PLTR · Earnings call · 2026Q3T · Full report

Guidance and Outlook

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

For fourth-quarter 2026, Palantir expects revenue of $2.649 billion to $2.653 billion and adjusted income from operations of $1.640 billion to $1.644 billion. Full-year 2026 revenue guidance was raised to $8.530 billion to $8.534 billion, representing 91% year-over-year growth at the midpoint. U.S. commercial revenue guidance was raised to more than $3.559 billion, or at least 143% growth. Adjusted income from operations guidance was raised to $5.245 billion to $5.249 billion, and adjusted free cash flow guidance was raised to $4.8 billion to $5.0 billion.

Key facts

• Palantir raised full-year U.S. commercial revenue guidance to in excess of $3.559 billion, representing growth of at least 143%.
• Palantir raised its full-year 2026 revenue guidance midpoint to $8.532 billion, representing 91% year-over-year growth and a 9-point increase over its guidance from the prior quarter.
• For Q4 2026, Palantir expects revenue between $2.649 billion and $2.653 billion and adjusted income from operations between $1.640 billion and $1.644 billion.
• For full-year 2026, Palantir raised revenue guidance to between $8.530 billion and $8.534 billion.
• For full-year 2026, Palantir raised adjusted income from operations guidance to between $5.245 billion and $5.249 billion.
• For full-year 2026, Palantir raised adjusted free cash flow guidance to between $4.8 billion and $5 billion.
• Palantir expects GAAP operating income and net income in each quarter of 2026.

Impact estimates