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PLTRDefence IT

Palantir Technologies

AI-first defence and intelligence platform. Gotham serves IC/DoD. Foundry targets commercial. AIP (Artificial Intelligence Platform) is the fastest-growing product driving government AI adoption.

$87.42
$2.72 (+3.21%)

◆ KEY PROGRAMS

Gotham (IC/DoD)Foundry (Commercial)AIP (AI Platform)TITAN (Army)Maven Smart SystemCDAO Partnership

◆ RECENT CONTRACTS

Army TITAN Contract Extension

US Army · 2026-03-18
$480M

CDAO AI/ML Framework

DoD CDAO · 2026-01-15
$250M

NHS England Digital Twin

UK MoD / NHS · 2025-11-30
$120M

◆ RELATED SIGNALS (10)

Sector Update: Tech Stocks Rise Late Afternoon

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The Costly Mistake Investors Are Making With Palantir Technologies Stock

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Artificial Intelligence Platform Quietly Transforming PLTR's Business

PLTR's recent pullback may be overshadowing Palantir's rapid evolution into an operational AI leader across defense, healthcare, and logistics.

Palantir NHS Data Access Concerns Test Privacy Controls And Contract Prospects

Reports indicate external contractors working on an NHS England data platform, including staff linked to Palantir (NasdaqGS:PLTR), had broad access to identifiable patient data. Internal NHS briefings reportedly described this access as "unlimited" for some external personnel involved in the project. The situation is raising questions about privacy controls, data governance and oversight of third party access to sensitive health records. Palantir, known for data analytics platforms used by...

Big tech earnings reinforce strength of AI demand across chips, cloud and software: Wedbush

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President Trump's Golden Dome Missile Shield Just Got $3.2 Billion Bigger

Space Force is enlisting a dozen space companies to fortify the "Golden Dome."

Circle Internet Stock Is Up 68% in 2026: Is It Outperforming Other Crypto Stocks Like Strategy and Bitmine?

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Stock Market Today: Dow Up; Intel Gain Reaches 260%; Dividend Play Tests Entry (Live Coverage)

The Dow Jones index is steady on the stock market today after President Trump rejects an Iran proposal. Intel and Micron are winners.

◆ GEOPOLITICAL HEADWINDS (3)

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

US-China Chip Export Controls Tightened — ASML Restrictions Expanded

SEV 6

Commerce Dept expands entity list. ASML barred from servicing DUV systems in China. Beijing retaliates with rare earth export controls.

NATO Baltic Shield: Largest Cyber Exercise Tests Grid Defense

SEV 5

NATO conducts "Locked Shields 2026" with 38 nations. Focus on energy grid and financial system resilience. CRWD provides red team support.

◆ FINANCIALS

Revenue$3.2B
Ebitda$680M
Backlog$4.8B
P/E Ratio198.5
Div Yield0%

◆ RISK FACTORS

Valuation compression risk
Government budget dependency
Competition from Anduril/Scale AI
Stock-based compensation dilution

◆ RELATED

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH
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