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Palantir generated $2.3 billion in revenue for the three months ended September 30, 2026, up 96% from $1.2 billion in the prior-year period.
Palantir Technologies Inc. reported Q3 2026 revenue growth of 96% Y/Y to $2.313 billion and U.S. commercial revenue growth of 148% Y/Y, raising FY 2026 revenue guidance to $8.530 - $8.534 billion and U.S. commercial guidance to in excess of $3.559 billion.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
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| Commercial contribution non-GAAP | $734.94M | Three Months Ended June 30, 2026 filing | — |
| Commercial contribution margin non-GAAP | 78% | Three Months Ended June 30, 2026 filing | — |
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| Government contribution non-GAAP | $701.11M | Three Months Ended June 30, 2026 filing | — |
| Government contribution margin non-GAAP | 71% | Three Months Ended June 30, 2026 filing | — |
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| Gross margin, excluding stock-based compensation non-GAAP | 86% | Three Months Ended June 30, 2026 filing | +4.9% |
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| Gross profit, excluding stock-based compensation non-GAAP | $1.67B | Three Months Ended June 30, 2026 filing | — |
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GAAP → non-GAAP reconciliationGAAP Gross profit 1.64B
+30.89M stock-based compensation
= Gross profit, excluding stock-based compensation 1.67B
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| Total contribution non-GAAP | $1.44B | Three Months Ended June 30, 2026 filing | — |
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| Total contribution margin non-GAAP | 74% | Three Months Ended June 30, 2026 filing | — |
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| Adjusted earnings per share, diluted non-GAAP | $0.41 | Three Months Ended June 30, 2026 | +156.3% |
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| Adjusted EBITDA non-GAAP | 1.2B | Three Months Ended June 30, 2026 | +155.4% |
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GAAP → non-GAAP reconciliationGAAP Net income attributable to common stockholders $1.06B
+$4.07M net income attributable to noncontrolling interests
-$77.51M interest income
-$91.84M other (income) expense, net
+$15.38M provision for income taxes
+$8.22M depreciation and amortization
+$265.21M stock-based compensation
+$17.26M employer payroll taxes related to stock-based compensation
= Adjusted EBITDA $1.2B
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| Adjusted EBITDA margin non-GAAP | 62% | Three Months Ended June 30, 2026 | +31.9% |
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| Adjusted free cash flow non-GAAP | 1.22B | Three Months Ended June 30, 2026 | +114.6% |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities $1.22B
+$18.75M cash paid for employer payroll taxes related to stock-based compensation
-$14.55M purchases of property and equipment
= Adjusted Free Cash Flow $1.22B
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| Adjusted free cash flow margin non-GAAP | 63% | Three Months Ended June 30, 2026 | +10.5% |
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| Adjusted income from operations non-GAAP | 1.19B | Three Months Ended June 30, 2026 | +157.2% |
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GAAP → non-GAAP reconciliationGAAP Income from operations $912M
+$265.21M stock-based compensation
+$17.26M employer payroll taxes related to stock-based compensation
= Adjusted Income from Operations $1.19B
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| Adjusted net income attributable to common stockholders non-GAAP | 1.05B | Three Months Ended June 30, 2026 | +158.8% |
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GAAP → non-GAAP reconciliationGAAP Net income attributable to common stockholders $1.06B
+$265.21M stock-based compensation
+$17.26M employer payroll taxes related to stock-based compensation
-$297.36M income tax effects and adjustments
= Adjusted Net Income Attributable to Common Stockholders $1.05B
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| Adjusted operating margin non-GAAP | 62% | Three Months Ended June 30, 2026 | +34.8% |
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| Closed deals of at least $1 million | 220 | Q2 2026 | +40.1% |
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| Closed deals of at least $10 million | 73 | Q2 2026 | +73.8% |
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| Closed deals of at least $5 million | 98 | Q2 2026 | +48.5% |
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| Rule of 40 score | 155% | Q2 2026 | +64.9% |
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| U.S. commercial remaining deal value | 6.24B | Q2 2026 | — |
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| U.S. commercial TCV | 2.13B | Q2 2026 | — |
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| Contribution margin non-GAAP | 73% | the three months ended March 31, 2026 filing | +19.7% |
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| U.S. commercial revenue | 595M | Q1 2026 | — |
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| U.S. government revenue | 687M | Q1 2026 | — |
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| Average revenue for the top twenty customers | $93.9M | trailing twelve months ended December 31, 2025 filing | +45.4% |
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| Commercial customers revenue percentage | 46% | year ended December 31, 2025 filing | — |
| Government customers revenue percentage | 54% | year ended December 31, 2025 filing | — |
| Non-U.S. customers revenue percentage | 26% | year ended December 31, 2025 filing | — |
| Top three customers' share of revenue | 16% | the year ended December 31, 2025 filing | — |
| U.S. customers revenue percentage | 74% | year ended December 31, 2025 filing | — |
| U.S. revenue | $3.3B | trailing twelve months ended December 31, 2025 filing | — |
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| Adjusted net income attributable to common stockholders, diluted non-GAAP | 647.97M | Three Months Ended December 31, 2025 | — |
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| Customer count | 711 | year ended December 31, 2024 filing | — |
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| Gross margin when excluding stock-based compensation non-GAAP | 83% | year ended December 31, 2024 filing | — |
| Income from operations when excluding one-time SAR-related expenses non-GAAP | $142.35M | Three Months Ended December 31, 2024 | — |
| Net income when excluding one-time SAR-related expenses non-GAAP | $164.71M | Three Months Ended December 31, 2024 | — |
| Net income when excluding one-time SAR-related expenses margin non-GAAP | 20% | Three Months Ended December 31, 2024 | — |
| Cash from Operations (margin) | 58% | Q3 2024 | — |
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| Customer count growth | 39% | Q3 2024 | — |
| Cash from Operations | $129.58M | Q1 2024 | — |
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| Customer count (quarter-over-quarter growth) | 11% | Q1 2024 | — |
| US commercial customer count | 262 | Q1 2024 | +69.0% |
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| Adjusted Income from Operations margin non-GAAP | 25% | Q2 2023 | — |
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| Customer count growth quarter-over-quarter | 8% | Q2 2023 | — |
| Customer count growth year-over-year | 38% | Q2 2023 | — |
| Customer count grew 41% year-over-year and 7% quarter-over-quarter | 41% | Q1 2023 | — |
| US commercial customer count year-over-year growth | 50% | Q1 2023 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PLTR
this stock
Palantir Technologies Inc.
|
$389.12B | -9.8% | +56.2% | 112.9 | 2.3% |
|
MSFT
Microsoft Corp
|
$3.98T | +9.7% | +6.9% | 28.0 | 0.9% |
|
ORCL
Oracle Corp
|
$354.61B | -40.4% | +17.3% | 18.4 | 1.6% |
|
PANW
Palo Alto Networks Inc
|
$259.04B | +70.4% | +29.0% | — | 2.6% |
|
CRWD
CrowdStrike Holdings, Inc.
|
$222.40B | — | +21.7% | 4344.0 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Palantir generated $2.3 billion in revenue for the three months ended September 30, 2026, up 96% from $1.2 billion in the prior-year period.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PLTR | -12.9% | -23.3% | +18.7% | -12.9% | -9.8% |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | -10.2% | -17.7% | +19.1% | -10.2% | -17.6% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
