stocksbrew

PLTRPalantir Technologies Inc.

Next report
No date yet
none in the next 8 weeks
Last result
$0.32In line
vs $0.32 expected on Nov 2
Stock move on it
−1.65%
one session
Typical move
±15.5%
average over 2 reports
Price
$171.56
−0.49% today · $295B cap

Past and upcoming reports

2
Nov 2, 2026$0.32$0.32−1.65%
Aug 3, 2026$0.34Beat$0.41+29.45%

After the report

Aug 3, 2026 report

This covers the Aug 3, 2026 report. The Nov 2, 2026 numbers are in the table above.

Palantir beat EPS estimates, but premium valuation leaves shares sensitive to forward-demand signals

Palantir reported $0.41 EPS versus $0.35 estimated on August 3, a 18.51% beat. Shares were $155.98 on August 6, down 1.55%, while TTM P/E stood at 133.25 and forward P/E at 54.48. The next guidance update and evidence of commercial-demand deceleration are the key 30. 90 day decision points.

Reported against expected

Beat
Reported EPS was $0.41 versus $0.35 estimated, producing a $0.06 or 18.51% beat for the quarter ended June 30.

Guidance

A quantified guidance update was not provided in the payload. the stated forward catalyst is the next guidance update.

How the stock reacted

The event-day and subsequent two-day reactions were unavailable. PLTR closed at $155.98 on August 6, down $2.45 or 1.55%.

What changed

EPS reached $0.41, beating $0.35 estimates by 18.51% after the June 30 quarter.

What the price now assumes

The August 6 decline of 1.55% reflects limited post-print enthusiasm amid 133.25x TTM and 54.48x forward P/E.

What it means for the business

Maintain a growth bias, but add only if the next guidance update supports continued commercial demand and earnings growth.

The next one to three months, as we saw it then

Better case40%

A constructive next guidance update could reinforce the premium-growth thesis, supported by 42.44% estimated next-year EPS growth.

Base case40%

The EPS beat supports the thesis, but shares may consolidate while investors reconcile 67.71% TTM revenue growth with a 133.25x TTM P/E.

Worse case20%

Commercial-demand deceleration could trigger multiple compression because PLTR trades at 133.25x TTM earnings and 54.48x forward earnings.

If you hold it

Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.

If you are watching

Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.

Scenario odds are a judgement, not measured.

After hours

That's a wrap.

17hrs04min24sec

Market opens Friday, Nov 13 at 9:30 AM ET