{"id":519,"date":"2026-08-04T01:09:28","date_gmt":"2026-08-04T01:09:28","guid":{"rendered":"https:\/\/andyguy.com\/?p=519"},"modified":"2026-08-04T01:09:28","modified_gmt":"2026-08-04T01:09:28","slug":"palantir-pltr-q2-2026-earnings-analysis","status":"publish","type":"post","link":"https:\/\/andyguy.com\/en\/palantir-pltr-q2-2026-earnings-analysis\/","title":{"rendered":"Palantir (PLTR) Q2 Earnings Announcement: Revenue Surges 931 TP3T \u00b7 U.S. Commercial 1,491 TP3T, FY2026 Guidance Raised"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Palantir released its Q2 2026 earnings after the market closed on August 3, U.S. time. Revenue rose 931 TP3T year-over-year to $1.935 billion, while the U.S. commercial segment surged 1,491 TP3T, and the company significantly raised its annual guidance. The stock price jumped approximately 151 TP3T in after-hours trading. This article examines the released figures one by one and assesses where the valuation stands following the surge.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For the conversion in this article to Korean Won, an exchange rate of 1,430 Won per Dollar (based on the closing price of the Seoul foreign exchange market on August 3) was applied, and the performance figures were based on the original press release submitted by the company to the SEC.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"toc\">index<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#headline\">Palantir (PLTR) Q2 Earnings: Beat Consensus Summary<\/a><\/li>\n<li><a href=\"#segments\">What the U.S. Commercial Sector 149% Tells U.S.<\/a><\/li>\n<li><a href=\"#profitability\">Profitability and Cash Flow: Rule of 40 155%<\/a><\/li>\n<li><a href=\"#guidance\">Summary of the Upward Trend in FY2026 Guidance<\/a><\/li>\n<li><a href=\"#valuation\">Palantir (PLTR) Valuation: Multiples After the Surge<\/a><\/li>\n<li><a href=\"#target-price\">Palantir (PLTR) Target Price Scenario<\/a><\/li>\n<li><a href=\"#risks\">Risks and Bearish Triggers<\/a><\/li>\n<li><a href=\"#author-view\">What I personally noticed<\/a><\/li>\n<li><a href=\"#verdict\">Investment Opinion Conclusion<\/a><\/li>\n<li><a href=\"#faq\">Frequently Asked Questions<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Revenue was $1.935 billion (approximately 2.77 trillion won), significantly exceeding market expectations of $1.81 billion, and earnings per share were $0.41, surpassing the consensus of $0.35.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The company raised its FY2026 revenue guidance from $7.65 billion to $7.66 billion to $8.15 billion to $8.158 billion (approximately 11.66 trillion won). This corresponds to an annual growth rate of 821 TP3T.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, based on an after-hours price of $144.42 (approximately 206,500 won), the forward price-to-sales ratio (P\/S) was about 42 times, meaning that the valuation burden itself was not resolved no matter how good the earnings were.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"headline\">Palantir (PLTR) Q2 Earnings: Beat Consensus Summary<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">First, let&#039;s summarize the headline numbers on a single sheet. The second quarter is based on the period ending June 30.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>item<\/th><th>2Q 2026<\/th><th>2Q 2025<\/th><th>Increase\/decrease<\/th><\/tr><\/thead><tbody><tr><td>sales<\/td><td>$1.935 billion<\/td><td>$1.004 billion<\/td><td>+93%<\/td><\/tr><tr><td>GAAP operating profit<\/td><td>$ 912 million (47%)<\/td><td>$ 269 million (27%)<\/td><td>+239%<\/td><\/tr><tr><td>Adjusted operating profit<\/td><td>$1.194 billion (62%)<\/td><td>$464 billion (46%)<\/td><td>+157%<\/td><\/tr><tr><td>GAAP Net Income<\/td><td>$1.062 billion (55%)<\/td><td>$327 million<\/td><td>+225%<\/td><\/tr><tr><td>Diluted EPS<\/td><td>$0.41<\/td><td>$0.13<\/td><td>+215%<\/td><\/tr><tr><td>Adjusted free cash flow<\/td><td>$1.22 billion (63%)<\/td><td>$ 569 million (57%)<\/td><td>+115%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The magnitude of the beat is key. Revenue exceeded the consensus of $1.81 billion by approximately 71 TP3T, and EPS surpassed the consensus by about 171 TP3T, reaching $0.41 compared to $0.35. Palantir has consistently exceeded market expectations in its quarterly earnings up to this point, but the defining characteristic of this quarter is that growth accelerated again, rather than the magnitude of the beat. Revenue growth increased by 191 TP3T compared to the previous quarter as well. It is rare for a software company to see revenue grow without a decline in growth rate. CEO Alex Karp remarked during the earnings announcement, &quot;I do not know of any company of our size that has grown even half as much.&quot;.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For reference, the flow up to the last quarter is <a href=\"https:\/\/andyguy.com\/en\/%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4pltr-25%eb%85%84-4%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88%ec%97%90%eb%8f%84-%ec%a3%bc%ea%b0%80-%ed%95%98%eb%9d%bd\/\">Palantir Q4 2025 Earnings Analysis<\/a>It was covered in [the article]. Even back then, earnings were a surprise, but the stock price actually fell. This time, however, the contrast is striking as there was a surge in after-hours trading.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"segments\">What the U.S. Commercial Sector 149% Tells U.S.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The most notable aspect of these earnings is the segment composition. Total U.S. revenue increased by 1,151% year-over-year to $1.573 billion (approximately 2.25 trillion won), with both pillars within that growth.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>US commercial<\/strong>: $764 million (approx. 1.093 trillion won), compared to the previous year <strong>+149%<\/strong>, +28% compared to the previous quarter.<\/li>\n<li><strong>US government<\/strong>: $809 million (approx. 1.157 trillion won), compared to the previous year <strong>+90%<\/strong>, +18% compared to the previous quarter.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Palantir has long been criticized for its high dependence on government contracts. That frame was effectively shattered this quarter. This means that as the commercial sector grew much faster than the government sector, the scale of commercial and government revenues in the U.S. has become nearly equal. Since government revenue also grew by 901 TP3T, the correct interpretation is that the two engines are running simultaneously, rather than the growth in commercial revenue compensating for the government&#039;s sluggishness.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Contract metrics are a window into the sustainability of growth. Total Contract Value (TCV) concluded during the quarter was $3.373 billion (approx. 4.82 trillion KRW), an increase of 491 TP3T; of this, U.S. commercial TCV reached a record high of $2.132 billion (approx. 3.05 trillion KRW, +1,531 TP3T). Remaining Contract Value (RDV) for U.S. commercial contracts not yet recognized as revenue was $6.238 billion (approx. 8.92 trillion KRW), an increase of 1,241 TP3T year-over-year and 271 TP3T quarter-over-quarter. 220 contracts worth over $1 million, 98 contracts worth over $5 million, and 73 contracts worth over $10 million were concluded, and the Net Dollar Retention Rate (NDR) rose by 71 TP3T points from the previous quarter to 1,571 TP3T. In other words, the amount spent by existing customers continues to grow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For reference, Palantir has established various partnerships in the defense drone and ISR sectors, and examples familiar to domestic investors include <a href=\"https:\/\/andyguy.com\/en\/ondas-onds-ai-defense-stock-analysis-2026\/\">ONDS Analysis<\/a>There is a cooperation structure discussed in [this section]. It is a structure where Palantir&#039;s growth in the government sector spreads to the partner ecosystem.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"profitability\">Profitability and Cash Flow: Rule of 40 155%<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A common pitfall in high-growth companies is that they grow but fail to make money. Palantir demonstrated the opposite this quarter. Its GAAP operating profit margin was 471 TP3T, and its adjusted operating profit margin was 621 TP3T. With a gross profit margin of 84.71 TP3T, it maintained a structure befitting a software company.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The company&#039;s emphasized Rule of 40 score was 1,551 TP3T. This value is the sum of the revenue growth rate (931 TP3T) and the adjusted operating profit margin (621 TP3T), and it is an indicator where exceeding just 401 TP3T is considered excellent in the software industry. 1,551 TP3T is a significantly exceptional level. Cash flow followed suit. Cash flow from operating activities was $1.216 billion and adjusted free cash flow was $1.22 billion (approximately 1.74 trillion won), with both representing 631 TP3T of revenue. Holding a combined total of $9.2 billion (approximately 13.16 trillion won) in cash, cash equivalents, and short-term U.S. Treasury bonds at the end of the quarter, and with total debt at around $200 million, there is virtually no risk stemming from the financial structure.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One key point to check is Stock Compensation Expense (SBC). At $265.2 million this quarter, it represents approximately 13.71 TP3T of revenue. This accounts for most of the discrepancy between GAAP and adjusted figures (operating profit margin of 471 TP3T vs. 621 TP3T). Since focusing solely on adjusted metrics can easily lead to overlooking actual shareholder dilution, it is appropriate to verify that both operating profit and net income are positive under GAAP standards. This quarter, the company posted a net income of $1.062 billion (approximately 1.52 trillion KRW) on a GAAP basis as well.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"guidance\">Summary of the Upward Trend in FY2026 Guidance<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The direct reason the stock price surged in after-hours trading was the magnitude of the guidance upgrade rather than the earnings themselves. The comparison before and after the upgrade is as follows.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>FY2026 items<\/th><th>existing<\/th><th>After the upgrade<\/th><\/tr><\/thead><tbody><tr><td>sales<\/td><td>$ 7.65~7.66 billion<\/td><td>$ 8.150~8.158 billion (+82% YoY)<\/td><\/tr><tr><td>US commercial sales<\/td><td>$3.22 billion<\/td><td>Exceeding $3.424 billion (+134% or more)<\/td><\/tr><tr><td>Adjusted operating profit<\/td><td>\u2014<\/td><td>$ 4.889~4.897 billion<\/td><\/tr><tr><td>Adjusted free cash flow<\/td><td>\u2014<\/td><td>$ 4.5~4.7 billion<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The guidance for the third quarter is revenue of $2.16 billion to $2.164 billion (approximately 3.09 trillion won) and adjusted operating profit of $1.292 billion to $1.296 billion. The median of the third-quarter revenue guidance is about 121 TP3T higher than the second-quarter results, meaning that the pace of growth will not slow down immediately. The company also reaffirmed its outlook to maintain a surplus in GAAP operating profit and net profit in every quarter of this year. CEO Karp noted that this growth trend \u201clooks likely to continue for at least the next 18 months,\u201d and the magnitude of the upward revision in the guidance somewhat supports that statement.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"valuation\">Palantir (PLTR) Valuation: Multiples After the Surge<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This is the eternal point of contention for this stock. On August 3, the closing price during regular trading was $125.65 (approx. 179,700 won), and in after-hours trading, it rose by approximately 14.91 TP3T to record $144.42 (approx. 206,500 won). Based on after-hours prices, the market capitalization is approximately $346 billion (approx. 495 trillion won). The multiples calculated reflecting the upward guidance are as follows.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>Indicator (Based on after-hours $144.42)<\/th><th>black eye<\/th><\/tr><\/thead><tbody><tr><td>Forward P\/S (FY2026 Guidance)<\/td><td>About 42 times<\/td><\/tr><tr><td>EV\/Sales (FY2026)<\/td><td>About 41 times<\/td><\/tr><tr><td>EV\/Adjusted Operating Profit (FY2026)<\/td><td>About 69 times<\/td><\/tr><tr><td>Stock Price\/Adjusted FCF (FY2026)<\/td><td>About 75 times<\/td><\/tr><tr><td>Forward P\/E (FY2026 Adjusted EPS Estimate $1.66)<\/td><td>About 87 times<\/td><\/tr><tr><td>Forward P\/E (FY2027 Adjusted EPS Estimate $2.60)<\/td><td>About 56 times<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Context is needed. Given that the forward P\/S of large software companies typically ranges from 10 to 15 times and high-growth SaaS trades around 20 times, 42 times remains an extreme range. However, the picture changes if we broaden our perspective slightly. The stock price is about 301 TP3T lower than its 52-week high of $207.52 and the one-year return is -231 TP3T, yet revenue growth actually accelerated during the same period. In other words, significant multiple compression has already taken place over the past year. Based on FY2027, this drops to about 28 times revenue and about 56 times adjusted EPS.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ultimately, the judgment narrows down to this question: How many more years can the combination of 82% growth and 62% adjusted operating profit margin be sustained? If it is sustained, the current multiple will naturally normalize within two to three years, but if there is a signal of slowdown in even a single quarter, the 42x will collapse rapidly. This duality of high-valuation AI infrastructure stocks is... <a href=\"https:\/\/andyguy.com\/en\/coreweave-crwv-stock-analysis-price-target-2026\/\">Coreweave (CRWV) Analysis<\/a>It is similar in structure and nature to what was discussed.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"target-price\">Palantir (PLTR) Target Price Scenario<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Based on upgraded guidance and FY2027 estimates, we present three 12-month price targets. The reference price is $144.42 in after-hours trading.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>scenario<\/th><th>Target price<\/th><th>Won (approx.)<\/th><th>Compared to the reference price<\/th><th>premise<\/th><\/tr><\/thead><tbody><tr><td>Bull<\/td><td>$235<\/td><td>336,000 won<\/td><td>Approx. +63%<\/td><td>FY2027 Maintain revenue +60%, EV\/Sales expand again to 45x<\/td><\/tr><tr><td>Base<\/td><td>$170<\/td><td>243,000 won<\/td><td>Approx. +18%<\/td><td>FY2027 Revenue +50%, EV\/Sales at 35x, Gradual Normalization<\/td><\/tr><tr><td>Bear<\/td><td>$100<\/td><td>143,000 won<\/td><td>Approx. -31%<\/td><td>Growth slows to +45%, EV\/Sales compressed to 22x<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Here is the comparison with the Wall Street consensus. As of just before the earnings announcement, the average target price from 27 analysts was approximately $182, with a median of $200, and the range was extreme, ranging from a high of $255 to a low of $70. The average investment rating is &#039;Buy (1.9)&#039;. The very fact that a low of $70 and a high of $255 coexist is evidence that there is no agreed-upon fair value for this stock. While it is highly likely that reports raising target prices will follow these earnings, my base scenario of $170 is more conservative than the consensus average. This is because it does not assume, as a fundamental premise, that the multiple will expand further from its current level.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"risks\">Risks and Bearish Triggers<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The bearish triggers are organized in the order of &#039;Factor \u2192 Impact \u2192 Observed Indicator&#039;.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Valuation compression<\/strong> \u2192 A forward P\/S of 42x could drop to the 20x range with a single signal of slowing growth, in which case the stock price falls even if earnings are good. \u2192 Observation: Quarterly revenue QoQ growth rate, direction of U.S. commercial growth rate.<\/li>\n<li><strong>Government budget and policy variables<\/strong> \u2192 U.S. government revenue accounts for approximately 421 TP3 T of the total, so budget cuts or procurement delays directly impact revenue. \u2192 Observation: Defense budget processing schedule, disclosure of new government contracts.<\/li>\n<li><strong>Stock compensation dilution<\/strong> \u2192 SBC creates a divergence between adjusted metrics and GAAP at a level of 13.71 TP3T of revenue and increases the number of shares \u2192 Observation: Diluted share growth rate, SBC weighting trend.<\/li>\n<li><strong>Expected inflation<\/strong> \u2192 If beats accumulate for 8 consecutive quarters, &#039;surpassing&#039; becomes the default, and a phase where the stock price falls even after outperforming may repeat. \u2192 Observation: Direction of stock price reaction after announcement.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Exactly that fourth situation occurred during the last fourth-quarter earnings. The instances where the stock price fell despite a surprise are <a href=\"https:\/\/andyguy.com\/en\/%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4pltr-2025%eb%85%84-3%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-%eb%b0%8f-%ec%a0%84%eb%a7%9d\/\">Palantir Q3 2025 Earnings and Outlook<\/a>It is easy to understand if viewed in conjunction with the flow summarized earlier.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"author-view\">What I personally noticed<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Among the numbers, what stood out the most was not the revenue of 931 TP3T, but the net dollar retention rate of 1,571 TP3T. While growth in acquiring many new customers can be generated through marketing expenses, growth where existing customers spend more than 1.5 times compared to last year only occurs when the product is actually embedded in business operations. The fact that the value of remaining U.S. commercial contracts increased by 1,241 TP3T tells the same story. It is not current revenue that is accumulating, but future revenue that has already been signed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the same time, I believe we need to separate the &#039;good company&#039; from the &#039;good stock&#039; in this sector. Palantir&#039;s business is undeniably excellent as of this quarter. However, while earnings have accelerated over the past year, the stock price has fallen by 231 TP3 T. There is only one reason why fundamentals and the stock price have moved in opposite directions for such a long time: the starting price was too high. Therefore, rather than chasing this surge, I would approach it in installments after confirming whether U.S. commercial growth remains in triple digits in the third quarter. I believe it is better to sacrifice a few percent for that confirmation than to buy 42x leverage all at once.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"verdict\">Investment Opinion Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The second-quarter results were a nearly flawless report card. It featured 931 TP3T revenue growth, 1,491 TP3T growth in U.S. commercial operations, a GAAP profit, an adjusted operating profit margin of 621 TP3T, a Rule of 40 of 1,551 TP3T, and a significant upward revision of annual guidance. There was virtually nothing to cast doubt on the quality of growth.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So, the investment opinion is <strong>Hold, new entry should be made using split buying<\/strong>C. We set the baseline target price at $170 (approximately 243,000 won). This implies that while the business is at a level worth buying, the price still does not allow for mistakes. If you already hold the stock, these earnings provide grounds to continue holding; however, for new entrants, it is more risk-adjusted to wait for Q3 indicators and a correction phase rather than paying the full after-hours surge. The axis of judgment is simple. As long as U.S. commercial growth remains in triple digits, the bullish logic is alive, but when the quarter comes and those figures drop to double digits, valuation debates once again dominate the stock price.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The original figures are <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1321655\/000132165526000039\/a2026q2ex991pressrelease.htm\" rel=\"nofollow noopener\" target=\"_blank\">Q2 earnings press release filed with the SEC<\/a>You can check it directly at, and the investor presentation and CEO letter are <a href=\"https:\/\/investors.palantir.com\" rel=\"nofollow noopener\" target=\"_blank\">Palantir IR Site<\/a>It is posted on. The summary of market reaction on the day of the earnings announcement is <a href=\"https:\/\/www.cnbc.com\/2026\/08\/03\/palantir-pltr-earnings-q2-2026.html\" rel=\"nofollow noopener\" target=\"_blank\">CNBC Report<\/a>It is worth referring to.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq\">Frequently Asked Questions<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">What is Palantir (PLTR)&#039;s 12-month target price?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">We estimate the baseline at $170 (approximately 243,000 won), the bullish target at $235, and the bearish target at $100. Just before the earnings announcement, the average target price of 27 analysts was approximately $182, with a median of $200; the range was very wide, with a low of $70 and a high of $255.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How much did the Q2 earnings exceed the consensus?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Revenue was $1.935 billion, exceeding the estimate of $1.81 billion by approximately 71 TP3T, and diluted EPS was $0.41, exceeding the estimate of $0.35 by approximately 171 TP3T. Immediately after the announcement, the stock price rose by approximately 14.91 TP3T in after-hours trading.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What does Rule of 40 155% mean?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">It is the sum of the sales growth rate (931 TP3T) and the adjusted operating profit margin (621 TP3T). In the software industry, a figure exceeding 401 TP3T is considered to indicate a good balance between growth and profitability, but 1,551 TP3T is an exceptionally high level.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Is the stock price still expensive right now?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Based on the after-hours price of $144.42, the forward P\/S relative to the upward FY2026 guidance is approximately 42x, and relative to adjusted EPS is approximately 87x. Since this significantly exceeds the average for large software companies, the key to justification lies in whether growth can be sustained for a few more years.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">\u203b This article was written based on earnings reports disclosed by the company and public data with the assistance of AI research tools, and the author re-verified the figures and logic prior to publication. It is intended for informational purposes only and does not constitute a recommendation to buy or sell any specific stock. Stock prices, exchange rates, and estimates are based on the time of writing and are subject to change; investment decisions and their outcomes are the sole responsibility of the investor.<\/p>","protected":false},"excerpt":{"rendered":"<p>Detailed analysis of Palantir (PLTR) Q2 2026 earnings. The company outperformed the consensus with revenue of $1.935 billion (+931 TP3T YoY), U.S. commercial revenue (+1,491 TP3T), and Rule of 40 (+1,551 TP3T), and raised its FY2026 guidance to $8.15 billion. This report summarizes the valuation (forward P\/S of approximately 42x) following an after-hours surge of +14.91 TP3T, as well as 12-month target price scenarios. Base exchange rate: 1 USD = 1,430 KRW (2026-08-03).<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[66,152],"tags":[206,50,204,207,205,48],"class_list":["post-519","post","type-post","status-publish","format-standard","hentry","category-growth-others","category-us-stock-analysis","tag-pltr","tag-50","tag-us-stocks","tag-earnings-report","tag-stock-analysis-tag","tag-48"],"_links":{"self":[{"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/posts\/519","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/comments?post=519"}],"version-history":[{"count":1,"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/posts\/519\/revisions"}],"predecessor-version":[{"id":520,"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/posts\/519\/revisions\/520"}],"wp:attachment":[{"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/media?parent=519"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/categories?post=519"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/andyguy.com\/en\/wp-json\/wp\/v2\/tags?post=519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}