Palantir Technologies (PLTR) Company Report

UBS upgraded Palantir to Buy with a $180 price target, calling the ~35% pullback a “very compelling entry point” and forecasting ~70% revenue growth in 2026 with mid-50% margins
UBS noted shares trade at approximately 50× 2027 free-cash-flow and sees about 32% upside from the prior close of $135.94
Rosenblatt initiated coverage with a Buy rating and $150 price target, branding Palantir a market-disrupting AI software leader despite the analyst’s one-year average return of –2.6%
Palantir shares are down roughly 23–24% year to date amid broader tech sector weakness

4 days ago

CNBC

Revel raises $150M Series B funding

PLTR

New Projects/Investments

Revel secured $150 million in Series B financing, led by Index Ventures, with participation from Redpoint Ventures, Thrive Capital, Felicis, Abstract Ventures, and notable angel investors.
Proceeds will fund team expansion, continued product development, and broader market deployment.
The Revel platform offers visual hardware configuration, live telemetry monitoring, and safe real-time commands via its Python-inspired RevelCode language, designed for deterministic execution in high-consequence environments.
Early traction includes deployments with Impulse Space, Radiant Nuclear, and Astro Mechanica across aerospace, defense, robotics, and advanced energy sectors.

4 days ago

Press Release

Palantir partners with Rackspace to operationalize Foundry and AIP

PLTR

New Projects/Investments

The partnership enables deployment of Palantir Foundry and AIP into production in weeks or months instead of months or years, leveraging Rackspace’s managed operations model.
Rackspace will provide a regulated operating framework for consistent security, operational controls, and compliance from edge to core to cloud, including hosting in private and UK sovereign data centers.
The collaboration starts with 30 Palantir-trained engineers at Rackspace, expanding to over 250 engineers within 12 months to support data migration and ongoing operations.
Customers receive an integrated end-to-end service—covering infrastructure hosting, data migration, implementation services, and continuous managed operations—tailored for regulated and data-sensitive industries.

Feb 19, 2026, 12:15 AM

Press Release

Palantir reports CEO’s $17.2M private jet expenses

PLTR

Executive Compensation

Revenue Acceleration/Inflection

Guidance Update

CEO Alex Karp was reimbursed $17.2 million in 2025 for private jet use, up from $7.7 million in 2024.
Jefferies estimates this implies 2,457 flight hours on a mid-sized jet (28% of the year) or 1,147 hours on a G650 (13%), raising internal controls and governance questions.
Investor Michael Burry has taken a short position and criticized the disclosure, projecting a potential share drop to $50–$60, while some analysts remain bullish.
Palantir delivered a ~70% year-over-year Q4 revenue surge and nearly doubled its 2026 guidance, accompanied by a Mizuho upgrade to Outperform with a $195 price target.

Feb 18, 2026, 5:25 PM

Fortune

Palantir gains DISA authorization for government edge deployments

PLTR

New Projects/Investments

Palantir secured expanded Provisional Authorizations from DISA for its Palantir Federal Cloud Service (PFCS) Forward at Impact Levels 5 and 6, enabling on-premises and tactical edge deployment of its full software stack including Apollo, Gotham, Foundry and AIP.
The hardware-agnostic “authorize once, use many” package is designed to reduce site-specific security assessments and shorten the time to Authorization to Operate across enterprise data centers and mobile/vehicle configurations.
Palantir reported Q4 2025 revenue of $1.41 billion (up 70% YoY) and adjusted EPS of $0.25, and guided 2026 revenue to $7.18–7.20 billion (approx. 61% growth).
Analysts upgraded the stock following the announcement, with Daiwa Capital Markets raising its rating to Buy and setting a $180 target, while independent outlets highlighted a market cap of $323.38 billion, 82.37% gross margin and strong balance-sheet ratios.

Feb 12, 2026, 12:56 PM

Morningstar

Palantir receives DISA IL5/IL6 authorization for on-premises and edge deployments

PLTR

Product Launch

Palantir’s PFCS Forward has received DISA authorization, extending existing Impact Level 5 (IL5) and Impact Level 6 (IL6) Provisional Authorizations to on-premises and edge deployments.
The authorization covers Palantir’s platforms—including Apollo, Gotham, Foundry, AIP—and infrastructure like Rubix, enabling hardware-agnostic deployments from enterprise data centers to the tactical edge.
Under its “authorize once, use many” model, PFCS Forward provides a Provisional Authorization package that reduces time to Authorization to Operate by eliminating site-specific implementation, documentation, and security assessments.
Palantir FedStart and Mission Manager partners can now deploy on-premises and edge solutions alongside cloud, accelerating multivendor architectures for mission-critical workloads.

Feb 12, 2026, 11:59 AM

Press Release

Palantir extends partnership with Airbus

PLTR

Palantir and Airbus have signed a multi-year extension to their 10-year collaboration, ensuring continued use of Palantir’s Skywise data platform for civil aviation analytics.
Skywise supports aircraft design, production efficiency, safety, and sustainability by integrating technical and operational flight data in a unified environment.
The renewed agreement provides Airbus and its customers with scalable, secure technology, enabling migration to sovereign cloud environments and adaptability to regulatory requirements.
Since 2015, Palantir’s France team has developed Skywise for planning, supply chain, operations, and production workflows, now serving over 50,000 daily users.

Feb 11, 2026, 5:09 PM

Press Release

Palantir renews strategic collaboration with Airbus

PLTR

New Projects/Investments

Palantir and Airbus have signed a multi-year extension of their partnership to support Skywise, Airbus’s open data platform for civil aviation, continuing a relationship of over a decade.
Skywise drives improvements in aircraft design, operational efficiency, safety and sustainability by integrating technical and flight-operations data into an advanced analytics environment.
The agreement includes seamless migration to sovereign cloud environments, ensuring compliance with evolving regulatory and operational requirements.
Since 2015, Palantir’s French team has expanded Skywise to serve 50,000 daily users across airline operations, supply-chain management and aircraft production.
The renewed partnership will deliver secure, scalable AI capabilities—including multiple LLMs—to enhance manufacturing, maintenance and flight-operations performance.

Feb 11, 2026, 4:53 PM

Press Release

Palantir extends Skywise partnership with Airbus

PLTR

New Projects/Investments

Palantir and Airbus agreed to a multi-year extension of their collaboration on the Skywise civil aviation data platform, reinforcing a partnership that began in 2015.
The Skywise platform, used by 50,000+ daily users, drives efficiency, safety, and sustainability across Airbus’s aircraft design, production, and airline operations.
The renewed contract ensures continued access to Palantir’s AI-enabled capabilities—including multiple LLMs—to optimize manufacturing, supply chain management, maintenance, and flight operations.
In line with Airbus’s requirements, the deal facilitates seamless migration to sovereign cloud environments, addressing evolving regulatory and operational needs.

Feb 10, 2026, 9:01 PM

Press Release

Palantir partner Foxtrot posts 9.1x growth and secures Series A funding

PLTR

Revenue Acceleration/Inflection

New Projects/Investments

Foxtrot achieved 9.1x year-over-year revenue growth while remaining profitable and bootstrapped.
Closed a Series A round led by Spicewood Ventures with participation from Scare the Bear Capital to expand delivery capacity.
Scaled its team and customer base 4x over the past year, serving clients in healthcare, manufacturing, fintech, insurance, and federal sectors.
Positions itself as a leader in closing the last mile gap in enterprise AI by delivering governed, operator-trusted workflows on Palantir Foundry.