Palantir Technologies Inc. — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Palantir reported Q3 2026 revenue of $2.313 billion (+96% YoY, +20% QoQ), with U.S. commercial revenue reaching $984 million (+148% YoY, +29% QoQ) and surpassing U.S. government revenue ($953 million) for the first time. The company raised FY 2026 guidance to $8.530–$8.534 billion revenue (+91% YoY) and U.S. commercial revenue to >$3.559 billion (+143% YoY). Q3 GAAP net income was $1.128 billion (49% margin); adjusted free cash flow was $1.216 billion (53% margin). TCV closed was $2.918 billion; U.S. commercial RDV reached $6.517 billion (+79% YoY).
Why this rating
96% revenue growth and strategic pivot to commercial dominance are material trajectory shifts. Yet as % of $299B market cap (~0.77% quarterly revenue), impact is real but not transformational.
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