Palantir Technologies Inc Stock Price, News & Analysis

Palantir Technologies (PLTR) has announced a multi-year partnership with Fedrigoni, a global manufacturer of specialty papers and labels, to accelerate their digital transformation using AI technology. The partnership initially focuses on stock optimization and demand forecasting, with plans to expand across Fedrigoni's global operations. The collaboration aims to enhance operational efficiency and market responsiveness through Palantir's AI solutions. Fedrigoni's CEO Marco Nespolo emphasized this partnership's role in maintaining market competitiveness, while CIO Gionata Berna highlighted its importance in building a data-driven organization. The partnership is supported by Avatar Investments, Palantir's preferred partner in Italy, and represents a significant step in applying AI technology to traditional manufacturing sectors.

Surf Air Mobility (NYSE: SRFM) has unveiled SurfOS, an AI-enabled operating system for the Air Mobility industry, featuring three flagship products: BrokerOS, OperatorOS, and OwnerOS. Set for commercial release in 2026, these software tools are designed to streamline operations for charter brokers, aircraft operators, and aircraft owners. Powered by Palantir Technologies, SurfOS integrates industry data into a unified platform. BrokerOS focuses on streamlining charter booking processes, OperatorOS optimizes aircraft and crew scheduling, while OwnerOS provides transparency and optimization for aircraft owners. The company has secured beta agreements with eight users and targets markets including the global private jet charter services ($41B by 2029) and private aircraft sales ($40B). The platform is being developed to serve both current aviation needs and future electrified aircraft operations, with the Regional Air Mobility industry projected to reach $75-115B globally by 2035.

Palantir Technologies (PLTR) and Divergent Technologies have announced a strategic partnership to integrate Divergent's advanced manufacturing capabilities into Palantir's Warp Speed platform. The collaboration enables Palantir's defense and commercial customers to access the Divergent Adaptive Production System (DAPS) directly through Palantir's software.

DAPS is an AI-driven engineering and manufacturing system that combines additive manufacturing and robotic assembly to deliver faster, higher-performance, and cost-effective structures. Through this integration, customers can quickly identify supply chain vulnerabilities and address them through on-demand manufacturing of critical parts. This partnership follows Palantir's earlier announcement of a second cohort of customers adopting Warp Speed to accelerate American manufacturing on-shoring.

xAI, TWG Global, and Palantir Technologies (PLTR) have announced a strategic collaboration to transform AI adoption in financial services. The partnership aims to develop an enterprise-wide AI solution that combines business objectives with AI-first strategy, working directly with CEOs to deploy AI agents across organizations. The offering includes three main components: Governance Foundation, Agent Suite, and Agentic Workforce, designed to deliver measurable business outcomes within 90 days. The partnership operates on an outcome-based business model rather than traditional per-seat licensing. The solution leverages xAI's Colossus supercomputer and state-of-the-art models, along with TWG Global's operational expertise and Palantir's platform capabilities to help financial institutions overcome the common challenge where 74% of companies remain stuck in proof-of-concept phase without achieving meaningful returns.

Palantir Technologies (PLTR) reported exceptional Q1 2025 results, with total revenue growing 39% Y/Y to $884 million. The company demonstrated remarkable performance in the U.S. market, where revenue surged 55% Y/Y to $628 million, driven by 71% Y/Y growth in U.S. commercial revenue to $255 million. U.S. government revenue increased 45% Y/Y to $373 million. The company achieved strong profitability with GAAP income from operations of $176 million (20% margin) and adjusted income from operations of $391 million (44% margin). Palantir closed 139 deals worth $1M+, including 31 deals exceeding $10M. Based on strong performance, Palantir raised its FY2025 guidance, projecting total revenue between $3.89-3.90B and U.S. commercial revenue growth of at least 68%.

Palantir Technologies (PLTR) announced that Anthropic will use Palantir's FedStart program to make its Claude AI application available to the government sector with FedRAMP High and DoD Impact Level 5 security standards. The deployment will be hosted on Google Cloud with multi-cloud capabilities including Amazon Bedrock and Google Cloud's Vertex AI.

Through FedStart, Anthropic's Claude will become available to millions of federal government employees in the coming months, enabling enhanced efficiency in writing, data analysis, and complex problem-solving. The solution maintains high security and compliance standards while offering operational flexibility across multiple cloud platforms.

This follows Anthropic's previous partnership with Palantir through their AI Platform (AIP) for hosting models on Palantir's Impact Level 6 accredited environment via AWS SageMaker and Bedrock.

Palantir Technologies (NASDAQ: PLTR) has scheduled its first quarter 2025 earnings release for Monday, May 5, 2025, after U.S. markets close. The company will host a webcast discussion of its Q1 2025 results at 3:00 PM MT / 5:00 PM ET.

Investors can access the live webcast and replay through investors.palantir.com. Shareholders have the opportunity to participate by submitting and voting on questions through the Say Technologies platform.

Everfox and Palantir Technologies (NASDAQ: PLTR) have announced a strategic partnership to enhance joint command and control capabilities in classified network environments. The collaboration combines Everfox's cross-domain technology solutions with Palantir's AI and data analytics capabilities.

The partnership, which has already been tested and deployed with existing customers, enables warfighters to process real-time intelligence from multiple sensors, platforms, and networks. Everfox will integrate Palantir's Mission Manager with its cross-domain solutions to help customers manage commercial, open source, and government off-the-shelf software across classified networks.

The combined solution offers secure and automated software infrastructure, supporting rapid fielding and continuous integration/continuous delivery models in tactical and classified network environments.

Surf Air Mobility (NYSE: SRFM) reported its Q4 and full-year 2024 financial results, showing mixed performance. Q4 revenue increased 5% to $28.05 million, while full-year revenue grew 6% to $119.4 million.

The company achieved a notable turnaround in Q4, posting a net income of $1.3 million, compared to a $111.0 million loss in the previous year. The Q4 Adjusted EBITDA loss improved by 63% to $6.9 million. For the full year, net loss improved by 70% to $74.9 million.

Key developments include securing a $50 million term loan, reducing liabilities by over $42 million, and exiting unprofitable routes saving $4.6 million annually. The company launched SurfOS with six beta users and continues progress on its electrification project with plans for Cessna Caravan certification in 2027.

For 2025, Surf Air expects Q1 revenue between $21-24 million and projects full-year revenues to exceed $100 million, with airline operations targeted to achieve profitability.