Overview

• Palantir announced on March 25 a deal to provide NATO with an advanced AI system to enhance data management, intelligence, and decision-making.
• Wedbush analyst Dan Ives maintained a $120 price target and an Outperform rating on Palantir, citing the deal as a major achievement and evidence of U.S. government confidence in the company.
• Palantir's stock has risen 6% in the last month, 43% in the past three months, and 323% over the last year, reflecting strong market performance compared to declining trends in other AI stocks.
• Federal spending on AI is expected to surge, positioning Palantir to benefit significantly from growing demand for AI implementation in defense and government sectors.
• This deal underscores Palantir's resilience and leadership in the AI market, distinguishing it from competitors facing challenges in 2025.