🚨 Palantir’s 14% jump: The number investors are watching

:fire: GROWTH IS ACCELERATING

  • Q2 revenue surged 93% YoY to $1.94B
  • US commercial revenue jumped 149%
  • Net dollar retention hit a huge 157%

:moneybag: BIGGER DEALS, BIGGER BET

  • 220 deals worth $1M+
  • 73 deals topped $10M
  • Customers are expanding after seeing measurable savings

:chart_with_upwards_trend: GUIDANCE GOES UP AGAIN

  • FY revenue guidance raised to $8.15B-$8.16B
  • Q3 revenue expected at $2.16B+

:warning: BUT THE STOCK HAS RISKS

  • Valuation remains extremely high
  • Stock-based compensation is rising
  • Some overseas contracts face pressure

THE BIG QUESTION
Can Palantir keep this growth pace long enough to justify its premium valuation?

:point_right: Read the full blog: Palantir (PLTR) Q2 2026 Earnings why stock Jumped 14%