AI Labs

Palantir

High2/6 relationships sourcedProfile verified Aug 7, 2026
OverviewIndicatorsMore SignalsSourcesM&A fitRelationship mapStoryMilestones

30-Second Executive Brief

Executive Assessment

Palantir functions as an established institution within AI Labs, backed by 47% sourcing coverage, with accelerating strategic relevance.

  • Maintains 6 mapped relationships across the graph
  • 47% sourcing coverage across sourced relationships
  • Tracked as established institution within the AI Labs category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
47%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Accelerating

Coverage

Mapped Relationships
6
Technology Domains
4

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Expanding commercial enterprise AI deployment alongside its government and defense baseFull-year 2026 revenue guidance raised to $8.15-8.158 billion following a Q2 beat

Top Risks

Trades at a premium valuation reflecting high growth expectations concentrated in government contractsFaces continued public criticism over government/defense contracts, including scrutiny tied to its work in conflict zones

Critical Dependencies

NVIDIA (Depends on)
Continue to Dependency Graph ↓

A data analytics and AI software company best known for government and defense applications, having integrated NVIDIA's CUDA-X libraries and Nemotron models into its AI Platform, with a real, disclosed deployment at the Naval Postgraduate School. Palantir delivered $1.63 billion in Q1 2026 revenue (85% year-over-year growth), with domestic government revenue climbing 84% to $687 million and US commercial revenue guidance raised to more than $3.22 billion (120%+ growth), while securing a $1 billion government contract and a $300 million USDA Blanket Purchase Agreement.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Coolingdriven mostly by insider filing activity, down 3 since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Earnings-call mentions

Mentioned by Oracle

“Palantir pioneered the use of AI on private enterprise data by carefully crafting Enterprise Ontologies for each of their customers.”

SEC 8-K exhibit (0001193125-26-387905) · Sep 10, 2026

Mentions Alex Karp

“said Alex Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.”

SEC 8-K exhibit (0001321655-26-000039) · Aug 3, 2026

Mentioned by Rackspace Technology

“The best-of-breed partnerships we have signed during 2026 with AMD, Palantir, Rubrik, Uniphore and VMware by Broadcom combined with the data center capacity and 25+ years of expertise that Rackspace brings to the table, represent a unique positional advantage for Rackspace.”

SEC 8-K exhibit (0001810019-26-000078) · Jul 9, 2026

Mentioned by Ondas Holdings

“Scaled Palantir Foundry deployment across the enterprise, now operating at 4 of 5 U.S. business sites and throughout our global operations. Expanded Foundry implementation to 8 enterprise workstreams supporting 24 active operational use cases.”

SEC 8-K exhibit (0001193125-26-347973) · Aug 13, 2026

Mentioned by Ondas Holdings

“The jointly developed SkyWeaver platform leveraging adaptive, agentic AI at the edge represents a new co-built operational system that combines our hardware, AI and autonomy with Palantir's data intelligence to drive rapid, advanced decision making.”

SEC 8-K exhibit (0001213900-26-056235) · May 14, 2026

Federal contract disclosures

Department of Defense — $545,578,477: CDAO MSS TASK ORDER OFF OF CONTRACT W519TC25D0039

USAspending.gov · Oct 15, 2025

Department of Defense — $292,680,689: TASK ORDER #1 FOR MAVEN SMART SYSTEM - USER INTERFACE/USER EXPERIENCE (UI/UX) PROTOTYPE

USAspending.gov · Jun 18, 2024

Department of Homeland Security — $150,703,825: INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS

USAspending.gov · Sep 26, 2022

Department of Defense — $145,033,091: ARMY VANTAGE DATA ANALYTICS PLATFORM.

USAspending.gov · Dec 11, 2025

Department of Defense — $145,033,091: ARMY VANTAGE DATA ANALYTICS PLATFORM.

USAspending.gov · Dec 11, 2025

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

4 sources · 1 government/SEC filing

Latest Activity

Insider Filing Activity

12Form 4 filings, trailing 90 days-3 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Correlated Activity

Both Palantir and NVIDIA — which it depends on — are showing accelerating Activity at the same time (8 recorded changes for NVIDIA in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Palantir and Booz Allen Hamilton — which it depends on — are showing accelerating Activity at the same time (1 recorded change for Booz Allen Hamilton in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Palantir and Anduril Industries — which it depends on — are showing accelerating Activity at the same time (2 recorded changes for Anduril Industries in the last 90 days).

Timing correlation only — not evidence of a causal link

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Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

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Relationship Map

The relationships surrounding Palantir — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

2 levels3 levels 🔒5 levels 🔒

Connection type

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Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

May 2026: Palantir guides to $7.65-7.66 billion 2026 revenue on government AI demand→May 2026: Palantir's domestic government revenue climbs 84% as US commercial forecast raised to $3.…→Jun 2026: Reportedly protested a military intelligence contract bid before the agency withdrew it (unconfirmed)→Jul 2026: Analysts expect ~80% Q2 growth ahead of Aug 3 earnings; DA Davidson upgrades to Buy→Aug 2026: Q2 2026 revenue up 93% to $1.94B; stock jumps 29.5% on 'otherworldly' results→Aug 2026: Palantir Q2 2026: revenue up 93% to $1.94B, US commercial up 149%, shares jump 29.5%

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Reportedly protested a military intelligence contract bid before the agency withdrew it

36% confidence

Palantir reportedly argued to a US defense agency that its existing commercial solutions could deliver the required capabilities without building an entirely new system, ahead of the agency's subsequent withdrawal of a related military intelligence contract bid.

Reported by Bloomberg citing people familiar with the matter; the internal deliberations and Palantir's exact role in the withdrawal have not been officially detailed by the agency.

Bloomberg (via Yahoo Finance) · Jun 1, 2026

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Palantir's Timeline

A sourced, dated history of Palantir's key moments — founding to present.

  1. 2026-Q1 · Revenue grows 85% YoY

    Palantir delivered $1.63 billion in Q1 2026 revenue, up 85% year-over-year, after integrating NVIDIA's CUDA-X libraries and Nemotron models into its AI Platform.

  2. Jul 2026 · Analysts expect ~80% Q2 growth ahead of Aug 3 earnings; DA Davidson upgrades to Buy

    Ahead of its Q2 2026 earnings release scheduled for August 3, 2026, analysts expect Palantir to report roughly $1.8 billion in quarterly revenue (about 80% year-over-year growth) and diluted EPS of $0.28 (up 115% year-over-year); the company's full-year 2026 guidance calls for $7.182-7.198 billion in revenue with US commercial revenue exceeding $3.144 billion (115%+ growth), and DA Davidson upgraded the stock to 'Buy' from 'Neutral' on July 2 with a raised $175 price target.

  3. Aug 2026 · Q2 2026 revenue up 93% to $1.94B; stock jumps 29.5% on 'otherworldly' results

    Palantir reported Q2 2026 revenue of $1.94 billion, up 93% year-over-year, beating the roughly 80% growth analysts had modeled, with US commercial revenue surging 149% to $764 million (up 380% since 2024). The company raised full-year 2026 revenue guidance to $8.15-8.158 billion (from $7.65-7.662 billion). Shares jumped 29.5% the next day, narrowly missing Palantir's best-ever single-day gain, as CEO Alex Karp said customers 'have declined to become vassal states of the language labs.' Palantir also joined NVIDIA, Microsoft and Meta in pushing regulators against early restrictions on open-weight AI models.