Can Palantir (PLTR) Stock Beat Earnings Again on August 3?

TLDR

• Oppenheimer expects Palantir to beat Q2 estimates, forecasting ~85% revenue growth vs. guidance of ~79%
• Analysts forecast EPS of $0.35 on $1.81B revenue, up from $0.16 and $1B a year ago
• U.S. government remains the biggest growth driver, with DHS and military spending accelerating
• Morningstar rates PLTR fairly valued with a $153 fair value estimate and a narrow economic moat
• PLTR trades at ~71x sales and ~113x forward earnings, leaving little room for any miss

Palantir reports Q2 2026 earnings after the close on August 3, and Wall Street is watching closely. The stock has been trading in the $115–$150 range for most of 2026, after peaking near $200 in Q4 2025.

Palantir Technologies Inc., PLTR

Oppenheimer is bullish going in. The firm expects revenue growth of around 85% year-over-year, ahead of Palantir’s own guidance of roughly 79%. It also expects Palantir to raise its full-year outlook above the current 71% growth target.

Consensus analyst estimates sit at $0.35 adjusted EPS on $1.81 billion in revenue. That compares to $0.16 EPS and $1 billion in revenue in the same quarter last year.

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