Palantir's NATO Deal Boosts Stock and Solidifies AI's Role in Military Operations

Palantir's big AI deal with NATO makes the stock 'simply irresistible'

NATO announced Monday it had finalized a deal to use the Palantir Maven Smart System, which uses AI and data analysis to recommend targets to prioritize during battle. That has analysts singing the stock's praises. Louie DiPalma, analyst at William Blair, called Palantir -- which makes software for big-data firms and the military -- "simply irresistible" in a note on Monday. DiPalma wrote that "Palantir's combination of revenue growth (31% guidance for 2025) and operating margin (45% for 2025) ranks among the highest in all software." The firm, he pointed out, grew its revenue by 50% from 2022 through 2024, a period during which its headcount only increased by 3%. Wedbush analyst Dan Ives, meanwhile, added in a Monday note that Palantir stands to benefit from a "tidal wave" of federal government spending on AI. The firm maintained its outperform rating for the stock. In addition to the NATO deal, Palantir's Maven system is also used by the U.S. military. Last year, the Denver-based firm signed a $480 million, five-year contract with the U.S. Combatant Commands and a $100 million deal with the U.S. Army, Navy, and Air Force. Terms of the deal with NATO were not disclosed. Palantir stock rose as much as 8% during Monday trading before settling at 4.5% by the afternoon. The tech-heavy Nasdaq, where Palantir trades, was up 0.3% during that time. Palantir has been one of the hottest tech stocks of 2025, rising 22.7% despite a wider market downturn. In February, Palantir reported revenue of $828 million for the fourth quarter of 2024 -- a 36% jump year over year. Revenue from the U.S. government grew 45%, while projections for sales and profit in 2025 both topped analysts' estimates.

Palantir Stock Is On Fire This Week, Outpacing Broader Markets: What's Going On? - Palantir Technologies (NASDAQ:PLTR)

Palantir Technologies Inc PLTR shares are rising on Tuesday despite a pullback in broader markets. The stock appears to be moving on continued momentum after the company announced that NATO acquired one of its AI-powered military systems. What Happened: Palantir shares surged on Monday after the company said in a social media post that it entered into a new partnership with NATO Allied Command Operations (ACO) to provide AI-enabled warfighting technology. The company's Maven Smart System is expected to empower warfighters to leverage AI in core military operations through a wide range of AI applications. "It will enhance intelligence fusion and targeting, battlespace awareness and planning, and accelerated decision-making," the company said. "Palantir is proud to equip NATO with cutting edge, AI-enabled technology that will help to safeguard the peace and security of the West." Check This Out: Palantir Goes Bullish After NATO's AI Buy: Is This The Future Of War, Wall Street? Wedbush's Dan Ives weighed in on Palantir following the announcement, noting that the company remains one of the firm's "top names to own." He called it a "major win" for Palantir that further validates the company's technology. Ives also said that Palantir continues to generate "unprecedented" traction for its entire portfolio of products across both government and commercial markets. Palantir also scheduled its upcoming earnings report this week. The company is now set to report first-quarter earnings after the market close on May 5. Analysts currently expect Palantir to report earnings of 13 cents per share and revenue of $863.94 million, per Benzinga Pro estimates. Last quarter, shares jumped to new all-time highs after Palantir smashed earnings estimates driven by strong U.S. revenue growth of 52% year-over-year. Palantir's customer count grew 43% year-over-year after closing 129 deals worth over $1 million during the quarter and 58 deals worth at least $5 million. "We are still in the earliest stages, the beginning of the first act, of a revolution that will play out over years and decades," Palantir CEO Alex Karp said in a letter to shareholders in January. PLTR Price Action: Palantir shares are up close to 29% year-to-date, and have rallied nearly 25% over the past five trading sessions. At publication time on Tuesday, the stock was trading at $98.63, last up about 6.48%, according to Benzinga Pro. Read Next: Stocks Edge Up On Strong Bank Earnings, Netflix Soars, Dollar Rebounds: What's Driving Markets Tuesday? Photo: Shutterstock. PLTRPalantir Technologies Inc$98.586.43%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum99.25Growth86.82Quality-Value2.60Price TrendShortMediumLongOverviewGot Questions? AskWhich defense contractors will benefit from NATO deals?How will AI military technology impact future investments?Are there alternative defense stocks to consider post-Palantir?What AI startups could emerge to compete with Palantir?Which government contracts may boost tech stocks next?How will Palantir's success affect defense spending trends?Could Palantir's growth influence investor confidence in tech?What commercial sectors could adopt Palantir's technology?How might military partnerships reshape tech investment strategies?Which stocks could rally alongside Palantir's earnings report?Powered ByMarket News and Data brought to you by Benzinga APIs

Palantir Stock Jumps 9% After NATO Adopts AI System For Military - Palantir Technologies (NASDAQ:PLTR)

NATO Communications and Information Agency (NCIA) and Palantir Technologies Inc PLTR on Monday announced that they had finalized the acquisition of the Palantir Maven Smart System NATO (MSS NATO) for employment within NATO's Allied Command Operations (ACO) on March 25. Financial terms of the deal remain undisclosed. Palantir stock gained Monday on the update. The MSS NATO capability empowers commanders and warfighters to leverage artificial intelligence (AI) safely and securely in core military operations. Also Read: Palantir CEO Becomes Top-Earning Tech Boss As AI Stock Soars 216%: Report By providing a common data-enabled warfighting capability to the Alliance, MSS NATO enhances intelligence fusion and targeting, battlespace awareness and planning, and accelerated decision-making through a wide range of AI applications. Through MSS NATO, SHAPE plans to accelerate the adoption of other novel capabilities being developed across the Alliance, demonstrating a strong and abiding partnership between the North American and European technology base. SHAPE is the military headquarters of ACO. The contract took just six months to complete. ACO will likely begin using the new system within the next 30 days. The move coincided with rising anxiety among European members over a potential US withdrawal after Trump threatened to stop protecting the continent pending a defense spending boost, the Financial Times reported. NATO is also striving to sustain China's development of AI military capabilities. The Financial Times cited federal records showing that Palantir has won more than $2.7 billion in U.S. government contracts since 2009, including over $1.3 billion from the Defense Department. Palantir stock surged over 300% over the past 12 months as the Street expects the company to benefit from the Trump administration's defense spending and commercial clients using its AI systems. The U.S. military already uses its version of Palantir's Maven technology, which was extended with a $99.8 million five-year contract last September. A similar system has also been used in Ukraine. CNBC's Jim Cramer recommended buying Palantir. Price Action: Palantir stock is up 9.29% at $96.65 at last check Monday. Read Next: Sony Raises PS5 Prices In Some Countries By Up To 25% In Anticipation Of Tariffs Image: Shutterstock PLTRPalantir Technologies Inc$95.537.88%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum99.28Growth86.83Quality-Value2.62Price TrendShortMediumLongOverviewGot Questions? AskWhich defense contractors might thrive with NATO's AI adoption?How will Palantir impact competition in military tech?What AI technologies could see increased demand post-NATO deal?Which European defense firms could benefit from NATO's focus on AI?How might Palantir's contracts influence its stock in the long term?Will NATO's AI strategy open doors for emerging tech startups?How could US defense spending surge impact related stocks?Which government contractors are poised for growth with NATO's move?What geopolitical tensions may affect defense investments?Could Palantir's technology lead to higher valuations in the sector?Powered ByMarket News and Data brought to you by Benzinga APIs

Palantir Goes Bullish After NATO's AI Buy: Is This The Future Of War, Wall Street? - Palantir Technologies (NASDAQ:PLTR)

Palantir Technologies Inc PLTR is flexing both its tech muscles and stock chart, jumping 9% after news broke that NATO has officially acquired its AI-enabled Maven Smart System NATO (MSS NATO) for military operations. For a stock already up 322% over the past year, it's a reminder that Palantir isn't just playing defense when it comes to data dominance. NATO's fast-tracked procurement of Palantir's system -- just six months from spec to signed deal -- is a tactical win in more ways than one. According to NCIA General Manager Ludwig Decamps, the deal will give NATO "customized state-of-the-art AI capabilities," enhancing everything from intelligence fusion to battlefield decision-making. The battlefield isn't the only place Palantir is gaining ground. Read Also: Jim Cramer: Cheesecake Factory Stock Is 'Darn Cheap,' Buying This Tech Stock Palantir Stock Chart: Mostly Bullish, But Not Without Caution Chart created using Benzinga Pro Technically speaking, Palantir stock is in bullish territory. The stock is trading above its five-, 20- and 200-day simple (SMA) and exponential moving averages (EMA), with the eight-day SMA ($84.28) and 20-day SMA ($87.03) both comfortably below the current price of $92.28 -- clear bullish signals. And that towering gap above the 200-day SMA ($59.29)? That's a long-term green flag. But it's not all smooth sailing. The 50-day SMA sits slightly above the current price at $92.64, which signals a technical bearish in that timeframe. Meanwhile, the MACD (moving average convergence/divergence) indicator sits at negative 0.35 -- another mild caution sign -- and the RSI (relative strength index) at 55.14 suggests we're neither overbought nor oversold. Translation: momentum's on Palantir's side, but it's not a free pass to chase. ETF Traders: Eyes On The AI Prize For investors looking for ETF plays to ride this AI-military wave, Global X Artificial Intelligence & Technology ETF AIQ or ARK Innovation ETF ARKK provide exposure to AI-forward companies like Palantir. Those betting on defense-tech convergence might consider iShares U.S. Aerospace & Defense ETF ITA for broader exposure. Palantir's latest NATO win gives new meaning to "data is the new weapon," and Wall Street seems to agree -- for now. The trend is bullish, the momentum is building and as NATO gears up for AI warfare, Palantir looks ready to keep winning both contracts and investors. Read Next: EXCLUSIVE: Tariff Uncertainty Turns Traders Cautious -- But Oil, Silver Might Be The Escape Hatch, Says Market Analyst Photo: Shutterstock PLTRPalantir Technologies Inc$92.484.44%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum99.28Growth86.83Quality-Value2.62Price TrendShortMediumLongOverviewAIQGlobal X Artificial Intelligence & Technology ETF$34.580.38%ARKKARK Innovation ETF$45.68-0.46%ITAiShares U.S. Aerospace & Defense ETF$150.360.84%Got Questions? AskWhich defense contractors could benefit from NATO's AI focus?How might Palantir's technology influence military budgets?What impact will NATO's deal have on defense tech stocks?Are there emerging tech firms that could rival Palantir?Which AI ETFs are gaining traction post-NATO deal?How will NATO's AI procurement change military spending patterns?What new partnerships could emerge in defense tech?Could Palantir's success lead to increased investor interest?How will global defense spending evolve with AI integration?What trends in government contracts could arise from this deal?Powered ByMarket News and Data brought to you by Benzinga APIs

Top Analyst Sees 'Unprecedented Traction' For PLTR Stock After NATO Agreement: 'Another Validation Sign' - Axon Enterprise (NASDAQ:AXON), Boeing (NYSE:BA)

Wedbush analyst Daniel Ives reiterated confidence in Palantir Technologies Inc.'s PLTR growth prospects after the software firm disclosed a deal with the North Atlantic Treaty Organization amid its growing "federal and commercial" portfolio. What Happened: Ives said in a X post that Palantir remains one of Wedbush's "top names," and the firm's deal with NATO presents an opportunity for the software maker to "capitalize on." He highlighted that the deal was "another validation sign" for the PLTR as it continues "to generate unprecedented traction for its entire portfolio across both federal and commercial." Meanwhile, Tom Nash, the co-founder of Stock MVP, said in a post, "People who still bet against $PLTR in 2025, should not be investing." Ives reshared Shay Boloor's post, a podcast host at Stockwits, who pointed out that the defense sector was "evolving" after the NATO and PLTR deal, which also uplifted all the defense stocks. However, the stocks were lower in premarket on Tuesday. See Also: Cathie Wood Says 'Shock Therapy' From Trump's Trade Moves May End Prolonged Economic Slump Why It Matters: On Monday, NATO and Palantir announced the completion of NATO's acquisition of the Palantir Maven Smart System NATO (MSS NATO) for deployment within Allied Command Operations (ACO). The deal was made on March 25. However, the financial terms were not disclosed. MSS NATO equips military commanders and warfighters with a secure artificial intelligence-powered platform for core operations. It enhances intelligence fusion, targeting, battlespace awareness, and planning, enabling faster decision-making through diverse AI applications. The Supreme Headquarters Allied Powers Europe (SHAPE) intends to leverage MSS NATO to accelerate the adoption of other advanced technologies developed across NATO, signifying a strong North American and European tech partnership. The U.S. military already utilizes Palantir's Maven technology, a system that was further supported by a $99.8 million five-year contract awarded last September. Price Action: PLTR rose 1.18% in premarket to $93.71 apiece, whereas Invesco QQQ Trust, Series 1 QQQ, the exchange-traded fund tracking the Nasdaq 100 index, was up 0.16% to $458.22. Benzinga Edge Stock Rankings indicate that PLTR has a weaker price trend over the short term, while it has stayed strong over the medium and long term. Its momentum ranking was solid at the 99.25th percentile, whereas its growth and value rankings were mixed; more details on the fundamentals are available here. Benzinga's analysis of 25 analysts shows a consensus "sell" rating for the stock, with an average price target of $69.98, ranging from $7.5 to $125. Recent ratings from DA Davidson, Loop Capital, and William Blair average $103, suggesting a 10.2% potential upside. Read Next: Charles Schwab Tells Investors To Prioritize 'Low Volatility, High Quality' Investments Amid Century-High Tariff Turmoil Image Via Shutterstock AXONAxon Enterprise Inc$573.00-0.32%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum96.28Growth90.00Quality-Value4.38Price TrendShortMediumLongOverviewBABoeing Co$154.00-3.31%GDGeneral Dynamics Corp$279.890.40%GEGE Aerospace$185.00-0.54%HWMHowmet Aerospace Inc$124.08-2.65%LHXL3Harris Technologies Inc$221.75-0.42%LMTLockheed Martin Corp$475.22-0.03%NOCNorthrop Grumman Corp$535.75-0.01%PLTRPalantir Technologies Inc$93.150.57%QQQInvesco QQQ Trust, Series 1$456.61-0.19%RTXRTX Corp$128.91-0.18%SPYSPDR S&P 500$537.79-0.25%TDGTransDigm Group Inc$1334.00-0.23%Got Questions? AskWhich defense contracts could surge post-NATO deal?How will Palantir's growth impact defense sector stocks?Which AI technologies will gain traction from NATO's deal?What investment strategies are best for defense stocks?How might Palantir's success influence software companies?Which ETFs should investors consider in defense?How will federal contracts affect Palantir's stock?Could NATO's partnership lead to increased military spending?What risks do investors face with PLTR?How will Palantir leverage its technology in commercial sectors?Powered ByMarket News and Data brought to you by Benzinga APIs

Palantir Stock Jumps on a Military Deal. Can the Stock Continue Its Momentum? | The Motley Fool

Winning military deals isn't new for Palantir Technologies (PLTR 6.27%). The U.S. government is its largest customer, with the Department of Defense (DOD) one of its biggest benefactors. However, Palantir's latest military deal isn't with the U.S. government; it's with NATO (North Atlantic Treaty Organization). That's a significant win and could help bolster the company's growth moving forward. Last year, Palantir saw strong revenue growth coming from both U.S. commercial customers and the U.S. government, which is its biggest customer. Where it wasn't as strong was in international markets. However, the NATO deal could be about to change things. The deal with NATO is for a version of Palantir's Maven Smart System, which uses artificial intelligence (AI) to help improve military intelligence, targeting, and strategic decision-making. The U.S. government deploys its own version of Maven under a five-year contract valued at nearly $100 million. The platform has also been used by Ukraine in its war with Russia. Maven can gather information from various sources, such as satellite imagery and drone footage, to track troop movements and offer tactical recommendations. The contract with NATO took just six months to complete and is expected to be operational within the next 30 days. It is one of NATO's quickest procurements. Terms of the deal were not disclosed, but based on the size of the U.S. deal, it is likely pretty large. With threats from President Donald Trump that the U.S. could leave NATO if other countries do not increase defense spending, the alliance and its European members have been rushing to beef up their military spending. This may allow Palantir to secure more contracts with NATO and European countries uncertain about U.S. support in conflicts. If this happens, international government growth could become the third leg of Palantir's growth drivers. Its biggest growth right now is coming from U.S. commercial customers, which are using its platform to identify problems where they can apply AI to provide actionable solutions. It's looking to be an AI operating system for its customers, with a focus on making AI actionable. Many of its commercial customers are testing concepts, offering significant growth potential as they move to real-world solutions. Meanwhile, the company saw renewed growth with the U.S. government, as its largest customer began to embrace the power of AI solutions. Revenue from the U.S. government grew 30% in 2024 and accelerated to grow by 45% in Q4. The company won several big contracts with the Pentagon in the process. With the U.S. government looking to become more efficient and save costs with DOGE (the Department of Government Efficiency), Palantir could be a winner, given that its solutions generally accomplish this. If the government decides to replace old inefficient IT systems with pricey maintenance costs with a more modern system, Palantir would be in line to be a beneficiary. The company's Gotham system is also strong at analyzing complex data and uncovering inefficiencies and fraud. Palantir co-founder Peter Thiel and CEO Alex Karp also reportedly have connections with Elon Musk and others within the administration. From a company performance and opportunity standpoint, Palantir is certainly a stock you want on your radar. However, investors need to pump the brakes a bit, given its frothy valuation. The stock trades at a forward price-to-sales (P/S) ratio of 48 times, which is still more than double what software-as-a-service (SaaS) stocks traded at during their peaks around 2021. To justify its valuation, it would need to consistently grow revenue well above 30%. For example, if it grew its revenue at 35% a year over the next five years, its P/S ratio would move down to 16 at the end of that period. That's a more reasonable valuation, but it means the next five years of growth is already priced into the stock. Palantir has tremendous potential to be a long-term winner, but investors need to seek a more attractive entry point, or the company must accelerate its growth further for the investment to truly pay off. This latest NATO deal has the potential to accomplish the latter.

Palantir Stock Jumps on News of NATO AI Deal

Palantir stock rose 4.6% on Monday, April 14, after the NATO Communications and Information Agency (NCIA) announced that it had acquired "customized state-of-the-art AI capabilities" from the American software company. Under the deal, NATO will employ a custom version of Palantir's Maven Smart System (MSS), an advanced artificial intelligence (AI) platform for military decision-making and operational efficiency. NATO Acquires Maven Smart System MSS originally grew out of Project Maven, a Department of Defense program that uses AI to analyze drone footage and other data streams to improve battlefield awareness. The Pentagon originally collaborated with Google on the project. However, the firm pulled out after employees protested against the weaponization of AI. In a statement on Monday, NATO said the platform would make the alliance "more agile, adaptable, and responsive to emerging threats." General Markus Laubenthal, Chief of Staff at the Supreme Headquarters Allied Powers Europe, commented on the alliance. "Innovation is core to our Warfighting ability. Maven Smart System NATO enables the Alliance to leverage complex data, accelerate decision-making, and by doing so, adds a true operational value," he said. Investor Sentiment Boosts Palantir Shares The NATO deal reinforced investor confidence in Palantir's position as a key player in defense-related AI, despite CEO Alex Karp's deteriorating ties to the Pentagon. Palantir stock has historically responded positively to government contracts, particularly those involving national security or defense intelligence. The NATO contract serves as both validation of its AI capabilities and a signal of growing demand beyond the U.S. Defense Spending on AI Continues to Grow NATO's partnership with Palantir highlights a broader trend: the rising global investment in AI-driven defense technologies. The U.S. Department of Defense has steadily increased its AI budget in recent years, allocating $1.8 billion to AI and machine learning in the 2024-2025 fiscal year alone. Meanwhile, AI represents a crucial military frontier for European countries as they ramp up their own defense spending in response to rising geopolitical uncertainty.

Palantir Breaks Out After NATO Deal -- Is the $100 Mark Back in Sight? | Investing.com UK

Late Monday afternoon, Palantir (NASDAQ:PLTR) shares rose sharply by around six and a half per cent, leading both the S&P 500 and the Nasdaq. The increase followed an announcement by NATO that it had acquired the Maven Smart System from the US provider of AI-based military systems. This deal has allowed Palantir to secure another prestigious contract. The Maven Smart System is a platform that uses artificial intelligence to carry out battlefield analysis and support decision-making processes. It enables the consolidation and evaluation of real-time data from various sources in order to make it usable for military operations. According to the NATO Communications and Information Agency (NCIA), the contract was signed on 25 March. The system is to be deployed in NATO military headquarters in the future. The speed of this procurement process is particularly noteworthy: according to the NCIA, it is one of the fastest software acquisitions in the history of the alliance - an indicator of the urgency and strategic importance of the project. This contract further strengthens Palantir's position as a leading technology provider for Western armed forces. The Maven system is already in widespread use by the US military. With this step, NATO is responding to the growing challenges in the field of artificial intelligence in military applications. At the same time, the purchase underscores Palantir's technological superiority. Recently, European countries have been trying harder to reduce their dependence on US defence contractors, not least in response to statements by the new US President, Donald Trump, who has repeatedly raised the possibility of the US leaving the NATO alliance and cutting back support for Europe. However, the latest order signals an unbroken demand for cutting-edge American technology. Let's first look at Palantir's fundamentals. We get these well prepared from InvestingPro: There, we see that the company as a whole is in a very solid position, but we do not agree with the so-called fair valuation of the stock at $43.60. We think that the stock has just completed a wave (4) of corrections just below the ideal range of the purple box, which we correctly predicted to our customers. Since then, it has also shown a very strong reaction upwards. We assume that the stock will be able to defend the recent low. The next target is the red box at the top of the chart at $139.24 to $184.89, with the ideal target being $159.32. We do not expect another strong correction until then, but this will only bring the stock back to around $100. For us, Palantir is and remains an extremely strong stock with great potential. The stock is a fixed component of our portfolio and currently has a plus of about 185%, which is very good in view of the severe corrections that have swept over us. If we haven't already invested, now would be a good time to catch up. Disclaimer/Risk warning: