Palantir Technologies (NASDAQ: PLTR) beats adjusted Non-GAAP EPS consensus of approx. $0.35 in Q2 2026 earnings (August 3, 2026, after market close)
Hit
✦ AI-generated prediction
Published on 20. July 2026
·
Predicted for 3. August 2026
·
Based on: Historical Cycle
Palantir reports Q2 2026 on August 3 after market close. Adjusted EPS consensus is approx. $0.35; revenue consensus is approx. $1.7B, while company guidance is $1.797–1.801B — already above consensus. Palantir has consistently beaten since Q3 2023, driven by strong US government and enterprise AI demand (AIP platform, USAF contracts, NATO deployment). Since revenue guidance exceeds consensus, an EPS beat is structurally pre-programmed. No Polymarket odds extracted; beat probability high given guidance-exceeding revenue.
Data basis for this prediction
- Eciks.org/Nasdaq.com: PLTR Q2 2026 Ergebnis am 3. August nach Börsenschluss (Stand Juli 2026)
- Nasdaq.com/TickerOn: Analyst-Konsens bereinigter EPS ca. 0,35 USD (Stand Juli 2026)
- Yahoo Finance: Palantir Revenue-Guidance Q2 2026: 1,797–1,801 Mrd. USD (vs. Konsens 1,7 Mrd.)
- Yahoo Finance/SeekingAlpha: Was zu Palantirs Q2 2026 Ergebnisbericht zu erwarten ist (Stand Juli 2026)
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 meldete am 3. August 2026 nach Börsenschluss ein bereinigtes Non-GAAP-EPS von 0,41 USD – gegenüber dem Konsens von ca. 0,34–0,35 USD, ein Beat von ~18–21 %. Der Umsatz lag bei 1,935 Mrd. USD (+93 % YoY), ebenfalls deutlich über Konsens (~1,81 Mrd. USD). Die Vorhersage trat klar ein. Quellen: Newsquawk (Adj. EPS 0.41, exp. 0.34), BusinessWire (offizielle Pressemitteilung), CNBC Q2 2026 Earnings.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
💻 Technology
✦ AI
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.