Overview

• Palantir announced a contract with the U.S. Army worth up to $10 billion over ten years to consolidate and modernize its software and data services
• The company guided Q2 revenue at $934 million to $938 million, exceeding the consensus estimate of $899 million
• Shares recently peaked at an intraday high of $160.89 after rallying roughly 110% in 2025 and about 480% over the past year
• Loop Capital and Wedbush analysts upheld buy ratings and raised price targets to between $160 and $178, citing continued beat-and-raise momentum
• Palantir’s generative AI-driven AIP platform remains central to expanding government and commercial deployments and underpins its premium valuation