Overview

• On September 10, Palantir and Hadean announced a partnership to integrate Hadean’s populAI wargaming and dominAI command tools into Foundry for British military use, with classified deployments planned within months, the companies said.
• Hadean’s software is slated to connect to the U.K. Ministry of Defence’s data infrastructure through Foundry, building on Hadean’s reported £20 million Enterprise Agreement Lite finalized with the MoD in November 2024.
• Palantir’s latest results showed acceleration, with Q2 2025 revenue surpassing $1 billion for the first time and U.S. commercial revenue up 93% year over year.
• Analysts point to large strategic agreements and partnerships, including a reported up-to-$10 billion U.S. Army enterprise agreement and new work with Boeing Defense and Archer Aviation, alongside a reported $100 million nuclear operating system award cited as a fresh catalyst.
• Valuation remains a sticking point, as Jim Cramer said Palantir’s fundamentals seem very strong while also calling the stock speculative given its high earnings multiple.