Palantir’s Q1 2026 Report Could Spark a ~10% Stock Move on AI Momentum

Palantir Technologies is due to report Q1 2026 results today. The options market is pricing in roughly a 9.8% move in PLTR after earnings, with a three-quarter average around 9.28%. Analysts expect revenue to reach about $1.54B (roughly +74% YoY) and earnings near $0.28 per share, with Palantir maintaining profitability through 2026. Management’s full-year revenue target is $7.18–$7.19B, supported by AI Platform momentum and expanding US commercial demand, plus steady government contracts. The Street’s consensus is Moderate Buy with a $191.74 target (~38% upside). PLTR has fallen ~19% YTD on valuation concerns.