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Palantir Reports Q3 2026 U.S. Comm Revenue Growth of 148% Y/Y and Revenue Growth of 96% Y/Y; Raises FY 2026 Revenue Guidance to 91% Y/Y Growth and U.S. Comm Revenue Guidance to 143% Y/Y, Crushing Consensus Expectations

Palantir reported third-quarter 2026 revenue of $2.3 billion, a 96% year-over-year increase. U.S. commercial revenue grew 148% to $984 million, surpassing government revenue of $953 million for the first time. The company raised its full-year 2026 revenue guidance to 91% growth and increased U.S. commercial revenue guidance to 143% growth. While these results beat consensus expectations, market reactions were mixed, with some reports indicating the stock tumbled while others noted it edged higher.

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  • ✓ Palantir revenue rose 96% to $2.3 billion in the third quarter of 2026.
  • ✓ U.S. commercial revenue grew 148% year-over-year to $984 million.
  • ✓ U.S. commercial revenue exceeded government revenue, which totaled $953 million.
  • ✓ Palantir raised full-year 2026 revenue guidance to 91% growth.
🛡️ Source Corroboration: 13 independent reporting domains (100% confidence) ⏱ Read time: ~2 min

What changed

Palantir released Q3 2026 financial results showing a historic revenue flip between its commercial and government sectors.

Live updates

  1. Palantir Q3 2026 Revenue Jumps 96% as U.S. Commercial Sales Top Government Revenue

    Palantir reported third-quarter 2026 revenue of $2.3 billion, a 96% year-over-year increase. U.S. commercial revenue grew 148% to $984 million, surpassing government revenue of $953 million for the first time. The company raised its full-year 2026 revenue guidance to 91% growth and increased U.S. commercial revenue guidance to 143% growth. While these results beat consensus expectations, market reactions were mixed, with some reports indicating the stock tumbled while others noted it edged higher.

    Why it matters

    The shift toward commercial dominance reflects the impact of AI demand on Palantir's client base. This transition reduces the company's historical reliance on government contracts for primary growth. Investors remain sensitive to revenue expectation gaps despite the strong performance.

    What is confirmed

    • Palantir revenue rose 96% to $2.3 billion in the third quarter of 2026.
    • U.S. commercial revenue grew 148% year-over-year to $984 million.
    • U.S. commercial revenue exceeded government revenue, which totaled $953 million.
    • Palantir raised full-year 2026 revenue guidance to 91% growth.
    • The company increased U.S. commercial revenue guidance to 143% growth.
    • The third quarter ended September 30, 2026.

    What to watch next

    • Investor reaction to the narrow revenue expectation gap
    • Further guidance updates regarding the Sovereign AI movement
    Sources used for this update (14)
    1. CNBC — Palantir reports booming U.S. commercial revenue growth, topping government for first time
    2. Fortune — Palantir’s revenue rises 96% to $2.3 billion as investors’ patience rests on a hair trigger
    3. Yahoo Finance — Palantir Stocks Edge Higher With Earnings Facing a Narrow Revenue Expectation Gap
    4. Barron's — Palantir Stock Tumbles Even as Earnings Get Big Boost From U.S. Customers
    5. Investor's Business Daily — Palantir Earnings Top Views. Revenue Beat Slightly Smaller.
    6. Business Wire — Palantir Reports Q3 2026 U.S. Comm Revenue Growth of 148% Y/Y and Revenue Growth of 96% Y/Y; Raises FY 2026 Revenue Guidance to 91% Y/Y Growth and U.S. Comm Revenue Guidance to 143% Y/Y, Crushing Consensus Expectations
    7. Reuters — Palantir forecasts strong quarterly revenue on AI demand
    8. Yahoo Finance — Palantir beats Q3 estimates, raises full-year revenue outlook as US commercial sales top US government revenue for the first time
    9. www.cnbc.com — Palantir (PLTR) earnings Q3 2026 - CNBC
    10. finance.yahoo.com — Palantir Reports Q3 2026 U.S. Comm Revenue Growth of 148% Y/Y ...
    11. www.financialcontent.com — Palantir Reports Q3 2026 U.S. Comm Revenue Growth of 148% Y/Y ...
    12. www.earningswhispers.com — Earnings Whispers | Palantir Reports Q3 2026 U.S. Comm ...
    confidence 100%
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