Palantir Technologies Inc. Website

Palantir Technologies Inc.

NasdaqGS-PLTR

Company Overview

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally. The company provides Palantir Gotham, a software platform which enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform. It also offers Palantir Foundry, a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place. In addition, it provides Palantir Apollo, a software that delivers software and updates across the business, as well as enables customers to deploy their software virtually in any environment; and Palantir Artificial Intelligence Platform (AIP) that provides unified access to open-source, self-hosted, and commercial large language models (LLM) that can transform structured and unstructured data into LLM-understandable objects and can turn organizations' actions and processes into tools for humans and LLM-driven agents. The company was incorporated in 2003 and is headquartered in Denver, Colorado.

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    Palantir Technologies Inc.

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  • Website

    www.palantir.com

  • Sector

    Software

  • Year Founded

    2003

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Bulls Say

  • Palantir has developed the premier AI software, primed to take advantage of the trend toward digitization and automation. AI software maintains a strategic position on the AI-value chain.

  • Palantir's ontological framework and AI orchestration allow for the democratization of machine learning. Its software is useful to employees at all levels of a business to drive efficiency enhancements.

  • The new boot camp-style sales effort has allowed Palantir to achieve rapid growth in the US commercial segment. The US commercial business has a large total addressable market.

Bears Say

  • Palantir’s end markets are confined to entities that coalesce with Western ethos. This caps the total addressable market.

  • The decreasing cost of AI inference and the convergence of LLMs will result in lower barriers to entry in the AI decision-making software industry that Palantir currently dominates.

  • Palantir’s dual-class share structure opens the door for overzealous noncore investment opportunities without common shareholders' checks and balances.

Source: Morningstar Analysis - Nov 04, 2025

What's happening

Nov 15, 2025 - Dec 17, 2025

Palantir Technologies Inc: Strong Month Driven by Strategic Partnerships and Contract Renewals

  • Palantir renewed a significant three-year contract with France’s domestic intelligence agency, DGSI, enhancing its security capabilities.
  • The company secured a partnership with the U.S. Navy to modernize shipbuilding processes through AI integration, supported by $448 million in funding.
  • Despite some bearish sentiments regarding insider selling and high valuations, Palantir's revenue growth remains robust at 63% year-over-year.

Over the past month, Palantir Technologies Inc (PLTR) has shown a positive price movement of 5.3%, significantly outperforming the S&P 500's return of 1.3% by 3.9%. This performance is particularly notable as it reflects an impressive outperformance against the Information Technology sector (XLK), where PLTR exceeded sector returns by 55.8%. The stock's upward trajectory has been influenced by various developments including substantial contract renewals and strategic partnerships that have bolstered investor sentiment.

A key highlight was the announcement on December 15th regarding a three-year renewal of Palantir’s contract with France’s domestic intelligence agency, DGSI. This extension emphasizes Palantir's commitment to enhancing security capabilities for critical national operations as France prepares for major events like the upcoming Olympic Games in Paris. Additionally, social media discussions indicated strong interest from both new and existing clients following recent customer engagements that showcased the effectiveness of Palantir’s software solutions.

The company also established a significant partnership with the U.S. Navy under its ShipOS initiative earlier in December, aimed at modernizing shipbuilding processes through AI integration backed by $448 million in funding. Initial pilot projects reported remarkable efficiency improvements which further solidified Palantir's reputation within government contracts and military applications.

However, not all news was favorable; there were concerns surrounding insider selling activities involving key executives along with apprehensions about high valuations amidst broader market pressures affecting technology stocks generally. Analysts expressed mixed views on PLTR’s future growth potential due to these valuation concerns while acknowledging its robust revenue growth—63% year-over-year—as highlighted during earnings calls.

Despite facing scrutiny over its valuation metrics and negative commentary from prominent investors like Michael Burry regarding potential declines similar to past tech collapses, PLTR demonstrated resilience through strategic collaborations aimed at expanding its operational footprint across various sectors including defense and commercial industries.

NasdaqGS:PLTR