u/value_vic
Rule of 40 at 155% is genuinely absurd for a company this size, valuation debate aside
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93% revenue growth, Rule of 40 score of 155%... at this multiple? 🚀🚀🚀
$PLTR Q2 2026: revenue $1.935B, +93% YoY, +19% QoQ. US commercial revenue +149% YoY to $764M. Raised FY26 guidance to $8.15-8.16B (80% growth) and lifted US commercial guidance to 134%+ growth. Rule of 40 score of 155%, $1.22B adjusted FCF, GAAP net income over $1B. The business is executing at a level almost nobody else in software is right now. Doesn't mean the stock isn't priced for all of this and more — but calling the growth fake at this point is just not looking at the print.
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