. It provides solutions that help organizations make sense of large amounts of data, which is increasingly important in sectors like government, defense, and commercial enterprises. As part of the Information Technology sector, Palantir is positioned at the forefront of the growing demand for 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 exceeding expectations of $0.22, marking a strong performance. 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 in both government and commercial sectors.
Maintain strong profitability and operational efficiency.

Expectations

Wall Street Expectations

Analysts are optimistic about Palantir's upcoming earnings, expecting continued growth in both EPS and revenue. The company's strong track record of beating estimates adds to this positive sentiment.

Bull Case

If Palantir exceeds the EPS estimate of $0.35, it could signal robust demand for its software solutions and further validate its growth strategy.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about its ability to sustain growth in a competitive market.

Key Metrics to Watch

EPS

0.35

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

1.8B

Revenue growth is crucial for assessing the company's ability to expand and capture market share.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Palantir's EPS exceed the consensus estimate of $0.35?

A beat on EPS would reinforce the company's growth narrative and could lead to a positive stock reaction.

What guidance will management provide regarding future revenue growth?

Investors will be keen to understand the company's outlook for revenue, especially in light of competitive pressures.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Palantir to exceed revenue expectations due to its expanding customer base and increasing demand for data analytics.

Supporting Evidence

Palantir has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent insider trading activity, while limited, shows a mixed sentiment that could indicate uncertainty.

Key Risk

If Palantir's revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it could indicate whether Palantir can maintain its growth trajectory amidst increasing competition.

Bull Confirmed If

An EPS of $0.40 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $0.33 would raise concerns about growth sustainability.

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 investors anticipate volatility around the earnings report.

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)

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 about 0.86%, confirming the bullish outlook.

In-Line / Cautious

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

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 1.93%.

Preparation

Congressional Activity

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

Trades

1 buy·2 sells

Members

House only

Est. Notional

$17,003.00–$80,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contract wins or partnerships.
2Insights into customer retention and expansion metrics.
3Management's commentary on competitive landscape and market positioning.
4Details on product innovations and enhancements.
5Guidance on future revenue growth and strategic initiatives.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Palantir Technologies Inc. is a software company specializing in data analytics and artificial intelligence....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

0.35

Revenue

Revenue growth is crucial for assessing the company's ability to expand and capture market share.

1.8B

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 exceeding expectations of $0.22, marking a strong performance. 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 in both government and commercial sectors.
Maintain strong profitability and operational efficiency.

Expectations

Wall Street Expectations

Analysts are optimistic about Palantir's upcoming earnings, expecting continued growth in both EPS and revenue. The company's strong track record of beating estimates adds to this positive sentiment.

Bull Case

If Palantir exceeds the EPS estimate of $0.35, it could signal robust demand for its software solutions and further validate its growth strategy.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about its ability to sustain growth in a competitive market.

Key Metrics to Watch

EPS

0.35

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

1.8B

Revenue growth is crucial for assessing the company's ability to expand and capture market share.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Palantir's EPS exceed the consensus estimate of $0.35?

A beat on EPS would reinforce the company's growth narrative and could lead to a positive stock reaction.

What guidance will management provide regarding future revenue growth?

Investors will be keen to understand the company's outlook for revenue, especially in light of competitive pressures.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Palantir to exceed revenue expectations due to its expanding customer base and increasing demand for data analytics.

Supporting Evidence

Palantir has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent insider trading activity, while limited, shows a mixed sentiment that could indicate uncertainty.

Key Risk

If Palantir's revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it could indicate whether Palantir can maintain its growth trajectory amidst increasing competition.

Bull Confirmed If

An EPS of $0.40 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $0.33 would raise concerns about growth sustainability.

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 investors anticipate volatility around the earnings report.

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)

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 about 0.86%, confirming the bullish outlook.

In-Line / Cautious

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

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 1.93%.

Preparation

Congressional Activity

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

Trades

1 buy·2 sells

Members

House only

Est. Notional

$17,003.00–$80,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contract wins or partnerships.
2Insights into customer retention and expansion metrics.
3Management's commentary on competitive landscape and market positioning.
4Details on product innovations and enhancements.
5Guidance on future revenue growth and strategic initiatives.