Palantir Q2 2026: Revenue $1.935B (+93%), U.S. Commercial Surge 149%, Rule of 40 Reaches 155%, Stock Extends Breakout

{
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  "signal_type": "news",
  "signal_subtype": "has_revenue",
  "detected_at": "2026-10-31T18:01:18+00:00",
  "company": {
    "name": "Palantir",
    "domain": "palantir.com"
  },
  "data": {
    "url": "https://www.tradingkey.com/analysis/stocks/us-stocks/262127537-palantir-pltr-q2-2026-1-935b-revenue-93-pct-us-commercial-764m-149-pct-eps-0-41-rule-of-40-155-tradingkey",
    "title": "Palantir Q2 2026: Revenue $1.935B (+93%), U.S. Commercial Surge 149%, Rule of 40 Reaches 155%, Stock Extends Breakout - TradingKey",
    "excerpt": "TradingKey - On August 3rd, Palantir ( PLTR ) reported $1.935 billion in Q2 2026 revenue, which was 93% higher than the same period last year. That beat analysts' expectations by 7.6%. The company's U.S. commercial revenue shot up to $764 million, a 149% increase year-over-year. The U.S. government revenue also increased by 90%, coming in at $809 million. That brought total U.S. revenue to $1.573 billion, a 115% year-over-year increase. Net income was $1.062 billion, compared to $320 million last year. Adjusted EPS was $0.41, and that was better than the $0.35 estimate by 18.5%. Total contract value was $3.37 billion, a 49% increase. U.S. commercial TCV was a record $2.13 billion, a 153% increase. Net dollar retention was 157% (up 700 bps from Q1). The Rule of 40 score was 155%, a combination of 93% growth and 62% adjusted operating margin. Management was optimistic about the FY2026 revenue and U.S. commercial guidance, and raised both estimates. Palantir stock peaked by 30%, after the earnings were released (August 4th), and closed at $162.66. CEO Alex Karp mentioned that close to half of the revenue Palantir is generating comes from the enterprise, and that the demand for AI sovereign solutions should last at least another 18 months. Record U.S. Commercial revenue at $764M (+28% sequential, +149% YoY). 220 U.S. Commercial deals valued at $1M+, of which 98 exceeded $5M and 70...",
    "summary": "Palantir reported $1.935 billion in revenue for Q2 2026, marking a 93% increase year-over-year.",
    "planning": false,
    "image_url": "https://resource.tradingkey.com/uploads/20260202/pltr-cbd90738d5fc4cb5a49fbca09a4a9992.jpg",
    "confidence": 0.95,
    "published_at": "2026-10-31T18:01:18Z",
    "effective_date": "2026-08-03",
    "article_sentence": "On August 3rd, Palantir ( PLTR ) reported $1.935 billion in Q2 2026 revenue, which was 93% higher than the same period last year.",
    "amount_normalized": 1935000000
  }
}

curl https://signals.autobound.ai/v1/signals/a2f631a9-bcfd-d6a2-a95a-05a320641115 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"palantir.com","limit":20}'