Anduril and Palantir Collaborate on Missile Defense Software
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2026
0mins
Should l Buy PLTR?
Source: seekingalpha
- Golden Dome Collaboration: Anduril Industries and Palantir Technologies are collaborating to develop the core software for the U.S. 'Golden Dome' missile defense initiative, with testing expected as early as this summer, marking a significant strategic partnership between defense and tech firms.
- Project Scale and Objectives: The initiative involves a total investment of $185 billion aimed at creating a space-based missile defense system to counter ballistic, cruise, and hypersonic threats, highlighting a major commitment to defense technology by the U.S.
- Technical Expertise and Applications: Anduril specializes in autonomous defense systems and AI-driven surveillance, while Palantir focuses on data integration and real-time threat detection, and their collaboration is set to enhance military capabilities in managing sensor and missile systems.
- Market Reaction and Outlook: Following the announcement, Palantir's stock traded marginally higher at $156.70 during pre-market hours on Wednesday, reflecting positive market sentiment regarding its new role in defense initiatives.
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Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 146.490
Low
50.00
Averages
192.88
High
255.00
Current: 146.490
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
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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- Palantir's Technological Breakthrough: Following the mid-2023 launch of its AI platform, Palantir Technologies has reached 954 customers, with accelerating revenue growth indicating strong potential in the AI software market and future customer base expansion.
- Nvidia's Market Dominance: As the backbone of the data center GPU market, Nvidia aims for cumulative sales nearing $1 trillion from 2025 to 2027, showcasing its competitive strength in the AI inference market and solidifying its market position.
- TSMC's Production Advantage: Taiwan Semiconductor Manufacturing Company (TSMC) holds a 72% share of the global foundry market, with a 90% yield on 3nm wafers, making it a key driver in high-end chip production, as the global semiconductor market is projected to grow at 9.17% annually.
- Future of AI Technology: With companies investing hundreds of billions into AI, firms like Palantir, Nvidia, and TSMC are at the center of a technological supercycle, driving innovation and growth in their respective fields, signaling market opportunities for decades to come.
See More
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- Enterprise AI Adoption Accelerates: Through its partnership with Palantir Technologies, Nvidia is evolving from merely selling hardware to developing full-stack AI solutions, enabling Fortune 500 companies to build proprietary AI systems, which creates high-margin recurring revenue and transforms into long-term partnerships.
- Inference and Infrastructure Era Arrives: As the demand for AI inference surges, Nvidia is not only supplying GPUs but also a comprehensive software stack including CUDA, TensorRT, and NIM, creating a powerful flywheel effect that drives ongoing AI development and infrastructure upgrades.
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See More
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- Future Growth Expectations: Palantir anticipates over 60% revenue growth in 2026, projecting revenues between $7.18 billion and $7.19 billion, with adjusted operating income targeted at $4.126 billion, reflecting sustained strong demand in the AI sector.
- Sandisk Market Performance: Sandisk's stock skyrocketed 1,067% over the past 12 months and is up 141% year-to-date in 2024, benefiting from surging AI data storage demand, although it recently fell 25% due to high valuations and market uncertainties.
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See More
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