{"id":12183,"date":"2026-11-03T13:50:28","date_gmt":"2026-11-03T12:50:28","guid":{"rendered":"https:\/\/mumak.me\/?p=12183"},"modified":"2026-11-03T17:05:49","modified_gmt":"2026-11-03T16:05:49","slug":"alphabet-position-further-increased-2","status":"publish","type":"post","link":"https:\/\/mumak.me\/en\/portfolio-updates\/company-update\/alphabet-position-further-increased-2\/","title":{"rendered":"Palantir \u2013 Q3 2026 Earnings Update"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"12183\" class=\"elementor elementor-12183 elementor-12182\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e1ac738 e-flex e-con-boxed e-con e-parent\" data-id=\"e1ac738\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b8e9f5a elementor-widget elementor-widget-text-editor\" data-id=\"b8e9f5a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\"><strong>Palantir Technologies<\/strong> achieved strong revenue growth in the third quarter of 2026. Nevertheless, the stock reacted with price losses following the release of the results.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e410360 elementor-widget elementor-widget-gn_tradingview_chart\" data-id=\"e410360\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"gn_tradingview_chart.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <div class=\"gn-tv-widget gn-tv-widget--chart\" style=\"--gn-tv-height: 450px; --gn-tv-min-height: 450px;\" data-gn-tv-type=\"symbol-overview\" data-gn-tv-config=\"{&quot;lineWidth&quot;:2,&quot;lineType&quot;:0,&quot;chartType&quot;:&quot;area&quot;,&quot;showVolume&quot;:true,&quot;fontColor&quot;:&quot;rgb(106, 109, 120)&quot;,&quot;gridLineColor&quot;:&quot;rgba(46, 46, 46, 0.06)&quot;,&quot;volumeUpColor&quot;:&quot;rgba(34, 171, 148, 0.5)&quot;,&quot;volumeDownColor&quot;:&quot;rgba(247, 82, 95, 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    \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9a58f06 e-flex e-con-boxed e-con e-parent\" data-id=\"9a58f06\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f904adb elementor-widget elementor-widget-html\" data-id=\"f904adb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t\n<style>\/* MUMAK Finanzkennzahlen *\/\n.mumak-financial {\n  --navy: #29485A;\n  --gold: #C89B50;\n  --cream: #FAF7F2;\n  --line: #E5E7E8;\n  font-family: inherit;\n  color: var(--navy);\n  max-width: 100%;\n  margin: 28px 0;\n}\n\n.mumak-financial * {\n  box-sizing: border-box;\n}\n\n.mumak-financial .mf-header {\n  border-left: 4px solid var(--gold);\n  padding-left: 17px;\n  margin-bottom: 22px;\n}\n\n.mumak-financial .mf-eyebrow {\n  color: var(--gold);\n  font-size: 11px;\n  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text-align: right;\n}\n\n.mumak-financial table tbody td {\n  padding: 13px 15px;\n  border: 0;\n  border-bottom: 1px solid var(--line);\n  vertical-align: middle;\n  font-variant-numeric: tabular-nums;\n}\n\n.mumak-financial table tbody tr:nth-child(even) {\n  background: #FAFAF9;\n}\n\n.mumak-financial table tbody tr:last-child td {\n  border-bottom: 0;\n}\n\n.mumak-financial .mf-amount {\n  font-weight: 600;\n}\n\n.mumak-financial .mf-outlook {\n  background: var(--cream);\n  border: 1px solid #EAE4DB;\n  border-left: 4px solid var(--gold);\n  border-radius: 8px;\n  padding: 22px;\n  margin-top: 8px;\n}\n\n.mumak-financial .mf-outlook-title {\n  font-size: 18px;\n  font-weight: 700;\n  margin: 0 0 18px;\n}\n\n.mumak-financial .mf-forecast {\n  display: grid;\n  grid-template-columns: repeat(2, minmax(0, 1fr));\n  gap: 18px;\n}\n\n.mumak-financial .mf-forecast-label {\n  display: block;\n  font-size: 12px;\n  color: #66747D;\n  margin-bottom: 7px;\n}\n\n.mumak-financial .mf-forecast-value {\n  display: block;\n  font-size: clamp(17px, 2.4vw, 23px);\n  font-weight: 700;\n  line-height: 1.3;\n  overflow-wrap: anywhere;\n}\n\n.mumak-financial .mf-source {\n  margin-top: 15px;\n  font-size: 11px;\n  line-height: 1.6;\n  color: #758087;\n}\n\n\/* Mobile Darstellung *\/\n@media (max-width: 767px) {\n  .mumak-financial .mf-kpis {\n    grid-template-columns: repeat(2, minmax(0, 1fr));\n    gap: 9px;\n  }\n\n  .mumak-financial .mf-kpi {\n    padding: 15px 11px;\n  }\n\n  .mumak-financial .mf-forecast {\n    grid-template-columns: 1fr;\n    gap: 17px;\n  }\n\n  .mumak-financial .mf-outlook {\n    padding: 18px 15px;\n  }\n\n  .mumak-financial table {\n    font-size: 12px;\n  }\n}\n<\/style><section class=\"mumak-financial\" lang=\"de\" aria-label=\"Palantir Finanzkennzahlen Q3 2026\"><!-- \u00dcBERSCHRIFT --><div class=\"mf-header\"><div class=\"mf-eyebrow\">Finanzergebnisse<\/div><h2 class=\"mf-title\">Q3 2026 im \u00dcberblick\n    <\/h2><p class=\"mf-subtitle\">Palantir Technologies | Drittes Quartal 2026\n    <\/p><\/div><!-- WICHTIGSTE KENNZAHLEN --><div class=\"mf-kpis\"><div class=\"mf-kpi\"><span class=\"mf-value\">2,31 Mrd. USD<\/span><span class=\"mf-label\">Umsatz<\/span><span class=\"mf-detail\" style=\"color: #27845B; font-weight: 600;\">+96 % zum Vorjahr\n<\/span><\/div><div class=\"mf-kpi\"><span class=\"mf-value\">47 %<\/span><span class=\"mf-label\">Operative Marge<\/span><span class=\"mf-detail\">GAAP<\/span><\/div><div class=\"mf-kpi\"><span class=\"mf-value\">62 %<\/span><span class=\"mf-label\">Bereinigte operative Marge\n      <\/span><span class=\"mf-detail\">Non-GAAP<\/span><\/div><div class=\"mf-kpi\"><span class=\"mf-value\">1,22 Mrd. USD<\/span><span class=\"mf-label\">Bereinigter Free Cashflow\n      <\/span><span class=\"mf-detail\">53 % Marge<\/span><\/div><\/div><!-- FINANZTABELLE --><h3 class=\"mf-section-title\">Finanzkennzahlen im Detail\n  <\/h3><div class=\"mf-table-wrap\" role=\"region\" aria-label=\"Tabelle der Finanzkennzahlen\" tabindex=\"0\"><table><thead><tr><th scope=\"col\">Kennzahl<\/th><th scope=\"col\">Betrag<\/th><th scope=\"col\">Marge<\/th><\/tr><\/thead><tbody><tr><td>Operatives Ergebnis<\/td><td class=\"mf-amount\">1.084,8 Mio. USD<\/td><td>47 %<\/td><\/tr><tr><td>Bereinigtes operatives Ergebnis<\/td><td class=\"mf-amount\">1.426,8 Mio. USD<\/td><td>62 %<\/td><\/tr><tr><td>Operativer Cashflow<\/td><td class=\"mf-amount\">1.204,6 Mio. USD<\/td><td>52 %<\/td><\/tr><tr><td>Bereinigter Free Cashflow<\/td><td class=\"mf-amount\">1.216,1 Mio. USD<\/td><td>53 %<\/td><\/tr><tr><td>Nettogewinn\n          <\/td><td class=\"mf-amount\">1.128,0 Mio. USD<\/td><td>49 %<\/td><\/tr><tr><td>Bereinigter Nettogewinn\n          <\/td><td class=\"mf-amount\">1.142,3 Mio. USD<\/td><td>\u2014<\/td><\/tr><tr><td>Bereinigtes EBITDA<\/td><td class=\"mf-amount\">1.433,9 Mio. USD<\/td><td>62 %<\/td><\/tr><tr><td>Verw\u00e4ssertes Ergebnis je Aktie\n            (GAAP)\n          <\/td><td class=\"mf-amount\">0,44 USD<\/td><td>\u2014<\/td><\/tr><tr><td>Bereinigtes verw\u00e4ssertes\n            Ergebnis je Aktie\n          <\/td><td class=\"mf-amount\">0,44 USD<\/td><td>\u2014<\/td><\/tr><\/tbody><\/table><\/div><!-- AUSBLICK --><div class=\"mf-outlook\"><h3 class=\"mf-outlook-title\">Ausblick auf Q4 2026\n    <\/h3><div class=\"mf-forecast\"><div><span class=\"mf-forecast-label\">Erwarteter Umsatz\n        <\/span><span class=\"mf-forecast-value\">2,649\u20132,653 Mrd. USD\n        <\/span><\/div><div><span class=\"mf-forecast-label\">Erwartetes bereinigtes\n          operatives Ergebnis\n        <\/span><span class=\"mf-forecast-value\">1,640\u20131,644 Mrd. USD\n        <\/span><\/div><\/div><\/div><!-- QUELLENANGABE --><p class=\"mf-source\">Quelle: Palantir Technologies,\n    Quartalsbericht Q3 2026.\n  <\/p><\/section>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5888df6 elementor-widget elementor-widget-text-editor\" data-id=\"5888df6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Strong growth in the US business<\/h3><p>Quarterly revenue rose 96% year-over-year to $2.31 billion. The commercial US business developed especially dynamically, growing 148% to $984 million. For the first time, this segment surpassed revenue from US government customers.<\/p><p>Adjusted operating income reached $1.43 billion, representing a margin of 62%. Adjusted free cash flow came in at $1.22 billion. For the full year, Palantir raised its revenue guidance to $8.53 to $8.534 billion.<\/p><h3>Chart Analysis: Price Pressure Despite Record Results<\/h3><p>The stock closed at $178.34 on November 2, down 3.13% from the previous day. On November 3, Palantir traded temporarily around 6% lower at $167.66 in pre-market trading.<\/p><p data-pm-slice=\"1 1 []\">This intensified the short-term correction. Compared to its recent 52-week high of $212.94, the stock had already lost about 16% by the closing price on November 2.<\/p><h3 data-pm-slice=\"1 1 []\">Significance for the UMBRELLA Strategy<\/h3><p>The operational development confirms strong demand for Palantir&#8217;s AI platforms. At the same time, the total contract value of new deals only increased by 6% year-over-year, raising questions about further growth momentum.<\/p><p>For the <strong>UMBRELLA Strategy<\/strong>, Palantir remains a significant representative of the AI segment. The development of new contract signings and the stabilization of the short-term price chart are now crucial.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4e31745 e-con-full e-flex e-con e-child\" data-id=\"4e31745\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d6e245 elementor-widget elementor-widget-text-editor\" data-id=\"8d6e245\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\"><span style=\"color: #003366;\"><span style=\"color: #b58a2a;\"><strong>Key takeaway: <\/strong><\/span>Palantir impresses with 96% revenue growth and raised full-year guidance. Despite strong business figures, the stock is coming under pressure amid high valuation expectations.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Palantir reports 96% revenue growth and raises its full-year guidance. Yet the stock reacts with price losses. A look at the numbers and the chart.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[151],"tags":[344,352],"aktie":[],"class_list":["post-12183","post","type-post","status-publish","format-standard","hentry","category-company-update","tag-palantir","tag-technology-stocks"],"acf":[],"_links":{"self":[{"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/posts\/12183","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/comments?post=12183"}],"version-history":[{"count":10,"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/posts\/12183\/revisions"}],"predecessor-version":[{"id":12257,"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/posts\/12183\/revisions\/12257"}],"wp:attachment":[{"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/media?parent=12183"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/categories?post=12183"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/tags?post=12183"},{"taxonomy":"aktie","embeddable":true,"href":"https:\/\/mumak.me\/en\/wp-json\/wp\/v2\/aktie?post=12183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}