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Palantir Crushes Q2: U.S. Commercial Revenue Surges Nearly 150%, Stock Rips 8%

Palantir Technologies (PLTR) delivered a massive earnings beat on August 3, 2026, with U.S. commercial revenue up 149% year over year and adjusted EPS of $0.41 versus $0.35 expected. The stock jumped 8% in after-hours trading, and Reddit communities from r/stocks to r/wallstreetbets lit up with bullish sentiment. CEO Alex Karp described the commercial business as 'otherworldly,' underscoring the accelerating AI demand that drove total revenue 93% higher to $1.94 billion.

  1. Palantir crushed Q2 estimates: revenue of $1.94 billion vs. $1.80 billion expected, adjusted EPS of $0.41 vs. $0.35.

  2. U.S. commercial revenue surged 149% year over year, and U.S. commercial customer count rose 35% to 653.

  3. Reddit sentiment was overwhelmingly positive, with the stock surging 8% and CEO Alex Karp calling the commercial business 'otherworldly.'

Blowout Earnings Drive Frenzy on Reddit

Monday was a banner day for

PLTR
$PLTR after the company posted second-quarter results that blew past Wall Street estimates. On r/stocks, a post titled 'Palantir posts blowout Q2 numbers, with U.S. commercial revenue soaring nearly 150%' racked up 488 upvotes and 316 comments. The excerpt highlighted that the stock surged 8% and that U.S. commercial revenue climbed 149% year over year to $764 million. Palantir also raised its full-year guidance, with CEO Alex Karp describing business sales as 'otherworldly' in the r/wallstreetbets discussion.

The numbers were staggering: total revenue of $1.94 billion (up 93% from a year ago), net income of $1.07 billion, and U.S. government revenue growth of 90%. The commercial side, however, stole the spotlight. U.S. commercial remaining deal value climbed 124% to $6.24 billion, and total contract value hit a quarterly record of $2.13 billion. On r/stockmarket, traders noted that Palantir crushed revenue estimates by about 7% and EPS estimates by 17%, with growth accelerating dramatically across the board.

PLTR

Reddit Sentiment Turns Bullish on Commercial AI Momentum

The earnings beat ignited a wave of optimism across multiple subreddits. In r/options, sentiment averaged 0.80 on 52 posts, and r/swingtrading saw a 0.55 average sentiment across 37 posts. Even r/Shortsqueeze chimed in with 7 posts and a 0.71 average sentiment, reflecting the broad retail interest. The data shows that the

PLTR
$PLTR discussion was not limited to fundamental investors; momentum traders and options players also piled in, driving total mentions to 16, with 656 comments and 1,114 upvotes across the platform.

The core narrative remains the AI-driven transformation of Palantir's commercial business. The company's U.S. commercial revenue has surged 380% since 2024, and the record quarterly contract value suggests that momentum is far from peaking. While the defense and aerospace ETF comparison articles from The Motley Fool (covering XAR and MISL) appeared on the same day, they did not directly move

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$PLTR price; the earnings story was the clear catalyst.

What Reddit Traders Are Watching Next

Retail investors are now focused on whether Palantir can sustain its commercial growth trajectory. The company raised its full-year outlook, and CEO Alex Karp's 'otherworldly' comment has become a meme on r/wallstreetbets. The 8% stock surge reflects the market's reassessment of Palantir's AI monetization potential, and the elevated Reddit sentiment (0.37 overall) suggests that the retail crowd remains heavily bullish. With U.S. commercial customer count up 35% to 653 and remaining deal value climbing 124%, the fundamentals support the enthusiasm.

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