Mon Aug-31 20:13:43
times in Europe/Lisbon
🚨 Alert #1717 Mon Aug-03 21:10:29
Palantir Reports Q2 2026 U.S. Comm Revenue Growth of 149% Y/Y and Revenue Growth of 93% Y/Y; Raises FY 2026 Revenue Guidance to 82% Y/Y Growth and U.S. Comm Revenue Guidance to 134% Y/Y, Crushing Consensus Expectations
Palantir reported Q2 2026 earnings with U.S. commercial revenue up 149% year-over-year and raised full-year revenue guidance significantly above consensus expectations.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary PLTR | ▲ bullish | PRICED | +10.23% | +8.16% | 124.61 | 144.72 | |
| META | · unclear | PRICED | +6.14% | -0.42% | 562.45 | 597.04 | |
| peer MSFT | · unclear | PRICED | +4.95% | -0.32% | 472.09 | 491.29 | |
| GOOGL | · unclear | PRICED | +4.88% | -0.25% | 361.61 | 375.97 | |
| AMZN | · unclear | PRICED | +4.45% | -0.38% | 275.80 | 286.78 | |
| NVDA | · unclear | PRICED | +2.96% | -0.24% | 197.69 | 208.66 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | PLTR | ○ skip | — | verdict PRICED — Δ prev close +10.23% · Δ 30m +8.16% · px 135.65 (prev 123.06) → close -7.35% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | MSFT | ○ skip | — | direction unclear for MSFT → close +0.14% |
| S4 | PLTR | ○ skip | — | verdict PRICED — Δ prev close +10.23% · Δ 30m +8.16% · px 135.65 (prev 123.06) |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.