AI Labs

Palantir

High65% confidenceProfile verified Jul 17, 2026
OverviewIndicatorsMore SignalsSourcesDependency mapStoryMilestones

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.

Steadyinsider filing activity unchanged 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

Mentions NVIDIA, Micron Technology, SK hynix

“We have shattered the metric, a feat matched only by other fellow AI infrastructure companies NVIDIA, Micron and SK hynix.”

SEC 8-K exhibit (0001321655-26-000026) · May 4, 2026

Federal contract disclosures

Department of Defense — $442,883,217: 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 — $103,425,091: SOFTWARE AS A SERVICE (SAAS) MODEL OF ARMY VANTAGE ON BEHALF OF PEO EIS, PDM ADP. ARMY VANTAGE IS THE ARMY'S DATA-DRIVEN OPERATIONS AND DECISION-MAKING PLATFORM.

USAspending.gov · Dec 13, 2024

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Sources

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

Evidence

3 sources · 1 government/SEC filing · 85% avg. source confidence

Insider Filing Activity

17Form 4 filings, trailing 90 days0 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 Jul 28, 2026

Correlated Activity

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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Dependency Map

What Palantir depends on below, and who depends on Palantir above — click any node to make it the new center, 2 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

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)

Feb 2026: Palantir Technologies Inc. FY2025 Annual Report (Form 10-K), filed with the SEC→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

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. Jan 2003 · Founded

    Palantir was founded, later becoming a major data analytics and AI software provider for government and defense applications.

  2. 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.

  3. 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.