Palantir’s (PLTR) scorching streak simply received a model new tailwind.
The inventory has been a standout performer this 12 months, surging to new all-time highs as buyers proceed to salivate over AI infrastructure winners. The momentum has been fueled by a mixture of real-world deployments and rising use instances throughout the protection and enterprise stacks.
On the similar time, Palantir’s potent authorities engine continues widening its lead.
Businesses have been flocking to its sturdy platforms to fuse information, pace up decision-making, and tighten networks. Equally, industrial gamers are following an an identical playbook, leaning exhausting on AI to bump productiveness whereas taming prices on the similar time.
And now, a brand new signature provides some critical muscle to Palantir’s head-turning authorities phase.
On Oct. 27, Palantir executed a serious protection AI pact, one with main long-term implications for its broader AI conflict footing, which is more likely to grow to be a large on-ramp to Palantir’s subsequent leg increased.
Palantir CEO Alex Karp and Poland’s Protection Minister Władysław Kosiniak-Kamysz signal a letter of intent to broaden cooperation in AI and cybersecurity.
Picture supply: Morris/Bloomberg by way of Getty Photos
Palantir’s Poland pact crops one other flag in Europe’s protection AI
Poland simply put Palantir on pace dial.
On Oct. 27, Protection Minister Władysław Kosiniak-Kamysz and CEO Alex Karp signed a letter of intent in Warsaw to successfully strengthen their cooperation throughout information integration, AI, and cybersecurity. Naturally, the event provides one other layer to Palantir’s already-illustrious development story on NATO’s jap flank.
The settlement is basically an LOI at this level, which tees up workstreams and procurement pathways with Poland’s Ministry of Nationwide Protection. This information follows a separate PGZ-Anduril collaboration on cruise missiles, highlighting Warsaw’s broader modernization push in protection.
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It’s additionally price noting that Poland is amongst NATO’s largest spenders relative to its GDP, planning to allocate practically 4.8% to 5% of its GDP to protection.
For Palantir, the federal government has been the crucial development engine. For example, in Q2 2025:
- Whole income:$1.004 billion (up 48% 12 months over 12 months)
- Authorities income:$553 million (up 49% 12 months over 12 months), forming 55% of the whole
Why Poland settlement is important for Palantir
The highly effective new protection pact throws higher weight behind Palantir’s rising European footprint, following NATO’s adoption of its Maven Sensible System.
It additionally underscores the energy in Palantir’s AI know-how to successfully scale from pilot to full deployment. On high of that, it constructed on July’s $10 billion U.S. Military enterprise deal, providing Palantir multi-year visibility domestically whereas opening up new alternatives abroad.
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Although the deal isn’t shifting numbers but, it reinforces the theme of small pilots changing into high-margin, multi-year contracts fueling growth whereas decreasing Palantir’s reliance on U.S. protection spending.
Takeaways on Palantir-Poland deal:
- Poland deal provides momentum: Palantir signed an LOI with Poland’s Protection Ministry to broaden AI, information, and cybersecurity cooperation.
- Massive budgets in play: Poland plans to spend 4.8% to five% of GDP on protection, paving the best way for a fertile floor for long-term AI contracts.
- Earnings elevate: With authorities gross sales leaping 49% YOY, changing this LOI will gas sustained growth whereas diversifying Palantir past U.S. protection income.
Chris Versace hikes Palantir goal to $220 on defense-fueled AI surge
Chris Versace isn’t accomplished betting on Palantir’s unmatched AI surge.
The veteran fund supervisor of TheStreet Professional portfolio simply bumped hisvalue goal on Palantir Applied sciences to $220 from $205, on the again of a number of new indicators that the AI software program large’s story is gaining much more altitude.
The value goal improve comes with guardrails, although, together with a panic level that’s lifted to $150 (from $145) together with a pickup level to $172 (from $160). A number of information factors point out an acceleration in AI adoption throughout each industrial and authorities sectors.
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Nevertheless, for Palantir, the catalysts are much more particular.
On Oct. 27, it inked an LOI with Poland’s Protection Ministry, a transfer that anchors Palantir deeper into NATO’s jap entrance. Additionally, with Poland’s protection outlays at an eye-popping 4.8% to five% of GDP, the deal will probably be a significant long-term income driver.
Additionally, there’s the huge $200 million multi-year cope with Lumen Applied sciences, together with a contemporary partnership with Snowflake, which collectively broaden Palantir’s attain throughout each stacks.
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