Palantir to Report Q3 Earnings; Analysts Forecast 84% Revenue Growth

Palantir is set to report third-quarter earnings later Monday evening, with analysts forecasting revenue growth of 84% year-over-year to $2.184 billion and earnings per share of $0.41, up 94%. Analysts expect the company's U.S. government business revenue to rise 77% to $861.5 million, while U.S. commercial revenue is projected to surge 137% to $942.7 million. Palantir currently guides for full-year 2026 revenue growth of 82%. The results will be closely watched as a test of whether AI-driven demand can sustain Palantir's premium valuation, with investors focused on U.S. commercial momentum, government contract flow, and any updates to the company's forward guidance.