The facts
Palantir reported third-quarter revenue of $2.313 billion for the period ended 30 September, up 96% year over year and 20% quarter over quarter. [1]
U.S. commercial revenue was $984 million, up 148%, while U.S. government revenue was $953 million, up 96%; the company said commercial sales exceeded government sales for the first time. [1]
Palantir raised its full-year 2026 revenue outlook to $8.530–$8.534 billion and forecast U.S. commercial revenue above $3.559 billion, with at least 143% growth. [1]
Reuters reported quarterly revenue of $2.31 billion versus the $2.18 billion LSEG analyst estimate. [2]
The company reported GAAP net income of $1.128 billion and GAAP diluted earnings per share of $0.44 for the quarter. [1]
Still unconfirmed
- The sources reviewed do not establish a share-price response or the eventual realization of the company’s full-year outlook.
Sources
References support the numbered facts above. Source checks: 3 Nov 2026, 08:53 UTC.
The SEC-filed issuer release establishes Palantir’s reported results and guidance; Reuters independently reports the revenue comparison and demand context. The LSEG estimate is attributed to Reuters, and the company’s full-year forecast is not presented as realized performance.
- Palantir Technologies Q3 2026 results, Exhibit 99.1
Palantir Technologies / U.S. Securities and Exchange Commission · Primary source · 2 Nov 2026
Opened the issuer’s filed quarterly release. It reports GAAP revenue, segment revenue, income, EPS and raised guidance.
- Palantir tops third-quarter revenue estimates on strong AI software demand
Reuters via MarketScreener · Reporting · 2 Nov 2026
Opened Reuters coverage. It compares $2.31 billion revenue with the $2.18 billion LSEG estimate and reports demand from government and commercial clients.