Palantir Q3 preview: $2.25B revenue expected, 91% YoY growth, NDR at 159%
BrettKrieger12 · x · 2026-11-02
Analyst DrCrossroads previews Palantir's Monday after-hours earnings, expecting another strong quarter: $2.25B revenue vs $2.18B consensus (91% YoY growth), EPS of $0.43 vs $0.41 expected, Net Dollar Retention at 159%, and $1.44B free cash flow (64% margin).
He notes several major H1 contracts likely fully ramped in Q3. Cash on the balance sheet should exceed $10B this quarter, possibly $20B by 2027, with over $100M in quarterly interest income expected next quarter. He also flags multiple Nvidia partnerships, with the supply chain agreement the most significant — though this quarter may be too early for it to show. The attached chart tracks Palantir's cash balance climbing from $3.3B in Sep 2023 to $8.2B today.
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