Palantir Continues Using Anthropic's Claude Amid Pentagon Clash
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2026
0mins
Should l Buy LDOS?
Source: CNBC
- Collaboration with DOD: Palantir CEO Alex Karp stated that despite the Department of Defense's plans to phase out Anthropic, they are still using the Claude model to support operations in Iran, highlighting Palantir's ongoing influence in defense.
- Product Integration Strategy: Karp mentioned that Palantir's products are integrated with Anthropic's Claude model and may integrate with other large language models in the future, indicating the company's forward-looking approach to AI technology integration.
- Supply Chain Risk Designation: The Department of Defense officially designated Anthropic as a supply chain risk last week; however, Palantir continues to rely on the Claude model, reflecting the contradictions and challenges of technological dependencies in a complex geopolitical environment.
- Market Reaction: This news may affect investor confidence in Palantir, particularly as the intersection of defense and AI gains increasing attention, prompting investors to closely monitor future policy changes.
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Analyst Views on LDOS
Wall Street analysts forecast LDOS stock price to rise
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 157.580
Low
178.00
Averages
219.70
High
235.00
Current: 157.580
Low
178.00
Averages
219.70
High
235.00
About LDOS
Leidos Holdings, Inc. is a holding company, which operates through its wholly owned subsidiary, Leidos, Inc. (Leidos). The Company’s segments include National Security & Digital, Health & Civil, Commercial & International and Defense Systems. Its National Security & Digital business provides technologically advanced services, solutions and products, as well as mission software capabilities for defense and intelligence customers in the areas of cyber, logistics, security operations and decision analytics. Its Health & Civil business provides services and solutions to federal and commercial customers in the areas of public health, care coordination, life and environmental sciences and transportation. Its Commercial & International business delivers a portfolio of products, services, and solutions aimed at securing national assets, modernizing energy and critical infrastructure, and enhancing mission outcomes. The Company serves government and commercial customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Expanded Expertise: The acquisition adds over 3,100 professionals skilled in electric grid engineering and natural gas infrastructure to Leidos, further enhancing its engineering capabilities to meet rising power demands.
- Strengthened Strategic Positioning: This acquisition aligns with Leidos' NorthStar 2030 strategy, emphasizing the importance of the energy growth pillar and aims to deliver comprehensive infrastructure solutions that enhance grid security and reliability by integrating ENTRUST's capabilities.
- Market Demand Response: As utilities face accelerating load growth and resilience requirements, Leidos is better positioned to meet client needs through this acquisition, solidifying its status as a leading provider of power engineering and design services.
See More
Leidos Partners with Cloud Giants to Enhance US Air Force Cloud Platform
- Significant Contract Value: Leidos Holdings, Inc. announced a $454.9 million contract to modernize the US Air Force's Cloud One platform, aiming to enhance security and automation while simplifying daily operations to enable faster deployment of mission-critical tasks.
- Multi-Cloud Transformation: The project will collaborate with Amazon Web Services, Azure, Google Cloud Platform, and Oracle Cloud Infrastructure to transform the Air Force's multi-cloud environment, ensuring a competitive edge in a rapidly evolving security landscape.
- Strategic Partnership: On March 10, Leidos entered into a strategic partnership with Dropzone AI to leverage agentic artificial intelligence for faster responses to cyber threats, reducing training requirements and allowing personnel to focus on more complex threats.
- Clear Market Positioning: Leidos focuses on providing scientific, engineering, and enterprise IT solutions to US federal agencies, particularly in defense, intelligence, and cybersecurity, showcasing its strong competitive edge in technological innovation and market demand.
See More
Iran War Drives Transformation in Defense Technology
- Cost-Effectiveness Demand: Defense Secretary's warning against using $2 million missiles to shoot down $20,000 drones highlights the urgent need for defense tech companies to accelerate the development of low-cost drones to meet modern warfare demands.
- Market Opportunities: The U.S. Department of Defense consumed $5.6 billion in munitions within two days of the Iran war outbreak, indicating a pressing need for new drone and counter-drone technologies, which is rapidly boosting valuations and market shares of related startups.
- Accelerated Technological Innovation: The U.S. has introduced the Low-cost Uncrewed Combat Attack System (LUCAS), priced at approximately $35,000, which is becoming a key technology in countering Iranian drone threats and is expected to attract more defense budget allocations.
- Intensified Industry Competition: Although spending in the defense tech sector accounted for less than 1% of contract dollars in 2025, startups like Anduril and Palantir have secured multi-billion dollar contracts, reflecting strong market demand for high-tech solutions.
See More
Iran War Drives Surge in U.S. Defense Tech Demand
- Drone Technology Deployment: The U.S. has deployed the Low-cost Uncrewed Combat Attack System (LUCAS) in the Iran war, costing approximately $35,000 per unit, marking one of the few new systems emerging and highlighting the urgent demand for low-cost technology that could reshape future combat strategies.
- Surge in Demand: Defense tech startups report skyrocketing demand since the U.S. first struck Iran, with many customers willing to buy out capacity or request ramped-up production, reflecting a strong appetite for innovative technologies in modern warfare.
- Budgetary Challenges: Despite defense tech accounting for less than 1% of contract dollars in 2025, the Trump administration's plan to raise military budgets to $1.5 trillion by 2027 could provide new opportunities for startups in the sector.
- Production Capacity Dilemma: Many defense tech firms face a dilemma over whether to scale production to meet clear demand signals without stable contracts, as the uncertainty surrounding government contracts complicates their expansion strategies.
See More
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- Attack Pause Extended: President Trump has extended the pause on potential U.S. attacks on Iranian energy facilities until April 6, warning Iranian negotiators to take negotiations seriously soon, as failure to do so could have dire consequences, which may impact market confidence in the region.
- Oil Price Fluctuations: Oil prices fell in early trading on Friday, with Brent and WTI on track for their steepest weekly drop in six months due to market skepticism about the peace talks, potentially affecting the stock performance of energy-related companies.
- Troop Deployment: The U.S. is preparing to send approximately 3,000 troops to the Middle East, raising speculation about a possible ground attack on Iran, which could escalate regional tensions and influence global market sentiment.
- Legal Developments: A federal judge in San Francisco granted a preliminary injunction to Anthropic against the Trump administration, ruling that the government's blacklisting of the company may constitute illegal retaliation under the First Amendment, which could affect the relationship between the tech industry and the government.
See More
Leidos Holdings Stock Shows Oversold Signal
- Oversold Indicator: Leidos Holdings (Ticker: LDOS) hit an RSI of 29.96 during Wednesday's trading, indicating an oversold condition that suggests recent heavy selling may be exhausting, thus presenting potential buying opportunities for investors.
- Price Fluctuation: The stock reached a low of $156.82 per share, with the current trading price at $158.88, showing a significant recovery from the 52-week low of $128.32, indicating growing market confidence in its future performance.
- Market Comparison: Compared to the S&P 500 ETF (SPY) with an RSI of 38.3, LDOS's oversold status may attract bullish investors looking for entry points to capitalize on potential rebounds in the stock price.
- Historical Performance: With a 52-week high of $205.77, LDOS's current price remains below this level, suggesting that as the market recovers, the stock could rebound towards its high, enhancing investor confidence in long-term holdings.
See More
