PLTR · News · 20261102N
Guidance and Outlook
Palantir Technologies Inc. · 2026-11-02 · Importance 100 · Surprise 100 · No source text
Palantir forecast fourth-quarter 2026 revenue of $2.649 billion to $2.653 billion and adjusted operating income of $1.64 billion to $1.644 billion. It raised its full-year 2026 revenue forecast to $8.530 billion–$8.534 billion, implying approximately 91% annual growth and exceeding analyst estimates of $8.2 billion. The company raised its U.S. commercial revenue growth forecast to at least 143% and expects that revenue to exceed $3.56 billion. The fourth-quarter revenue midpoint was reported as 7.6% above analysts’ consensus estimates.
Key facts
- Palantir's FY2026 revenue forecast of $8.53 billion–$8.534 billion implies annual growth of approximately 91%. source
- Palantir raised its U.S. commercial revenue growth forecast to at least 143%, with revenue expected to exceed $3.56 billion. source
- Palantir raised its FY2026 revenue outlook to $8.530 billion–$8.534 billion, above analyst estimates of $8.2 billion. source
- Palantir expects Q4 revenue of $2.649 billion–$2.653 billion and adjusted operating income of $1.64 billion–$1.644 billion. source
- Palantir raised its FY2026 U.S. commercial sales target to more than $3.559 billion. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +178.5% | Palantir's FY2026 revenue forecast of $8.53 billion–$8.534 billion implies annual growth of approximately 91%. |
| operating_income | positive | committed | — | Palantir expects Q4 revenue of $2.649 billion–$2.653 billion and adjusted operating income of $1.64 billion–$1.644 billion. |