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← @eldaminato

$PLTR

BEARISH2026-08-03
Price around the call
↓ 2026-08-03
By horizon✗ miss+5.0%
1d
✓ -2.4%
5d
✗ +7.6%
21d
✗ +5.0%
Original post
Damian Brik · 2026-08-03

$PLTR presentó resultados de su 2Q26. Revenue total creció 93% interanual y 19% trimestral. US comercial revenue que es el 39% de los ingreos totales voló 149% y/y y +28% trimestral. Cerraron 220 acuerdos de al menos USD 1 millón, 98 de al menos USD 5 millones y 73 de al menos USD 10 millones. Lograron margen operativo del 62% con FCF de USD 1.2B con 63% de margen y EPS de $ 0.41. En el "Rule of 40" (suma margen operativo con revenue growth) anotaron 155%, casi fuera del mapa. Al trimestre pasado era del 145% y un año atrás del 94%. Terminaron el trimestre con USD 9.2B en cash sin deudas. Guidance para el 3Q26: - Revenue USD 2.16B - Ganancia operativa USD 1.29B Guidance para el FY26: - Revenue USD 8.15B - Ganancia operativa USD 4.9B - FCF de USD 4.5-4.7B Impresionantes números.

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