Palantir Technologies Inc.
Shortcut
0.44Normalized diluted EPS
+6.8% vs Street
Street
0.41Normalized diluted EPS
November 1 consensus snapshot
Real
0.44Reported normalized EPS
Model download
Explore the assumptions and calculations behind the forecast. This is the agent’s original workbook. Its review didn’t finish, so it hasn’t been checked or repaired.
Shortcut’s reasoning.
Guidance mid $2,162m revenue / $1,294m adj. op. income; Palantir beat its revenue guide mid by 5.9-8.9% in each of the last four quarters, so the model lands at $2.27bn (+5.0% vs mid, +4.1% vs $2.18bn consensus).
Bottom-up: U.S. commercial $965m (653→693 customers, revenue per customer +19% Q/Q after record $2.13bn 2Q26 TCV), U.S. government $930m (+15% Q/Q, fiscal year-end quarter, positive partner checks), international $375m.
Expenses held near the guidance-implied ~$868m adjusted level despite revenue upside (3Q hiring ramp, government cloud hosting) → adjusted operating income $1,403m (61.8% margin).
Non-operating: ~$85m interest on $9.4bn cash/securities; SpaceX-weighted equity holdings fell ~11.7% in the quarter → ~-$22m other income versus +$92m in 2Q26 (a ~$0.03 headwind vs 2Q26 run-rate).
Adjusted EPS uses the issuer's method (GAAP NI + SBC + payroll tax, taxed at 23% long-term rate) on 2,572m diluted shares → $0.438 vs $0.41 consensus; P(beat) 0.85 from a 0.80 size/history start.
On the record.
- Reporting period
- FQ3 2026 (quarter ended 2026-09-30)
- Reporting basis
- Adjusted (non-GAAP) diluted EPS, USD per diluted common share — issuer 'Adjusted EPS, diluted' = normalized EPS
- Consensus snapshot
- November 1, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Original workbook · review incomplete
Record history
- Forecast generated
- Nov 1, 2026 at 9:26 PM PST
- First posted
- Nov 2, 2026 at 3:21 PM PST
- Result checked
- Nov 2, 2026 at 5:14 PM PST
Result basis
Provider 0.44 agrees with explicitly reported adjustedEPS0.44. Separate GAAP 0.44 equality is not an adjustment bridge. Original source audit holds remain unresolved.
Review notes
Audit found unresolved formatting, raw-input representation and proxy-weight evidence issues; original audit cutoff expired.