
$PLTR beat Q3 estimates and raised FY2026 guidance—but traded lower after hours. Revenue rose 96% YoY to $2.31B; adjusted EPS was $0.44 vs. $0.41 consensus. FY2026 revenue guidance rose to ~$8.53B, with Q4 guidance of $2.649B–$2.653B. U.S. commercial revenue climbed 148% to $984M, surpassing U.S. government revenue ($953M) for the first time. Adjusted operating margin was 62%; Rule of 40 score: 158%. Watch whether enterprise and Sovereign AI demand sustains growth as investors weigh the post-earnings reaction and valuation. #Palantir #EnterpriseAI #SovereignAI #Earnings