Palantir raises U.S. commercial guidance to 143% as enterprise AI demand fuels revenue surge

The AI software powerhouse accelerated its full-year outlook following a third quarter defined by triple-digit growth in its domestic commercial business.

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Primary source: Palantir Technologies

A glowing Palantir sign stands beside a glass building, with a drone overhead and an armored vehicle at sunset.

Palantir continues to outrun the narrative of cooling enterprise AI spending, posting 96% year-over-year revenue growth for the third quarter of 2026. The performance was anchored by an explosive acceleration in the U.S. commercial segment, which surged 148% compared to the same period last year, signaling that the companies' Artificial Intelligence Platform (AIP) is successfully moving from pilot programs to large-scale enterprise deployment.…

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