Palantir doubles profit in the 3rd quarter and raises projections for 2026
Revenue of US$ 2.31 billion grows 96% and exceeds consensus, and the commercial division in the US exceeds US government revenue for the first time.
BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM INFOMONEY · 3 MIN
Palantir presented a result in the third quarter of 2026 that caught the attention of those who follow the data software sector. According to InfoMoney, the company's net profit reached US$1.13 billion, more than double the US$475.6 million recorded in the same period in 2025. In the same publication, the company appears to have raised its projections for 2026.
Earnings per share were $0.44, compared to $0.18 a year earlier. The adjusted indicator also totaled US$0.44, above the US$0.41 that analysts interviewed by FactSet projected, according to the same source. Revenue, at US$2.31 billion, increased 96% year-on-year and was above market expectations of US$2.18 billion.
The fact that draws the most attention is the composition of the recipe. The commercial division in the United States earned US$984 million, an increase of 148%, and for the first time surpassed the American government's revenue, which grew 96% and reached US$953 million. The change indicates that demand from private clients now weighs more than that from the government in the company's domestic revenue.
From a liberal perspective, the reading is straightforward: revenue that comes from companies that contract a product by their own decision is a sign of demand in the free market. Revenue from public orders depends on budget and political decisions, which makes growth less predictable and more subject to government changes.
The increase in projections for 2026 reinforces the view that the quarter was not an isolated episode. The details of the new numbers, however, are not included in the source material, and therefore this article does not reproduce them. What is known is that the direction of the review was upwards.
What changes for the investor
For those who invest in US technology stocks, the result suggests that Palantir's growth thesis has gained support in the numbers, and not just the narrative. Profit more than doubled and revenue above consensus tend to reduce doubts about the company's performance. Still, the investor needs to separate operational growth from expectations, and as the new projection values are not in the available material, it is worth monitoring the details before drawing conclusions. This article does not provide a purchase or sale recommendation.
Automatically translated from Portuguese.
