PLTRDefence Tech / AI

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 (0)

No recent signals for this contractor.

◆ GEOPOLITICAL HEADWINDS (2)

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.

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

AXON CRWD NVDA IONQ

◆ 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