Zacks Investment Research
03 Nov 2026, 19:51 UTC · 54m ago
Palantir Q3 Earnings Call Highlights Sovereign AI Demand and Outlook
Impact · against what's priced in
Palantir's Q3 results act as a significant catalyst because the market had explicitly priced in a sharp deceleration of revenue growth toward 36%, whereas the company justru raised its 2026 guidance to 91% growth. The acceleration in U.S. commercial revenue (143%+) directly challenges the valuation's assumption that triple-digit gains were unsustainable.
- PLTR+0.70
Challenges what's priced in
- The price assumes
Revenue growth decelerating from the recent 93% rate to roughly 35-36% annually over the next decade.
The price assumes a sharp slowdown to ~36% growth, but the company raised its 2026 revenue guidance to $8.530-$8.534 billion, maintaining a 91% year-over-year growth rate.
What PLTR's price assumes · Sep 10
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