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Nosebleed Valuation vs. Exceptional Results (Yet Again): Recapping Palantir’s Actuals vs. Consensus

A full breakdown of results in Consensus context alongside our setup framework

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Consensus Media
Nov 02, 2026
∙ Paid

Palantir continues to blow away sell-side expectations that have been playing catchup for years now. Take a look at this upside from top to bottom and in the forward periods:

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