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Palantir Technologies (PLTR) guidance and outlook

Palantir Technologies (PLTR) raised its guidance on Nov 2, 2026: Revenue +91% for FY2026; Revenue $2.6B–$2.7B for Q4 2026; Operating income $1.6B for Q4 2026; Revenue $8.5B for FY2026. Palantir Technologies' 10-Q filed Nov 3, 2026 makes 15 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 2, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 3, 2026

• Our historical results are not necessarily indicative of the results that may be expected for any period in the future.
• Organizations in the commercial and government sectors face similar challenges when it comes to managing data, and we intend to expand our reach in both markets moving forward.
• We expect that U.S. customers will continue to be a source of significant revenue growth for us.
• However, large government customers, in particular, are generally subject to a number of uncertainties regarding budgets and spending levels, changes in timing and spending priorities, and regulatory and policy changes, which can make it difficult to predict when, or if, we will make sales to such customers or the size and scope of any contract awards.
• We anticipate that our reach among an increasingly broad set of customers, in both the commercial and government sectors, will accelerate moving forward.
• We believe that, as these new partners grow, we will grow with them.
• Our proximity to these businesses and the industries in which they are operating has enhanced, and is expected to continue enhancing, our own product and business development efforts, as we continue expanding access to our platforms to the broadest possible set of customers.
• While the ongoing Russia-Ukraine, Israel, and broader Middle East conflicts including the hostilities in Iran, and other global conflicts are still evolving and the outcomes remain highly uncertain, we do not expect that the resulting challenging macroeconomic conditions will have a material impact on our business or results of operations.
• Contribution margin, both across our business and segments, is intended to capture how much we have earned from customers after accounting for the costs associated with deploying and operating our software, as well as any sales and marketing expenses involved in acquiring and expanding our partnerships with customers or potential customers, including allocated overhead.
• We expect that cost of revenue will increase in absolute dollars as our revenue grows and will vary from period to period as a percentage of revenue.
• We expect that sales and marketing expenses will increase in absolute dollars and may vary from period to period as we continue to invest in our potential and current customers, in growing our business, and in enhancing our brand awareness.
• We plan to continue to invest in personnel, compute, and software to support our research and development efforts.

Palantir Technologies' latest quarter

Questions

Did Palantir Technologies raise or lower its guidance?

Palantir Technologies (PLTR) raised its guidance on Nov 2, 2026: Revenue +91% for FY2026; Revenue $2.6B–$2.7B for Q4 2026; Operating income $1.6B for Q4 2026; Revenue $8.5B for FY2026.

What does Palantir Technologies expect?

Our historical results are not necessarily indicative of the results that may be expected for any period in the future. Organizations in the commercial and government sectors face similar challenges when it comes to managing data, and we intend to expand our reach in both markets moving forward. We expect that U.S. customers will continue to be a source of significant revenue growth for us.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.