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Boeing Taps Palantir to Roll Out Foundry AI Across Defense Factories, Support Classified Programs

The move validates Palantir's push from government programs into large-scale industrial deployment.

Overview

  • Boeing Defense, Space & Security will deploy Palantir’s Foundry across more than a dozen production lines to standardize data analytics and accelerate output.
  • Palantir will also provide AI expertise for undisclosed classified and proprietary efforts that support sensitive military missions.
  • Bank of America raised its Palantir price target to $215, highlighting faster AI-driven adoption and the role of forward-deployed engineers in scaling deployments.
  • Palantir reported roughly 48% year-over-year revenue growth to nearly $1 billion in Q2 and lifted full-year guidance to about $4.14–$4.15 billion.
  • Analysts reported a five-year, up-to approximately $1 billion strategic partnership with the U.K. Ministry of Defence, and NATO previously selected Palantir’s Maven Smart System in April.