How Palantir’s New Army Supply Chain Partnership Could Influence the PLTR Investment Case

• In November 2025, Exiger announced it had partnered with Palantir Technologies to deliver an integrated AI-driven supply chain and risk management capability for the U.S. Army, combining Palantir’s AI platform with Exiger’s supply chain analytics under a multi-million-dollar contract.
• This collaboration showcases how Palantir’s technology is being leveraged to enhance military readiness and operational efficiency by integrating real-time data intelligence into key defense infrastructure.
• We'll explore how Palantir’s expanded defense partnerships, especially its integration into Army supply chain operations, shape its investment narrative.

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What Is Palantir Technologies' Investment Narrative?

Being a Palantir Technologies shareholder often means buying into a long-term vision of AI transforming large-scale operations, particularly in critical sectors like defense and government. The latest partnership with Exiger and the resulting U.S. Army contract support Palantir’s reputation for delivering real-world solutions in defense infrastructure, potentially reinforcing short-term catalysts centered on government demand for resilient, AI-driven supply chains. While this client win sharpens Palantir’s relevance in military readiness and may help maintain momentum in public sector contract wins, its impact on immediate financial results may be less material, considering the company’s already robust government pipeline. On the risk side, nothing about the deal addresses major concerns like Palantir’s high valuation or the pressures of scaling commercial adoption and defending sensitive government contracts amid intense competition. Still, recent news highlights how crucial ongoing execution is to the story.

But keep in mind, high valuation remains a concern investors should be aware of. Palantir Technologies' shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.

Exploring Other Perspectives

Across 156 individual fair value estimates in the Simply Wall St Community, opinions span from US$66 to nearly US$700 per share. As you consider these widely differing views, note that current concerns include competition and contract security, both of which can impact company performance regardless of calculated valuation. Explore these diverse insights to understand the full range of market expectations.

Explore 156 other fair value estimates on Palantir Technologies - why the stock might be worth less than half the current price!

Build Your Own Palantir Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Palantir Technologies research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Palantir Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Palantir Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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