Palantir Technologies (PLTR) beat expectations in Q2 FY2026 on revenue of $1.9B versus the $1.8B estimate (+92.8% YoY) and EPS of $0.41. The next Palantir Technologies (PLTR) earnings date is Nov 2, 2026. Below is the full Palantir Technologies earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$1.9B (vs $1.8B est · +6.8% surprise · +92.8% YoY)
EPS
$0.41 (vs $0.34 est · +19.0% surprise · +214.3% YoY)
Share price
$174.04 (-2.8%)
Market cap
$399.6B
Palantir Technologies (PLTR) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$1.9B vs $1.8B est
$0.41 vs $0.34 est
+19.0%
+32.2%
Beat
Q2 FY2026
$1.6B vs $1.5B est
$0.33 vs $0.29 est
+13.8%
-5.7%
Beat
Q1 FY2026
$1.4B vs $1.3B est
$0.25 vs $0.23 est
+8.6%
+7.7%
Beat
Q4 FY2025
$1.2B vs $1.1B est
$0.21 vs $0.17 est
+25.1%
-4.9%
Beat
Q3 FY2025
$1.0B vs $937.7M est
$0.16 vs $0.14 est
+15.8%
+12.3%
Beat
Q2 FY2025
$883.9M vs $862.2M est
$0.13 vs $0.13 est
+1.1%
-12.4%
Mixed
Q1 FY2025
$827.5M vs $869.3M est
$0.14 vs $0.11 est
+27.3%
+25.9%
Mixed
Q4 FY2024
$725.5M vs $705.1M est
$0.10 vs $0.09 est
+10.3%
+22.0%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.9%
189.8M
$22.1B
+0.4%
Vanguard Capital Management LLC
6.1%
146.1M
$17.0B
+0.9%
State Street Corp
4.4%
104.5M
$12.2B
+2.8%
Invesco Ltd.
2.9%
70.4M
$8.2B
+46.5%
Geode Capital Management, LLC
2.3%
55.3M
$6.4B
-1.0%
Undisclosed filer
2.1%
50.3M
$5.9B
+0.5%
Morgan Stanley
1.4%
34.0M
$4.0B
+5.6%
Jane Street Group, LLC
1.4%
33.9M
$4.0B
+1.0%
Jane Street Group, LLC
1.4%
32.6M
$3.8B
+33.1%
Norges Bank
1.3%
31.1M
$3.6B
+100.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Sankar Shyam
officer: See Remarks
2026-08-10
Sell
55K
—
Sankar Shyam
officer: See Remarks
2026-08-11
Sell
295K
—
Sankar Shyam
officer: See Remarks
2026-08-06
Sell
35K
—
Sankar Shyam
officer: See Remarks
2026-08-06
Buy
35K
—
Sankar Shyam
officer: See Remarks
2026-08-06
Sell
3K
$419562
Sankar Shyam
officer: See Remarks
2026-08-06
Sell
6K
$957457
Sankar Shyam
officer: See Remarks
2026-08-06
Sell
16K
$2.5M
Sankar Shyam
officer: See Remarks
2026-08-06
Sell
8K
$1.3M
What you'll find
Next Palantir Technologies (PLTR) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Palantir Technologies reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Palantir Technologies (PLTR)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Palantir Technologies's next earnings date?
Palantir Technologies's (PLTR) next scheduled earnings date is Nov 2, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Palantir Technologies (PLTR) beat or miss earnings?
In Q2 FY2026, Palantir Technologies (PLTR) posted beat results — revenue of $1.9B versus the $1.8B estimate (+6.8% surprise) and EPS of $0.41 versus $0.34 expected (+19.0% surprise). Magnisto decodes every Palantir Technologies (PLTR) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Palantir Technologies beat earnings estimates?
Over its last 8 reported quarters, Palantir Technologies (PLTR) beat Wall Street EPS estimates 7 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Palantir Technologies (PLTR) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Palantir Technologies stock move after earnings?
Over its last 8 quarterly reports, Palantir Technologies (PLTR) moved an average of ±15.4% the day after earnings — ranging from -12.4% (Q2 FY2025) to +32.2% (Q3 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Nov 2, 2026, options-implied volatility is pricing in a move of roughly ±53.8% (derived). Magnisto tracks the realized post-earnings move for every Palantir Technologies (PLTR) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Palantir Technologies?
Institutions hold about 46.9% of Palantir Technologies's (PLTR) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.9%), Vanguard Capital Management LLC (6.1%), State Street Corp (4.4%). Magnisto lists Palantir Technologies's (PLTR) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Palantir Technologies (PLTR)?
In the most recent Form 4 filings Magnisto tracks, Palantir Technologies (PLTR) insiders recorded 2 purchases and 10 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Palantir Technologies (PLTR) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Palantir Technologies (PLTR), anchored to the current $174.04 share price, so you can weigh the bull, base and bear cases for Palantir Technologies side by side.
Is Palantir Technologies (PLTR) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Palantir Technologies fits your own thesis and risk profile. This is research, not investment advice.