Palantir Technologies Inc. (NASDAQ: PLTR) beats Q2 2026 Non-GAAP EPS consensus of ~$0.34 per share (reporting August 3, 2026, after market close, confirmed by Palantir press release)
Hit
✦ AI-generated prediction
Published on 24. July 2026
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Predicted for 3. August 2026
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Based on: Historical Cycle
Palantir reports August 3, 2026 after market close (BusinessWire, July 13, 2026). Consensus ~$0.34 Non-GAAP EPS. Palantir has beaten consensus in each of the last six quarters, driven by booming US government contracts (DoD AIP, CIA analytics), strong commercial growth (~35% YoY), and direct benefit from elevated US defense spending amid geopolitical tensions. No direct Polymarket odds; historical beat probability ~66%.
Data basis for this prediction
- BusinessWire: Palantir kündigt Q2-2026-Ergebnisdatum 3. August an, 13. Juli 2026
- CNBC: Palantir Q1 2026 beats consensus, 4. Mai 2026
- Bloomberg: US-Verteidigungsausgaben KI-Kontrakte 2026
- Seeking Alpha: PLTR Q2 2026 Earnings Preview
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Palantir berichtete am 3. August 2026 nach Börsenschluss einen bereinigten Non-GAAP-EPS von 0,41 USD – deutlich über dem Konsens von ~0,34 USD (~21 % Beat). Auch auf Revenue-Ebene massiver Schlag: 1,935 Mrd. USD (+93 % YoY), US-Commercial +149 % YoY. Das Unternehmen hob zudem die FY-2026-Umsatzprognose auf 8,15–8,16 Mrd. USD an. PLTR-Aktie stieg daraufhin ~29 %. Quellen: BusinessWire-Pressemitteilung (businesswire.com, 2026-08-02), CNBC Q2-Earnings-Bericht (cnbc.com, 2026-08-03), 247WallSt Earnings-Tracker.
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Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
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