Palantir Technologies (PLTR) will release its first-quarter 2026 financial results after the market closes on May 4, 2026.

Wall Street consensus projects quarterly revenue of approximately $1.54 billion. This forecast represents a 74% increase in year-over-year revenue. Analysts expect the company to report earnings per share of $0.28.

Investors are monitoring the US commercial segment for signs of accelerating Artificial Intelligence Platform (AIP) adoption. The company reported a 137% surge in US commercial revenue during the previous quarter. Markets remain focused on whether Palantir will adjust its full-year 2026 revenue guidance of $7.18 billion to $7.19 billion.

The options market is currently pricing in a potential 10% share price movement following the announcement.