Palantir (PLTR) Earnings Q1 2027
February 1, 2027 @ 4:05 pm - 5:05 pm
Palantir (PLTR) Earnings Q1 2027
Next PLTR Quarterly Earnings: Monday, at 4:05 pm ET (9:05 pm London).
Date to be confirmed by the publisher; this is the scheduled date.
- Consensus
- Not yet published
- Prior
- Q2 2026: EPS $0.41 vs $0.28 expected
- Actual
- Pending
Updated
Palantir Technologies (NASDAQ: PLTR) is expected to report its fourth-quarter and full-year 2026 results, covering the three months to December 31, 2026, on February 1, 2027 at 4:05 pm ET (9:05 pm London). Palantir has not yet confirmed this exact date; the company typically reports in the first week of February, so this page will be updated once Palantir’s investor relations team confirms the schedule. The release matters well beyond Palantir shareholders because the company is treated by many investors as a bellwether for enterprise and government spending on artificial intelligence software, so its numbers often move sentiment across the wider AI and defence-technology trade in New York, London and Asian markets. Full schedule and background: Palantir earnings calendar.
What is Palantir’s Q4 2026 earnings report?
Palantir builds data-analysis and artificial intelligence software used by government agencies, the military and large commercial customers such as banks, manufacturers and healthcare providers. Its two flagship products, Gotham and Foundry, help organisations combine messy datasets and apply AI models to them, and its newer Artificial Intelligence Platform (AIP) has become the main driver of recent revenue growth. Every quarter the company publishes a set of GAAP and adjusted financial results, together with guidance for the next quarter and the full year, in a press release and shareholder letter filed with the US Securities and Exchange Commission (SEC). Chief executive Alex Karp and chief financial officer David Glazer then host a conference call with analysts to discuss the numbers and answer questions.
Markets watch this report closely because Palantir has become one of the most prominent pure-play examples of a company monetising generative AI deployments at scale, rather than simply talking about AI as a future opportunity. Its growth rate, particularly in US commercial revenue, is used by some investors as a proxy for how quickly enterprises are moving AI projects from pilot schemes into paid, recurring contracts.
When is Palantir’s Q4 2026 report and how to follow it
The date above, February 1, 2027, is an estimate based on Palantir’s usual reporting pattern of releasing quarterly results in the first week of February, May, August and November. Palantir has not formally confirmed this date at the time of writing. The company normally publishes its results after the US market closes, with the press release and shareholder letter appearing on the Palantir Investor Relations website and as an 8-K filing with the SEC. A live audio webcast of the earnings call for analysts usually follows around 30 minutes after the release, with a replay posted on the investor relations site for those in different time zones, including the UK and Asia.
What to expect
A consensus forecast for Q4 2026 revenue and earnings per share (EPS) has not yet been published, since analyst estimates for a quarter this far ahead typically firm up only after the preceding quarter’s results and updated company guidance are available. Once Palantir reports Q3 2026 results and gives Q4 guidance, analysts surveyed by data providers such as LSEG and FactSet will publish consensus figures, and this page will be updated with that number and its source.
In its most recent reported quarter, Q2 2026, Palantir posted earnings per share of $0.41 against an expected $0.28, and revenue of $1.935 billion, up 92.83% year-on-year, according to the company’s own results release. Analysts are likely to focus on several recurring themes when Q4 2026 numbers arrive: the pace of US commercial revenue growth, which has been the standout driver of recent quarters; the size and growth of the customer count and average contract value; the company’s Rule of 40 score, a combined measure of growth and profitability that Palantir highlights in its shareholder letters; and any commentary on government contract timing, since US federal spending decisions can be lumpy from quarter to quarter. Guidance for the first quarter of 2027 and any update to full-year 2027 targets will also be scrutinised closely, as Palantir’s own forward guidance has repeatedly been raised through 2026.
What the outcome could mean
| Scenario | Likely market read | Plain-English meaning |
|---|---|---|
| Beat on revenue and EPS, guidance raised | Shares likely rise, AI-software peers may follow | Palantir is converting more AI pilots into paying, growing contracts faster than expected |
| Results broadly in line with prior guidance | Muted reaction, focus shifts to forward guidance | Growth is continuing roughly as already expected, with no major surprise either way |
| Miss on revenue, growth slowing, or cautious guidance | Shares likely fall, pressure on other high-growth AI stocks | Demand for Palantir’s AI products may be cooling or large contracts are being delayed |
What It Means for Your Money
Palantir is a constituent of some widely held US indices, so anyone invested in a broad S&P 500 index fund, a global equity tracker, or a workplace pension that holds US equities already has some indirect exposure to how the shares move after this report, even without buying Palantir stock directly. A sharp fall or rise in Palantir can also ripple through sentiment for other AI-linked software and semiconductor stocks held in diversified portfolios, briefly affecting the value of pensions and individual savings accounts (ISAs) that are not specifically focused on single companies.
For currency markets, a strong US technology earnings season, including large beats from companies like Palantir, can support demand for US assets and the dollar, which in turn can affect the pound and euro exchange rate used by UK and European holidaymakers, importers and anyone paying for dollar-priced goods or subscriptions. Mortgage rates and savings rates are not directly affected by a single company’s earnings, but a broad wave of strong or weak US tech results can feed into overall market sentiment about interest rate expectations, which does eventually filter through to borrowing costs. Consumers with no investments are unlikely to feel any direct effect from this specific report.
Related events
- Palantir Q3 2026 earnings release
- US non-farm payrolls report, released the same week as many large US tech earnings
- Other major AI and cloud-computing company earnings reports in the same reporting season
Frequently Asked Questions
Is the February 1, 2027 date for Palantir’s Q4 2026 earnings confirmed?
No, Palantir has not yet confirmed this date. It is an estimate based on the company’s usual pattern of reporting in the first week of February, and this page will be updated once the date is confirmed.
What was Palantir’s most recent reported quarterly result?
In Q2 2026, Palantir reported EPS of $0.41 against an expected $0.28 and revenue of $1.935 billion, up 92.83% year-on-year, according to the company’s results release.
Where can I watch Palantir’s earnings call live?
Palantir publishes a live webcast link and a replay on its investor relations website alongside the press release and shareholder letter.
Why do Palantir’s results affect markets beyond its own shareholders?
Palantir is widely followed as a bellwether for enterprise and government spending on artificial intelligence software, so its results can influence sentiment across other AI-linked stocks held in pensions and index funds.
Has a consensus forecast been published for Q4 2026?
No, a consensus forecast has not yet been published. Analyst estimates for this far-ahead quarter typically appear only after Palantir reports Q3 2026 results and updates its guidance.
