Palantir (NASDAQ:PLTR) reported blockbuster Q1 revenue and raised its EBITDA outlook even as the stock slid after results, secured the DoD Maven integrator role and expanded commercial support like Surf Air, while upgrades and notable insider holdings underscore rising interest in its AI orchestration.
Previous Week Recap
- Palantir Q1 Revenue Beat: PLTR Q1 revenue $1.63B, +84.7% YoY, beat estimates by 6.1%. Strong billings and improved EBITDA outlook. Stock fell sharply after release, trading down ~11–20%.
- Palantir Becomes DoD Maven Integrator: PLTR named main software integrator for DoD’s Maven Smart System, an AI platform used by U.S. forces, NATO and Israeli military for intelligence, targeting and C2 — key contract exposure for traders
- DA Davidson Upgrades Palantir To Buy: DA Davidson upgraded Palantir (PLTR) to Buy, citing its AI orchestration that integrates multiple models and expects rising enterprise demand for generative AI orchestration software.
- Trump Discloses Palantir Holdings: Trump’s 2025 financial disclosure lists at least $1 million in Palantir Technologies Inc. Class A (PLTR) holdings, reporting PLTR shares as part of his 2025 stock portfolio.
- Palantir Expands Surf Air Support: Palantir boosted support for Surf Air Mobility, assigning extra engineers and go-to-market staff to speed development and rollout of SurfOS and related OperatorOS, OwnerOS and enterprise solutions.
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