Overview
- Palantir, which reports Monday after the close, is expected to post $1.53–$1.54 billion in revenue and $0.28 in EPS, according to consensus estimates.
- Options pricing points to about a 9–10% move in either direction following the release, a touch higher than recent average swings.
- Shares are down roughly 19–20% year to date going into the print, even as many analysts keep positive ratings with average targets near $192–$201.
- The key check is AIP traction in U.S. commercial sales after management set at least 115% growth for 2026 and a full‑year revenue goal of $7.18–$7.19 billion.
- Government demand remains a pillar, with Reuters reporting expanded Pentagon use of Palantir’s Maven AI, while some investors will watch whether Anthropic’s Claude rollout has slowed new enterprise deals.