Overview

• Bank of America raised its Palantir price target to 215 from 180, pointing to momentum in global digital battle‑management systems and a stronger U.K. outlook.
• Palantir announced a five‑year partnership with the U.K. Ministry of Defence worth up to $1 billion during President Trump’s state visit, which BofA characterized as the company’s first billion‑dollar deal outside the U.S.
• Shares rose to about 182 in morning trading and are up roughly 145% in 2025, with the stock hovering near its prior all‑time high of 190 set on Aug. 12.
• Investor’s Business Daily notes a six‑week cup pattern with a 190 buy point, while recent fund‑flow reports show top money managers purchased $3.75 billion of Palantir stock in the latest period.
• BofA highlighted NATO’s April selection of Palantir’s Maven Smart System and said more customers may opt for Palantir’s operating system for AI agents, even as commercial revenue has yet to materially ramp.