Zacks' Analyst Blog features Palantir (PLTR), Microsoft (MSFT) and Oracle (ORCL). Palantir reports Q3 2026 results on Nov. 2 after the bell, with consensus calling for 41 cents in earnings (up 95.2% year over year) and $2.17 billion in revenue (up 83.9%); two estimates were cut in the past 30 days, though earnings beat consensus in each of the last four quarters, with an average surprise of 15.8%. Consensus projects Government revenue of $1.04 billion (up 63.9%) and Commercial revenue of $892.1 million (over 100% growth). The stock is up 60% in three months and trades at 217.71X trailing EV-to-EBITDA versus the industry's 12.13X, and at 89.01X forward P/E versus 28.30X. The analyst rates PLTR Hold before earnings, citing strong AI-driven demand but a stretched valuation, downward estimate revisions, an Earnings ESP of -2.44% and a Zacks Rank #3; Microsoft and Oracle are cited as relevant enterprise peers.
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