Spotlight
UpdateLive NewsAI & Technology

Palantir Q3: raises FY26 revenue guide to $8.530-8.534B

New Street Desk · · Data as of 4:06 p.m. ET

New Street Spotlight card: Palantir Q3: raises FY26 revenue guide to $8.530-8.534B. Palantir said U.S. commercial revenue surpassed U.S. government revenue for the first time ever. Revenue of $2.313B and adjusted EPS of $0.44 topped Zacks consensus of $2.17B and $0.41. Table, Q3 2026 vs. a year ago: revenue $2.313B, +96%; US commercial revenue $984M, +148%; US government revenue $953M, +96%; adjusted operating margin 62% vs. 51% a year ago. FY26 revenue guide $8.530-8.534B (was $8.150-8.158B); Q4 revenue guide $2.649-2.653B. What to watch: closed total contract value $2.918B, up 6% y/y, vs. up 49% y/y in Q2. New Street View: revenue growth sped up as deal growth slowed; one quarter of contract value is a noisy signal. Sources: Palantir Q3/Q2 releases, Form 8-Ks; Zacks. Data as of 4:06 p.m. ET.

Palantir said U.S. commercial revenue surpassed U.S. government revenue for the first time ever. Revenue of $2.313B and adjusted EPS of $0.44 topped Zacks consensus of $2.17B and $0.41.[1][3]

FY26 revenue guide $8.530-8.534B (was $8.150-8.158B); Q4 revenue guide $2.649-2.653B.[1][2][4]

What to watch: closed total contract value $2.918B, up 6% y/y, vs. up 49% y/y in Q2.[1][4]

New Street View: revenue growth sped up as deal growth slowed; one quarter of contract value is a noisy signal.[1][4]

Sources

  1. Palantir Investor Relations, Palantir Reports Q3 2026 U.S. Comm Revenue Growth of 148% Y/Y and Revenue Growth of 96% Y/Y ...
  2. Palantir Technologies Inc. (SEC EDGAR), Form 8-K, Exhibit 99.1: Q3 2026 results press release
  3. Zacks Investment Research, Palantir Technologies (PLTR) Detailed Earning Estimates
  4. Palantir Technologies Inc. (SEC EDGAR), Form 8-K, Exhibit 99.1: Q2 2026 results press release

How to cite: New Street Desk, "Palantir Q3: raises FY26 revenue guide to $8.530-8.534B," New Street, Nov. 2, 2026, https://newstreet.xyz/spotlight/2026-11-02-1720-palantir/.