Investment Thesis Palantir is positioning itself as a foundational AI deployment layer for governments and regulated industries. Unlike model providers or infrastructure hyperscalers, Palantir integrates AI into live operational workflows, with security controls, compliance guardrails, and auditability embedded into the platform.Read more
Company Overview Founded in 2003 by Peter Thiel, Alex Karp, Stephen Cohen, Joe Lonsdale, and Nathan Gettings, Palantir Technologies emerged from the shared vision of transforming how data could be used to solve complex problems. Peter Thiel, a co-founder of PayPal and a prominent venture capitalist, brought his knack for identifying transformative opportunities.Read more
Palantir’s journey into 2026 is the story of a "Black Box" defense contractor that successfully transformed into the central nervous system of the global enterprise. Once whispered about in the halls of intelligence agencies, the company’s Artificial Intelligence Platform (AIP) has moved from secretive government basements to the front lines of heavy industry and sovereign AI alliances.Read more
Unique “boots on the ground” software integration strategy by deploying engineers on site to ensure adoption and synergies are achieved. This is also accomplished through the 500+ AIP bootcamps offered by Palantir to ensure operational on-boarding and user engagement.Read more
To Understand this stock and its potential valuation, one needs to also understand Military Maths. I won't go into huge detail - but the likes of Lanchaster and Helmbold have built models to try and explain how they would expect battles to pan out given force sizes and capability.Read more
The fundamental business is growing good and may continue to do so but what is bewildering is the growth in the share price which is completely detached from the fundamentals. Even taking lofty valuation priced for perfection, the stock appears overvalued.Read more
Given the valuation data provided, and drawing from broader market sentiment and historical trends, here's an analysis of Palantir Technologies Inc. including potential market risks: Valuation Analysis 1.Read more
Key Takeaways While government contracts were historically Palantir's primary revenue source, commercial adoption driven by AIP workshops is set to overtake revenue growth and become the largest segment. Palantir’s value-based pricing model allows the company to generate high margins and reinvest in product development.Read more
Many don't understand the importance of Palantir, specially witch such young and unstoppable sector such as the revolutionary AI craze that has branched out and all continue to do so, specially when it comes to weapons and what such a great company that has no competition such as Palantir that offers many of its clients defense Palantir's customers include: Government agencies The US Department of Defense, US Air Force, US Department of Homeland Security, and the National Geospatial-Intelligence Agency Large businesses Amazon Services, AT&T, United Airlines, CVS Health, BP, Stellantis USA, Rio Tinto, and General Mills Other companies Morgan Stanley, Merck KGaA, Airbus, Wejo, Lilium, PG&E, Fiat Chrysler Automobiles, Origin Energy, and Aramark Palantir's software is used for data integration and analysis, and for continuous integration/continuous delivery (CI/CD). The company's relationship with the CIA began when it sold its software to help detect roadside bombs in the wars in Iraq and Afghanistan.Read more
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. It provides Palantir Gotham integrates with other platforms for defense offerings which enables users to see, understand, and act in the modern battlespace; operations centers to the tactical edge; integrating data from domains and sensors in near real-time; and situational awareness and accelerating operational decision-making, as well as facilitates the hand-off between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform. The company 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 that provides unified access to open-source, self-hosted, and commercial large language models (LLMs) 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 Aventura, Florida.
