PLTR · 8-K · 20260803PR000039

Guidance and Outlook

Palantir Technologies Inc. · 2026-08-03 · Importance 100 · Surprise 100 · Contradicted

Palantir expects Q3 2026 revenue of $2.160 billion to $2.164 billion and adjusted operating income of $1.292 billion to $1.296 billion. The company raised full-year 2026 revenue guidance to $8.150 billion to $8.158 billion, implying 82% year-over-year growth. U.S. commercial revenue guidance was raised to more than $3.424 billion, implying growth of at least 134%. Full-year adjusted operating income guidance is $4.889 billion to $4.897 billion, and adjusted free cash flow guidance is $4.5 billion to $4.7 billion.

Key facts

Q3 2026 revenue guidance: between $2.160 billion and $2.164 billion. source
Q3 2026 adjusted income from operations guidance: between $1.292 billion and $1.296 billion. source
Full year 2026 revenue guidance raised to between $8.150 billion and $8.158 billion. source
Full year 2026 adjusted income from operations guidance raised to between $4.889 billion and $4.897 billion. source
Palantir continues to expect GAAP operating income and net income in each quarter of 2026. source

Impact estimates

metric	direction	stage	expected	basis
revenue	positive	committed	+358.1%	Full year 2026 revenue guidance raised to between $8.150 billion and $8.158 billion.
operating_income	positive	committed	+214.9%	Full year 2026 adjusted income from operations guidance raised to between $4.889 billion and $4.897 billion.
revenue	positive	committed	+95.0%	Q3 2026 revenue guidance: between $2.160 billion and $2.164 billion.
operating_income	positive	committed	+56.8%	Q3 2026 adjusted income from operations guidance: between $1.292 billion and $1.296 billion.
operating_income	positive	committed	—	Palantir continues to expect GAAP operating income and net income in each quarter of 2026.
net_income	positive	committed	—	Palantir continues to expect GAAP operating income and net income in each quarter of 2026.