Overview

• Palantir stock rose roughly 20% over the past month, according to new market commentary.
• Coverage reports a $100 million Nuclear Operating System contract that would extend Palantir’s platform into the energy sector.
• Analysts cite a reported $10 billion U.S. Army enterprise agreement alongside new ties with Boeing Defense and Archer Aviation.
• The company’s Q2 2025 update showed U.S. commercial revenue up 93% with total revenue topping $1 billion for the first time.
• Commentators flag risks that include a near-100x EV/sales multiple and ongoing stock-based compensation dilution.