💥 Explosive Q2 Earnings | Palantir Bullets #193
"The BEST technology company"
Editor: Emanuele Marabella
Last week:
Palantir reported insane Q2 numbers:
+115% YoY Revenue Growth;
+149% YoY US Commercial Revenue Growth;
62% EBIT Adj. Margin (+16% YoY);
157% Net Dollar Retention;
+156% YoY GAAP EPS.
Palantir stock spiked 30% after earnings and closed the week at $172.
Palantir partnered with USA Today to “build a common intelligence layer” and improve monetization.
Tribal knowledge
Chad Wahlquist@chadwahl
.@Hertz 🤝@PalantirTech
3:30 PM · Aug 6, 2026 · 9.2K Views
5 Replies · 12 Reposts · 175 Likes
Chad Wahlquist@chadwahl
“This is structural, not cosmetic.”
“We are not bolting AI onto a beverage company.”
“Instead, we are running this platform on an AI-native operating core.”
“Foundry’s AI is now driving real-time analysis across our manufacturing, logistics, and planning systems.”
“Our teams
10:29 PM · Aug 6, 2026 · 10.7K Views
5 Replies · 14 Reposts · 128 Likes
Chad Wahlquist@chadwahl
SharkNinja 🥷 is moving fast with Palantir
10:30 PM · Aug 5, 2026 · 38.5K Views
10 Replies · 21 Reposts · 241 Likes
Davis.@Davis_C15
$ZETA
CEO David Steinberg on what $PLTR Foundry is doing with Athena AI.
“Foundry makes it faster and more intelligent… the first test client was 1400% return on marketing spend vs our average of 6-700%.”
🤯🚀 are y’all not hearing this??
11:54 PM · Aug 5, 2026 · 19.8K Views
3 Replies · 28 Reposts · 276 Likes
Louis Mosley@louismosley
Drop everything. The FT has done it. It’s outdone the Guardian.
Two of their finest have discovered that an NHS official once owned under £100 of Palantir shares.
Let that sink in. One hundred pounds. The FT charges its readers more than that just to read about it.
It gets
Financial Times @FT
At least half a dozen senior NHS leaders linked to Palantir https://t.co/yvZp306lHI
8:19 PM · Aug 6, 2026 · 298K Views
66 Replies · 310 Reposts · 3.89K Likes
Tanay Jaipuria@tanayj
Incredible line from Palantir CTO on their earnings call:
"Only Palantir has FDEs. Everyone else has sparkling sales engineers."
2:29 AM · Aug 6, 2026 · 151K Views
32 Replies · 78 Reposts · 1.66K Likes
Chad Wahlquist@chadwahl
This is a massive launch 🚀
Build full-stack Ontology applications in a pro-code monorepo
There's just so much goodness here from a dev experience but also net new features... just need to check it out:
palantir.com/docs/foundry/a…
1:50 AM · Aug 6, 2026 · 10.2K Views
10 Replies · 21 Reposts · 202 Likes
Emir M | Type-F Capital@em013L
$PLTR Palantir posted an unparalleled quarter in Software history, yet again. Current growth is impressive, but what's even more impressive is that it is sustainable for many quarters to come.
Fair value: $356 (124% upside)
Read the full report here: research.typefcapital.com/p/palantir-tec…
4:48 PM · Aug 4, 2026 · 19.5K Views
18 Replies · 61 Reposts · 544 Likes
Bloomberg TV@BloombergTV
"Palantir is positioned in the right place, at the right timing." Bank of America Securities analyst Mariana Perez Mora tells @EdLudlow how the company's AI platform is driving bigger contracts and helping customers operationalize AI bloom.bg/4w7FYG0
7:29 PM · Aug 4, 2026 · 19.7K Views
5 Replies · 7 Reposts · 73 Likes
Wall St Engine@wallstengine
Deutsche Bank Upgrades $PLTR to Buy from Hold, PT $200
Analyst comments: "Palantir’s 2Q results were exceptional even by the company’s own increasingly anomalous standard. The quarter further reinforces our view that Palantir is operating several steps ahead of the rest of
10:55 AM · Aug 4, 2026 · 37.6K Views
5 Replies · 23 Reposts · 209 Likes
Wall St Engine@wallstengine
Citi raised its Palantir $PLTR price target to $245 from $200 and kept a Buy rating after Q2 revenue growth accelerated to 93%. The firm also lifted its 2026 revenue forecast and now expects U.S. Commercial growth of 134%.
9:49 AM · Aug 4, 2026 · 90.1K Views
12 Replies · 75 Reposts · 757 Likes
Yahoo Finance@YahooFinance
"Palantir is the best technology company. It might be the best company that's publicly traded," D.A. Davidson's @gilluria says on $PLTR earnings.
8:52 PM · Aug 3, 2026 · 66K Views
22 Replies · 74 Reposts · 466 Likes
Tweet of the week
NVIDIA@nvidia
Thanks @ssankar for putting NVIDIA Nemotron 3 Ultra to the test with no post-training.
24 hours later, it was outperforming frontier models on the tasks @PalantirTech customers needed to solve.
Jawwwn @jawwwn_
.@ssankar says Palantir was able to make Nvidia's Nemotron Ultra model "better than frontier":
"I literally almost felt gaslit when, within 24 hours of getting Nemotron up with no post-training, this is vanilla Nemotron Ultra, it did better than frontier."
"If you just looked
4:53 PM · Aug 5, 2026 · 417K Views
53 Replies · 144 Reposts · 1.04K Likes
Yours,
Arny
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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products