Palantir Technologies Inc Stock Price, News & Analysis

Palantir Technologies (NASDAQ:PLTR) announced that Unstructured.io has joined its FedStart program, aiming to accelerate the company's path to achieving FedRAMP High and IL-5 compliance for federal government deployments. This strategic initiative will leverage Palantir's security and compliance expertise to help Unstructured.io streamline its federal authorization process.

Unstructured.io specializes in GenAI-ready data transformation solutions, supporting over 60 file types and 50 connectors. The platform offers both no-code and API-driven interfaces, enabling federal agencies to efficiently process unstructured multimodal data. Through FedStart, Unstructured.io will gain access to Palantir's secure software development infrastructure and cloud expertise to expedite government accreditation.

Palantir Technologies (NASDAQ:PLTR) reported exceptional Q2 2025 results, with total revenue reaching $1.004 billion, up 48% year-over-year. The company's U.S. commercial revenue surged 93% year-over-year to $306 million, while U.S. government revenue grew 53% to $426 million.

Key achievements include record-setting total contract value of $2.27 billion (up 140% YoY) and strong profitability metrics with GAAP income from operations of $269 million (27% margin). The company closed 157 deals worth at least $1 million and achieved a remarkable Rule of 40 score of 94%.

For Q3 2025, Palantir expects revenue between $1.083-$1.087 billion (50% YoY growth) and raised its FY2025 revenue guidance to $4.142-$4.150 billion, with U.S. commercial revenue expected to exceed $1.302 billion (85% growth).

Surf Air Mobility (NYSE: SRFM) has secured six new Letter of Intent (LOI) agreements for its SurfOS software platform from charter brokers and operators. The platform consists of two key modules: BrokerOS, which automates sourcing, pricing, and client communications for brokers, and OperatorOS, which provides tools for aircraft scheduling, crew optimization, and operational visibility.

The SurfOS platform, developed by Surf Air Technologies in partnership with Palantir Technologies (NASDAQ: PLTR), aims to unify aviation's fragmented data landscape. Currently in beta phase through 2025, SurfOS is scheduled for commercial launch in 2026. These new agreements supplement previously announced beta launch users and will help shape the platform's development through user feedback.

Knightscope (NASDAQ: KSCP), an autonomous security robots developer, has signed a two-year agreement with Palantir Technologies (NASDAQ: PLTR) to join their FedStart program. This strategic partnership aims to accelerate Knightscope's entry into the U.S. federal marketplace.

The collaboration provides Knightscope with access to FedRAMP High and DoD Impact Level 5 accredited environment, along with comprehensive onboarding services and Authority to Operate (ATO) support. The company will operate its software within Palantir-managed AWS GovCloud clusters, ensuring compliance through accredited infrastructure and continuous monitoring.

This partnership aligns with Washington's momentum toward establishing a National Robotics Strategy to ensure U.S. leadership in autonomous systems and strengthen domestic innovation in robotics.

Palantir Technologies (NASDAQ: PLTR) has scheduled its second quarter 2025 earnings release for Monday, August 4, 2025, after U.S. markets close. The company will host a webcast discussion of its Q2 2025 results at 3:00 PM MT / 5:00 PM ET.

Investors can access the live webcast and replay at investors.palantir.com. Additionally, shareholders have the opportunity to submit and vote on questions through the Say Technologies platform.

Palantir Technologies (NASDAQ: PLTR) and Tomorrow.io have announced a strategic partnership to revolutionize weather intelligence and operational readiness. The collaboration integrates Tomorrow.io's weather data and predictive insights into Palantir's platforms, enabling automated weather-based decision-making across multiple sectors.

Tomorrow.io is joining Palantir's FedStart program, which will allow them to offer their services to federal government employees through Palantir's FedRAMP-accredited environment. The partnership aims to address the $38 trillion annual economic risk from weather-related events by combining Tomorrow.io's proprietary satellite constellation and AI-powered insights with Palantir's operational AI environments.

Palantir Technologies (NASDAQ:PLTR) and BlueForge Alliance have launched Warp Speed for Warships, a strategic program funded by the U.S. Navy's Maritime Industrial Base (MIB) Program to accelerate warship production and fleet readiness. The initiative leverages Palantir's Foundry platform to create a digitally connected manufacturing ecosystem.

The program aims to enhance coordination among shipbuilders, suppliers, and partners through real-time collaboration and integrated data systems. Built on Palantir's proven Warp Speed manufacturing operating system, the partnership combines BFA's manufacturing expertise with Palantir's advanced data platform to streamline production, reduce risks, and meet urgent naval demands.

Accenture Federal Services (NYSE: ACN) and Palantir (NASDAQ: PLTR) have announced a strategic partnership focused on deploying AI-powered solutions for U.S. federal government agencies. Under the partnership, Accenture Federal Services will become Palantir's preferred implementation partner for federal government customers.

The collaboration includes training and certification of Accenture Federal's Data & AI team of 1,000 professionals on Palantir Foundry and Artificial Intelligence Platform (AIP). The partnership will initially focus on three key offerings: Enterprise-to-Edge Data Fusion, Predictive Supply Chain Orchestration, and Operationalize Financial Intelligence.

These solutions aim to enhance decision-making, optimize mission-critical workflows, and increase operational resilience across federal agencies. The partnership combines Accenture's federal government expertise with Palantir's government software experience to modernize and reinvent government operations.

Palantir Technologies (NASDAQ: PLTR) has announced a strategic partnership with The Nuclear Company to develop the Nuclear Operating System (NOS), an AI-driven software system for nuclear construction built on Palantir's Foundry platform.

The NOS system aims to transform nuclear reactor construction through four key features: schedule certainty with real-time guidance, cost savings through supply chain optimization, problem prevention using digital twin technology, and regulatory confidence powered by AI document review.

This partnership comes amid growing competition with China in nuclear development and follows recent executive orders by President Trump calling for 400 GW of nuclear reactors by 2050 and 10 large-scale reactors under construction by 2030.