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💻 Technology · Next Month

Palantir Technologies (NASDAQ: PLTR) beats adjusted Non-GAAP EPS consensus of approx. $0.35 in Q2 2026 earnings (August 3, 2026, after market close)

Hit ✦ AI-generated prediction Published on 20. July 2026 · Predicted for 3. August 2026 · Based on: Historical Cycle
Probability
65%

Palantir reports Q2 2026 on August 3 after market close. Adjusted EPS consensus is approx. $0.35; revenue consensus is approx. $1.7B, while company guidance is $1.797–1.801B — already above consensus. Palantir has consistently beaten since Q3 2023, driven by strong US government and enterprise AI demand (AIP platform, USAF contracts, NATO deployment). Since revenue guidance exceeds consensus, an EPS beat is structurally pre-programmed. No Polymarket odds extracted; beat probability high given guidance-exceeding revenue.

Data basis for this prediction
  • Eciks.org/Nasdaq.com: PLTR Q2 2026 Ergebnis am 3. August nach Börsenschluss (Stand Juli 2026)
  • Nasdaq.com/TickerOn: Analyst-Konsens bereinigter EPS ca. 0,35 USD (Stand Juli 2026)
  • Yahoo Finance: Palantir Revenue-Guidance Q2 2026: 1,797–1,801 Mrd. USD (vs. Konsens 1,7 Mrd.)
  • Yahoo Finance/SeekingAlpha: Was zu Palantirs Q2 2026 Ergebnisbericht zu erwarten ist (Stand Juli 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit
Palantir meldete am 3. August 2026 nach Börsenschluss ein bereinigtes Non-GAAP-EPS von 0,41 USD – gegenüber dem Konsens von ca. 0,34–0,35 USD, ein Beat von ~18–21 %. Der Umsatz lag bei 1,935 Mrd. USD (+93 % YoY), ebenfalls deutlich über Konsens (~1,81 Mrd. USD). Die Vorhersage trat klar ein. Quellen: Newsquawk (Adj. EPS 0.41, exp. 0.34), BusinessWire (offizielle Pressemitteilung), CNBC Q2 2026 Earnings.
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Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

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Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%
Next Month · Predicted for 30. Nov 2026
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Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

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