🚨 $500mn Without Competition | Palantir Bullets #80

Maven AI, Energy Partnership, TIME100 Most Influencial

Editor: Emanuele Marabella

Last week:

• Palantir wins a $480mn deal for the Maven Smart System prototype from the Army. $153mn will be paid upfront and additional awards can be made up to $480 million over a 5y period. On top of this, Palantir was awarded a $33mn contract by the CDAO to onboard 3rd party vendors and government capabilities. There is a critical detail on this major deal:

"Only the Palantir MSS toolkit meets all Government requirements" - DoD document

• Palantir deepened its partnership with Eaton, a leader in intelligent power management, to expand the usage of AIP after the recent success in unlocking its supply chain documented at AIPCon. Eaton generated ~$23bn in 2023 and serves +160 countries.

• Palantir won a $12mn deal with the Department of Energy as part of a larger deal they previously signed. Thanks to @PLTRs_Palantir for spotting it!

• Palantir was named one of the TIME100 Most Influential Companies of 2024 thanks to its advancements in AI and its critical role in defending the West. Proud.

• Palantir secured a new 140k square feet lease in NY. Is this a sign that US Commercial is booming?

• BofA’s analyst confirms her $28 price target. Mariana knows:

We continue to see Palantir as an enabler of AI and JADC2 in this new evolution of warfighting... Beyond military applications, we see Palantir as a clear beneficiary of the new Chief AI Officer (CAIO) initiative." - Mariana Perez ,Bank of America

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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.