Overview

• Palantir shares have risen 12% this week to $104.70, reversing a prior downtrend, and are up 20% year-to-date despite being 28% below their 52-week high.
• The company confirmed an expanded collaboration with Northrop Grumman on the U.S. Army's TITAN program, delivering its first units earlier this year.
• TITAN integrates Palantir's AI platform with hardware from defense contractors like Anduril and L3Harris, signaling a shift toward broader battlefield intelligence solutions.
• Investor sentiment has improved following President Trump's decision to ease trade tensions with China and reassurances about Federal Reserve leadership stability.
• Palantir's upcoming earnings report on May 5 is anticipated to provide further insights into its 2025 growth projections and defense strategy.