Palantir is the dominant defense AI software provider, with Gotham deeply embedded in US DoD, intelligence community, and allied military command structures. The AIP (Artificial Intelligence Platform) extends commercial reach with rapid customer acquisition. Maven contracts, TITAN node, and Project Maven AI integration position Palantir as essential infrastructure for AI-enabled warfare. Commercial growth is accelerating but defense remains the core moat.
Thesis reviewed May 29, 2026
Palantir Technologies Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HEI | HEICO Corporation | 90 | +12% | ↓26% | ENTRY |
| AIR | Airbus SE | 90 | +13% | ↓26% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓26% | ENTRY |
| BA | The Boeing Company | 90 | +9% | ↓26% | NEUTRAL |
| LMT | Lockheed Martin | 90 | +9% | ↓26% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓26% | ENTRY |
| GD | General Dynamics Corporation | 90 | +15% | ↓26% | ENTRY |
Investors who hold PLTR may also have indirect exposure through these country funds.
Palantir wins $480M expansion of US Army Maven Smart System
NATO awards multi-country AI platform contract to Palantir
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15k–$50k | Mar 27, 26 | ||
| John Boozman | Buy | $1k–$15k | May 15, 26 | ||
| Gilbert CisnerosCA | Sell | $1k–$15k | May 15, 26 | ||
| Gilbert CisnerosCA | Sell | $1k–$15k | May 8, 26 | ||
| Gilbert CisnerosCA | D | Buy | Unknown amount | Apr 14, 26 | +13.6% |
| John W Hickenlooper | Sell | $1k–$15k | Apr 16, 25 | +15.2% | |
| John W Hickenlooper | Sell | $1k–$15k | Jun 3, 25 | +15.2% | |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Mar 16, 26 | +4.3% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 16, 26 | +4.3% |
| Gilbert CisnerosCA | D | Sell | Unknown amount | Mar 13, 26 | +4.3% |
| Thomas SuozziNY | D | Buy | Unknown amount | Feb 18, 26 | +0.9% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Jan 16, 26 | +19.9% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | +19.1% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Dec 22, 25 | -11.5% |