Palantir Technologies (NASDAQ: PLTR) Beats Q2 2026 Adjusted EPS Consensus of Approx. $0.35 Per Share (August 3, 2026)
Hit
✦ AI-generated prediction
Published on 18. July 2026
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Predicted for 3. August 2026
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Based on: Historical Cycle
Palantir reports Q2 2026 results on August 3. Adjusted EPS consensus: ~$0.35 per share. Critical calibration anchor: Palantir's own Q2 revenue guidance is $1.797–$1.801 billion — well above analyst consensus of ~$1.7 billion; this explicit above-consensus guidance historically coincides with EPS beats. The company has beaten EPS consensus in four consecutive quarters. Structural drivers: US Army NGC2 cloud contract (July 2026), Nvidia Sovereign AI partnership (+24% share price rise on announcement), Q1 2026 revenue growth +85% YoY. No Polymarket/Kalshi quote; calibrated at 78%.
Data basis for this prediction
- Palantir PLTR Q2-2026-Ergebnistermin: 3. August 2026 (BusinessWire, 13.07.2026)
- PLTR Q2-EPS-Konsens: ~0,35 USD; Umsatz-Guidance 1,797–1,801 Mrd. vs. Konsens ~1,7 Mrd. USD (Palantir IR, Juli 2026)
- PLTR Beat in 4 aufeinanderfolgenden Quartalen (Yahoo Finance/Palantir IR, 2026)
- PLTR Q1-2026: +85% Umsatz YoY; Nvidia-AI-Partnerschaft Juli 2026 +24% Kursanstieg (FXLeaders, 15.07.2026)
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 einen bereinigten EPS von 0,41 USD – deutlich über dem Konsens von ~0,35 USD (~17 % Beat). Auch der Umsatz übertraf mit 1,94 Mrd. USD die Schätzung von 1,81 Mrd. USD. Es war der neunte EPS-Beat in Folge. Quellen: Newsquawk ('Adj. EPS 0.41 exp. 0.34'), FinancialJuice/X, CNBC Q2-2026-Earnings-Bericht, BusinessWire Pressemitteilung.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.