Long Palantir signal by mansur sani (Natata)

Palantir reported Q2 2026 EPS of $0.41 vs. $0.33 expected, with revenue surging 93% YoY to $1.94B — a ninth consecutive beat. U.S. commercial revenue exploded 149% YoY to $764M and remaining deal value more than doubled to $6.24B. Management raised full-year U.S. commercial revenue guidance to 'in excess of $3.42B' from $3.22B prior. Stock already surged 29% on Aug 4 but is digesting gains near $158; upward estimate revisions and institutional re-rating momentum support continuation into the wee