Multiple Companies Announce Earnings on August 3

Palantir (PLTR) kicks off a heavy earnings stretch with its Q2 2026 report after the close on August 3, with analyst price targets implying as much as 60% upside. AMD, Waters Corporation, Cummins, and Caterpillar follow with their own reports the next day, August 4, making the first week of August one of the busiest earnings weeks of the quarter.

Monday, August 3 marks the start of one of the busiest earnings stretches of the quarter, though most of the named companies actually cluster into August 4 rather than August 3 itself. PLTR is the headline name reporting today, after the market close, with Wall Street price targets, including Oppenheimer's $200 target, implying roughly 60% upside from current levels.

The following day, August 4, brings a wave of additional reports. AMD reports after the close, with consensus looking for adjusted EPS near $1.61 on revenue around $11.3 billion, up roughly 46% year over year. Analysts will be watching closely given AMD's stretched valuation relative to the sector, since a disappointing print would make a premium multiple harder to justify.

Also reporting on August 4 are Waters Corporation, with analysts modeling EPS of roughly $3.01 on revenue near $1.62 billion, industrial engine maker Cummins, with consensus near $7.33 EPS on about $9.33 billion in revenue, and heavy-equipment maker Caterpillar. Together with Palantir and AMD, the four names span technology, industrials, and life-sciences instrumentation, giving investors a cross-section read on both AI infrastructure demand and broader industrial activity.

What to watch: whether Palantir's report validates its premium AI-software valuation, whether AMD's data-center GPU revenue accelerates enough to support a 54-times-forward-earnings multiple, and whether Cummins and Caterpillar's results point to steady or softening industrial demand heading into the back half of 2026.

Multiple Companies Announce Earnings on August 3

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