Palantir Technologies Inc. Class A (PLTR) earnings date & stock reaction
PLTR · Palantir Technologies Inc. Class A · Software
Palantir Technologies Inc. Class A earnings date & time
Schedule
- Korea time (KST)
- Tue, November 3
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±15.0% · 12-report avg
What the market expects
Consensus EPS
$0.41Coming in above this counts as a beat
- Year-ago quarter
- $0.21→+95.2%
- Guided revenue
- $1.9B→$2.2B+11.7%
“I am driving the business to grow at a rate equal or above to what we have in U.S. commercial for the next 18 months, which is a very high goal, but it is one we can actually get to.”
“We are raising our full-year 2026 revenue guidance midpoint to $8.154 billion, representing 82% growth year-over-year, an 11-point increase over our full-year 2026 revenue guidance from last quarter.”
- ▲Dominant U.S. Commercial Growth
- U.S. commercial revenue reached $764 million this quarter, up 149% vs last year.
- U.S. commercial remaining deal value hit $6.24 billion, a 124% increase vs last year.
- ▲Significant Profitability Gains
- The Rule of 40 score reached 155%, improving 10 points vs the previous quarter.
- Adjusted free cash flow grew 115% vs last year to $1.22 billion, representing a 63% margin.
- ▲Aggressive Guidance Upward Revision
- Full-year revenue guidance midpoint was raised to $8.15 billion, implying 82% growth vs last year.
- U.S. commercial revenue guidance was raised to at least 134% growth.
- ▼Slowing International Commercial Growth
- International commercial revenue was $182 million this quarter, growing only 26% vs last year.
- Quarter-over-quarter growth was just 2%, significantly trailing the 28% growth in the U.S.
- ▼Rising Costs and Margin Pressures
- Adjusted expenses rose 37% vs last year to $741 million due to increased hiring and R&D.
- Adjusted gross margin was impacted by higher cloud hosting costs for a government client.
- ▼One-time Investment Gains in Net Income
- GAAP EPS included a $0.03 tailwind from unrealized gains in SpaceX holdings.
- Adjusted EPS also benefited from a $0.02 tailwind due to these valuation gains.
Palantir Technologies Inc. Class A (PLTR) rose the day after earnings in 8 of its last 12 reports (67%), moving ±15.0% on average. It has fallen despite beating the consensus estimate 2 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
2/9 beats fell next day · watches US commercial · Rule of 40
- Jun 2026 report+29.4%
- Mar 2026 report-6.9%
- Dec 2025 report+6.8%
- Sep 2025 report-7.9%
- Jun 2025 report+7.8%
- Mar 2025 report-12.1%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-08-03 | +18.5% | +29.4% | +39.5% |
| 3/2026 | 2026-05-04 | +18.1% | -6.9% | -6.3% |
| 12/2025 | 2026-02-02 | +8.6% | +6.8% | -3.3% |
| 9/2025 | 2025-11-03 | — | -7.9% | -6.5% |
| 6/2025 | 2025-08-04 | — | +7.8% | +13.7% |
| 3/2025 | 2025-05-05 | — | -12.1% | -4.3% |
12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Palantir Technologies Inc. Class A earnings date?
The next Palantir Technologies Inc. Class A (PLTR) earnings report is expected Mon, November 2 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Palantir Technologies Inc. Class A's next earnings?
Analysts expect EPS of about $0.41 for Palantir Technologies Inc. Class A (PLTR). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Palantir Technologies Inc. Class A (PLTR) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 8 of them (67%). The average move on earnings day was ±15.0%.
Does Palantir Technologies Inc. Class A react more to the earnings numbers or to guidance?
In 2 of the last 9 reports (22%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Palantir Technologies Inc. Class A stock fall even when earnings are good?
Yes. In 1 of the last 12 reports, Palantir Technologies Inc. Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Palantir Technologies Inc. Class A stock keep moving after the earnings day?
Over the last 12 reports, the move continued in the same direction for the following five trading days 58% of the time. This tendency is known as post-earnings announcement drift.