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
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.