The Motley Fool
23 Aug 2026, 01:38 UTC · 4h ago
Palantir Keeps 55 Cents of Every Revenue Dollar as Profit
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
23 Aug 2026, 01:38 UTC · 4h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Palantir reported 93% year-over-year revenue growth for the second quarter, reaching $1.94 billion. — Extreme top-line growth at this scale indicates massive market adoption of its AI software.
+0.80The company raised its 2026 revenue guidance to between $8.150 billion and $8.158 billion. — Upward revisions to future guidance typically trigger bullish sentiment and price appreciation.
+0.70U.S. commercial revenue grew 149% year-over-year to $764 million, and guidance for this segment was increased to over $3.4 billion. — Rapid expansion in the commercial sector reduces reliance on government contracts and diversifies revenue streams.
+0.60Continue reading
6 related stories
Search tags
Palantir achieved a 47% operating margin in Q2, reflecting significant operating leverage as revenue grew much faster than expenses. — High operating margins demonstrate the scalability of the software model and strong pricing power.
The reported 55% net margin was heavily inflated by an unusually low effective tax rate of 1.4%. — Investors may discount the headline net income figure as the tax benefit is likely unsustainable as the company scales.
-0.30Which stocks this story touches
The company reported massive revenue growth (93% YoY), exceptional operating margins, and raised its revenue guidance.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Seeking Alpha
48m ago
