Geopolitics Alpha

Palantir Q3 FY 2026 Earnings: US Commercial Revenue Overtakes US Government

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GEOPOLITICS ALPHAPalantir Q3 FY 2026 Earnings: USCommercial Revenue Overtakes USGovernmentPLTRGEOPOLITICS ALPHA

This report does not map to a usual set of affected companies.

Directly affected

  • PLTR Palantir Technologies-10.9% 30d

    Named in this report.

Indirectly affected

  • XLK Technology Select Sector SPDR+6.9% 13d

    Technology Select Sector SPDR holds the technology sector that Palantir Technologies belongs to, so it often moves with news about it.

  • MSFT Microsoft+11.8% 30d

    Microsoft is a peer of Palantir Technologies in prepackaged software; rivals often move on the same news.

  • ORCL Oracle-9.5% 30d

    Oracle is a peer of Palantir Technologies in prepackaged software; rivals often move on the same news.

  • CRWD CrowdStrike Holdings+1.5% 10d

    CrowdStrike Holdings is a peer of Palantir Technologies in prepackaged software; rivals often move on the same news.

  • SHOP Shopify+5.4% 30d

    Shopify is a peer of Palantir Technologies in prepackaged software; rivals often move on the same news.

  • CRM Salesforce-4.7% 30d

    Salesforce is a peer of Palantir Technologies in prepackaged software; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PLTR+14.40%+3.94%base-7.83%after closeafter closeafter close
XLK+6.96%-1.25%base-4.75%after closeafter closeafter close
MSFT-4.62%-8.82%base-1.86%after closeafter closeafter close
ORCL+12.75%-3.78%base-3.66%after closeafter closeafter close
CRWD+8.40%+0.33%base-8.04%after closeafter closeafter close
SHOP+9.06%+2.13%base-7.11%after closeafter closeafter close
CRM+1.63%-0.45%base-0.87%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Palantir Q3 FY 2026 Earnings: US Commercial Revenue Overtakes US Government The Futurum Group

Source: The Futurum Group

This story

CompanyWhenMoveStatus
CRMthat day-0.87%still updating
CRMthree days earlier-0.45%final price
CRMfive days earlier+1.63%final price
CRWDthat day-8.04%still updating
CRWDthree days earlier+0.33%final price
CRWDfive days earlier+8.40%final price
MSFTthat day-1.86%still updating
MSFTthree days earlier-8.82%final price
MSFTfive days earlier-4.62%final price
ORCLthat day-3.66%still updating
ORCLthree days earlier-3.78%final price
ORCLfive days earlier+12.75%final price
PLTRthat day-7.83%still updating
PLTRthree days earlier+3.94%final price
PLTRfive days earlier+14.40%final price
SHOPthat day-7.11%still updating
SHOPthree days earlier+2.13%final price
SHOPfive days earlier+9.06%final price
XLKthat day-4.75%still updating
XLKthree days earlier-1.25%final price
XLKfive days earlier+6.96%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100Price not final

“Palantir Q3 FY 2026 Earnings: US Commercial Revenue Overtakes US Government” scores 12 out of 100. The score uses 1 sources. The price is not final yet.