Overview

• The Times of London, as relayed by Yahoo Finance, reports the U.K. Ministry of Defence is preparing a roughly $1 billion contract involving the Royal Navy, a claim not yet corroborated by official statements.
• The same report says Palantir has pledged up to $2 billion of investment in the U.K. over five years, which remains provisional pending confirmation.
• Palantir’s platforms—Gotham for defense, Foundry for commercial clients, and its Artificial Intelligence Platform—embed AI into customer workflows, a model that typically produces multi‑year, recurring revenue.
• Companywide revenue growth accelerated to 48% in Q2 from 39% in Q1, reflecting broader commercial traction beyond government contracts.
• Shares have surged dramatically through 2025, even as valuation metrics cited by YCharts show the stock trading near 267 times forward earnings and 126 times sales, fueling fresh caution from skeptics.