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Palantir Beats Q2, Raises 2026 Guidance; Rule of 40 At 155%

Aug 3, 2026, 4:42 PM EDT3 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Beat-and-raise quarter strengthens revenue visibility, profitability metrics (Ro40), and cash generation; together with a robust balance sheet, this supports near-term upside and potential multiple expansion.

AI summary

What happened, with direct paths to the underlying reporting

Palantir reported Q2 revenue of $1.94B and adjusted EPS of $0.41, beating expectations. U.S. revenue grew 115% YoY to $1.57B, with Commercial up 149% and Government up 90%. The company raised 2026 revenue guidance to $8.15–$8.16B and emphasized strong free cash flow, signaling upside potential if AI demand sustains.

Q2 revenue 1.94B vs 1.80B est; EPS 0.41 vs 0.35.
U.S. revenue up 115% YoY to 1.57B; total up 93% YoY.
Rule of 40 at 155%; AI sovereignty narrative strengthened.
Guidance raised: Q3 rev ~2.16B; FY2026 rev 8.15–8.16B; FCF strong.
Deals momentum: 220+ contracts >1M; cash from ops 1.22B; cash ~9.2B.

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