PLTR · 8-K · 20261102PR000045

Guidance and Outlook

Palantir Technologies Inc. · 2026-11-02 · Importance 100 · Surprise 100 · In source text

For Q4 2026, Palantir expects revenue of $2.649–$2.653 billion and adjusted income from operations of $1.640–$1.644 billion. For full-year 2026, it raised revenue guidance to $8.530–$8.534 billion and U.S. commercial revenue guidance to more than $3.559 billion, representing growth of at least 143%. The company also raised adjusted income from operations guidance to $5.245–$5.249 billion and adjusted free cash flow guidance to $4.8–$5.0 billion, while continuing to expect GAAP operating income and net income in each quarter of 2026.

Key facts

• Palantir raised FY 2026 U.S. commercial revenue guidance to more than $3.559 billion, representing growth of at least 143%. source
• For Q4 2026, Palantir expects revenue of $2.649 billion to $2.653 billion. source
• For Q4 2026, Palantir expects adjusted income from operations of $1.640 billion to $1.644 billion. source
• Palantir raised FY 2026 revenue guidance to $8.530 billion to $8.534 billion. source
• Palantir raised FY 2026 adjusted income from operations guidance to $5.245 billion to $5.249 billion. source
• Palantir raised FY 2026 adjusted free cash flow guidance to $4.8 billion to $5.0 billion. source
• Palantir continued to expect GAAP operating income and net income in each quarter of 2026. source

Impact estimates