Iran War Accelerates Defense Tech Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 18 2026
0mins
Should l Buy PLTR?
Source: Fool
- Palantir's Critical Role: Palantir's Foundry and Gotham platforms play a vital role in defense intelligence and surveillance at the Pentagon, integrating data from satellite imagery, social media signals, and suspicious financial transactions to help the U.S. and its allies map influential networks in Iran, thereby enhancing the timeliness and effectiveness of military decision-making.
- CrowdStrike's Cyber Defense: CrowdStrike's Falcon platform safeguards critical infrastructure across the U.S., Israel, and Europe against cyberattacks from Iran, utilizing real-time detection and behavior analysis to strengthen international coalitions against cyber espionage, ensuring national security.
- Potential for Increased Defense Spending: As the Iran War continues, both Palantir and CrowdStrike are poised to benefit from increased defense spending, with Palantir's data analytics and CrowdStrike's cybersecurity solutions providing strategic assets that enhance operational efficiency on the battlefield.
- Long-Term Growth Prospects: Both companies not only excel in the defense sector but also possess diversified platforms applicable across various commercial fields, and their high-margin recurring revenue models provide greater resilience amid market volatility, ensuring long-term investment appeal.
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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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- Customer Acquisition Strategy: Palantir has initiated boot camps to help businesses quickly identify pain points and deploy applications in days rather than months, a strategy that not only increases contract values but also enhances customer renewal and expansion willingness through rapid results, creating a powerful business flywheel effect.
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See More
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- Commercial Expansion: Since the launch of the AI platform in April 2023, Palantir's commercial revenue has surged from $1 billion to $2.1 billion annually, representing over 100% growth, with projections to exceed $3.144 billion by 2026, showcasing robust market demand and customer retention.
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See More
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- Commercial Sector Expansion: Since the launch of AIP in April 2023, Palantir's commercial revenue has surged from $1 billion to $2.1 billion annually, representing over 100% growth, with projections to exceed $3.144 billion by 2026, indicating accelerated market penetration in the private sector.
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See More
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- Manufacturing Layer Leadership: Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest semiconductor foundry, holds a 72% market share, with a 90% yield on 3-nanometer wafers, far surpassing competitors, ensuring its unmatched position in high-end chip production.
- Semiconductor Market Growth Potential: Research from Roots Analysis estimates that the global semiconductor market will grow by 9.17% annually from this year through 2040, providing TSMC with long-term growth momentum and solidifying its leadership in the industry.
See More
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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.
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- 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.
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See More
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