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 ...
That’s perhaps doubly true, given France’s skepticism. The country has spent years looking for alternative defense AI ...
16 天on MSN
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.
The US Navy is turning to Palantir Technologies Inc. as part of its years-long effort to speed up submarine production, in a bet that the company’s analytics capabilities can better expose ...
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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