Palantir三季度业绩超预期，全年营收指引上调至约85亿美元
Palantir beats Q3 estimates, lifts 2026 revenue outlook to around $8.5 billion
Palantir reported Q3 adjusted EPS of $0.44 and revenue of about $2.31 billion, both above market expectations. The company raised its full-year revenue guidance from about $8.15–8.16 billion to about $8.53 billion, and set Q4 revenue guidance at about $2.65 billion, roughly 8% above market expectations. U.S. commercial revenue was about $984 million, and the full-year guidance for this segment was raised to more than about $3.56 billion.
Palantir’s Q3 revenue and adjusted EPS both beat expectations. More importantly, its full-year and Q4 revenue guidance was revised upward, especially the U.S. commercial revenue guidance, providing direct evidence for judging the resilience of AI software demand. For forex and gold traders, this will indirectly affect dollar and gold pricing through tech-stock performance and overall risk appetite. Going forward, attention should be paid to whether delivery against the guidance can continue to validate AI demand.
财报数字之外，更关键的是上调后的全年指引与四季度营收预期，读者可据此判断AI软件需求端的强弱。
来源：ForexLive · investinglive.com