Palantir (PLTR) Q3 2026 — Will It Beat the $0.414 Consensus?
Short answer: the base rate strongly favours a beat, but the more important question is whether the beat is large enough to matter. Palantir has beaten consensus EPS in every quarter on record, and Q3 2026 (reporting 2026-11-02 after the close) is expected to continue that pattern — the risk is not "miss vs beat", it's "how much deceleration is priced in."
The beat record is essentially unbroken
Quarter EPS consensus EPS actual Surprise Revenue consensus Revenue actual Surprise
2025Q1 $0.128 $0.13 +1.6% $862.8M $883.9M +2.4%
2025Q2 $0.138 $0.16 +15.9% $939.9M $1,003.7M +6.8%
2025Q3 $0.168 $0.21 +25.0% $1,091.7M $1,181.1M +8.2%
2025Q4 $0.230 $0.25 +8.7% $1,323.6M $1,406.8M +6.3%
2026Q1 $0.279 $0.33 +18.3% $1,540.2M $1,632.6M +6.0%
2026Q2 $0.347 $0.41 +18.2% $1,804.7M $1,935.5M +7.2%
2026Q3 (est.) $0.414 — — $2,181.4M — —
That is eight consecutive quarters of beats on both lines, with the last two EPS surprises at roughly +1
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