💻 Technology · Next Month

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 · Predicted for 3. August 2026 · Based on: Historical Cycle

Probability

66%

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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ARM Holdings plc (NASDAQ: ARM) beats Q2-FY2027 EPS consensus of $0.47 per share — earnings report November 4, 2026 after market close (confirmed by ARM Holdings Investor Relations or Bloomberg by November 5, 2026, 10:00 AM ET)

ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.

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