Palantir raises FY2026 revenue guidance to $8.150-8.158B

Palantir raised its full-year 2026 revenue guidance to $8.150-8.158 billion, up from the earlier $7.650-7.662 billion range, which implies about 82% growth. It also lifted adjusted operating income to $4.889-4.897 billion and adjusted free cash flow to $4.5-4.7 billion, and expects US commercial revenue of at least $3.424 billion. The size of the raise is what drove the stock's move on August 4.

• FY2026 revenue guidance $8.150-8.158B (prior $7.650-7.662B)
• Adjusted operating income guidance $4.889-4.897B
• Adjusted free cash flow guidance $4.5-4.7B
• US commercial revenue at least $3.424B, growth of at least 134%