Palantir to Report Third-Quarter Earnings on November 2

Palantir Technologies will report its third-quarter earnings on November 2, 2026. Investors are monitoring whether the company can sustain growth momentum to justify its premium valuation and potentially push its stock price toward $220.

Market analysts are focusing on specific performance indicators, including whether quarterly revenue exceeds $2.3 billion and if the adjusted operating margin rises above 62%. These figures would represent an acceleration in growth beyond the company's own conservative guidance of approximately $2.16 billion.

The upcoming report will also provide evidence of whether AI sovereignty initiatives, a primary focus for CEO Alex Karp, are converting from software demonstrations into meaningful sales and contracts. These initiatives are designed to help organizations maintain control over their data and AI operations. This follows a strong second quarter in which the company saw a 93% year-over-year revenue increase to $1.94 billion.