Palantir Technologies Inc Stock Price, News & Analysis

Palantir Technologies (NASDAQ: PLTR) and Lumen Technologies (NYSE: LUMN) have announced a strategic collaboration to accelerate Lumen's transformation from a traditional telecom company into a next-generation technology infrastructure provider.

The partnership will implement Palantir's Foundry and Artificial Intelligence Platform (AIP) across Lumen's operations, finance, and technology functions. The AI-powered solutions aim to streamline workflows, simplify legacy operations, and enhance decision-making processes in areas including customer service, compliance reporting, and infrastructure modernization.

This collaboration supports Lumen's evolution to meet customers' multi-cloud, AI-ready needs while improving operational efficiency through AI-assisted decision-making capabilities.

Palantir Technologies (NASDAQ: PLTR) announced its upcoming AIPCon 8 event scheduled for September 4th, 2025. The conference will showcase 70+ speakers from their U.S. commercial customer base, featuring prominent companies like Waste Management, bp, MaineHealth, American Airlines, Lumen, TWG Motorsports, and Novartis.

The event will highlight how customers leverage Palantir Foundry and AIP across various applications, including nuclear power development, pharmaceutical R&D, disaster response management, fleet optimization, manufacturing, and healthcare delivery. The livestream will be available on Palantir's YouTube channel with exclusive content beginning 20 minutes before the main event.

Palantir Technologies (NASDAQ: PLTR) has announced a significant five-year partnership expansion with Lear Corporation (NYSE: LEA), a global automotive technology leader. The expanded collaboration will see broader implementation of Palantir's Foundry, Warp Speed manufacturing system, and Artificial Intelligence Platform (AIP) across Lear's global manufacturing operations.

The partnership has already demonstrated substantial results through Lear's IDEA program, generating over $30 million in savings during H1 2025. Currently, more than 11,000 Lear employees utilize Palantir's technology for various functions including quality control, supply chain management, procurement, manufacturing, finance, and design.

Palantir Technologies (NASDAQ: PLTR) has announced a multi-year expansion of its partnership with SOMPO Holdings through their Japanese joint venture. Since 2020, SOMPO has been utilizing Palantir's Foundry platform across various subsidiaries, with over 8,000 daily users in Japan.

The partnership has enabled SOMPO to enhance senior citizen care facilities, streamline claims processing, and implement AI-driven underwriting decisions. The AI implementation is expected to generate $10 million in annual financial improvements. This expansion follows a previous $50 million agreement extension in 2023.

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.