Will Palantir guide full-year 2026 revenue above $8 billion when it reports on August 3?
100% of users predicted YES — the community got this one right. 2 predictions cast.
Palantir Technologies raised its full-year 2026 revenue guidance to $8.15 billion-$8.158 billion when it reported second-quarter earnings on August 3, 2026, clearing the $8 billion threshold and exceeding its prior forecast of $7.65 billion-$7.66 billion.
The upgrade followed a blowout quarter: second-quarter revenue rose 93% year-over-year to $1.935 billion, with U.S. commercial revenue up 149% to $764 million and U.S. government revenue up 90% to $809 million. GAAP net income reached $1.062 billion, a 55% margin, and the company's "Rule of 40" score -- a common software-industry benchmark combining growth and profitability -- hit 155%.
CEO Alex Karp characterized the results as reflecting accelerating demand for Palantir's AI and data-analytics platforms across both government and commercial customers, a theme that has driven the stock's valuation sharply higher over the past two years as enterprise AI adoption has grown.
The community had unanimously predicted Palantir would guide above $8 billion (100% yes), and the company's raised outlook confirmed that expectation, resolving "yes."