I estimate that current remaining performance obligations (or cRPO) cover only 24% of Q3 revenue guidance ($1.085B), meaning 76% depends on cancelable sub-12-month contracts. That said, I remain ...
In an age where information moves at the speed of a click, the U.S. Army Southern European Task Force, Africa (SETAF-AF) public ...
Palantir CEO Alex Karp’s description of the company’s quarterly earnings in August 2025 as “once in a generation” wasn’t far-fetched. It surpassed $1 ...
Palantir’s (PLTR) eye-catching stock performance (up 146% year-to-date) often makes us forget that much of its real progress ...
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Palantir (PLTR) in Focus After Winning $448M U.S. Navy Contract, Analyst Holds Market Perform
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching Closely. On December 10, William Blair analyst Louie DiPalma reiterated a Market Perform rating on the stock.
Per Reuters, an internal Army CTO memo flagged the NGC2 prototype (Anduril is prime; partners include Palantir (PLTR), Microsoft (MSFT), etc.) as “very high-risk” with “fundamental security” issues.
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Palantir just scored a deal to build nuclear submarines. Should you build a position in ...
Palantir Technologies (PLTR) recently landed one of its most significant defense contracts yet as the U.S. Navy tapped the software firm to overhaul submarine production through artificial ...
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