What DoD's Close Relationship With Palantir Means For Investors

  • Palantir's DoD contract expansion, especially with Maven and JADC2, positions it for strong, multi-year government revenue growth and market share gains. Q1 2025 results show 55% US revenue growth and 71% commercial growth, validating Palantir's diversification beyond government contracts and improving profitability. Palantir's integrated platform approach gives it a competitive edge over component-based rivals like AWS and Microsoft, especially for military and intelligence clients.