Palantir Technologies (NASDAQ: PLTR) beats the Q2-2026 adjusted EPS consensus of $0.35 per share (~August 4, 2026)
Hit
✦ AI-generated prediction
Published on 11. July 2026
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Predicted for 4. August 2026
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Based on: Historical Cycle
Palantir beat the Q1 2026 adjusted EPS consensus by 17.8% ($0.33 vs. $0.28). For Q2, the consensus stands at $0.35 (adj.), and Palantir's own revenue guidance ($1.797–1.801B) already exceeds the analyst consensus ($1.7B) — a strong signal for another beat. The Nvidia AI partnership (as of July 1, 2026) and booming U.S. government AI revenue (+104% U.S. revenue YoY in Q1) provide further momentum. Reporting date: approximately August 3–4, 2026. Probability: 73%.
Data basis for this prediction
- MarketBeat: Palantir Q2 2026 Earnings Report ca. 3. August 2026 erwartet
- Yahoo Finance: Bereinigter EPS-Konsens Q2 2026: $0,35 (vs. $0,16 Q2 2025); Umsatz ~$1,7 Mrd.
- SEC 8-K Q1 2026: Beat $0,33 vs. $0,28 (+17,8%); US-Revenue +104% YoY
- Palantir Q2 Guidance: $1,797–1,801 Mrd. Umsatz (über Analysten-Konsens $1,7 Mrd.)
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 einen bereinigten EPS von $0,41 – gegenüber dem Konsens von $0,34–$0,35 ein Beat von ca. +17–20%. Auch der Umsatz übertraf mit $1,94 Mrd. die Erwartungen von $1,81 Mrd. deutlich (+93 % YoY). US-Commercial-Revenue wuchs sogar 149 % YoY auf $764 Mio. Die Vorhersage trat klar ein. Quellen: Newsquawk (adj. EPS $0.41 vs. exp. $0.34), CNBC Q2-2026-Bericht, FinancialJuice/X ($0.41 vs. est. $0.35).
💻 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.