Palantir reports Q1 revenue up 85% YoY to $1.63B, US government revenue up 84% YoY to $687M, and US commercial revenue up 133% YoY to $595M; PLTR drops 5%+
Palantir Technologies (PLTR.O) beat Wall Street estimates for first-quarter revenue on Monday, driven by rising demand …
Reuters Jaspreet Singh
Related Coverage
- Palantir's Alex Karp Says PLTR Prioritizes US Warfighters Over Commercial Clients: ‘We Just Cannot Meet Demand’ Benzinga · Ananya Gairola
- Palantir Reports Q1 2026 U.S. Revenue Growth of 104% Y/Y and Revenue Growth of 85% Y/Y; Raises FY 2026 Revenue Guidance to 71% Y/Y Growth and U.S. Comm Revenue Guidance … Palantir
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- Palantir beats earnings expectations, raises full-year guidance as US revenue doubles SiliconANGLE · Duncan Riley
- Palantir lifts annual revenue forecast on robust US government demand Reuters
- Palantir Shares Flat After Earnings Despite U.S. Sales Growth The Information · Kevin McLaughlin
- Palantir Q1 2026 earnings: revenue surges 85%, guidance raised Yahoo Finance · Colleen Cabili
- Palantir Beats Forecasts With $1.63 Billion Sales Quarter Wall Street Journal · Heather Somerville
- Palantir's US commercial, government deals surge in Q1 Constellation Research · Larry Dignan
- Palantir tops estimates on 85% revenue growth, fastest expansion since market debut in 2020 CNBC
- Palantir Earnings: Lab Competition Is Possible, but We Still Like the Ontology Morningstar · Mark Giarelli
- Palantir's Pentagon Dilemma: Record Revenue Fails to Impress Market Seoul Economic Daily · Lee Wan-ki
- Palantir boosts revenue forecast after software sales double The Times · Louisa Clarence-Smith
Discussion
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@danielnewmanuv
Daniel Newman
on x
$PLTR delivers. The 71% YoY revenue growth guide keeps it in an enterprise software class of 1. 💪🏻
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@jasonlk
@jasonlk
on x
CEO Alex Karp is predicting >further< acceleration to 100%+ growth next year, at $10B+ ARR He has all the inputs he needs to hit that plan: Epic [image]
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@chadwahl
Chad Wahlquist
on x
FDE: Fully Dominating Earnings Ontology + AI agents just ran the table
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@dr_crossroads
@dr_crossroads
on x
$PLTR Palantir's Net Dollar Retention is 150%. Within SaaS, 120% is considered elite, and this is not showing signs of slowing down. It's astonishing. [image]
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@stocksavvyshay
Shay Boloor
on x
$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS • Revenue $1.63B vs Est. $1.54B • EPS $0.33 vs Est. $0.24 • US Commercial: $595M (+130% YoY) FY26 Guidance • Revenue $7.64B vs Est. $7.28B (+71% YoY) [image]
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@palantirtech
@palantirtech
on x
Palantir reports Q1 '26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY '26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations. Q1 U.S. commercial revenue grew 133% y/y and adjusted operating [im…
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@jtlonsdale
Joe Lonsdale
on x
Okay, now you guys are just showing off.
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@stocksavvyshay
Shay Boloor
on x
$PLTR JUST POSTED A RULE-OF 40-SCORE OF 145 🤯 [image]
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@stevehou
Steve Hou
on x
Palantir is onto something. Maybe that's why they keep using the word “ontology”.
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@arny_trezzi
Arny Trezzi
on x
Maybe Anthropic is not eating $PLTR 's lunch
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@stocksavvyshay
Shay Boloor
on x
$PLTR just put up its fastest revenue growth ever as a public company growing +85% YoY. Tough night for the “Anthropic will just move up the stack and kill Palantir” crowd. [image]